Sheaff Brock Investment Advisors’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $315K | Hold |
3,409
| – | – | 0.03% | 323 |
|
|
2024
Q4 | $333K | Sell |
3,409
-8,772
| -72% | -$856K | 0.03% | 316 |
|
|
2024
Q3 | $1.45M | Sell |
12,181
-73
| -0.6% | -$8.67K | 0.13% | 134 |
|
|
2024
Q2 | $1.43M | Sell |
12,254
-745
| -6% | -$87.1K | 0.13% | 129 |
|
|
2024
Q1 | $1.68M | Sell |
12,999
-86
| -0.7% | -$11.1K | 0.11% | 126 |
|
|
2023
Q4 | $1.66M | Buy |
13,085
+2,301
| +21% | +$292K | 0.13% | 116 |
|
|
2023
Q3 | $1.08M | Buy |
10,784
+850
| +9% | +$85.1K | 0.1% | 154 |
|
|
2023
Q2 | $1.13M | Buy |
9,934
+1,932
| +24% | +$219K | 0.09% | 149 |
|
|
2023
Q1 | $1M | Buy |
8,002
+54
| +0.7% | +$6.78K | 0.09% | 170 |
|
|
2022
Q4 | $1.16M | Buy |
7,948
+162
| +2% | +$23.6K | 0.11% | 141 |
|
|
2022
Q3 | $1.09M | Buy |
7,786
+165
| +2% | +$23.1K | 0.12% | 135 |
|
|
2022
Q2 | $1.11M | Buy |
7,621
+801
| +12% | +$116K | 0.09% | 144 |
|
|
2022
Q1 | $1.37M | Buy |
6,820
+464
| +7% | +$93.4K | 0.1% | 140 |
|
|
2021
Q4 | $1.42M | Buy |
6,356
+519
| +9% | +$116K | 0.09% | 142 |
|
|
2021
Q3 | $1.12M | Buy |
5,837
+142
| +2% | +$27.1K | 0.08% | 160 |
|
|
2021
Q2 | $1.04M | Buy |
5,695
+486
| +9% | +$88.4K | 0.07% | 167 |
|
|
2021
Q1 | $856K | Buy |
5,209
+653
| +14% | +$107K | 0.07% | 174 |
|
|
2020
Q4 | $812K | Buy |
4,556
+97
| +2% | +$17.3K | 0.07% | 163 |
|
|
2020
Q3 | $713K | Buy |
4,459
+41
| +0.9% | +$6.56K | 0.07% | 173 |
|
|
2020
Q2 | $717K | Buy |
+4,418
| New | +$717K | 0.07% | 174 |
|