Wealthfront Advisers’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 |
-56,614
| Closed | -$4.72M | – | 1053 |
|
|
2025
Q3 | $4.72M | Buy |
56,614
+4,535
| +9% | +$363K | 0.01% | 406 |
|
|
2025
Q2 | $3.78M | Buy |
52,079
+10,442
| +25% | +$776K | 0.01% | 431 |
|
|
2025
Q1 | $3.85M | Buy |
41,637
+33,294
| +399% | +$3.26M | 0.01% | 406 |
|
|
2024
Q4 | $814K | Sell |
8,343
-35,602
| -81% | -$3.9M | ﹤0.01% | 703 |
|
|
2024
Q3 | $5.22M | Sell |
43,945
-5,144
| -10% | -$613K | 0.02% | 296 |
|
|
2024
Q2 | $5.74M | Buy |
49,089
+14,327
| +41% | +$1.71M | 0.02% | 240 |
|
|
2024
Q1 | $4.48M | Buy |
34,762
+24,162
| +228% | +$2.98M | 0.02% | 295 |
|
|
2023
Q4 | $1.34M | Buy |
10,600
+8,562
| +420% | +$922K | 0.01% | 538 |
|
|
2023
Q3 | $204K | Sell |
2,038
-3,291
| -62% | -$382K | ﹤0.01% | 814 |
|
|
2023
Q2 | $605K | Buy |
5,329
+2,620
| +97% | +$312K | ﹤0.01% | 649 |
|
|
2023
Q1 | $340K | Sell |
2,709
-147
| -5% | -$21.6K | ﹤0.01% | 735 |
|
|
2022
Q4 | $416K | Sell |
2,856
-1,845
| -39% | -$267K | ﹤0.01% | 666 |
|
|
2022
Q3 | $659K | Buy |
4,701
+2,112
| +82% | +$324K | ﹤0.01% | 547 |
|
|
2022
Q2 | $375K | Sell |
2,589
-3,025
| -54% | -$513K | ﹤0.01% | 642 |
|
|
2022
Q1 | $1.13M | Sell |
5,614
-4,830
| -46% | -$943K | 0.01% | 505 |
|
|
2021
Q4 | $2.33M | Buy |
10,444
+6,804
| +187% | +$1.41M | 0.01% | 350 |
|
|
2021
Q3 | $695K | Buy |
3,640
+1,685
| +86% | +$335K | ﹤0.01% | 518 |
|
|
2021
Q2 | $356K | Buy |
1,955
+117
| +6% | +$20.9K | ﹤0.01% | 559 |
|
|
2021
Q1 | $302K | Buy |
1,838
+99
| +6% | +$16.5K | ﹤0.01% | 506 |
|
|
2020
Q4 | $310K | Buy |
1,739
+41
| +2% | +$6.78K | ﹤0.01% | 490 |
|
|
2020
Q3 | $272K | Sell |
1,698
-14
| -0.8% | -$2.34K | ﹤0.01% | 470 |
|
|
2020
Q2 | $278K | Sell |
1,712
-105
| -6% | -$16K | ﹤0.01% | 458 |
|
|
2020
Q1 | $249K | Buy |
1,817
+356
| +24% | +$55.7K | ﹤0.01% | 409 |
|
|
2019
Q4 | $236K | Buy |
1,461
+118
| +9% | +$18.6K | ﹤0.01% | 473 |
|
|
2019
Q3 | $207K | Buy |
+1,343
| New | +$198K | ﹤0.01% | 464 |
|
Other funds holding ARE
AAMU
