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 |
|---|---|---|---|---|---|
| Cypress Capital Group | 1,659 | $210.3K | 0.03% | +1,659 | 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 |
| Supplemental Annuity Collective Trust of NJ | 1,600 | $202.8K | 0.07% | +1,600 | New |
| NBC Securities, Inc. | 1,539 | $195.0K | 0.02% | +4+0.3% | Added |
| HM Payson & Co | 1,400 | $177.5K | 0.00% | −50−3.4% | Reduced |
| Financial Management Professionals, Inc. | 1,396 | $177.0K | 0.03% | −452−24.5% | Reduced |
| State of Wyoming | 1,390 | $176.2K | 0.03% | +1,390 | New |
| Cetera Trust Company, N.A | 1,315 | $166.7K | 0.10% | +1,315 | New |
| LGT Financial Advisors LLC | 1,197 | $151.7K | 0.19% | −76−6.0% | Reduced |
| Capstone Investment Advisors, LLC | 1,175 | $149.0K | 0.00% | −288−19.7% | Reduced |
| Stephenson National Bank & Trust | 1,112 | $141.0K | 0.07% | −896−44.6% | Reduced |
| Tobam | 1,103 | $140.0K | 0.01% | +514+87.3% | Added |
| Ninepoint Partners LP | 1,088 | $137.9K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,037 | $131.5K | 0.01% | +12+1.2% | Added |
| Washington Trust Co | 1,018 | $129.1K | 0.01% | +18+1.8% | Added |
| GAMMA Investing LLC | 1,051 | $127.1K | 0.03% | +1,051 | New |
| Lindbrook Capital, LLC | 948 | $120.2K | 0.01% | +638+205.8% | Added |
| Farther Finance Advisors, LLC | 947 | $120.0K | 0.01% | +453+91.7% | Added |
| Clean Yield Group | 930 | $117.9K | 0.05% | +610+190.6% | Added |
| Quadrant Capital Group LLC | 904 | $114.6K | 0.01% | +18+2.0% | Added |
| Parallel Advisors, LLC | 854 | $108.3K | 0.00% | +253+42.1% | Added |
| Sentry Investment Management LLC | 815 | $103.0K | 0.04% | −87−9.6% | Reduced |
| Covestor Ltd | 791 | $100.0K | 0.07% | −58−6.8% | Reduced |
| SRS Capital Advisors, Inc. | 775 | $98.2K | 0.01% | +19+2.5% | Added |
| Y.D. More Investments Ltd | 775 | $98.2K | 0.02% | +775 | New |
| Muzinich & Co., Inc. | 758 | $96.1K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 679 | $86.1K | 0.03% | +214+46.0% | Added |
| Motco | 662 | $83.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 634 | $80.4K | 0.04% | +634 | New |
| SYSTM Wealth Solutions LLC | 620 | $79.3K | 0.01% | +620 | New |
| Alta Advisers Ltd | 600 | $76.1K | 0.04% | 00.0% | Unchanged |
| Mirova | 571 | $72.4K | 0.01% | −33−5.5% | Reduced |
| Manchester Capital Management LLC | 542 | $68.7K | 0.01% | −442−44.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 527 | $66.8K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 501 | $63.5K | 0.06% | +501 | New |
| Chilton Capital Management LLC | 500 | $63.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $63.4K | 0.00% | +500 | New |
| Proequities, Inc. | 488 | $62.5K | 0.00% | +154+46.1% | Added |
| Bruce G. Allen Investments, LLC | 472 | $59.8K | 0.05% | +472 | New |
| Advisory Services Network, LLC | 447 | $56.7K | 0.00% | +447 | New |
| CVA Family Office, LLC | 440 | $55.8K | 0.01% | +440 | New |
| Sit Investment Associates Inc | 435 | $55.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 428 | $54.3K | 0.00% | +249+139.1% | Added |
| Brown Brothers Harriman & Co | 418 | $53.0K | 0.00% | +384+1,129.4% | Added |
| Ronald Blue Trust, Inc. | 518 | $52.0K | 0.00% | +193+59.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $52.0K | 0.02% | +410 | New |
| Elequin Capital LP | 400 | $50.7K | 0.02% | +400 | New |
| Rakuten Investment Management, Inc. | 393 | $50.7K | 0.00% | +393 | New |
| JJJ Advisors Inc. | 376 | $47.8K | 0.01% | +305+429.6% | Added |
