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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, Q4 2023

Institutional positions in Alexandria Real Estate Equities, Inc. as of Dec 31, 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
654
+90 vs. Q3 2023
Shares held
168.6M
+617.7K (+0.4%) vs. Q3 2023
Total value
$21.4B
+$4.54B (+27.0%) vs. Q3 2023
New holders
149
241 more added
Sold out
59
210 more reduced

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 654 institutions
Q1 2021: 556 institutionsQ2 2021: 559 institutionsQ3 2021: 569 institutionsQ4 2021: 606 institutionsQ1 2022: 635 institutionsQ2 2022: 614 institutionsQ3 2022: 617 institutionsQ4 2022: 631 institutionsQ1 2023: 618 institutionsQ2 2023: 595 institutionsQ3 2023: 571 institutionsQ4 2023: 654 institutionsQ1 2024: 650 institutionsQ2 2024: 676 institutionsQ3 2024: 656 institutionsQ4 2024: 658 institutionsQ1 2025: 669 institutionsQ2 2025: 667 institutionsQ3 2025: 705 institutionsQ4 2025: 601 institutionsQ1 2026: 571 institutionsQ2 2026: 598 institutions
Value heldQ4 2023: $21.4B
Q1 2021: $23.0BQ2 2021: $27.2BQ3 2021: $29.0BQ4 2021: $34.4BQ1 2022: $32.7BQ2 2022: $23.4BQ3 2022: $22.9BQ4 2022: $23.7BQ1 2023: $20.7BQ2 2023: $18.9BQ3 2023: $16.9BQ4 2023: $21.4BQ1 2024: $21.6BQ2 2024: $19.0BQ3 2024: $19.1BQ4 2024: $16.2BQ1 2025: $15.1BQ2 2025: $11.8BQ3 2025: $12.4BQ4 2025: $8.14BQ1 2026: $6.89BQ2 2026: $8.98B
Institutions holding ARE and their total value by quarter
QuarterHoldersValue
Q2 2026598$8.98B
Q1 2026571$6.89B
Q4 2025601$8.14B
Q3 2025705$12.4B
Q2 2025667$11.8B
Q1 2025669$15.1B
Q4 2024658$16.2B
Q3 2024656$19.1B
Q2 2024676$19.0B
Q1 2024650$21.6B
Q4 2023654$21.4B
Q3 2023571$16.9B
Q2 2023595$18.9B
Q1 2023618$20.7B
Q4 2022631$23.7B
Q3 2022617$22.9B
Q2 2022614$23.4B
Q1 2022635$32.7B
Q4 2021606$34.4B
Q3 2021569$29.0B
Q2 2021559$27.2B
Q1 2021556$23.0B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q3 2023.

