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, Q4 2022
Institutional positions in Alexandria Real Estate Equities, Inc. as of Dec 31, 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
- 631
- +24 vs. Q3 2022
- Shares held
- 162.5M
- −948.1K (−0.6%) vs. Q3 2022
- Total value
- $23.7B
- +$792.2M (+3.5%) vs. Q3 2022
- New holders
- 79
- 274 more added
- Sold out
- 55
- 203 more reduced
10 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $30 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1 | $145 | 0.00% | +1 | New |
| BerganKDV Wealth Management, LLC | 2 | $291 | 0.00% | −7−77.8% | Reduced |
| Money Concepts Capital Corp | 2 | $291 | 0.00% | +2 | New |
| Colonial Trust Advisors | 4 | $583 | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 4 | $583 | 0.00% | +4 | New |
| Beacon Capital Management, LLC | 5 | $728 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $728 | 0.00% | +5 | New |
| Rise Advisors, LLC | 5 | $741 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 6 | $874 | 0.00% | +6 | New |
| My Personal CFO, LLC | 6 | $874 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $882 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8 | $1.00K | 0.00% | −2,511−99.7% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | −24−72.7% | Reduced |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 10 | $1.00K | 0.00% | +10 | New |
| TFC Financial Management | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $1.17K | 0.00% | +8 | New |
| Fiduciary Alliance LLC | 8 | $1.17K | 0.00% | +8 | New |
| Glass Jacobson Investment Advisors llc | 8 | $1.17K | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 8 | $1.18K | 0.00% | +4+100.0% | Added |
| Trifecta Capital Advisors, LLC | 9 | $1.31K | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 9 | $1.32K | 0.00% | +9 | New |
| FinTrust Capital Advisors, LLC | 10 | $1.46K | 0.00% | −55−84.6% | Reduced |
| DT Investment Partners, LLC | 14 | $2.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $2.04K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 14 | $2.04K | 0.00% | +14 | New |
| Versant Capital Management, Inc | 16 | $2.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $2.35K | 0.00% | +9+128.6% | Added |
| Rosenberg Matthew Hamilton | 18 | $2.62K | 0.00% | −1−5.3% | Reduced |
| MCF Advisors LLC | 20 | $2.91K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 20 | $2.91K | 0.00% | +20 | New |
| Bangor Savings Bank | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 21 | $3.06K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 23 | $3.35K | 0.00% | −48−67.6% | Reduced |
| Red Tortoise LLC | 23 | $3.35K | 0.00% | +23 | New |
| Colonial Trust Co | 26 | $3.77K | 0.00% | +26 | New |
| Sofos Investments, Inc. | 146 | $4.88K | 0.05% | −2,234−93.9% | Reduced |
| Pittenger & Anderson Inc | 35 | $5.10K | 0.00% | +7+25.0% | Added |
| Global Financial Private Client, LLC | 45 | $6.55K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 45 | $6.55K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 45 | $6.55K | 0.00% | +45 | New |
| Hazlett, Burt & Watson, Inc. | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 52 | $7.58K | 0.00% | +52 | New |
| Belpointe Asset Management LLC | 66 | $9.61K | 0.00% | +66 | New |
| Umb Bank N A | 70 | $10.0K | 0.00% | −17−19.5% | Reduced |
| GHP Investment Advisors, Inc. | 70 | $10.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 70 | $10.2K | 0.00% | +8+12.9% | Added |
| Jones Financial Companies LLLP | 78 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 76 | $11.2K | 0.00% | +76 | New |
| Sutton Wealth Advisors Inc. | 79 | $11.5K | 0.00% | −13−14.1% | Reduced |
| Glen Eagle Advisors, LLC | 82 | $11.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 83 | $12.1K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 85 | $12.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $12.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 93 | $13.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 106 | $14.0K | 0.00% | −2,770−96.3% | Reduced |
| Farmers & Merchants Investments Inc | 99 | $14.4K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 104 | $15.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $15.0K | 0.00% | −34−24.8% | Reduced |
| Brown Brothers Harriman & Co | 109 | $15.9K | 0.00% | −28−20.4% | Reduced |
| Covestor Ltd | 107 | $16.0K | 0.01% | −2−1.8% | Reduced |
| AdvisorNet Financial, Inc | 112 | $16.3K | 0.00% | +73+187.2% | Added |
| Spire Wealth Management | 114 | $17.0K | 0.00% | −1−0.9% | Reduced |
| CVA Family Office, LLC | 120 | $17.5K | 0.00% | +10+9.1% | Added |
| Global Retirement Partners, LLC | 126 | $18.3K | 0.00% | +34+37.0% | Added |
| Pinnacle Financial Partners Inc | 130 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 140 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 143 | $20.8K | 0.01% | −21−12.8% | Reduced |
| Front Row Advisors LLC | 141 | $21.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 151 | $22.0K | 0.00% | −1,725−92.0% | Reduced |
| TCI Wealth Advisors, Inc. | 164 | $23.9K | 0.00% | +112+215.4% | Added |
| Deseret Mutual Benefit Administrators | 165 | $24.0K | 0.01% | −130−44.1% | Reduced |
| Gables Capital Management Inc. | 190 | $27.7K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 191 | $27.8K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 194 | $28.3K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $29.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 205 | $30.0K | 0.01% | +205 | New |
| Harbour Investments, Inc. | 236 | $34.4K | 0.00% | +1+0.4% | Added |
| EverSource Wealth Advisors, LLC | 253 | $36.9K | 0.01% | +131+107.4% | Added |
| Glassman Wealth Services | 259 | $37.7K | 0.01% | +3+1.2% | Added |
| Resurgent Financial Advisors LLC | 260 | $37.9K | 0.02% | +260 | New |
| First Horizon Advisors, Inc. | 286 | $41.7K | 0.00% | +32+12.6% | Added |
| Addison Advisors LLC | 298 | $43.4K | 0.03% | +145+94.8% | Added |
| Private Trust Co NA | 299 | $44.0K | 0.01% | +1+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $44.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 304 | $44.3K | 0.01% | −54−15.1% | Reduced |
| Capstone Investment Advisors, LLC | 318 | $46.3K | 0.00% | +318 | New |
| Comerica Securities,inc. | 322 | $47.3K | 0.00% | +322 | New |
| Parkside Financial Bank & Trust | 326 | $47.5K | 0.01% | +16+5.2% | Added |
| Pacer Advisors, Inc. | 344 | $50.1K | 0.00% | +41+13.5% | Added |
| Proequities, Inc. | 367 | $53.9K | 0.00% | +367 | New |
| American National Bank | 382 | $56.0K | 0.01% | −28−6.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 400 | $58.3K | 0.00% | +395+7,900.0% | Added |
| Tobam | 425 | $62.0K | 0.00% | −133−23.8% | Reduced |
| Ronald Blue Trust, Inc. | 448 | $62.0K | 0.00% | +295+192.8% | Added |
| Capital Analysts, LLC | 436 | $64.0K | 0.00% | −2−0.5% | Reduced |