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, Q2 2023
Institutional positions in Alexandria Real Estate Equities, Inc. as of Jun 30, 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
- 595
- −20 vs. Q1 2023
- Shares held
- 166.1M
- +1.29M (+0.8%) vs. Q1 2023
- Total value
- $18.9B
- −$1.83B (−8.8%) vs. Q1 2023
- New holders
- 58
- 227 more added
- Sold out
- 78
- 231 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2 | $227 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 3 | $340 | 0.00% | −69−95.8% | Reduced |
| Bokf, NA | 3 | $340 | 0.00% | −8−72.7% | Reduced |
| First Capital Advisors Group, LLC. | 3 | $340 | 0.00% | +3 | New |
| Venturi Wealth Management, LLC | 4 | $454 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 113 | $454 | 0.00% | +113 | New |
| Beacon Capital Management, LLC | 5 | $567 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $567 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $574 | 0.00% | +5 | New |
| Rise Advisors, LLC | 5 | $588 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $688 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 8 | $908 | 0.00% | +4+100.0% | Added |
| KB Financial Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.18K | 0.00% | +10 | New |
| Cullen/Frost Bankers, Inc. | 12 | $1.36K | 0.00% | −388−97.0% | Reduced |
| MCF Advisors LLC | 12 | $1.36K | 0.00% | +12 | New |
| FinTrust Capital Advisors, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $1.48K | 0.00% | −140−91.5% | Reduced |
| Versant Capital Management, Inc | 13 | $1.48K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $1.59K | 0.00% | −78−84.8% | Reduced |
| Raffa Wealth Management, LLC | 14 | $1.59K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 14 | $1.71K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $1.72K | 0.00% | −23−60.5% | Reduced |
| Rosenberg Matthew Hamilton | 18 | $2.04K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $2.27K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 20 | $2.27K | 0.00% | −3−13.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 20 | $2.27K | 0.00% | +20 | New |
| JJJ Advisors Inc. | 23 | $2.61K | 0.00% | +23 | New |
| Bollard Group LLC | 30 | $3.00K | 0.00% | +30 | New |
| Caldwell Trust Co | 28 | $3.18K | 0.00% | −57−67.1% | Reduced |
| Clearstead Advisors, LLC | 28 | $3.18K | 0.00% | −55−66.3% | Reduced |
| AdvisorNet Financial, Inc | 29 | $3.29K | 0.00% | −44−60.3% | Reduced |
| IFP Advisors, Inc | 36 | $3.31K | 0.00% | +14+63.6% | Added |
| Colonial Trust Co | 31 | $3.51K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 32 | $3.63K | 0.00% | −6−15.8% | Reduced |
| Washington Trust Advisors, Inc. | 33 | $3.75K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $3.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $4.32K | 0.00% | +2+5.6% | Added |
| Umb Bank N A | 39 | $4.43K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 40 | $4.54K | 0.00% | −471−92.2% | Reduced |
| Grove Bank & Trust | 40 | $4.54K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $4.54K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 45 | $5.22K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $6.24K | 0.00% | +50+1,000.0% | Added |
| CVA Family Office, LLC | 61 | $6.92K | 0.00% | +36+144.0% | Added |
| GW&K Investment Management, LLC | 64 | $7.00K | 0.00% | +64 | New |
| Brown Brothers Harriman & Co | 73 | $8.29K | 0.00% | −62−45.9% | Reduced |
| Glen Eagle Advisors, LLC | 83 | $9.42K | 0.00% | +1+1.2% | Added |
| Clearview Wealth Advisors LLC | 85 | $9.65K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 87 | $9.86K | 0.00% | +1+1.2% | Added |
| IAG Wealth Partners, LLC | 95 | $10.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 97 | $11.0K | 0.00% | −4−4.0% | Reduced |
| Fiduciary Alliance LLC | 97 | $11.0K | 0.00% | +97 | New |
| Global Retirement Partners, LLC | 97 | $11.0K | 0.00% | +18+22.8% | Added |
| Farmers & Merchants Investments Inc | 99 | $11.2K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $11.3K | 0.01% | +100 | New |
| Pinnacle Bancorp, Inc. | 104 | $11.8K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 104 | $11.8K | 0.00% | +24+30.0% | Added |
| Bell Investment Advisors, Inc | 108 | $12.3K | 0.00% | +13+13.7% | Added |
| North Star Investment Management Corp. | 108 | $12.3K | 0.00% | +100+1,250.0% | Added |
| HHM Wealth Advisors, LLC | 113 | $12.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 126 | $14.3K | 0.00% | −172−57.7% | Reduced |
| Pinnacle Financial Partners Inc | 130 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 140 | $15.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 138 | $16.0K | 0.01% | −2−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 134 | $17.0K | 0.00% | −436−76.5% | Reduced |
| Allworth Financial LP | 159 | $18.1K | 0.00% | +5+3.2% | Added |
| TD Private Client Wealth LLC | 164 | $18.6K | 0.00% | −190−53.7% | Reduced |
| Deseret Mutual Benefit Administrators | 180 | $20.4K | 0.01% | +15+9.1% | Added |
| Parkside Financial Bank & Trust | 180 | $20.4K | 0.00% | −86−32.3% | Reduced |
| Gables Capital Management Inc. | 190 | $21.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 206 | $23.0K | 0.01% | −103−33.3% | Reduced |
| Spire Wealth Management | 210 | $23.8K | 0.00% | −36−14.6% | Reduced |
| Farther Finance Advisors, LLC | 223 | $25.3K | 0.01% | −62−21.8% | Reduced |
| Harbour Investments, Inc. | 242 | $27.5K | 0.00% | +6+2.5% | Added |
| Private Trust Co NA | 286 | $32.5K | 0.00% | +6+2.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $34.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 329 | $37.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 330 | $37.5K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 348 | $39.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 350 | $39.7K | 0.02% | +25+7.7% | Added |
| Proequities, Inc. | 352 | $40.4K | 0.00% | −18−4.9% | Reduced |
| Capital Analysts, LLC | 376 | $43.0K | 0.00% | +3+0.8% | Added |
| Covestor Ltd | 406 | $46.0K | 0.04% | +223+121.9% | Added |
| Harvest Fund Management Co., Ltd | 518 | $59.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 527 | $59.8K | 0.03% | +6+1.2% | Added |
| Capstone Investment Advisors, LLC | 549 | $62.3K | 0.00% | +549 | New |
| Chilton Capital Management LLC | 550 | $62.4K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 572 | $64.9K | 0.02% | +572 | New |
| Alta Advisers Ltd | 600 | $68.1K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 612 | $69.5K | 0.01% | −302−33.0% | Reduced |
| Motco | 662 | $75.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 675 | $76.6K | 0.00% | +137+25.5% | Added |
| West Tower Group, LLC | 703 | $79.8K | 0.06% | +703 | New |
| SRS Capital Advisors, Inc. | 728 | $82.6K | 0.01% | −218−23.0% | Reduced |
| Muzinich & Co., Inc. | 840 | $95.3K | 0.08% | −200−19.2% | Reduced |