| Parkside Financial Bank & Trust | 376 | $47.7K | 0.01% | +85+29.2% | Added |
| Federation des caisses Desjardins du Quebec | 348 | $44.1K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 343 | $43.5K | 0.03% | +343 | New |
| Central Trust Co | 326 | $41.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 324 | $41.1K | 0.00% | +324 | New |
| Capital Analysts, LLC | 312 | $40.0K | 0.00% | −66−17.5% | Reduced |
| Laffer Tengler Investments | 305 | $38.7K | 0.01% | −1−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $38.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 291 | $36.9K | 0.01% | +160+122.1% | Added |
| Harbour Investments, Inc. | 284 | $36.0K | 0.00% | +48+20.3% | Added |
| GPS Wealth Strategies Group, LLC | 284 | $36.0K | 0.01% | +284 | New |
| Benjamin F. Edwards & Company, Inc. | 277 | $35.0K | 0.00% | +277 | New |
| Private Trust Co NA | 273 | $34.6K | 0.00% | +4+1.5% | Added |
| Spire Wealth Management | 275 | $33.9K | 0.00% | +28+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 247 | $31.3K | 0.00% | −559−69.4% | Reduced |
| HBC Financial Services, PLLC | 250 | $31.0K | 0.02% | +50+25.0% | Added |
| EverSource Wealth Advisors, LLC | 233 | $29.5K | 0.00% | +171+275.8% | Added |
| TD Private Client Wealth LLC | 205 | $26.0K | 0.00% | −33−13.9% | Reduced |
| Oakworth Capital, Inc. | 198 | $25.1K | 0.00% | +198 | New |
| Capital Advisors, Ltd. LLC | 200 | $25.0K | 0.00% | +200 | New |
| HHM Wealth Advisors, LLC | 194 | $24.6K | 0.00% | +150+340.9% | Added |
| Gables Capital Management Inc. | 190 | $24.1K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 174 | $22.1K | 0.01% | +174 | New |
| Deseret Mutual Benefit Administrators | 171 | $21.7K | 0.01% | −55−24.3% | Reduced |
| Citadel Advisors LLC | 170 | $21.6K | 0.00% | −125,299−99.9% | Reduced |
| Wiser Advisor Group LLC | 170 | $21.5K | 0.04% | +170 | New |
| Federated Hermes, Inc. | 165 | $20.9K | 0.00% | −793−82.8% | Reduced |
| MV Capital Management, Inc. | 158 | $20.0K | 0.00% | +85+116.4% | Added |
| Smartleaf Asset Management LLC | 146 | $18.8K | 0.01% | +146 | New |
| Zions Bancorporation, N.A. | 143 | $18.1K | 0.00% | +48+50.5% | Added |
| Bank of New Hampshire | 140 | $17.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 137 | $17.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 131 | $16.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 130 | $16.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 120 | $15.2K | 0.00% | −117−49.4% | Reduced |
| Umb Bank N A | 116 | $14.7K | 0.00% | +97+510.5% | Added |
| Farmers & Merchants Investments Inc | 108 | $13.7K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 104 | $13.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $12.7K | 0.00% | +100 | New |
| Criterion Capital Advisors, LLC | 99 | $12.6K | 0.01% | +99 | New |
| Global Retirement Partners, LLC | 95 | $12.0K | 0.00% | +1+1.1% | Added |
| Pacific Center for Financial Services | 89 | $11.3K | 0.00% | +1+1.1% | Added |
| GW&K Investment Management, LLC | 84 | $11.0K | 0.00% | +15+21.7% | Added |
| Centennial Bank | 85 | $10.8K | 0.01% | +85 | New |
| Glen Eagle Advisors, LLC | 84 | $10.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 82 | $10.0K | 0.00% | +12+17.1% | Added |
| Private Wealth Management Group, LLC | 78 | $9.89K | 0.00% | +78 | New |
| FinTrust Capital Advisors, LLC | 72 | $9.13K | 0.00% | +54+300.0% | Added |
| Impact Partnership Wealth, LLC | 72 | $9.13K | 0.00% | −3,191−97.8% | Reduced |
| Smithfield Trust Co | 70 | $9.00K | 0.00% | 00.0% | Unchanged |