Institutions holding ARE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0New
EPG Wealth Management LLC1$1130.00%+1New
First Manhattan Co1$1260.00%+1New
Clear Point Advisors Inc.1$1280.00%+1New
Sofos Investments, Inc.1$1890.00%−106−99.1%Reduced
Signature Resources Capital Management, LLC3$3800.00%+3New
Bear Mountain Capital, Inc.3$3800.00%+3New
Evermay Wealth Management LLC3$3810.00%+3New
Beacon Capital Management, LLC5$5010.00%00.0%Unchanged
AdvisorNet Financial, Inc4$5070.00%+4New
TFC Financial Management5$6340.00%+5New
West Paces Advisors Inc.6$7610.00%+6New
ClariVest Asset Management LLC6$7730.00%+6New
Baystate Wealth Management LLC6$7860.00%00.0%Unchanged
Abich Financial Wealth Management LLC7$8870.00%+7New
Bokf, NA8$1.01K0.00%+6+300.0%Added
Tidemark, LLC10$1.27K0.00%+10New
Carolinas Wealth Consulting LLC10$1.28K0.00%00.0%Unchanged
Dunhill Financial, LLC11$1.43K0.00%+11New
Cullen/Frost Bankers, Inc.12$1.52K0.00%00.0%Unchanged
DT Investment Partners, LLC14$1.70K0.00%00.0%Unchanged
Raffa Wealth Management, LLC14$1.77K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$1.90K0.00%+15New
Bogart Wealth, LLC16$1.97K0.00%+1+6.7%Added
Avion Wealth15$2.00K0.00%+5+50.0%Added
Colonial Trust Advisors16$2.03K0.00%+16New
Venturi Wealth Management, LLC17$2.16K0.00%+4+30.8%Added
WealthCollab, LLC18$2.28K0.00%+18New
Aspect Partners, LLC19$2.41K0.00%+19New
Caldwell Sutter Capital, Inc.20$2.54K0.00%00.0%Unchanged
Operose Advisors LLC20$2.54K0.00%00.0%Unchanged
Sachetta, LLC20$2.55K0.00%+20New
LM Advisors LLC20$2.58K0.00%+20New
Prestige Wealth Management Group LLC21$2.69K0.00%+21New
Colonial Trust Co23$2.92K0.00%−8−25.8%Reduced
Versant Capital Management, Inc26$3.30K0.00%+13+100.0%Added
Caldwell Trust Co28$3.55K0.00%00.0%Unchanged
Abound Wealth Management36$4.57K0.00%−4−10.0%Reduced
Jamison Private Wealth Management, Inc.39$4.95K0.00%00.0%Unchanged
Asset Dedication, LLC43$5.00K0.00%+43New
Long Island Wealth Management, Inc.40$5.00K0.00%+40New
West Branch Capital LLC40$5.07K0.00%00.0%Unchanged
First Horizon Advisors, Inc.41$5.20K0.00%+25+156.3%Added
Bell Investment Advisors, Inc41$5.20K0.00%−98−70.5%Reduced
IFP Advisors, Inc42$5.32K0.00%+27+180.0%Added
Fortitude Family Office, LLC42$5.32K0.00%+42New
Rosenberg Matthew Hamilton43$5.45K0.00%−43−50.0%Reduced
Global Financial Private Client, LLC45$5.71K0.00%00.0%Unchanged
Jones Financial Companies LLLP48$6.08K0.00%+31+182.4%Added
Plante Moran Financial Advisors, LLC50$6.34K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.50$6.37K0.00%+8+19.0%Added
FSA Wealth Management LLC59$8.00K0.00%+59New
Raleigh Capital Management Inc.65$8.24K0.00%+65New
Clearstead Advisors, LLC69$8.75K0.00%+69New
Smithfield Trust Co70$9.00K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC72$9.13K0.00%−3,191−97.8%Reduced
FinTrust Capital Advisors, LLC72$9.13K0.00%+54+300.0%Added
Private Wealth Management Group, LLC78$9.89K0.00%+78New
Valley National Advisers Inc82$10.0K0.00%+12+17.1%Added
Glen Eagle Advisors, LLC84$10.6K0.00%00.0%Unchanged
Centennial Bank85$10.8K0.01%+85New
GW&K Investment Management, LLC84$11.0K0.00%+15+21.7%Added
Pacific Center for Financial Services89$11.3K0.00%+1+1.1%Added
Global Retirement Partners, LLC95$12.0K0.00%+1+1.1%Added
Criterion Capital Advisors, LLC99$12.6K0.01%+99New
Heritage Wealth Advisors100$12.7K0.00%+100New
Pittenger & Anderson Inc104$13.2K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc108$13.7K0.00%00.0%Unchanged
Umb Bank N A116$14.7K0.00%+97+510.5%Added
Quent Capital, LLC120$15.2K0.00%−117−49.4%Reduced
Pinnacle Financial Partners Inc130$16.5K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC131$16.8K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.137$17.4K0.01%00.0%Unchanged
Bank of New Hampshire140$17.7K0.01%00.0%Unchanged
Zions Bancorporation, N.A.143$18.1K0.00%+48+50.5%Added
Smartleaf Asset Management LLC146$18.8K0.01%+146New
MV Capital Management, Inc.158$20.0K0.00%+85+116.4%Added
Federated Hermes, Inc.165$20.9K0.00%−793−82.8%Reduced
Wiser Advisor Group LLC170$21.5K0.04%+170New
Citadel Advisors LLC170$21.6K0.00%−125,299−99.9%Reduced
Deseret Mutual Benefit Administrators171$21.7K0.01%−55−24.3%Reduced
Turtle Creek Wealth Advisors, LLC174$22.1K0.01%+174New
Gables Capital Management Inc.190$24.1K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC194$24.6K0.00%+150+340.9%Added
Capital Advisors, Ltd. LLC200$25.0K0.00%+200New
Oakworth Capital, Inc.198$25.1K0.00%+198New
TD Private Client Wealth LLC205$26.0K0.00%−33−13.9%Reduced
EverSource Wealth Advisors, LLC233$29.5K0.00%+171+275.8%Added
HBC Financial Services, PLLC250$31.0K0.02%+50+25.0%Added
Steward Partners Investment Advisory, LLC247$31.3K0.00%−559−69.4%Reduced
Spire Wealth Management275$33.9K0.00%+28+11.3%Added
Private Trust Co NA273$34.6K0.00%+4+1.5%Added
Benjamin F. Edwards & Company, Inc.277$35.0K0.00%+277New
Harbour Investments, Inc.284$36.0K0.00%+48+20.3%Added
GPS Wealth Strategies Group, LLC284$36.0K0.01%+284New
Glassman Wealth Services291$36.9K0.01%+160+122.1%Added
Livforsakringsbolaget Skandia, Omsesidigt300$38.4K0.00%00.0%Unchanged
Laffer Tengler Investments305$38.7K0.01%−1−0.3%Reduced
Capital Analysts, LLC312$40.0K0.00%−66−17.5%Reduced
Rothschild Investment LLC324$41.1K0.00%+324New