United Capital Financial 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 | $1.43M | Buy |
19,631
+1,167
| +6% | +$84.8K | 0.01% | 505 |
|
|
2025
Q1 | $1.71M | Buy |
18,464
+1,329
| +8% | +$123K | 0.01% | 455 |
|
|
2024
Q4 | $1.67M | Sell |
17,135
-3,146
| -16% | -$307K | 0.01% | 455 |
|
|
2024
Q3 | $2.41M | Buy |
20,281
+826
| +4% | +$98.1K | 0.02% | 377 |
|
|
2024
Q2 | $2.28M | Buy |
19,455
+7,253
| +59% | +$848K | 0.02% | 371 |
|
|
2024
Q1 | $1.57M | Buy |
12,202
+79
| +0.7% | +$10.2K | 0.01% | 472 |
|
|
2023
Q4 | $1.54M | Buy |
12,123
+5,653
| +87% | +$717K | 0.01% | 471 |
|
|
2023
Q3 | $648K | Sell |
6,470
-369
| -5% | -$36.9K | ﹤0.01% | 592 |
|
|
2023
Q2 | $776K | Sell |
6,839
-3
| -0% | -$340 | ﹤0.01% | 601 |
|
|
2023
Q1 | $859K | Sell |
6,842
-840
| -11% | -$105K | ﹤0.01% | 615 |
|
|
2022
Q4 | $1.12M | Sell |
7,682
-761
| -9% | -$111K | 0.01% | 583 |
|
|
2022
Q3 | $1.18M | Buy |
8,443
+405
| +5% | +$56.8K | 0.01% | 579 |
|
|
2022
Q2 | $1.17M | Buy |
8,038
+676
| +9% | +$98.1K | 0.01% | 607 |
|
|
2022
Q1 | $1.48M | Sell |
7,362
-124
| -2% | -$25K | 0.01% | 583 |
|
|
2021
Q4 | $1.67M | Sell |
7,486
-312
| -4% | -$69.6K | 0.01% | 570 |
|
|
2021
Q3 | $1.49M | Sell |
7,798
-189
| -2% | -$36.1K | 0.01% | 582 |
|
|
2021
Q2 | $1.45M | Buy |
7,987
+449
| +6% | +$81.7K | 0.01% | 606 |
|
|
2021
Q1 | $1.24M | Sell |
7,538
-5,261
| -41% | -$864K | 0.01% | 610 |
|
|
2020
Q4 | $2.28M | Sell |
12,799
-3,007
| -19% | -$536K | 0.01% | 480 |
|
|
2020
Q3 | $2.53M | Sell |
15,806
-3,140
| -17% | -$502K | 0.02% | 450 |
|
|
2020
Q2 | $3.07M | Buy |
18,946
+339
| +2% | +$55K | 0.02% | 436 |
|
|
2020
Q1 | $2.55M | Buy |
18,607
+6,903
| +59% | +$946K | 0.02% | 455 |
|
|
2019
Q4 | $1.89M | Buy |
11,704
+1,261
| +12% | +$204K | 0.01% | 613 |
|
|
2019
Q3 | $1.61M | Buy |
10,443
+294
| +3% | +$45.3K | 0.01% | 631 |
|
|
2019
Q2 | $1.43M | Buy |
10,149
+653
| +7% | +$92.1K | 0.01% | 698 |
|
|
2019
Q1 | $1.35M | Buy |
9,496
+410
| +5% | +$58.5K | 0.01% | 689 |
|
|
2018
Q4 | $1.04M | Buy |
9,086
+176
| +2% | +$20K | 0.01% | 712 |
|
|
2018
Q3 | $1.12M | Buy |
8,910
+544
| +7% | +$68.4K | 0.01% | 750 |
|
|
2018
Q2 | $1.06M | Sell |
8,366
-1,774
| -17% | -$224K | 0.01% | 751 |
|
|
2018
Q1 | $1.27M | Buy |
10,140
+108
| +1% | +$13.5K | 0.01% | 714 |
|
|
2017
Q4 | $1.31M | Buy |
10,032
+70
| +0.7% | +$9.14K | 0.01% | 718 |
|
|
2017
Q3 | $1.19M | Sell |
9,962
-2,201
| -18% | -$262K | 0.01% | 728 |
|
|
2017
Q2 | $1.47M | Buy |
12,163
+1,536
| +14% | +$185K | 0.01% | 656 |
|
|
2017
Q1 | $1.17M | Buy |
10,627
+4,563
| +75% | +$504K | 0.01% | 704 |
|
|
2016
Q4 | $674K | Sell |
6,064
-2,268
| -27% | -$252K | 0.01% | 856 |
|
|
2016
Q3 | $906K | Buy |
8,332
+1,165
| +16% | +$127K | 0.01% | 796 |
|
|
2016
Q2 | $745K | Sell |
7,167
-1,262
| -15% | -$131K | 0.01% | 819 |
|
|
2016
Q1 | $766K | Sell |
8,429
-565
| -6% | -$51.3K | 0.01% | 766 |
|
|
2015
Q4 | $813K | Buy |
8,994
+2,902
| +48% | +$262K | 0.01% | 746 |
|
|
2015
Q3 | $516K | Sell |
6,092
-2,539
| -29% | -$215K | 0.01% | 887 |
|
|
2015
Q2 | $755K | Buy |
8,631
+1,260
| +17% | +$110K | 0.01% | 786 |
|
|
2015
Q1 | $681K | Buy |
7,371
+12
| +0.2% | +$1.11K | 0.01% | 809 |
|
|
2014
Q4 | $653K | Buy |
7,359
+127
| +2% | +$11.3K | 0.01% | 742 |
|
|
2014
Q3 | $533K | Buy |
+7,232
| New | +$533K | 0.01% | 774 |
|
|
2014
Q2 | – | Sell |
-5,474
| Closed | -$397K | – | 788 |
|
|
2014
Q1 | $397K | Buy |
+5,474
| New | +$397K | 0.01% | 695 |
|