Ownership history in Capital Analysts, LLC · 39 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in * ALEXANDRIA REAL ESTATE EQ IN (ARE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 95 | +40 | +72.7% | 0.00% | $8K | $82.13 |
| 2025 Q1 | REDUCED | 55 | -255 | -82.3% | 0.00% | $5K | $88.12 |
| 2024 Q2 | REDUCED | 310 | -4 | -1.3% | 0.00% | $36K | $107.24 |
| 2024 Q1 | ADDED | 314 | +2 | +0.6% | 0.00% | $40K | $116.86 |
| 2023 Q4 | REDUCED | 312 | -66 | -17.5% | 0.00% | $40K | $113.75 |
| 2023 Q3 | ADDED | 378 | +2 | +0.5% | 0.00% | $38K | $88.94 |
| 2023 Q2 | ADDED | 376 | +3 | +0.8% | 0.00% | $43K | $99.57 |
| 2023 Q1 | REDUCED | 373 | -63 | -14.4% | 0.00% | $47K | $108.97 |
| 2022 Q4 | REDUCED | 436 | -2 | -0.5% | 0.00% | $64K | $125.15 |
| 2022 Q3 | ADDED | 438 | +51 | +13.2% | 0.00% | $61K | $119.43 |
As of 2025 Q4 — sorted by position size