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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 3,113 | $311.6K | 0.00% | −10,987−77.9% | Reduced |
| Massmutual Trust Co FSB | 3,098 | $310.1K | 0.01% | +116+3.9% | Added |
| GWM Advisors LLC | 3,072 | $307.5K | 0.00% | −4,952−61.7% | Reduced |
| Assenagon Asset Management S.A. | 3,052 | $305.5K | 0.00% | +182+6.3% | Added |
| DRW Securities, LLC | 3,001 | $300.0K | 0.02% | +3,001 | New |
| Kingswood Wealth Advisors, LLC | 2,963 | $296.6K | 0.05% | +2,963 | New |
| Blair William & Co | 2,943 | $294.6K | 0.00% | +506+20.8% | Added |
| Advisors Asset Management, Inc. | 2,928 | $293.1K | 0.01% | −398−12.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,918 | $292.1K | 0.01% | −64−2.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,870 | $287.3K | 0.03% | +2,870 | New |
| Toroso Investments, LLC | 2,846 | $284.9K | 0.01% | +230+8.8% | Added |
| Great Lakes Advisors, LLC | 2,836 | $283.9K | 0.00% | −1,249−30.6% | Reduced |
| Point72 Asset Management, L.P. | 2,834 | $283.7K | 0.00% | +2,834 | New |
| Northwestern Mutual Wealth Management Co | 2,715 | $271.7K | 0.00% | −18,172−87.0% | Reduced |
| Wahed Invest LLC | 2,695 | $269.8K | 0.09% | +141+5.5% | Added |
| Hantz Financial Services, Inc. | 2,659 | $266.0K | 0.01% | +183+7.4% | Added |
| First Heartland Consultants, Inc. | 2,643 | $265.0K | 0.03% | +2,643 | New |
| KCM Investment Advisors LLC | 2,628 | $263.1K | 0.01% | −137−5.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,599 | $260.2K | 0.00% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,589 | $259.2K | 0.04% | +41+1.6% | Added |
| Credit Agricole S A | 2,550 | $255.3K | 0.01% | +1,182+86.4% | Added |
| Next Level Private LLC | 2,535 | $248.9K | 0.17% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,458 | $246.0K | 0.02% | +244+11.0% | Added |
| Banque Cantonale Vaudoise | 2,448 | $245.0K | 0.01% | −152−5.8% | Reduced |
| Wealth Alliance | 2,370 | $237.3K | 0.04% | +220+10.2% | Added |
| Amica Retiree Medical Trust | 2,354 | $236.0K | 0.28% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,319 | $232.1K | 0.11% | +803+53.0% | Added |
| Bessemer Securities LLC | 2,315 | $232.0K | 0.32% | −100−4.1% | Reduced |
| Veriti Management LLC | 2,298 | $230.1K | 0.03% | −45−1.9% | Reduced |
| Profund Advisors LLC | 2,293 | $229.5K | 0.01% | −89−3.7% | Reduced |
| FDx Advisors, Inc. | 2,282 | $228.0K | 0.02% | −21−0.9% | Reduced |
| Community Capital Management, Inc. | 2,250 | $225.2K | 0.36% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,230 | $223.2K | 0.04% | +179+8.7% | Added |
| Park Avenue Securities LLC | 2,229 | $223.0K | 0.00% | +2,229 | New |
| Carmel Capital Partners, LLC | 2,213 | $221.5K | 0.10% | +1,176+113.4% | Added |
| LGT Fund Management Co Ltd. | 2,250 | $220.9K | 0.11% | +2,250 | New |
| Blue Fin Capital, Inc. | 2,163 | $216.5K | 0.06% | −60−2.7% | Reduced |
| EP Wealth Advisors, LLC | 2,157 | $216.0K | 0.00% | +33+1.6% | Added |
| Intech Investment Management LLC | 2,157 | $215.9K | 0.00% | +349+19.3% | Added |
| Horizon Investments, LLC | 2,151 | $215.3K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,138 | $214.0K | 0.01% | +102+5.0% | Added |
| Crumly & Associates Inc. | 2,130 | $213.2K | 0.08% | −7−0.3% | Reduced |
| BTC Capital Management, Inc. | 2,111 | $211.3K | 0.02% | −54−2.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,045 | $204.7K | 0.08% | −5−0.2% | Reduced |
| PFG Investments, LLC | 2,041 | $204.3K | 0.04% | +218+12.0% | Added |
| Wealthfront Advisers LLC | 2,038 | $204.0K | 0.00% | −3,291−61.8% | Reduced |
| Spears Abacus Advisors LLC | 2,012 | $201.4K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,008 | $201.0K | 0.11% | +487+32.0% | Added |
