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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 4,000 | $507.0K | 0.57% | +4,000 | New |
| D.A. Davidson & Co. | 3,905 | $495.1K | 0.00% | +205+5.5% | Added |
| Kovack Advisors, Inc. | 3,902 | $494.7K | 0.06% | +3,902 | New |
| Dynamic Technology Lab Private Ltd | 3,874 | $491.0K | 0.05% | +3,874 | New |
| Investment Management Corp of Ontario | 3,841 | $486.9K | 0.01% | +3,841 | New |
| CWM, LLC | 3,782 | $479.0K | 0.00% | +2,195+138.3% | Added |
| Cetera Advisor Networks LLC | 3,667 | $464.9K | 0.00% | −20−0.5% | Reduced |
| Bank of Stockton | 3,668 | $452.4K | 0.15% | +3,668 | New |
| Harvest Portfolios Group Inc. | 3,567 | $452.2K | 0.02% | −25−0.7% | Reduced |
| Advocate Group LLC | 3,520 | $446.2K | 0.10% | +3,520 | New |
| Harbour Capital Advisors, LLC | 3,554 | $445.5K | 0.12% | +3,554 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,430 | $434.8K | 0.02% | −48,571−93.4% | Reduced |
| Hantz Financial Services, Inc. | 3,386 | $429.0K | 0.01% | +727+27.3% | Added |
| NorthRock Partners, LLC | 3,342 | $427.7K | 0.02% | +3,342 | New |
| Snowden Capital Advisors LLC | 3,367 | $426.8K | 0.02% | +234+7.5% | Added |
| Prelude Capital Management, LLC | 3,357 | $425.6K | 0.04% | +3,357 | New |
| Resources Management Corp | 3,351 | $425.0K | 0.06% | −330−9.0% | Reduced |
| Oak Thistle LLC | 3,289 | $416.9K | 0.12% | +3,289 | New |
| Hillcrest Wealth Advisors - NY, LLC | 3,252 | $412.3K | 0.23% | +20+0.6% | Added |
| American Assets Investment Management, LLC | 3,195 | $405.0K | 0.04% | −434−12.0% | Reduced |
| Sequoia Financial Advisors, LLC | 3,181 | $403.4K | 0.01% | +3,181 | New |
| Advisors Asset Management, Inc. | 3,165 | $401.2K | 0.01% | +237+8.1% | Added |
| Picton Mahoney Asset Management | 3,162 | $400.0K | 0.02% | +3,162 | New |
| NewEdge Wealth, LLC | 3,142 | $398.3K | 0.01% | −403−11.4% | Reduced |
| Group One Trading, L.P. | 3,129 | $396.7K | 0.01% | +3,129 | New |
| Raymond James Financial Services Advisors, Inc. | 3,099 | $392.8K | 0.00% | −143−4.4% | Reduced |
| GWM Advisors LLC | 3,191 | $390.3K | 0.00% | +119+3.9% | Added |
| Whalen Wealth Management Inc. | 3,070 | $389.2K | 0.35% | +3,070 | New |
| Vestmark Advisory Solutions, Inc. | 3,022 | $383.1K | 0.02% | −374−11.0% | Reduced |
| Signaturefd, LLC | 3,014 | $382.1K | 0.01% | +1,806+149.5% | Added |
| Landscape Capital Management, L.L.C. | 3,000 | $380.3K | 0.03% | +3,000 | New |
| Jump Financial, LLC | 2,975 | $377.1K | 0.01% | −3,267−52.3% | Reduced |
| Lido Advisors, LLC | 2,943 | $376.8K | 0.00% | +2,943 | New |
| Dorsey & Whitney Trust CO LLC | 2,959 | $375.1K | 0.03% | +2,959 | New |
| Wahed Invest LLC | 2,925 | $370.8K | 0.10% | +230+8.5% | Added |
| Park Avenue Securities LLC | 2,908 | $369.0K | 0.01% | +679+30.5% | Added |
| Integrated Wealth Concepts LLC | 2,904 | $368.1K | 0.01% | −1,949−40.2% | Reduced |
| Evergreen Capital Management LLC | 2,874 | $368.0K | 0.02% | +2,874 | New |
| Lecap Asset Management Ltd | 2,885 | $365.7K | 0.13% | +2,885 | New |
| Ted Buchan & Co | 2,846 | $360.8K | 0.26% | +2,846 | New |
| Carmel Capital Partners, LLC | 2,841 | $360.2K | 0.18% | +628+28.4% | Added |
| Bradley Foster & Sargent Inc | 2,833 | $359.1K | 0.01% | −20,618−87.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,826 | $358.3K | 0.02% | −44−1.5% | Reduced |
| Profund Advisors LLC | 2,786 | $353.2K | 0.02% | +493+21.5% | Added |
| Clear Street Markets LLC | 2,700 | $342.0K | 0.14% | +2,700 | New |
| Flagship Harbor Advisors, LLC | 2,690 | $341.0K | 0.02% | +2,690 | New |
| O'Shaughnessy Asset Management, LLC | 2,674 | $339.0K | 0.00% | +2,674 | New |
| Scientech Research LLC | 2,664 | $337.8K | 0.34% | +2,664 | New |
| Napa Wealth Management | 2,622 | $332.4K | 0.18% | +2,622 | New |
