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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rational Advisors LLC | 369 | $47.6K | 0.00% | +369 | New |
| Laffer Tengler Investments | 374 | $48.2K | 0.01% | +69+22.6% | Added |
| JJJ Advisors Inc. | 376 | $48.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 379 | $48.9K | 0.00% | +55+17.0% | Added |
| GPS Wealth Strategies Group, LLC | 389 | $50.1K | 0.01% | +105+37.0% | Added |
| Parkside Financial Bank & Trust | 396 | $51.0K | 0.01% | +20+5.3% | Added |
| Steward Partners Investment Advisory, LLC | 409 | $52.8K | 0.00% | +162+65.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $52.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 434 | $56.0K | 0.00% | +6+1.4% | Added |
| SYSTM Wealth Solutions LLC | 432 | $56.2K | 0.01% | −188−30.3% | Reduced |
| CVA Family Office, LLC | 455 | $58.7K | 0.01% | +15+3.4% | Added |
| Ronald Blue Trust, Inc. | 479 | $61.7K | 0.00% | −39−7.5% | Reduced |
| Bruce G. Allen Investments, LLC | 485 | $62.5K | 0.05% | +13+2.8% | Added |
| Proequities, Inc. | 488 | $63.5K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 500 | $64.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $64.5K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 527 | $67.9K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 540 | $69.6K | 0.02% | +540 | New |
| Mirova | 571 | $73.6K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $77.0K | 0.05% | −3,400−85.0% | Reduced |
| Alta Advisers Ltd | 600 | $77.3K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 664 | $85.6K | 0.00% | +246+58.9% | Added |
| Clean Yield Group | 685 | $88.3K | 0.03% | −245−26.3% | Reduced |
| Motco | 724 | $93.3K | 0.01% | +62+9.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 731 | $94.2K | 0.00% | +731 | New |
| Muzinich & Co., Inc. | 758 | $96.1K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 760 | $98.0K | 0.03% | +81+11.9% | Added |
| HM Payson & Co | 800 | $103.1K | 0.00% | −600−42.9% | Reduced |
| Lindbrook Capital, LLC | 804 | $103.6K | 0.01% | −144−15.2% | Reduced |
| SRS Capital Advisors, Inc. | 804 | $103.7K | 0.01% | +29+3.7% | Added |
| Sentry Investment Management LLC | 815 | $105.0K | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 902 | $113.2K | 0.00% | +902 | New |
| Federated Hermes, Inc. | 880 | $113.4K | 0.00% | +715+433.3% | Added |
| Quadrant Capital Group LLC | 888 | $114.5K | 0.01% | −16−1.8% | Reduced |
| Farther Finance Advisors, LLC | 941 | $118.0K | 0.01% | −6−0.6% | Reduced |
| Harvest Fund Management Co., Ltd | 924 | $119.0K | 0.01% | +924 | New |
| Parallel Advisors, LLC | 926 | $119.4K | 0.00% | +72+8.4% | Added |
| Washington Trust Co | 1,018 | $131.3K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,030 | $132.8K | 0.01% | +1,030 | New |
| Ninepoint Partners LP | 1,088 | $140.3K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,139 | $146.9K | 0.17% | −58−4.8% | Reduced |
| Manchester Capital Management LLC | 1,149 | $148.1K | 0.02% | +607+112.0% | Added |
| GAMMA Investing LLC | 1,311 | $169.0K | 0.03% | +260+24.7% | Added |
| Tobam | 1,391 | $179.0K | 0.02% | +288+26.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,411 | $181.1K | 0.00% | +1,063+305.5% | Added |
| Eagle Bay Advisors LLC | 1,444 | $188.0K | 0.12% | −297−17.1% | Reduced |
| NBC Securities, Inc. | 1,541 | $198.0K | 0.02% | +2+0.1% | Added |
| Colony Group, LLC | 1,601 | $206.0K | 0.00% | +1,601 | New |
| Supplemental Annuity Collective Trust of NJ | 1,600 | $206.3K | 0.06% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,603 | $206.6K | 0.00% | +1,603 | New |
