Prudent Man 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
2024 Q4	–	Sell	-1,845	Closed	-$219K	–	170
2024 Q3	$219K	Hold	1,845	–	–	0.07%	159
2024 Q2	$216K	Buy	1,845 +99	+6%	+$11.8K	0.08%	156
2024 Q1	$225K	Sell	1,746 -112	-6%	-$13.8K	0.08%	153
2023 Q4	$236K	Buy	+1,858	New	+$200K	0.09%	154
2023 Q3	–	Sell	-1,874	Closed	-$213K	–	191
2023 Q2	$213K	Buy	1,874 +2	+0.1%	+$238	0.08%	182
2023 Q1	$235K	Hold	1,872	–	–	0.09%	160
2022 Q4	$273K	Buy	1,872 +182	+11%	+$26.3K	0.11%	155
2022 Q3	$237K	Buy	+1,690	New	+$259K	0.11%	139
2022 Q2	–	Sell	-1,018	Closed	-$205K	–	161
2022 Q1	$205K	Buy	+1,018	New	+$199K	0.08%	175