Ownership history in Lavaca Capital LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which Lavaca Capital 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 β sourced directly from SEC EDGAR 13F filings.
π Lavaca Capital LLC underperformed the S&P 500 by β29.3% annually on this ARE position. Average cost basis: $88.50. Maximum drawdown during holding period: β23.1%.
β Significantly underperformed the S&P 500 by 29.3% ann.
3 quarters analyzed
Best entry: $82.13 (2025 Q3) Β· Worst: $91.64 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 1 trim. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size