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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Central Trust Co | 326 | $41.3K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 343 | $43.5K | 0.03% | +343 | New |
| Federation des caisses Desjardins du Quebec | 348 | $44.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 376 | $47.7K | 0.01% | +85+29.2% | Added |
| JJJ Advisors Inc. | 376 | $47.8K | 0.01% | +305+429.6% | Added |
| Rakuten Investment Management, Inc. | 393 | $50.7K | 0.00% | +393 | New |
| Elequin Capital LP | 400 | $50.7K | 0.02% | +400 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $52.0K | 0.02% | +410 | New |
| Ronald Blue Trust, Inc. | 518 | $52.0K | 0.00% | +193+59.4% | Added |
| Brown Brothers Harriman & Co | 418 | $53.0K | 0.00% | +384+1,129.4% | Added |
| Allworth Financial LP | 428 | $54.3K | 0.00% | +249+139.1% | Added |
| Sit Investment Associates Inc | 435 | $55.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 440 | $55.8K | 0.01% | +440 | New |
| Advisory Services Network, LLC | 447 | $56.7K | 0.00% | +447 | New |
| Bruce G. Allen Investments, LLC | 472 | $59.8K | 0.05% | +472 | New |
| Proequities, Inc. | 488 | $62.5K | 0.00% | +154+46.1% | Added |
| Chilton Capital Management LLC | 500 | $63.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $63.4K | 0.00% | +500 | New |
| EntryPoint Capital, LLC | 501 | $63.5K | 0.06% | +501 | New |
| Carmichael Hill & Associates, Inc. | 527 | $66.8K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 542 | $68.7K | 0.01% | −442−44.9% | Reduced |
| Mirova | 571 | $72.4K | 0.01% | −33−5.5% | Reduced |
| Alta Advisers Ltd | 600 | $76.1K | 0.04% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 620 | $79.3K | 0.01% | +620 | New |
| Quarry LP | 634 | $80.4K | 0.04% | +634 | New |
| Motco | 662 | $83.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 679 | $86.1K | 0.03% | +214+46.0% | Added |
| Muzinich & Co., Inc. | 758 | $96.1K | 0.08% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 775 | $98.2K | 0.02% | +775 | New |
| SRS Capital Advisors, Inc. | 775 | $98.2K | 0.01% | +19+2.5% | Added |
| Covestor Ltd | 791 | $100.0K | 0.07% | −58−6.8% | Reduced |
| Sentry Investment Management LLC | 815 | $103.0K | 0.04% | −87−9.6% | Reduced |
| Parallel Advisors, LLC | 854 | $108.3K | 0.00% | +253+42.1% | Added |
| Quadrant Capital Group LLC | 904 | $114.6K | 0.01% | +18+2.0% | Added |
| Clean Yield Group | 930 | $117.9K | 0.05% | +610+190.6% | Added |
| Farther Finance Advisors, LLC | 947 | $120.0K | 0.01% | +453+91.7% | Added |
| Lindbrook Capital, LLC | 948 | $120.2K | 0.01% | +638+205.8% | Added |
| GAMMA Investing LLC | 1,051 | $127.1K | 0.03% | +1,051 | New |
| Washington Trust Co | 1,018 | $129.1K | 0.01% | +18+1.8% | Added |
| Desjardins Global Asset Management Inc. | 1,037 | $131.5K | 0.01% | +12+1.2% | Added |
| Ninepoint Partners LP | 1,088 | $137.9K | 0.02% | 00.0% | Unchanged |
| Tobam | 1,103 | $140.0K | 0.01% | +514+87.3% | Added |
| Stephenson National Bank & Trust | 1,112 | $141.0K | 0.07% | −896−44.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,175 | $149.0K | 0.00% | −288−19.7% | Reduced |
| LGT Financial Advisors LLC | 1,197 | $151.7K | 0.19% | −76−6.0% | Reduced |
| Cetera Trust Company, N.A | 1,315 | $166.7K | 0.10% | +1,315 | New |
| State of Wyoming | 1,390 | $176.2K | 0.03% | +1,390 | New |
| Financial Management Professionals, Inc. | 1,396 | $177.0K | 0.03% | −452−24.5% | Reduced |
| HM Payson & Co | 1,400 | $177.5K | 0.00% | −50−3.4% | Reduced |
| NBC Securities, Inc. | 1,539 | $195.0K | 0.02% | +4+0.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 1,600 | $202.8K | 0.07% | +1,600 | New |
