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, Q3 2023
Institutional positions in Alexandria Real Estate Equities, Inc. as of Sep 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
- 571
- −20 vs. Q2 2023
- Shares held
- 168.1M
- +2.33M (+1.4%) vs. Q2 2023
- Total value
- $16.9B
- −$1.99B (−10.6%) vs. Q2 2023
- New holders
- 52
- 253 more added
- Sold out
- 72
- 196 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 0 | $23 | 0.00% | −5−100.0% | Reduced |
| Bokf, NA | 2 | $186 | 0.00% | −1−33.3% | Reduced |
| Sutton Wealth Advisors Inc. | 3 | $300 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $567 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $613 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $801 | 0.00% | −100−92.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 8 | $801 | 0.00% | +6+300.0% | Added |
| Trifecta Capital Advisors, LLC | 9 | $901 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $931 | 0.00% | +5+100.0% | Added |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 11 | $1.10K | 0.00% | +11 | New |
| Cullen/Frost Bankers, Inc. | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 13 | $1.30K | 0.00% | +9+225.0% | Added |
| Raffa Wealth Management, LLC | 14 | $1.40K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 14 | $1.40K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15 | $1.49K | 0.00% | −21−58.3% | Reduced |
| Bogart Wealth, LLC | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 16 | $1.60K | 0.00% | +3+23.1% | Added |
| Jones Financial Companies LLLP | 17 | $1.70K | 0.00% | +17 | New |
| FinTrust Capital Advisors, LLC | 18 | $1.80K | 0.00% | +8+80.0% | Added |
| Umb Bank N A | 19 | $1.90K | 0.00% | −20−51.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $2.00K | 0.00% | +20 | New |
| Caldwell Trust Co | 28 | $2.80K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 34 | $3.40K | 0.00% | −39−53.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 35 | $3.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 31 | $3.61K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 37 | $3.66K | 0.00% | +5+15.6% | Added |
| Jamison Private Wealth Management, Inc. | 39 | $3.90K | 0.00% | +39 | New |
| West Branch Capital LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $4.01K | 0.00% | +2+5.3% | Added |
| Washington Trust Advisors, Inc. | 42 | $4.20K | 0.00% | +9+27.3% | Added |
| HHM Wealth Advisors, LLC | 44 | $4.41K | 0.00% | −69−61.1% | Reduced |
| Global Financial Private Client, LLC | 45 | $4.42K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $5.00K | 0.00% | −5−9.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Cary Street Partner Investment Advisory LLC | 50 | $5.00K | 0.00% | +50 | New |
| South State Corp. | 55 | $5.51K | 0.00% | +55 | New |
| EverSource Wealth Advisors, LLC | 62 | $6.21K | 0.00% | +48+342.9% | Added |
| Smithfield Trust Co | 70 | $7.00K | 0.00% | −23−24.7% | Reduced |
| GW&K Investment Management, LLC | 69 | $7.00K | 0.00% | +5+7.8% | Added |
| Valley National Advisers Inc | 70 | $7.00K | 0.00% | +70 | New |
| JJJ Advisors Inc. | 71 | $7.11K | 0.00% | +48+208.7% | Added |
| MV Capital Management, Inc. | 73 | $7.31K | 0.00% | −24−24.7% | Reduced |
| Glen Eagle Advisors, LLC | 84 | $8.41K | 0.00% | +1+1.2% | Added |
| Rosenberg Matthew Hamilton | 86 | $8.61K | 0.00% | +68+377.8% | Added |
| Pacific Center for Financial Services | 88 | $8.79K | 0.00% | +1+1.1% | Added |
| Global Retirement Partners, LLC | 94 | $9.24K | 0.00% | −3−3.1% | Reduced |
| Zions Bancorporation, N.A. | 95 | $9.51K | 0.00% | +55+137.5% | Added |
| Sofos Investments, Inc. | 107 | $10.0K | 0.00% | −6−5.3% | Reduced |
| CoreFirst Bank & Trust | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 104 | $10.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $10.8K | 0.00% | +9+9.1% | Added |
| Pinnacle Financial Partners Inc | 130 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 131 | $13.1K | 0.00% | +5+4.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 131 | $13.3K | 0.01% | +131 | New |
| Pinnacle Bancorp, Inc. | 137 | $13.7K | 0.00% | +33+31.7% | Added |
| Bell Investment Advisors, Inc | 139 | $13.9K | 0.00% | +31+28.7% | Added |
| Bank of New Hampshire | 140 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 179 | $17.9K | 0.00% | +20+12.6% | Added |
| Gables Capital Management Inc. | 190 | $19.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 200 | $20.0K | 0.02% | +200 | New |
| Front Row Advisors LLC | 220 | $22.3K | 0.01% | +82+59.4% | Added |
| Deseret Mutual Benefit Administrators | 226 | $22.6K | 0.01% | +46+25.6% | Added |
| West Tower Group, LLC | 227 | $22.7K | 0.01% | −476−67.7% | Reduced |
| Harbour Investments, Inc. | 236 | $23.6K | 0.00% | −6−2.5% | Reduced |
| Quent Capital, LLC | 237 | $23.7K | 0.00% | −92−28.0% | Reduced |
| TD Private Client Wealth LLC | 238 | $23.8K | 0.00% | +74+45.1% | Added |
| Spire Wealth Management | 247 | $24.7K | 0.00% | +37+17.6% | Added |
| Private Trust Co NA | 269 | $26.9K | 0.00% | −17−5.9% | Reduced |
| Parkside Financial Bank & Trust | 291 | $29.1K | 0.01% | +111+61.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $30.3K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 306 | $30.6K | 0.01% | −266−46.5% | Reduced |
| Lindbrook Capital, LLC | 310 | $31.0K | 0.00% | −602−66.0% | Reduced |
| Clean Yield Group | 320 | $32.5K | 0.01% | −10−3.0% | Reduced |
| Central Trust Co | 326 | $32.6K | 0.00% | +326 | New |
| Proequities, Inc. | 334 | $33.8K | 0.00% | −18−5.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 348 | $34.8K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 369 | $36.9K | 0.00% | +369 | New |
| Ronald Blue Trust, Inc. | 325 | $37.0K | 0.00% | +191+142.5% | Added |
| Capital Analysts, LLC | 378 | $38.0K | 0.00% | +2+0.5% | Added |
| Sit Investment Associates Inc | 435 | $44.0K | 0.00% | −410−48.5% | Reduced |
| Addison Advisors LLC | 465 | $46.5K | 0.02% | +115+32.9% | Added |
| Farther Finance Advisors, LLC | 494 | $49.5K | 0.01% | +271+121.5% | Added |
| Chilton Capital Management LLC | 500 | $50.0K | 0.00% | −50−9.1% | Reduced |
| Harvest Fund Management Co., Ltd | 518 | $52.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 527 | $52.7K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 557 | $56.0K | 0.00% | −1,073−65.8% | Reduced |
| Tobam | 589 | $59.0K | 0.00% | −1,132−65.8% | Reduced |
| Alta Advisers Ltd | 600 | $60.1K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 601 | $60.2K | 0.00% | −74−11.0% | Reduced |
| Mirova | 604 | $60.5K | 0.01% | −4,173−87.4% | Reduced |
| Motco | 662 | $66.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 756 | $75.7K | 0.01% | +28+3.8% | Added |
| Muzinich & Co., Inc. | 758 | $75.9K | 0.07% | −82−9.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 806 | $80.7K | 0.00% | −290−26.5% | Reduced |