NWM
ARE icon

Nicola Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Nicola Wealth Management’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,662
Closed -$1.69M – 109
2024
Q1 		$1.69M Sell
9,662
-400
-4% -$49.3K 0.16% 90
2023
Q4 		$1.69M Sell
10,062
-100
-1% -$10.8K 0.18% 93
2023
Q3 		$1.38M Buy
10,162
+4,400
+76% +$511K 0.15% 105
2023
Q2 		$654K Sell
5,762
-2,712
-32% -$323K 0.06% 102
2023
Q1 		$1.06M Sell
8,474
-5,800
-41% -$852K 0.11% 104
2022
Q4 		$2.08M Buy
14,274
+1,800
+14% +$260K 0.21% 92
2022
Q3 		$1.75M Buy
12,474
+1,474
+13% +$226K 0.19% 95
2022
Q2 		$1.6M Buy
+11,000
New +$1.87M 0.15% 102

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