Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-81,345.18
% of Total Estimate Gain
-5.34%

Copeland Dividend Growth Fund's Alexandria Real Estate Equities Inc Holding Summary

As of 2025-02-28, Copeland Dividend Growth Fund held - shares of Alexandria Real Estate Equities Inc(ARE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Copeland Dividend Growth Fund now holds 0% of the outstanding Alexandria Real Estate Equities Inc(ARE) stock.

The initial trade took place in 2020Q2. And since then Copeland Dividend Growth Fund has made 3 purchases of ARE, at an average price of $140.85, for a total of 10,810.00 shares. In addition, there have been 10 sales at an average price of $133.32 for 10,810.00 shares. Based on historical transaction data and ARE's current price of $82.05, Copeland Dividend Growth Fund's estimated gain on his ARE holdings is $-81,345.18, reflecting a -5.34% gain to date.

Copeland Dividend Growth Fund ARE ($82.05) Holding Chart

Copeland Dividend Growth Fund ARE ($82.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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