Wealth Alliance
- SEC CIK
- 0001793904
- Latest filing
- Aug 11, 2026
ARE holding history
Alexandria Real Estate Equities, Inc. in every 13F filed by Wealth Alliance, 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −8,763−100.0% | Sold out | Holders |
| Q3 2025 | 8,763 | $730.3K | 0.1% | +662+8.2% | Added | Holders |
| Q2 2025 | 8,101 | $588.3K | 0.1% | +334+4.3% | Added | Holders |
| Q1 2025 | 7,767 | $718.6K | 0.1% | +5,135+195.1% | Added | Holders |
| Q4 2024 | 2,632 | $256.8K | <0.1% | −3,101−54.1% | Reduced | Holders |
| Q3 2024 | 5,733 | $680.8K | 0.1% | +5,733 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −2,012−100.0% | Sold out | Holders |
| Q1 2024 | 2,012 | $259.3K | <0.1% | +77+4.0% | Added | Holders |
| Q4 2023 | 1,935 | $245.3K | <0.1% | −435−18.4% | Reduced | Holders |
| Q3 2023 | 2,370 | $237.3K | <0.1% | +220+10.2% | Added | Holders |
| Q2 2023 | 2,150 | $244.0K | <0.1% | −39−1.8% | Reduced | Holders |
| Q1 2023 | 2,189 | $275.0K | <0.1% | +304+16.1% | Added | Holders |
| Q4 2022 | 1,885 | $274.6K | <0.1% | +1,885 | New | Holders |