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Sage Investment Counsel’s Alexandria Real Estate Equities ARE Stock Holding History

Sage Investment Counsel’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Sell
3,409
-117
-3% -$8.5K 0.29% 90
2025
Q1 		$326K Sell
3,526
-176
-5% -$16.3K 0.41% 74
2024
Q4 		$361K Buy
+3,702
New +$361K 0.47% 63