Naviter Wealth’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $528K | Sell |
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|
2025
Q2 | $636K | Sell |
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|
2025
Q1 | $868K | Buy |
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|
2024
Q4 | $824K | Sell |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $853K | Buy |
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|
2022
Q3 | $657K | Buy |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $768K | Buy |
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|
2021
Q4 | $562K | Buy |
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