Ascent Wealth Partners, LLC
- SEC CIK
- 0001546865
- Latest filing
- Jul 31, 2026
ARE holding history
Alexandria Real Estate Equities, Inc. in every 13F filed by Ascent Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ARE overviewAll 13F holders of AREFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −6,891−100.0% | Sold out | Holders |
| Q2 2023 | 6,891 | $782.1K | 0.1% | +244+3.7% | Added | Holders |
| Q1 2023 | 6,647 | $834.8K | 0.2% | +275+4.3% | Added | Holders |
| Q4 2022 | 6,372 | $928.2K | 0.2% | +801+14.4% | Added | Holders |
| Q3 2022 | 5,571 | $781.0K | 0.2% | +898+19.2% | Added | Holders |
| Q2 2022 | 4,673 | $674.0K | 0.2% | +265+6.0% | Added | Holders |
| Q1 2022 | 4,408 | $887.0K | 0.2% | +451+11.4% | Added | Holders |
| Q4 2021 | 3,957 | $883.0K | 0.2% | +416+11.7% | Added | Holders |
| Q3 2021 | 3,541 | $677.0K | 0.1% | +860+32.1% | Added | Holders |
| Q2 2021 | 2,681 | $488.0K | 0.1% | +2,681 | New | Holders |