Stamos Capital Partners’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	$1.62M	Buy	34,904 +3,572	+11%	+$188K	0.25%	100
2025 Q4	$1.53M	Buy	31,332 +18,205	+139%	+$1.07M	0.25%	106
2025 Q3	$1.09M	Sell	13,127 -11,707	-47%	-$938K	0.21%	106
2025 Q2	$1.8M	Buy	24,834 +10,465	+73%	+$777K	0.32%	94
2025 Q1	$1.33M	Sell	14,369 -891	-6%	-$87.3K	0.35%	83
2024 Q4	$1.49M	Buy	15,260 +5,110	+50%	+$560K	0.35%	89
2024 Q3	$1.21M	Sell	10,150 -750	-7%	-$89.3K	0.28%	90
2024 Q2	$1.27M	Buy	10,900 +1,210	+12%	+$144K	0.27%	88
2024 Q1	$1.25M	Buy	9,690 +1,930	+25%	+$238K	0.28%	79
2023 Q4	$984K	Sell	7,760 -6,350	-45%	-$683K	0.27%	79
2023 Q3	$1.41M	Buy	14,110 +6,790	+93%	+$789K	0.31%	82
2023 Q2	$831K	Buy	+7,320	New	+$871K	0.19%	96
2023 Q1	–	Sell	-3,440	Closed	-$501K	–	104
2022 Q4	$501K	Sell	3,440 -2,360	-41%	-$341K	0.16%	109
2022 Q3	$813K	Sell	5,800 -1,200	-17%	-$184K	0.21%	87
2022 Q2	$1.01M	Buy	7,000 +1,600	+30%	+$272K	0.31%	68
2022 Q1	$1.09M	Buy	+5,400	New	+$1.05M	0.36%	49