| Altshuler Shaham Ltd | 2,000 | $200.2K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 1,999 | $200.1K | 0.00% | −452−18.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,874 | $187.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,848 | $185.0K | 0.03% | −289−13.5% | Reduced |
| Virtus ETF Advisers LLC | 1,791 | $179.3K | 0.11% | −78−4.2% | Reduced |
| CWM, LLC | 1,587 | $159.0K | 0.00% | +67+4.4% | Added |
| NBC Securities, Inc. | 1,535 | $153.0K | 0.02% | +1,535 | New |
| Capstone Investment Advisors, LLC | 1,463 | $146.4K | 0.00% | +914+166.5% | Added |
| HM Payson & Co | 1,450 | $145.1K | 0.00% | +200+16.0% | Added |
| Cutler Group LP | 1,362 | $136.0K | 0.02% | +1,362 | New |
| LGT Financial Advisors LLC | 1,273 | $127.5K | 0.16% | +1,273 | New |
| Signaturefd, LLC | 1,208 | $120.9K | 0.00% | +330+37.6% | Added |
| Kapitalo Investimentos Ltda | 1,151 | $115.2K | 0.02% | +1,151 | New |
| Ninepoint Partners LP | 1,088 | $108.9K | 0.01% | +1,088 | New |
| Desjardins Global Asset Management Inc. | 1,025 | $102.6K | 0.01% | −671−39.6% | Reduced |
| Washington Trust Co | 1,000 | $100.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 984 | $98.5K | 0.01% | +11+1.1% | Added |
| Federated Hermes, Inc. | 958 | $95.9K | 0.00% | −2,514−72.4% | Reduced |
| Sentry Investment Management LLC | 902 | $90.0K | 0.04% | −72−7.4% | Reduced |
| Quadrant Capital Group LLC | 886 | $88.7K | 0.01% | +274+44.8% | Added |
| Penserra Capital Management LLC | 876 | $87.0K | 0.00% | −147−14.4% | Reduced |
| Covestor Ltd | 849 | $85.0K | 0.06% | +443+109.1% | Added |
| Steward Partners Investment Advisory, LLC | 806 | $80.7K | 0.00% | −290−26.5% | Reduced |
| Muzinich & Co., Inc. | 758 | $75.9K | 0.07% | −82−9.8% | Reduced |
| SRS Capital Advisors, Inc. | 756 | $75.7K | 0.01% | +28+3.8% | Added |
| Motco | 662 | $66.3K | 0.00% | 00.0% | Unchanged |
| Mirova | 604 | $60.5K | 0.01% | −4,173−87.4% | Reduced |
| Parallel Advisors, LLC | 601 | $60.2K | 0.00% | −74−11.0% | Reduced |
| Alta Advisers Ltd | 600 | $60.1K | 0.03% | 00.0% | Unchanged |
| Tobam | 589 | $59.0K | 0.00% | −1,132−65.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 557 | $56.0K | 0.00% | −1,073−65.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 527 | $52.7K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 518 | $52.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 500 | $50.0K | 0.00% | −50−9.1% | Reduced |
| Farther Finance Advisors, LLC | 494 | $49.5K | 0.01% | +271+121.5% | Added |
| Addison Advisors LLC | 465 | $46.5K | 0.02% | +115+32.9% | Added |
| Sit Investment Associates Inc | 435 | $44.0K | 0.00% | −410−48.5% | Reduced |
| Capital Analysts, LLC | 378 | $38.0K | 0.00% | +2+0.5% | Added |
| Ronald Blue Trust, Inc. | 325 | $37.0K | 0.00% | +191+142.5% | Added |
| Rational Advisors LLC | 369 | $36.9K | 0.00% | +369 | New |
| Federation des caisses Desjardins du Quebec | 348 | $34.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 334 | $33.8K | 0.00% | −18−5.1% | Reduced |
| Central Trust Co | 326 | $32.6K | 0.00% | +326 | New |
| Clean Yield Group | 320 | $32.5K | 0.01% | −10−3.0% | Reduced |
| Lindbrook Capital, LLC | 310 | $31.0K | 0.00% | −602−66.0% | Reduced |
| Laffer Tengler Investments | 306 | $30.6K | 0.01% | −266−46.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $30.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 291 | $29.1K | 0.01% | +111+61.7% | Added |
| Private Trust Co NA | 269 | $26.9K | 0.00% | −17−5.9% | Reduced |
| Spire Wealth Management | 247 | $24.7K | 0.00% | +37+17.6% | Added |
| TD Private Client Wealth LLC | 238 | $23.8K | 0.00% | +74+45.1% | Added |
| Quent Capital, LLC | 237 | $23.7K | 0.00% | −92−28.0% | Reduced |