Rise 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
2025 Q4	–	Sell	-102	Closed	-$8.51K	–	195
2025 Q3	$8.51K	Buy	102 +7	+7%	+$561	﹤0.01%	1066
2025 Q2	$6.88K	Buy	95 +2	+2%	+$149	﹤0.01%	1130
2025 Q1	$8.63K	Sell	93 -48	-34%	-$4.7K	﹤0.01%	1081
2024 Q4	$13.8K	Buy	141 +1	+0.7%	+$110	0.01%	871
2024 Q3	$16.6K	Buy	140 +2	+1%	+$238	0.01%	807
2024 Q2	$16.2K	Buy	138 +1	+0.7%	+$119	0.01%	786
2024 Q1	$17.7K	Buy	+137	New	+$16.9K	0.01%	734
2023 Q4	–	Hold	0	–	-$23	–	625
2023 Q3	–	Sell	-5	Closed	-$581	–	654
2023 Q2	$588	Hold	5	–	–	﹤0.01%	610
2023 Q1	$644	Hold	5	–	–	﹤0.01%	710
2022 Q4	$741	Hold	5	–	–	﹤0.01%	681
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	596
2022 Q2	$1K	Buy	+5	New	+$848	﹤0.01%	604