| Sawtooth Solutions, LLC | 1,640 | $208.0K | 0.01% | +1,640 | New |
| Bleakley Financial Group, LLC | 1,640 | $208.0K | 0.01% | +1,640 | New |
| Cypress Capital Group | 1,659 | $210.3K | 0.03% | +1,659 | New |
| Siemens Fonds Invest GmbH | 1,678 | $212.7K | 0.02% | +1,678 | New |
| Alpine Woods Capital Investors, LLC | 1,720 | $218.0K | 0.03% | +1,720 | New |
| Ameritas Investment Partners, Inc. | 1,738 | $220.3K | 0.01% | −136−7.3% | Reduced |
| Eagle Bay Advisors LLC | 1,741 | $220.7K | 0.14% | −578−24.9% | Reduced |
| American Investment Services, Inc. | 1,761 | $223.2K | 0.04% | +1,761 | New |
| ZRC Wealth Management, LLC | 2,270 | $227.2K | 0.14% | +2,270 | New |
| Ballentine Partners, LLC | 1,799 | $228.1K | 0.00% | +1,799 | New |
| Inspire Trust Co, N.A. | 1,800 | $228.2K | 0.24% | +1,800 | New |
| Cigna Investments Inc | 1,816 | $230.0K | 0.05% | +1,816 | New |
| Empowered Funds, LLC | 1,832 | $232.2K | 0.01% | +1,832 | New |
| Massmutual Trust Co FSB | 1,839 | $233.1K | 0.01% | −1,259−40.6% | Reduced |
| SPC Financial, Inc. | 1,850 | $234.5K | 0.02% | +1,850 | New |
| Prime Capital Investment Advisors, LLC | 1,853 | $234.9K | 0.00% | −1,065−36.5% | Reduced |
| Prudent Man Advisors, LLC | 1,858 | $235.5K | 0.09% | +1,858 | New |
| Bailard, Inc. | 1,860 | $235.8K | 0.01% | +1,860 | New |
| ING Groep NV | 1,911 | $242.3K | 0.00% | −8,139−81.0% | Reduced |
| Wealth Alliance | 1,935 | $245.3K | 0.03% | −435−18.4% | Reduced |
| Virtus ETF Advisers LLC | 1,977 | $250.6K | 0.16% | +186+10.4% | Added |
| TownSquare Capital, LLC | 1,978 | $250.8K | 0.00% | +1,978 | New |
| Fulton Bank, N.A. | 1,991 | $252.4K | 0.01% | +1,991 | New |
| Bramshill Investments, LLC | 2,000 | $253.5K | 0.02% | +2,000 | New |
| Spears Abacus Advisors LLC | 2,012 | $255.1K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 2,053 | $260.2K | 0.00% | +54+2.7% | Added |
| Legacy Wealth Asset Management, LLC | 2,065 | $261.8K | 0.09% | +20+1.0% | Added |
| PFG Investments, LLC | 2,071 | $262.5K | 0.05% | +30+1.5% | Added |
| Exchange Traded Concepts, LLC | 2,078 | $263.4K | 0.01% | −60−2.8% | Reduced |
| Coldstream Capital Management Inc | 2,083 | $264.1K | 0.01% | +2,083 | New |
| Wetherby Asset Management Inc | 2,090 | $265.0K | 0.01% | +2,090 | New |
| Greenleaf Trust | 2,094 | $265.5K | 0.00% | +2,094 | New |
| Qube Research & Technologies Ltd | 2,098 | $266.0K | 0.00% | −87,480−97.7% | Reduced |
| NEOS Investment Management LLC | 2,124 | $269.3K | 0.03% | +2,124 | New |
| Principal Securities, Inc. | 2,129 | $269.9K | 0.01% | +2,129 | New |
| First Heartland Consultants, Inc. | 2,158 | $274.0K | 0.03% | −485−18.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,167 | $274.7K | 0.00% | +2,167 | New |
| Blue Fin Capital, Inc. | 2,173 | $275.5K | 0.07% | +10+0.5% | Added |
| Boothbay Fund Management, LLC | 2,178 | $276.1K | 0.01% | +2,178 | New |
| Horizon Investments, LLC | 2,240 | $284.0K | 0.01% | +89+4.1% | Added |
| Private Advisor Group, LLC | 2,283 | $289.4K | 0.00% | +2,283 | New |
| LGT Fund Management Co Ltd. | 2,250 | $290.0K | 0.12% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,289 | $290.2K | 0.00% | +1,732+311.0% | Added |
| KCM Investment Advisors LLC | 2,357 | $298.8K | 0.01% | −271−10.3% | Reduced |
| AXS Investments LLC | 2,400 | $304.2K | 0.07% | −7,600−76.0% | Reduced |
| Erste Asset Management GmbH | 2,400 | $304.2K | 0.00% | +2,400 | New |
| Cary Street Partner Investment Advisory LLC | 2,404 | $304.7K | 0.01% | +2,354+4,708.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,412 | $305.7K | 0.00% | −303−11.2% | Reduced |
| Cutler Group LP | 2,535 | $321.0K | 0.04% | +1,173+86.1% | Added |