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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 612 | $69.5K | 0.01% | −302−33.0% | Reduced |
| Alta Advisers Ltd | 600 | $68.1K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 572 | $64.9K | 0.02% | +572 | New |
| Chilton Capital Management LLC | 550 | $62.4K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 549 | $62.3K | 0.00% | +549 | New |
| Carmichael Hill & Associates, Inc. | 527 | $59.8K | 0.03% | +6+1.2% | Added |
| Harvest Fund Management Co., Ltd | 518 | $59.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 406 | $46.0K | 0.04% | +223+121.9% | Added |
| Capital Analysts, LLC | 376 | $43.0K | 0.00% | +3+0.8% | Added |
| Proequities, Inc. | 352 | $40.4K | 0.00% | −18−4.9% | Reduced |
| Addison Advisors LLC | 350 | $39.7K | 0.02% | +25+7.7% | Added |
| Federation des caisses Desjardins du Quebec | 348 | $39.5K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 330 | $37.5K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 329 | $37.3K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $34.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 286 | $32.5K | 0.00% | +6+2.1% | Added |
| Harbour Investments, Inc. | 242 | $27.5K | 0.00% | +6+2.5% | Added |
| Farther Finance Advisors, LLC | 223 | $25.3K | 0.01% | −62−21.8% | Reduced |
| Spire Wealth Management | 210 | $23.8K | 0.00% | −36−14.6% | Reduced |
| Clear Street Markets LLC | 206 | $23.0K | 0.01% | −103−33.3% | Reduced |
| Gables Capital Management Inc. | 190 | $21.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 180 | $20.4K | 0.00% | −86−32.3% | Reduced |
| Deseret Mutual Benefit Administrators | 180 | $20.4K | 0.01% | +15+9.1% | Added |
| TD Private Client Wealth LLC | 164 | $18.6K | 0.00% | −190−53.7% | Reduced |
| Allworth Financial LP | 159 | $18.1K | 0.00% | +5+3.2% | Added |
| Ronald Blue Trust, Inc. | 134 | $17.0K | 0.00% | −436−76.5% | Reduced |
| Front Row Advisors LLC | 138 | $16.0K | 0.01% | −2−1.4% | Reduced |
| Bank of New Hampshire | 140 | $15.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 130 | $14.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 126 | $14.3K | 0.00% | −172−57.7% | Reduced |
| HHM Wealth Advisors, LLC | 113 | $12.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Pinnacle Bancorp, Inc. | 104 | $11.8K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 104 | $11.8K | 0.00% | +24+30.0% | Added |
| Kistler-Tiffany Companies, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $11.3K | 0.01% | +100 | New |
| Farmers & Merchants Investments Inc | 99 | $11.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 97 | $11.0K | 0.00% | +18+22.8% | Added |
| MV Capital Management, Inc. | 97 | $11.0K | 0.00% | −4−4.0% | Reduced |
| Fiduciary Alliance LLC | 97 | $11.0K | 0.00% | +97 | New |
| Smithfield Trust Co | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 95 | $10.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 87 | $9.86K | 0.00% | +1+1.2% | Added |
| Clearview Wealth Advisors LLC | 85 | $9.65K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 83 | $9.42K | 0.00% | +1+1.2% | Added |
| Brown Brothers Harriman & Co | 73 | $8.29K | 0.00% | −62−45.9% | Reduced |
| GW&K Investment Management, LLC | 64 | $7.00K | 0.00% | +64 | New |
| CVA Family Office, LLC | 61 | $6.92K | 0.00% | +36+144.0% | Added |
| Concord Wealth Partners | 55 | $6.24K | 0.00% | +50+1,000.0% | Added |
| Global Financial Private Client, LLC | 45 | $5.22K | 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 |
| Umb Bank N A | 39 | $4.43K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $4.32K | 0.00% | +2+5.6% | Added |
| Newbridge Financial Services Group, Inc. | 35 | $3.97K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 33 | $3.75K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 32 | $3.63K | 0.00% | −6−15.8% | Reduced |
| Colonial Trust Co | 31 | $3.51K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36 | $3.31K | 0.00% | +14+63.6% | Added |
| AdvisorNet Financial, Inc | 29 | $3.29K | 0.00% | −44−60.3% | Reduced |
| Caldwell Trust Co | 28 | $3.18K | 0.00% | −57−67.1% | Reduced |
| Clearstead Advisors, LLC | 28 | $3.18K | 0.00% | −55−66.3% | Reduced |
| Bollard Group LLC | 30 | $3.00K | 0.00% | +30 | New |
| JJJ Advisors Inc. | 23 | $2.61K | 0.00% | +23 | New |
| Red Tortoise LLC | 20 | $2.27K | 0.00% | −3−13.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 20 | $2.27K | 0.00% | +20 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $2.27K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 18 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $1.72K | 0.00% | −23−60.5% | Reduced |
| DT Investment Partners, LLC | 14 | $1.71K | 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 |
| 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 |
| FinTrust Capital Advisors, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.36K | 0.00% | −388−97.0% | Reduced |
| MCF Advisors LLC | 12 | $1.36K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 10 | $1.18K | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 8 | $908 | 0.00% | +4+100.0% | Added |
| Baystate Wealth Management LLC | 6 | $688 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $588 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $574 | 0.00% | +5 | New |
| Beacon Capital Management, LLC | 5 | $567 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $567 | 0.00% | +5 | New |
| Venturi Wealth Management, LLC | 4 | $454 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 113 | $454 | 0.00% | +113 | 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 |
| Glass Jacobson Investment Advisors llc | 2 | $227 | 0.00% | +2 | New |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Land & Buildings Investment Management, LLC | 0 | $0 | 0.00% | −211,473−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −188,276−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −137,190−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −109,177−100.0% | Sold out |
| Masterton Capital Management, LP | 0 | $0 | 0.00% | −74,148−100.0% | Sold out |