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, Q1 2023
Institutional positions in Alexandria Real Estate Equities, Inc. as of Mar 31, 2023. 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
- 618
- −2 vs. Q4 2022
- Shares held
- 164.9M
- +2.92M (+1.8%) vs. Q4 2022
- Total value
- $20.7B
- −$2.86B (−12.1%) vs. Q4 2022
- New holders
- 70
- 279 more added
- Sold out
- 72
- 195 more reduced
11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| SkyView Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Washington Trust Advisors, Inc. | 33 | $23 | 0.00% | −8−19.5% | Reduced |
| Y.D. More Investments Ltd | 4 | $502 | 0.00% | +3+300.0% | Added |
| Ameritas Advisory Services, LLC | 5 | $620 | 0.00% | +5 | New |
| Concord Wealth Partners | 5 | $628 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $628 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $628 | 0.00% | +5 | New |
| Rise Advisors, LLC | 5 | $644 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $754 | 0.00% | +6 | New |
| TFC Financial Management | 7 | $880 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $1.14K | 0.00% | −7−43.8% | Reduced |
| First Command Advisory Services, Inc. | 10 | $1.26K | 0.00% | +10 | New |
| Bokf, NA | 11 | $1.38K | 0.00% | −1,747−99.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 11 | $1.40K | 0.00% | +11 | New |
| FinTrust Capital Advisors, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.61K | 0.00% | −3−18.8% | Reduced |
| DT Investment Partners, LLC | 14 | $1.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 15 | $1.93K | 0.00% | +15 | New |
| IFP Advisors, Inc | 22 | $2.02K | 0.00% | −830−97.4% | Reduced |
| Rosenberg Matthew Hamilton | 18 | $2.26K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $2.51K | 0.00% | +20 | New |
| Oliver Lagore Vanvalin Investment Group | 21 | $2.64K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 23 | $2.89K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $2.89K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $3.14K | 0.00% | −95−79.2% | Reduced |
| BerganKDV Wealth Management, LLC | 29 | $3.64K | 0.00% | +27+1,350.0% | Added |
| Cape Investment Advisory, Inc. | 30 | $3.77K | 0.00% | +30 | New |
| Colonial Trust Co | 31 | $3.84K | 0.00% | +5+19.2% | Added |
| Rain Capital Management, LLC | 34 | $4.27K | 0.00% | +34 | New |
| Newbridge Financial Services Group, Inc. | 35 | $4.40K | 0.00% | −10−22.2% | Reduced |
| Abound Wealth Management | 36 | $4.53K | 0.00% | +30+500.0% | Added |
| Baker Avenue Asset Management, LP | 38 | $4.77K | 0.00% | −7−15.6% | Reduced |
| Bogart Wealth, LLC | 38 | $4.77K | 0.00% | +38 | New |
| Umb Bank N A | 39 | $4.90K | 0.00% | −31−44.3% | Reduced |
| Grove Bank & Trust | 40 | $5.02K | 0.00% | −165−80.5% | Reduced |
| West Branch Capital LLC | 40 | $5.02K | 0.00% | −151−79.1% | Reduced |
| Global Financial Private Client, LLC | 45 | $5.60K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 62 | $7.79K | 0.00% | +62 | New |
| Sutton Wealth Advisors Inc. | 72 | $9.04K | 0.00% | −7−8.9% | Reduced |
| AdvisorNet Financial, Inc | 73 | $9.17K | 0.00% | −39−34.8% | Reduced |
| Global Retirement Partners, LLC | 79 | $9.63K | 0.00% | −47−37.3% | Reduced |
| Picton Mahoney Asset Management | 80 | $10.0K | 0.00% | −931−92.1% | Reduced |
| Pittenger & Anderson Inc | 80 | $10.0K | 0.00% | +45+128.6% | Added |
| Glen Eagle Advisors, LLC | 82 | $10.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 83 | $10.4K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 85 | $10.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 86 | $10.8K | 0.00% | +86 | New |
| EverSource Wealth Advisors, LLC | 92 | $11.6K | 0.00% | −161−63.6% | Reduced |
| IAG Wealth Partners, LLC | 95 | $11.9K | 0.00% | +95 | New |
| Bell Investment Advisors, Inc | 95 | $11.9K | 0.00% | −48−33.6% | Reduced |
| Smithfield Trust Co | 93 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 99 | $12.4K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 101 | $12.7K | 0.00% | −2−1.9% | Reduced |
| Achmea Investment Management B.V. | 106 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 104 | $13.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 113 | $14.2K | 0.00% | +43+61.4% | Added |
| Pinnacle Financial Partners Inc | 130 | $16.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $17.0K | 0.00% | +26+23.9% | Added |
| Bank of New Hampshire | 140 | $17.6K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 140 | $18.0K | 0.01% | −1−0.7% | Reduced |
| First Horizon Advisors, Inc. | 153 | $19.2K | 0.00% | −133−46.5% | Reduced |
| Allworth Financial LP | 154 | $19.3K | 0.00% | −4,443−96.6% | Reduced |
| TCI Wealth Advisors, Inc. | 161 | $20.2K | 0.00% | −3−1.8% | Reduced |
| Deseret Mutual Benefit Administrators | 165 | $20.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 183 | $23.0K | 0.02% | +76+71.0% | Added |
| Gables Capital Management Inc. | 190 | $23.9K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 236 | $29.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 246 | $30.9K | 0.00% | +132+115.8% | Added |
| Parkside Financial Bank & Trust | 266 | $33.4K | 0.01% | −60−18.4% | Reduced |
| Private Trust Co NA | 280 | $35.2K | 0.00% | −19−6.4% | Reduced |
| Farther Finance Advisors, LLC | 285 | $35.8K | 0.01% | +233+448.1% | Added |
| Glassman Wealth Services | 298 | $37.4K | 0.01% | +39+15.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $38.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 309 | $39.0K | 0.01% | +158+104.6% | Added |
| Addison Advisors LLC | 325 | $40.8K | 0.02% | +27+9.1% | Added |
| Quent Capital, LLC | 329 | $41.3K | 0.01% | +25+8.2% | Added |
| Clean Yield Group | 330 | $41.4K | 0.02% | −435−56.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 348 | $43.7K | 0.00% | +348 | New |
| TD Private Client Wealth LLC | 354 | $44.5K | 0.00% | −100−22.0% | Reduced |
| Belpointe Asset Management LLC | 365 | $45.8K | 0.00% | +299+453.0% | Added |
| Proequities, Inc. | 370 | $46.9K | 0.00% | +3+0.8% | Added |
| Capital Analysts, LLC | 373 | $47.0K | 0.00% | −63−14.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 400 | $50.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 400 | $50.2K | 0.00% | +200+100.0% | Added |
| Headlands Technologies LLC | 484 | $60.8K | 0.04% | +484 | New |
| Zions Bancorporation, N.A. | 511 | $64.2K | 0.01% | +20+4.1% | Added |
| Harvest Fund Management Co., Ltd | 518 | $65.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 521 | $65.5K | 0.03% | +4+0.8% | Added |
| Parallel Advisors, LLC | 538 | $67.6K | 0.00% | −199−27.0% | Reduced |