Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
ARE holding history
Alexandria Real Estate Equities, Inc. in every 13F filed by Avitas Wealth Management 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 Q4 2024 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −10,910−100.0% | Sold out | Holders |
| Q3 2024 | 10,910 | $1.30M | 0.2% | +163+1.5% | Added | Holders |
| Q2 2024 | 10,747 | $1.26M | 0.2% | +10,747 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −10,686−100.0% | Sold out | Holders |
| Q2 2023 | 10,686 | $1.21M | 0.2% | +2,918+37.6% | Added | Holders |
| Q1 2023 | 7,768 | $975.6K | 0.2% | +7,768 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −7,721−100.0% | Sold out | Holders |
| Q3 2022 | 7,721 | $1.08M | 0.2% | +7,721 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −17,437−100.0% | Sold out | Holders |
| Q1 2022 | 17,437 | $3.51M | 0.6% | −4,859−21.8% | Reduced | Holders |
| Q4 2021 | 22,296 | $4.97M | 0.8% | +512+2.4% | Added | Holders |
| Q3 2021 | 21,784 | $4.16M | 0.8% | +4,325+24.8% | Added | Holders |
| Q2 2021 | 17,459 | $3.18M | 0.6% | +17,459 | New | Holders |