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 |
|---|---|---|---|---|---|
| Covestor Ltd | 849 | $85.0K | 0.06% | +443+109.1% | Added |
| Penserra Capital Management LLC | 876 | $87.0K | 0.00% | −147−14.4% | Reduced |
| Quadrant Capital Group LLC | 886 | $88.7K | 0.01% | +274+44.8% | Added |
| Sentry Investment Management LLC | 902 | $90.0K | 0.04% | −72−7.4% | Reduced |
| Federated Hermes, Inc. | 958 | $95.9K | 0.00% | −2,514−72.4% | Reduced |
| Manchester Capital Management LLC | 984 | $98.5K | 0.01% | +11+1.1% | Added |
| Washington Trust Co | 1,000 | $100.1K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,025 | $102.6K | 0.01% | −671−39.6% | Reduced |
| Ninepoint Partners LP | 1,088 | $108.9K | 0.01% | +1,088 | New |
| Kapitalo Investimentos Ltda | 1,151 | $115.2K | 0.02% | +1,151 | New |
| Signaturefd, LLC | 1,208 | $120.9K | 0.00% | +330+37.6% | Added |
| LGT Financial Advisors LLC | 1,273 | $127.5K | 0.16% | +1,273 | New |
| Cutler Group LP | 1,362 | $136.0K | 0.02% | +1,362 | New |
| HM Payson & Co | 1,450 | $145.1K | 0.00% | +200+16.0% | Added |
| Capstone Investment Advisors, LLC | 1,463 | $146.4K | 0.00% | +914+166.5% | Added |
| NBC Securities, Inc. | 1,535 | $153.0K | 0.02% | +1,535 | New |
| CWM, LLC | 1,587 | $159.0K | 0.00% | +67+4.4% | Added |
| Virtus ETF Advisers LLC | 1,791 | $179.3K | 0.11% | −78−4.2% | Reduced |
| Financial Management Professionals, Inc. | 1,848 | $185.0K | 0.03% | −289−13.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,874 | $187.6K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 1,999 | $200.1K | 0.00% | −452−18.4% | Reduced |
| Altshuler Shaham Ltd | 2,000 | $200.2K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,008 | $201.0K | 0.11% | +487+32.0% | Added |
| Spears Abacus Advisors LLC | 2,012 | $201.4K | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,038 | $204.0K | 0.00% | −3,291−61.8% | Reduced |
| PFG Investments, LLC | 2,041 | $204.3K | 0.04% | +218+12.0% | Added |
| Legacy Wealth Asset Management, LLC | 2,045 | $204.7K | 0.08% | −5−0.2% | Reduced |
| BTC Capital Management, Inc. | 2,111 | $211.3K | 0.02% | −54−2.5% | Reduced |
| Crumly & Associates Inc. | 2,130 | $213.2K | 0.08% | −7−0.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,138 | $214.0K | 0.01% | +102+5.0% | Added |
| Horizon Investments, LLC | 2,151 | $215.3K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,157 | $215.9K | 0.00% | +349+19.3% | Added |
| EP Wealth Advisors, LLC | 2,157 | $216.0K | 0.00% | +33+1.6% | Added |
| Blue Fin Capital, Inc. | 2,163 | $216.5K | 0.06% | −60−2.7% | Reduced |
| LGT Fund Management Co Ltd. | 2,250 | $220.9K | 0.11% | +2,250 | New |
| Carmel Capital Partners, LLC | 2,213 | $221.5K | 0.10% | +1,176+113.4% | Added |
| Park Avenue Securities LLC | 2,229 | $223.0K | 0.00% | +2,229 | New |
| Fund Management at Engine No. 1 LLC | 2,230 | $223.2K | 0.04% | +179+8.7% | Added |
| Community Capital Management, Inc. | 2,250 | $225.2K | 0.36% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,282 | $228.0K | 0.02% | −21−0.9% | Reduced |
| Profund Advisors LLC | 2,293 | $229.5K | 0.01% | −89−3.7% | Reduced |
| Veriti Management LLC | 2,298 | $230.1K | 0.03% | −45−1.9% | Reduced |
| Bessemer Securities LLC | 2,315 | $232.0K | 0.32% | −100−4.1% | Reduced |
| Eagle Bay Advisors LLC | 2,319 | $232.1K | 0.11% | +803+53.0% | Added |
| Amica Retiree Medical Trust | 2,354 | $236.0K | 0.28% | 00.0% | Unchanged |
| Wealth Alliance | 2,370 | $237.3K | 0.04% | +220+10.2% | Added |
| Banque Cantonale Vaudoise | 2,448 | $245.0K | 0.01% | −152−5.8% | Reduced |
| Ellevest, Inc. | 2,458 | $246.0K | 0.02% | +244+11.0% | Added |
| Next Level Private LLC | 2,535 | $248.9K | 0.17% | 00.0% | Unchanged |
| Credit Agricole S A | 2,550 | $255.3K | 0.01% | +1,182+86.4% | Added |
| Avestar Capital, LLC | 2,589 | $259.2K | 0.04% | +41+1.6% | Added |
