Wealth Enhancement Advisory Services’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
$1.8M Buy
46,206
+15,988
+53% +$843K ﹤0.01% 1452
2025
Q4
$1.58M Sell
30,218
-49,246
-62% -$2.9M ﹤0.01% 1664
2025
Q3
$6.21M Buy
79,464
+15,092
+23% +$1.21M 0.01% 846
2025
Q2
$4.95M Buy
64,372
+34,720
+117% +$2.58M 0.01% 902
2025
Q1
$2.74M Buy
29,652
+18,416
+164% +$1.8M 0.01% 1091
2024
Q4
$1.1M Buy
11,236
+6,686
+147% +$733K ﹤0.01% 1488
2024
Q3
$540K Buy
4,550
+1,062
+30% +$127K ﹤0.01% 1782
2024
Q2
$408K Buy
3,488
+968
+38% +$115K ﹤0.01% 1768
2024
Q1
$325K Buy
2,520
+353
+16% +$43.5K ﹤0.01% 1866
2023
Q4
$275K Buy
+2,167
New +$233K ﹤0.01% 1881
2023
Q1
Sell
-21,429
Closed -$3.37M 522
2022
Q4
$3.37M Sell
21,429
-26,224
-55% -$3.79M 0.04% 144
2022
Q3
$6.42M Buy
47,653
+17,373
+57% +$2.67M 0.09% 105
2022
Q2
$4.43M Sell
30,280
-7,037
-19% -$1.19M 0.06% 139
2022
Q1
$7.58M Buy
37,317
+2,054
+6% +$401K 0.1% 101
2021
Q4
$6.88M Buy
35,263
+18,685
+113% +$3.87M 0.1% 95
2021
Q3
$3.46M Buy
+16,578
New +$3.3M 0.05% 123

Other funds holding ARE