| ArrowMark Colorado Holdings LLC | 2,599 | $329.5K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 2,594 | $328.8K | 0.03% | +296+12.9% | Added |
| Great Lakes Advisors, LLC | 2,564 | $325.0K | 0.00% | −272−9.6% | Reduced |
| Assenagon Asset Management S.A. | 2,547 | $322.9K | 0.00% | −505−16.5% | Reduced |
| Next Level Private LLC | 2,535 | $321.4K | 0.18% | 00.0% | Unchanged |
| Cutler Group LP | 2,535 | $321.0K | 0.04% | +1,173+86.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,412 | $305.7K | 0.00% | −303−11.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,404 | $304.7K | 0.01% | +2,354+4,708.0% | Added |
| 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 |
| KCM Investment Advisors LLC | 2,357 | $298.8K | 0.01% | −271−10.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,289 | $290.2K | 0.00% | +1,732+311.0% | Added |
| LGT Fund Management Co Ltd. | 2,250 | $290.0K | 0.12% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,283 | $289.4K | 0.00% | +2,283 | New |
| Horizon Investments, LLC | 2,240 | $284.0K | 0.01% | +89+4.1% | Added |
| Boothbay Fund Management, LLC | 2,178 | $276.1K | 0.01% | +2,178 | New |
| Blue Fin Capital, Inc. | 2,173 | $275.5K | 0.07% | +10+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,167 | $274.7K | 0.00% | +2,167 | New |
| First Heartland Consultants, Inc. | 2,158 | $274.0K | 0.03% | −485−18.4% | Reduced |
| Principal Securities, Inc. | 2,129 | $269.9K | 0.01% | +2,129 | New |
| NEOS Investment Management LLC | 2,124 | $269.3K | 0.03% | +2,124 | New |
| Qube Research & Technologies Ltd | 2,098 | $266.0K | 0.00% | −87,480−97.7% | Reduced |
| Greenleaf Trust | 2,094 | $265.5K | 0.00% | +2,094 | New |
| Wetherby Asset Management Inc | 2,090 | $265.0K | 0.01% | +2,090 | New |
| Coldstream Capital Management Inc | 2,083 | $264.1K | 0.01% | +2,083 | New |
| Exchange Traded Concepts, LLC | 2,078 | $263.4K | 0.01% | −60−2.8% | Reduced |
| PFG Investments, LLC | 2,071 | $262.5K | 0.05% | +30+1.5% | Added |
| Legacy Wealth Asset Management, LLC | 2,065 | $261.8K | 0.09% | +20+1.0% | Added |
| Stephens Inc | 2,053 | $260.2K | 0.00% | +54+2.7% | Added |
| Spears Abacus Advisors LLC | 2,012 | $255.1K | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,000 | $253.5K | 0.02% | +2,000 | New |
| Fulton Bank, N.A. | 1,991 | $252.4K | 0.01% | +1,991 | New |
| TownSquare Capital, LLC | 1,978 | $250.8K | 0.00% | +1,978 | New |
| Virtus ETF Advisers LLC | 1,977 | $250.6K | 0.16% | +186+10.4% | Added |
| Wealth Alliance | 1,935 | $245.3K | 0.03% | −435−18.4% | Reduced |
| ING Groep NV | 1,911 | $242.3K | 0.00% | −8,139−81.0% | Reduced |
| Bailard, Inc. | 1,860 | $235.8K | 0.01% | +1,860 | New |
| Prudent Man Advisors, LLC | 1,858 | $235.5K | 0.09% | +1,858 | New |
| Prime Capital Investment Advisors, LLC | 1,853 | $234.9K | 0.00% | −1,065−36.5% | Reduced |
| SPC Financial, Inc. | 1,850 | $234.5K | 0.02% | +1,850 | New |
| Massmutual Trust Co FSB | 1,839 | $233.1K | 0.01% | −1,259−40.6% | Reduced |
| Empowered Funds, LLC | 1,832 | $232.2K | 0.01% | +1,832 | New |
| Cigna Investments Inc | 1,816 | $230.0K | 0.05% | +1,816 | New |
| Inspire Trust Co, N.A. | 1,800 | $228.2K | 0.24% | +1,800 | New |
| Ballentine Partners, LLC | 1,799 | $228.1K | 0.00% | +1,799 | New |
| ZRC Wealth Management, LLC | 2,270 | $227.2K | 0.14% | +2,270 | New |
| American Investment Services, Inc. | 1,761 | $223.2K | 0.04% | +1,761 | New |
| Eagle Bay Advisors LLC | 1,741 | $220.7K | 0.14% | −578−24.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,738 | $220.3K | 0.01% | −136−7.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 1,720 | $218.0K | 0.03% | +1,720 | New |
| Siemens Fonds Invest GmbH | 1,678 | $212.7K | 0.02% | +1,678 | New |