Plante Moran Financial Advisors’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
2026 Q1	$2.32K	Hold	50	–	–	﹤0.01%	626
2025 Q4	$2.45K	Hold	50	–	–	﹤0.01%	710
2025 Q3	$4.17K	Hold	50	–	–	﹤0.01%	619
2025 Q2	$3.63K	Hold	50	–	–	﹤0.01%	648
2025 Q1	$4.63K	Hold	50	–	–	﹤0.01%	648
2024 Q4	$4.88K	Hold	50	–	–	﹤0.01%	691
2024 Q3	$5.94K	Hold	50	–	–	﹤0.01%	664
2024 Q2	$5.85K	Hold	50	–	–	﹤0.01%	639
2024 Q1	$6.45K	Hold	50	–	–	﹤0.01%	666
2023 Q4	$6.34K	Hold	50	–	–	﹤0.01%	621
2023 Q3	$5K	Buy	+50	New	+$5.81K	﹤0.01%	606
2021 Q2	–	Sell	-99	Closed	-$16K	–	947
2021 Q1	$16K	Hold	99	–	–	﹤0.01%	562
2020 Q4	$18K	Hold	99	–	–	0.01%	547
2020 Q3	$16K	Buy	+99	New	+$16.5K	0.01%	533
2016 Q1	–	Sell	-130	Closed	-$12K	–	859
2015 Q4	$12K	Buy	+130	New	+$11.7K	0.01%	534