Alexandria Real Estate Equities, Inc.
ARE- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001035443
In the last 90 days, Alexandria Real Estate Equities, Inc. insiders filed 2 open-market purchases and 2 sales; 598 institutions reported holding it in 13F filings for Q2 2026, worth $8.98B in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Alexandria Real Estate Equities, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 617
- +8 vs. Q2 2022
- Shares held
- 163.5M
- +1.69M (+1.0%) vs. Q2 2022
- Total value
- $22.9B
- −$544.6M (−2.3%) vs. Q2 2022
- New holders
- 69
- 276 more added
- Sold out
- 61
- 196 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ARE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 598 | $8.98B |
| Q1 2026 | 571 | $6.89B |
| Q4 2025 | 601 | $8.14B |
| Q3 2025 | 705 | $12.4B |
| Q2 2025 | 667 | $11.8B |
| Q1 2025 | 669 | $15.1B |
| Q4 2024 | 658 | $16.2B |
| Q3 2024 | 656 | $19.1B |
| Q2 2024 | 676 | $19.0B |
| Q1 2024 | 650 | $21.6B |
| Q4 2023 | 654 | $21.4B |
| Q3 2023 | 571 | $16.9B |
| Q2 2023 | 595 | $18.9B |
| Q1 2023 | 618 | $20.7B |
| Q4 2022 | 631 | $23.7B |
| Q3 2022 | 617 | $22.9B |
| Q2 2022 | 614 | $23.4B |
| Q1 2022 | 635 | $32.7B |
| Q4 2021 | 606 | $34.4B |
| Q3 2021 | 569 | $29.0B |
| Q2 2021 | 559 | $27.2B |
| Q1 2021 | 556 | $23.0B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $0 | 0.00% | +1 | New |
| Abound Wealth Management | 6 | $849 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 7 | $1.00K | 0.00% | −6−46.2% | Reduced |
| South State Corp. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.00K | 0.00% | +4+133.3% | Added |
| Cullen/Frost Bankers, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Cutler Group LP | 10 | $1.00K | 0.00% | +10 | New |
| Cetera Investment Advisers | 5,368 | $1.00K | 0.00% | +5,368 | New |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | +4 | New |
| Morton Brown Family Wealth, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 14 | $1.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $2.00K | 0.00% | +13+433.3% | Added |
| DT Investment Partners, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Bangor Savings Bank | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 19 | $3.00K | 0.00% | +19 | New |
| Oliver Lagore Vanvalin Investment Group | 21 | $3.00K | 0.00% | +21 | New |
| Howe & Rusling Inc | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 39 | $5.00K | 0.00% | +11+39.3% | Added |
| Capital Advisors, Ltd. LLC | 33 | $5.00K | 0.00% | +10+43.5% | Added |
| Almanack Investment Partners, LLC. | 35 | $5.00K | 0.00% | +35 | New |
| Atlas Capital Advisors LLC | 42 | $5.89K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 40 | $6.00K | 0.00% | −10,327−99.6% | Reduced |
| Covington Capital Management | 41 | $6.00K | 0.00% | +16+64.0% | Added |
| Newbridge Financial Services Group, Inc. | 45 | $6.00K | 0.00% | +45 | New |
| Global Financial Private Client, LLC | 45 | $6.48K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 46 | $7.00K | 0.01% | +5+12.2% | Added |
| TCI Wealth Advisors, Inc. | 52 | $7.00K | 0.00% | +27+108.0% | Added |
| Institutional & Family Asset Management, LLC | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 71 | $10.0K | 0.00% | +15+26.8% | Added |
| GHP Investment Advisors, Inc. | 70 | $10.0K | 0.00% | +70 | New |
| Jones Financial Companies LLLP | 78 | $11.0K | 0.00% | −7−8.2% | Reduced |
| Glen Eagle Advisors, LLC | 82 | $11.5K | 0.00% | +2+2.5% | Added |
