Wealth Alliance’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
2025 Q4	–	Sell	-8,763	Closed	-$730K	–	554
2025 Q3	$730K	Buy	8,763 +662	+8%	+$53K	0.08%	226
2025 Q2	$588K	Buy	8,101 +334	+4%	+$24.8K	0.07%	262
2025 Q1	$719K	Buy	7,767 +5,135	+195%	+$503K	0.09%	206
2024 Q4	$257K	Sell	2,632 -3,101	-54%	-$340K	0.03%	423
2024 Q3	$681K	Buy	+5,733	New	+$683K	0.08%	218
2024 Q2	–	Sell	-2,012	Closed	-$259K	–	516
2024 Q1	$259K	Buy	2,012 +77	+4%	+$9.49K	0.03%	434
2023 Q4	$245K	Sell	1,935 -435	-18%	-$46.8K	0.03%	437
2023 Q3	$237K	Buy	2,370 +220	+10%	+$25.6K	0.04%	420
2023 Q2	$244K	Sell	2,150 -39	-2%	-$4.64K	0.04%	432
2023 Q1	$275K	Buy	2,189 +304	+16%	+$44.7K	0.04%	392
2022 Q4	$275K	Buy	+1,885	New	+$273K	0.05%	370