| ArrowMark Colorado Holdings LLC | 2,599 | $260.2K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 2,628 | $263.1K | 0.01% | −137−5.0% | Reduced |
| First Heartland Consultants, Inc. | 2,643 | $265.0K | 0.03% | +2,643 | New |
| Hantz Financial Services, Inc. | 2,659 | $266.0K | 0.01% | +183+7.4% | Added |
| Wahed Invest LLC | 2,695 | $269.8K | 0.09% | +141+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,715 | $271.7K | 0.00% | −18,172−87.0% | Reduced |
| Point72 Asset Management, L.P. | 2,834 | $283.7K | 0.00% | +2,834 | New |
| Great Lakes Advisors, LLC | 2,836 | $283.9K | 0.00% | −1,249−30.6% | Reduced |
| Toroso Investments, LLC | 2,846 | $284.9K | 0.01% | +230+8.8% | Added |
| Knights of Columbus Asset Advisors LLC | 2,870 | $287.3K | 0.03% | +2,870 | New |
| Prime Capital Investment Advisors, LLC | 2,918 | $292.1K | 0.01% | −64−2.1% | Reduced |
| Advisors Asset Management, Inc. | 2,928 | $293.1K | 0.01% | −398−12.0% | Reduced |
| Blair William & Co | 2,943 | $294.6K | 0.00% | +506+20.8% | Added |
| Kingswood Wealth Advisors, LLC | 2,963 | $296.6K | 0.05% | +2,963 | New |
| DRW Securities, LLC | 3,001 | $300.0K | 0.02% | +3,001 | New |
| Assenagon Asset Management S.A. | 3,052 | $305.5K | 0.00% | +182+6.3% | Added |
| GWM Advisors LLC | 3,072 | $307.5K | 0.00% | −4,952−61.7% | Reduced |
| Massmutual Trust Co FSB | 3,098 | $310.1K | 0.01% | +116+3.9% | Added |
| Bahl & Gaynor Inc | 3,113 | $311.6K | 0.00% | −10,987−77.9% | Reduced |
| Snowden Capital Advisors LLC | 3,133 | $313.6K | 0.01% | −557−15.1% | Reduced |
| Commerzbank Aktiengesellschaft | 3,161 | $317.0K | 0.02% | +3,161 | New |
| Hillcrest Wealth Advisors - NY, LLC | 3,232 | $323.5K | 0.18% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,242 | $324.5K | 0.00% | −119−3.5% | Reduced |
| Impact Partnership Wealth, LLC | 3,263 | $326.6K | 0.10% | +3,263 | New |
| Wolverine Trading, LLC | 3,307 | $331.0K | 0.00% | −6,038−64.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,396 | $339.9K | 0.02% | −2,475−42.2% | Reduced |
| NewEdge Wealth, LLC | 3,545 | $354.9K | 0.01% | −67−1.9% | Reduced |
| Harvest Portfolios Group Inc. | 3,592 | $359.6K | 0.02% | +198+5.8% | Added |
| American Assets Investment Management, LLC | 3,629 | $363.3K | 0.04% | +1,617+80.4% | Added |
| Resources Management Corp | 3,681 | $368.0K | 0.06% | +261+7.6% | Added |
| Cetera Advisor Networks LLC | 3,687 | $369.1K | 0.00% | +707+23.7% | Added |
| D.A. Davidson & Co. | 3,700 | $370.4K | 0.00% | +550+17.5% | Added |
| AE Wealth Management LLC | 4,069 | $407.3K | 0.00% | +4,069 | New |
| Boston Common Asset Management, LLC | 4,094 | $410.0K | 0.01% | −19−0.5% | Reduced |
| Alberta Investment Management Corp | 4,100 | $410.4K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,117 | $412.1K | 0.12% | −3,215−43.8% | Reduced |
| La Banque Postale Asset Management SA | 4,188 | $419.2K | 0.01% | +4,188 | New |
| Sherbrooke Park Advisers LLC | 4,237 | $424.1K | 0.14% | −1,763−29.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,276 | $428.0K | 0.00% | −453−9.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,345 | $434.9K | 0.03% | +321+8.0% | Added |
| Presima Inc. | 4,700 | $470.5K | 0.12% | −1,400−23.0% | Reduced |
| Copeland Capital Management, LLC | 4,722 | $472.6K | 0.01% | −5,333−53.0% | Reduced |
| Integrated Wealth Concepts LLC | 4,853 | $485.8K | 0.01% | +184+3.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,915 | $492.0K | 0.01% | −51−1.0% | Reduced |
| Sumitomo Life Insurance Co | 4,941 | $494.6K | 0.01% | −137−2.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,945 | $495.0K | 0.00% | +4,945 | New |
| Aquila Investment Management LLC | 5,000 | $500.5K | 0.46% | −5,000−50.0% | Reduced |
| Westwood Holdings Group Inc. | 5,000 | $501.0K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,033 | $503.4K | 0.01% | +19+0.4% | Added |