| Caldwell Trust Co | 85 | $11.9K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 85 | $12.0K | 0.01% | −30−26.1% | Reduced |
| Pacific Center for Financial Services | 85 | $12.0K | 0.00% | +1+1.2% | Added |
| Umb Bank N A | 87 | $12.0K | 0.00% | +41+89.1% | Added |
| Clearstead Advisors, LLC | 83 | $12.0K | 0.00% | +83 | New |
| Riverview Trust Co | 86 | $12.0K | 0.01% | +86 | New |
| Sutton Wealth Advisors Inc. | 92 | $13.0K | 0.01% | +42+84.0% | Added |
| Smithfield Trust Co | 93 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 92 | $13.0K | 0.00% | +31+50.8% | Added |
| Evoke Wealth, LLC | 89 | $13.0K | 0.00% | +42+89.4% | Added |
| Farmers & Merchants Investments Inc | 99 | $14.0K | 0.00% | −383−79.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 109 | $15.0K | 0.01% | −3−2.7% | Reduced |
| Pinnacle Bancorp, Inc. | 104 | $15.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $15.0K | 0.00% | +110 | New |
| Spire Wealth Management | 115 | $16.0K | 0.00% | −117−50.4% | Reduced |
| EverSource Wealth Advisors, LLC | 122 | $17.0K | 0.00% | +50+69.4% | Added |
| DB Wealth Management Group, LLC | 131 | $18.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 130 | $18.0K | 0.00% | +130 | New |
| Brown Brothers Harriman & Co | 137 | $19.0K | 0.00% | −2,040−93.7% | Reduced |
| FourThought Financial, LLC | 134 | $19.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 137 | $19.0K | 0.00% | +85+163.5% | Added |
| Front Row Advisors LLC | 141 | $20.0K | 0.01% | −1−0.7% | Reduced |
| Bank of New Hampshire | 140 | $20.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 153 | $21.0K | 0.01% | +53+53.0% | Added |
| Ronald Blue Trust, Inc. | 153 | $22.0K | 0.00% | +28+22.4% | Added |
| Bell Investment Advisors, Inc | 164 | $23.0K | 0.01% | +34+26.2% | Added |
| West Branch Capital LLC | 191 | $27.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 190 | $27.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 194 | $27.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $28.0K | 0.00% | −400−66.7% | Reduced |
| Harbour Investments, Inc. | 235 | $34.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 256 | $36.0K | 0.01% | +52+25.5% | Added |
| First Horizon Advisors, Inc. | 254 | $36.0K | 0.00% | +125+96.9% | Added |
| Deseret Mutual Benefit Administrators | 295 | $41.0K | 0.01% | −37−11.1% | Reduced |
| Pacer Advisors, Inc. | 303 | $42.0K | 0.00% | −46,725−99.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $42.0K | 0.01% | −1,100−78.6% | Reduced |
| Private Trust Co NA | 298 | $42.0K | 0.01% | +4+1.4% | Added |
| Parkside Financial Bank & Trust | 310 | $43.0K | 0.01% | +150+93.8% | Added |
| Quent Capital, LLC | 358 | $50.0K | 0.01% | +233+186.4% | Added |
| American National Bank | 410 | $57.0K | 0.01% | +382+1,364.3% | Added |
| Castleview Partners, LLC | 408 | $57.0K | 0.05% | +408 | New |
| TD Private Client Wealth LLC | 418 | $58.6K | 0.00% | +166+65.9% | Added |
| Capital Analysts, LLC | 438 | $61.0K | 0.00% | +51+13.2% | Added |
| Truvestments Capital LLC | 500 | $70.0K | 0.04% | +500 | New |
| Carmichael Hill & Associates, Inc. | 513 | $72.0K | 0.04% | +4+0.8% | Added |
| Motco | 516 | $72.0K | 0.01% | +34+7.1% | Added |
| Harvest Fund Management Co., Ltd | 518 | $73.0K | 0.02% | −82−13.7% | Reduced |
| National Bank of Canada | 524 | $73.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 540 | $76.0K | 0.01% | +45+9.1% | Added |
| Tobam | 558 | $78.0K | 0.01% | −208−27.2% | Reduced |
| Alta Advisers Ltd | 600 | $84.0K | 0.05% | +600 | New |