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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 236 | $23.6K | 0.00% | −6−2.5% | Reduced |
| West Tower Group, LLC | 227 | $22.7K | 0.01% | −476−67.7% | Reduced |
| Deseret Mutual Benefit Administrators | 226 | $22.6K | 0.01% | +46+25.6% | Added |
| Front Row Advisors LLC | 220 | $22.3K | 0.01% | +82+59.4% | Added |
| HBC Financial Services, PLLC | 200 | $20.0K | 0.02% | +200 | New |
| Gables Capital Management Inc. | 190 | $19.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 179 | $17.9K | 0.00% | +20+12.6% | Added |
| Bank of New Hampshire | 140 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 139 | $13.9K | 0.00% | +31+28.7% | Added |
| Pinnacle Bancorp, Inc. | 137 | $13.7K | 0.00% | +33+31.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 131 | $13.3K | 0.01% | +131 | New |
| Glassman Wealth Services | 131 | $13.1K | 0.00% | +5+4.0% | Added |
| Pinnacle Financial Partners Inc | 130 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $10.8K | 0.00% | +9+9.1% | Added |
| Pittenger & Anderson Inc | 104 | $10.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 107 | $10.0K | 0.00% | −6−5.3% | Reduced |
| Zions Bancorporation, N.A. | 95 | $9.51K | 0.00% | +55+137.5% | Added |
| Global Retirement Partners, LLC | 94 | $9.24K | 0.00% | −3−3.1% | Reduced |
| Pacific Center for Financial Services | 88 | $8.79K | 0.00% | +1+1.1% | Added |
| Rosenberg Matthew Hamilton | 86 | $8.61K | 0.00% | +68+377.8% | Added |
| Glen Eagle Advisors, LLC | 84 | $8.41K | 0.00% | +1+1.2% | Added |
| MV Capital Management, Inc. | 73 | $7.31K | 0.00% | −24−24.7% | Reduced |
| JJJ Advisors Inc. | 71 | $7.11K | 0.00% | +48+208.7% | 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 |
| EverSource Wealth Advisors, LLC | 62 | $6.21K | 0.00% | +48+342.9% | Added |
| South State Corp. | 55 | $5.51K | 0.00% | +55 | New |
| 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 |
| Global Financial Private Client, LLC | 45 | $4.42K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 44 | $4.41K | 0.00% | −69−61.1% | Reduced |
| Washington Trust Advisors, Inc. | 42 | $4.20K | 0.00% | +9+27.3% | Added |
| Abound Wealth Management | 40 | $4.01K | 0.00% | +2+5.3% | Added |
| West Branch Capital LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 39 | $3.90K | 0.00% | +39 | New |
| Baker Avenue Asset Management, LP | 37 | $3.66K | 0.00% | +5+15.6% | Added |
| Colonial Trust Co | 31 | $3.61K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $3.50K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 34 | $3.40K | 0.00% | −39−53.4% | Reduced |
| Caldwell Trust Co | 28 | $2.80K | 0.00% | 00.0% | Unchanged |
| 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 |
| Umb Bank N A | 19 | $1.90K | 0.00% | −20−51.3% | Reduced |
| FinTrust Capital Advisors, LLC | 18 | $1.80K | 0.00% | +8+80.0% | Added |
| Jones Financial Companies LLLP | 17 | $1.70K | 0.00% | +17 | New |
| First Horizon Advisors, Inc. | 16 | $1.60K | 0.00% | +3+23.1% | Added |
| Bogart Wealth, LLC | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15 | $1.49K | 0.00% | −21−58.3% | Reduced |
| DT Investment Partners, LLC | 14 | $1.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.40K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 13 | $1.30K | 0.00% | +9+225.0% | Added |
| Versant Capital Management, Inc | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 11 | $1.10K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 10 | $931 | 0.00% | +5+100.0% | Added |
| Trifecta Capital Advisors, LLC | 9 | $901 | 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 |
| Baystate Wealth Management LLC | 6 | $613 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $567 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $300 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $186 | 0.00% | −1−33.3% | Reduced |
| Rise Advisors, LLC | 0 | $23 | 0.00% | −5−100.0% | Reduced |
| TSFG, LLC | 2 | – | – | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −304,184−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −235,418−100.0% | Sold out |
| Bowen Hanes & Co Inc | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −73,978−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −61,100−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −59,803−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −44,100−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −40,950−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −38,038−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −35,705−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −10,196−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −24,977−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −19,745−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −17,928−100.0% | Sold out |
| Lincluden Management Ltd | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −13,975−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −11,660−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −11,224−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −10,686−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −9,052−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,922−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −8,675−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,577−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −8,116−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,109−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −8,021−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −7,735−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,406−100.0% | Sold out |