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Wealth Enhancement Advisory Services’s
Alexandria Real Estate Equities
ARE
Stock Holding History
Wealth Enhancement Advisory Services’s Portfolio
ARE Stock Details
ARE Fund Activity
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
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$1.66T AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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