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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, Q1 2024

Institutional positions in Alexandria Real Estate Equities, Inc. as of Mar 31, 2024. 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
650
+1 vs. Q4 2023
Shares held
167.7M
+765.5K (+0.5%) vs. Q4 2023
Total value
$21.6B
+$411.7M (+1.9%) vs. Q4 2023
New holders
69
270 more added
Sold out
68
221 more reduced

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 650 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 heldQ1 2024: $21.6B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q4 2023.

Institutions holding ARE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
Jones Financial Companies LLLP1$1290.00%−47−97.9%Reduced
Clear Point Advisors Inc.1$1320.00%00.0%Unchanged
Bokf, NA2$2510.00%−6−75.0%Reduced
Bear Mountain Capital, Inc.3$3490.00%00.0%Unchanged
Signature Resources Capital Management, LLC3$3800.00%00.0%Unchanged
Colonial Trust Advisors4$5160.00%−12−75.0%Reduced
Bartlett & Co. Wealth Management LLC4$5210.00%+4New
ClariVest Asset Management LLC6$7660.00%00.0%Unchanged
Anchor Investment Management, LLC6$7730.00%+6New
TFC Financial Management6$7740.00%+1+20.0%Added
Abich Financial Wealth Management LLC7$9020.00%00.0%Unchanged
First Pacific Financial7$9120.00%+7New
Sofos Investments, Inc.7$9790.00%+6+600.0%Added
Tidemark, LLC10$1.29K0.00%00.0%Unchanged
Quest Partners LLC10$1.29K0.00%+10New
Impact Partnership Wealth, LLC12$1.55K0.00%−60−83.3%Reduced
Cullen/Frost Bankers, Inc.12$1.55K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.13$1.68K0.00%+13New
Carolinas Wealth Consulting LLC13$1.69K0.00%+3+30.0%Added
Dunhill Financial, LLC13$1.72K0.00%+2+18.2%Added
Raffa Wealth Management, LLC14$1.80K0.00%00.0%Unchanged
DT Investment Partners, LLC14$1.80K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$1.93K0.00%00.0%Unchanged
Bogart Wealth, LLC16$2.02K0.00%00.0%Unchanged
Aspect Partners, LLC19$2.45K0.00%00.0%Unchanged
Sachetta, LLC20$2.55K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.20$2.58K0.00%00.0%Unchanged
Operose Advisors LLC20$2.58K0.00%00.0%Unchanged
Continuum Advisory, LLC24$2.89K0.00%+24New
Delos Wealth Advisors, LLC23$2.96K0.00%+23New
Avion Wealth18$3.00K0.00%+3+20.0%Added
AdvisorNet Financial, Inc24$3.09K0.00%+20+500.0%Added
Versant Capital Management, Inc26$3.35K0.00%00.0%Unchanged
Caldwell Trust Co28$3.61K0.00%00.0%Unchanged
LRI Investments, LLC30$3.87K0.00%+30New
Venturi Wealth Management, LLC32$4.13K0.00%+15+88.2%Added
CoreCap Advisors, LLC32$4.16K0.00%+32New
Newbridge Financial Services Group, Inc.35$4.51K0.00%+35New
Abound Wealth Management36$4.65K0.00%00.0%Unchanged
Colonial Trust Co38$4.79K0.00%+15+65.2%Added
Jamison Private Wealth Management, Inc.39$5.03K0.00%00.0%Unchanged
West Branch Capital LLC40$5.16K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton43$5.40K0.00%00.0%Unchanged
Fortitude Family Office, LLC42$5.41K0.00%00.0%Unchanged
First Horizon Advisors, Inc.43$5.54K0.00%+2+4.9%Added
Global Financial Private Client, LLC45$5.65K0.00%00.0%Unchanged
Bell Investment Advisors, Inc45$5.80K0.00%+4+9.8%Added
Clearstead Advisors, LLC52$6.28K0.00%−17−24.6%Reduced
Plante Moran Financial Advisors, LLC50$6.45K0.00%00.0%Unchanged
Concord Wealth Partners50$6.45K0.00%+50New
FSA Wealth Management LLC60$7.73K0.00%+1+1.7%Added
Glen Eagle Advisors, LLC67$8.64K0.00%−17−20.2%Reduced
Smithfield Trust Co70$9.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC72$9.28K0.00%00.0%Unchanged
Quent Capital, LLC73$9.41K0.00%−47−39.2%Reduced
Valley National Advisers Inc83$10.0K0.00%+1+1.2%Added
Global Retirement Partners, LLC78$10.0K0.00%−17−17.9%Reduced
Private Wealth Management Group, LLC78$10.1K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC79$10.2K0.01%−20−20.2%Reduced
GW&K Investment Management, LLC87$11.0K0.00%+3+3.6%Added
Crewe Advisors LLC87$11.2K0.00%+87New
Pacific Center for Financial Services90$11.6K0.00%+1+1.1%Added
IFP Advisors, Inc92$11.9K0.00%+50+119.0%Added
Pittenger & Anderson Inc104$13.4K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc108$13.9K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.110$14.2K0.00%−27−19.7%Reduced
Umb Bank N A116$15.0K0.00%00.0%Unchanged
Headlands Technologies LLC120$15.5K0.00%+120New
EverSource Wealth Advisors, LLC144$16.7K0.00%−89−38.2%Reduced
Covestor Ltd133$17.0K0.01%−658−83.2%Reduced
Rise Advisors, LLC137$17.7K0.01%+137New
Annis Gardner Whiting Capital Advisors, LLC136$17.7K0.01%+5+3.8%Added
Bank of New Hampshire140$18.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.143$18.4K0.00%00.0%Unchanged
Heritage Wealth Advisors150$19.3K0.00%+50+50.0%Added
MV Capital Management, Inc.161$20.8K0.00%+3+1.9%Added
Salem Investment Counselors Inc161$21.0K0.00%+161New
Wiser Advisor Group LLC170$22.1K0.03%00.0%Unchanged
Raleigh Capital Management Inc.176$22.7K0.01%+111+170.8%Added
Gables Capital Management Inc.190$24.5K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC194$25.0K0.00%00.0%Unchanged
TD Private Client Wealth LLC195$25.1K0.00%−10−4.9%Reduced
Oakworth Capital, Inc.198$25.5K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC206$27.0K0.00%+6+3.0%Added
Front Row Advisors LLC218$28.4K0.01%+218New
HBC Financial Services, PLLC250$29.0K0.02%00.0%Unchanged
Mather Group, LLC.240$30.4K0.00%+240New
Deseret Mutual Benefit Administrators241$31.1K0.02%+70+40.9%Added
Qube Research & Technologies Ltd252$32.5K0.00%−1,846−88.0%Reduced
Private Trust Co NA271$34.9K0.00%−2−0.7%Reduced
Riverview Trust Co286$36.9K0.03%+286New
Spire Wealth Management286$36.9K0.00%+11+4.0%Added
Smartleaf Asset Management LLC301$38.4K0.01%+155+106.2%Added
Livforsakringsbolaget Skandia, Omsesidigt300$39.0K0.00%00.0%Unchanged
Capital Analysts, LLC314$40.0K0.00%+2+0.6%Added
Benjamin F. Edwards & Company, Inc.318$41.0K0.00%+41+14.8%Added
Central Trust Co326$42.0K0.00%00.0%Unchanged
Harbour Investments, Inc.341$44.0K0.00%+57+20.1%Added
Pension & Wealth Management Advisors, Inc.346$44.7K0.03%+3+0.9%Added