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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,500 | $188.4K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,452 | $182.4K | 0.11% | −355−19.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,185 | $148.8K | 0.00% | −69−5.5% | Reduced |
| Signaturefd, LLC | 1,164 | $146.2K | 0.00% | −482−29.3% | Reduced |
| Tobam | 1,141 | $143.0K | 0.01% | +716+168.5% | Added |
| Muzinich & Co., Inc. | 1,040 | $130.6K | 0.11% | −110−9.6% | Reduced |
| Washington Trust Co | 1,000 | $125.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 974 | $122.0K | 0.05% | −20−2.0% | Reduced |
| Manchester Capital Management LLC | 964 | $121.1K | 0.02% | +457+90.1% | Added |
| SRS Capital Advisors, Inc. | 946 | $118.8K | 0.02% | +352+59.3% | Added |
| Quadrant Capital Group LLC | 914 | $114.8K | 0.01% | −619−40.4% | Reduced |
| Lindbrook Capital, LLC | 859 | $107.9K | 0.01% | −299−25.8% | Reduced |
| Carmel Capital Partners, LLC | 840 | $105.5K | 0.06% | +840 | New |
| Advisory Services Network, LLC | 679 | $85.3K | 0.00% | −98−12.6% | Reduced |
| Motco | 662 | $83.1K | 0.01% | +24+3.8% | Added |
| Ronald Blue Trust, Inc. | 570 | $83.0K | 0.00% | +122+27.2% | Added |
| Alta Advisers Ltd | 600 | $75.4K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 550 | $69.1K | 0.00% | −3,750−87.2% | Reduced |
| Parallel Advisors, LLC | 538 | $67.6K | 0.00% | −199−27.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 521 | $65.5K | 0.03% | +4+0.8% | Added |
| Harvest Fund Management Co., Ltd | 518 | $65.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 511 | $64.2K | 0.01% | +20+4.1% | Added |
| Headlands Technologies LLC | 484 | $60.8K | 0.04% | +484 | New |
| Cullen/Frost Bankers, Inc. | 400 | $50.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 400 | $50.2K | 0.00% | +200+100.0% | Added |
| Capital Analysts, LLC | 373 | $47.0K | 0.00% | −63−14.4% | Reduced |
| Proequities, Inc. | 370 | $46.9K | 0.00% | +3+0.8% | Added |
| Belpointe Asset Management LLC | 365 | $45.8K | 0.00% | +299+453.0% | Added |
| TD Private Client Wealth LLC | 354 | $44.5K | 0.00% | −100−22.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 348 | $43.7K | 0.00% | +348 | New |
| Clean Yield Group | 330 | $41.4K | 0.02% | −435−56.9% | Reduced |
| Quent Capital, LLC | 329 | $41.3K | 0.01% | +25+8.2% | Added |
| Addison Advisors LLC | 325 | $40.8K | 0.02% | +27+9.1% | Added |
| Clear Street Markets LLC | 309 | $39.0K | 0.01% | +158+104.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $38.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 298 | $37.4K | 0.01% | +39+15.1% | Added |
| Farther Finance Advisors, LLC | 285 | $35.8K | 0.01% | +233+448.1% | Added |
| Private Trust Co NA | 280 | $35.2K | 0.00% | −19−6.4% | Reduced |
| Parkside Financial Bank & Trust | 266 | $33.4K | 0.01% | −60−18.4% | Reduced |
| Spire Wealth Management | 246 | $30.9K | 0.00% | +132+115.8% | Added |
| Harbour Investments, Inc. | 236 | $29.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 190 | $23.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 183 | $23.0K | 0.02% | +76+71.0% | Added |
| Deseret Mutual Benefit Administrators | 165 | $20.7K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 161 | $20.2K | 0.00% | −3−1.8% | Reduced |
| Allworth Financial LP | 154 | $19.3K | 0.00% | −4,443−96.6% | Reduced |
| First Horizon Advisors, Inc. | 153 | $19.2K | 0.00% | −133−46.5% | Reduced |
| Front Row Advisors LLC | 140 | $18.0K | 0.01% | −1−0.7% | Reduced |
| Bank of New Hampshire | 140 | $17.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $17.0K | 0.00% | +26+23.9% | Added |
| Pinnacle Financial Partners Inc | 130 | $16.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 113 | $14.2K | 0.00% | +43+61.4% | Added |
| Pinnacle Bancorp, Inc. | 104 | $13.1K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 106 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 101 | $12.7K | 0.00% | −2−1.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 99 | $12.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 93 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $11.9K | 0.00% | −48−33.6% | Reduced |
| IAG Wealth Partners, LLC | 95 | $11.9K | 0.00% | +95 | New |
| EverSource Wealth Advisors, LLC | 92 | $11.6K | 0.00% | −161−63.6% | Reduced |
| Pacific Center for Financial Services | 86 | $10.8K | 0.00% | +86 | New |
| Clearview Wealth Advisors LLC | 85 | $10.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $10.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 83 | $10.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 82 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 80 | $10.0K | 0.00% | +45+128.6% | Added |
| Picton Mahoney Asset Management | 80 | $10.0K | 0.00% | −931−92.1% | Reduced |
| Global Retirement Partners, LLC | 79 | $9.63K | 0.00% | −47−37.3% | Reduced |
| AdvisorNet Financial, Inc | 73 | $9.17K | 0.00% | −39−34.8% | Reduced |
| Sutton Wealth Advisors Inc. | 72 | $9.04K | 0.00% | −7−8.9% | Reduced |
| Quarry LP | 62 | $7.79K | 0.00% | +62 | New |
| Hazlett, Burt & Watson, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 45 | $5.60K | 0.00% | 00.0% | Unchanged |
| 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 |
| Umb Bank N A | 39 | $4.90K | 0.00% | −31−44.3% | Reduced |
| Baker Avenue Asset Management, LP | 38 | $4.77K | 0.00% | −7−15.6% | Reduced |
| Bogart Wealth, LLC | 38 | $4.77K | 0.00% | +38 | New |
| Abound Wealth Management | 36 | $4.53K | 0.00% | +30+500.0% | Added |
| Newbridge Financial Services Group, Inc. | 35 | $4.40K | 0.00% | −10−22.2% | Reduced |
| Rain Capital Management, LLC | 34 | $4.27K | 0.00% | +34 | New |
| Colonial Trust Co | 31 | $3.84K | 0.00% | +5+19.2% | Added |
| Cape Investment Advisory, Inc. | 30 | $3.77K | 0.00% | +30 | New |
| BerganKDV Wealth Management, LLC | 29 | $3.64K | 0.00% | +27+1,350.0% | Added |
| CVA Family Office, LLC | 25 | $3.14K | 0.00% | −95−79.2% | Reduced |
| Crewe Advisors LLC | 23 | $2.89K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $2.89K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 21 | $2.64K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $2.51K | 0.00% | +20 | New |
| Rosenberg Matthew Hamilton | 18 | $2.26K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $2.02K | 0.00% | −830−97.4% | Reduced |
| Values First Advisors, Inc. | 15 | $1.93K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 14 | $1.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.61K | 0.00% | −3−18.8% | Reduced |
| FinTrust Capital Advisors, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 11 | $1.40K | 0.00% | +11 | New |
| Bokf, NA | 11 | $1.38K | 0.00% | −1,747−99.4% | Reduced |