| Siemens Fonds Invest GmbH | 1,678 | $216.3K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,738 | $224.0K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,746 | $225.1K | 0.08% | −112−6.0% | Reduced |
| Bleakley Financial Group, LLC | 1,758 | $226.7K | 0.01% | +118+7.2% | Added |
| Simplicity Wealth,LLC | 1,758 | $226.7K | 0.01% | +1,758 | New |
| American Investment Services, Inc. | 1,761 | $227.0K | 0.04% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,765 | $227.5K | 0.14% | +450+34.2% | Added |
| GTS Securities LLC | 1,767 | $227.8K | 0.01% | −2,247−56.0% | Reduced |
| Y.D. More Investments Ltd | 1,800 | $232.0K | 0.04% | +1,025+132.3% | Added |
| Cigna Investments Inc | 1,816 | $234.0K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,817 | $234.2K | 0.00% | −36−1.9% | Reduced |
| Ballentine Partners, LLC | 1,846 | $238.0K | 0.00% | +47+2.6% | Added |
| Bailard, Inc. | 1,860 | $239.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,842 | $239.8K | 0.05% | +1,821+8,671.4% | Added |
| Lincoln National Corp | 1,915 | $246.9K | 0.00% | +1,915 | New |
| SPC Financial, Inc. | 1,950 | $251.4K | 0.02% | +100+5.4% | Added |
| Advisor Resource Council | 1,995 | $252.9K | 0.11% | +1,995 | New |
| CAPROCK Group, Inc. | 1,977 | $257.5K | 0.01% | +1,977 | New |
| GeoWealth Management, LLC | 2,000 | $257.8K | 0.01% | +2,000 | New |
| Scientech Research LLC | 2,003 | $258.2K | 0.14% | −661−24.8% | Reduced |
| Avestar Capital, LLC | 2,003 | $258.2K | 0.03% | +2,003 | New |
| Wealth Alliance | 2,012 | $259.3K | 0.03% | +77+4.0% | Added |
| Spears Abacus Advisors LLC | 2,012 | $259.4K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 2,024 | $260.9K | 0.05% | +2,024 | New |
| Principal Securities, Inc. | 2,027 | $261.3K | 0.01% | −102−4.8% | Reduced |
| Corton Capital Inc. | 2,037 | $262.6K | 0.10% | +2,037 | New |
| Fulton Bank, N.A. | 2,074 | $267.4K | 0.01% | +83+4.2% | Added |
| KCM Investment Advisors LLC | 2,077 | $267.7K | 0.01% | −280−11.9% | Reduced |
| Prudential PLC | 2,101 | $270.8K | 0.00% | −6,923−76.7% | Reduced |
| Coldstream Capital Management Inc | 2,118 | $273.0K | 0.01% | +35+1.7% | Added |
| Group One Trading, L.P. | 2,134 | $275.1K | 0.01% | −995−31.8% | Reduced |
| TownSquare Capital, LLC | 2,166 | $279.3K | 0.00% | +188+9.5% | Added |
| BTC Capital Management, Inc. | 2,180 | $281.0K | 0.03% | +2,180 | New |
| Blue Fin Capital, Inc. | 2,181 | $281.2K | 0.06% | +8+0.4% | Added |
| Pinnacle Associates Ltd | 2,205 | $284.2K | 0.00% | +2,205 | New |
| Wetherby Asset Management Inc | 2,209 | $284.8K | 0.01% | +119+5.7% | Added |
| Greenleaf Trust | 2,235 | $288.1K | 0.00% | +141+6.7% | Added |
| Horizon Investments, LLC | 2,240 | $288.8K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,258 | $289.0K | 0.00% | −31−1.4% | Reduced |
| LGT Fund Management Co Ltd. | 2,250 | $290.0K | 0.12% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,256 | $290.8K | 0.00% | −935−29.3% | Reduced |
| Bradley Foster & Sargent Inc | 2,261 | $291.5K | 0.01% | −572−20.2% | Reduced |
| ZRC Wealth Management, LLC | 2,270 | $292.6K | 0.15% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,277 | $293.5K | 0.02% | +2,277 | New |
| PFG Investments, LLC | 2,277 | $293.6K | 0.02% | +206+9.9% | Added |
| Financial Management Professionals, Inc. | 2,319 | $299.0K | 0.04% | +923+66.1% | Added |
| Empowered Funds, LLC | 2,326 | $299.8K | 0.01% | +494+27.0% | Added |
| AIA Group Ltd | 2,333 | $300.7K | 0.01% | +2,333 | New |
| Exchange Traded Concepts, LLC | 2,337 | $301.3K | 0.01% | +259+12.5% | Added |
| AlphaStar Capital Management, LLC | 2,339 | $301.5K | 0.03% | +2,339 | New |