West Branch Capital’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 Q2	–	Sell	-40	Closed	-$3.7K	–	477
2025 Q1	$3.7K	Hold	40	–	–	﹤0.01%	366
2024 Q4	$3.9K	Hold	40	–	–	﹤0.01%	351
2024 Q3	$4.75K	Hold	40	–	–	﹤0.01%	345
2024 Q2	$4.68K	Hold	40	–	–	﹤0.01%	338
2024 Q1	$5.16K	Hold	40	–	–	﹤0.01%	330
2023 Q4	$5.07K	Hold	40	–	–	﹤0.01%	337
2023 Q3	$4K	Hold	40	–	–	﹤0.01%	361
2023 Q2	$4.54K	Hold	40	–	–	﹤0.01%	357
2023 Q1	$5.02K	Sell	40 -151	-79%	-$22.2K	﹤0.01%	353
2022 Q4	$27.8K	Hold	191	–	–	0.02%	198
2022 Q3	$27K	Hold	191	–	–	0.02%	205
2022 Q2	$28K	Hold	191	–	–	0.02%	205
2022 Q1	$38K	Hold	191	–	–	0.02%	202
2021 Q4	$43K	Hold	191	–	–	0.02%	207
2021 Q3	$36K	Hold	191	–	–	0.02%	206
2021 Q2	$35K	Buy	+191	New	+$34.2K	0.02%	219