Summit Trail 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
Q2
$596K Buy
+8,056
New +$596K 0.01% 664
2018
Q1
Sell
-955
Closed -$121K 506
2017
Q4
$121K Buy
+955
New +$121K 0.02% 572