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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 2,341 | $301.8K | 0.00% | −840−26.4% | Reduced |
| Profund Advisors LLC | 2,376 | $306.3K | 0.01% | −410−14.7% | Reduced |
| AXS Investments LLC | 2,400 | $309.4K | 0.07% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 2,400 | $309.4K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,438 | $314.3K | 0.01% | +2,438 | New |
| Integrated Wealth Concepts LLC | 2,499 | $322.1K | 0.00% | −405−13.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,520 | $324.9K | 0.00% | +353+16.3% | Added |
| American Assets Investment Management, LLC | 2,527 | $325.8K | 0.03% | −668−20.9% | Reduced |
| Walleye Capital LLC | 2,527 | $325.8K | 0.00% | +2,527 | New |
| Next Level Private LLC | 2,535 | $326.8K | 0.15% | 00.0% | Unchanged |
| Napa Wealth Management | 2,552 | $329.0K | 0.17% | −70−2.7% | Reduced |
| Stephens Inc | 2,558 | $329.7K | 0.01% | +505+24.6% | Added |
| Private Advisor Group, LLC | 2,606 | $335.9K | 0.00% | +323+14.1% | Added |
| Wedbush Securities Inc | 2,638 | $340.0K | 0.01% | +2,638 | New |
| Capstone Investment Advisors, LLC | 2,639 | $340.2K | 0.01% | +1,464+124.6% | Added |
| Investment Management Corp of Ontario | 2,641 | $340.5K | 0.01% | −1,200−31.2% | Reduced |
| Banco BTG Pactual S.A. | 2,750 | $354.5K | 0.11% | +2,750 | New |
| Stephenson National Bank & Trust | 2,755 | $355.1K | 0.12% | +1,643+147.8% | Added |
| Assenagon Asset Management S.A. | 2,763 | $356.2K | 0.00% | +216+8.5% | Added |
| Resources Management Corp | 2,806 | $362.0K | 0.05% | −545−16.3% | Reduced |
| Lido Advisors, LLC | 2,786 | $362.7K | 0.00% | −157−5.3% | Reduced |
| Massmutual Trust Co FSB | 2,819 | $363.4K | 0.01% | +980+53.3% | Added |
| NewEdge Wealth, LLC | 3,105 | $366.9K | 0.01% | −37−1.2% | Reduced |
| Intech Investment Management LLC | 2,885 | $371.9K | 0.01% | −1,329−31.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,899 | $373.7K | 0.00% | +487+20.2% | Added |
| Flagship Harbor Advisors, LLC | 2,940 | $379.0K | 0.02% | +250+9.3% | Added |
| Evergreen Capital Management LLC | 2,921 | $380.3K | 0.01% | +47+1.6% | Added |
| Infrastructure Capital Advisors, LLC | 3,000 | $386.7K | 0.05% | −4,606−60.6% | Reduced |
| Advisors Asset Management, Inc. | 3,002 | $387.0K | 0.01% | −163−5.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,019 | $389.1K | 0.02% | −3−0.1% | Reduced |
| NEOS Investment Management LLC | 3,028 | $390.3K | 0.02% | +904+42.6% | Added |
| ArrowMark Colorado Holdings LLC | 3,059 | $394.3K | 0.00% | +460+17.7% | Added |
| Cary Street Partner Investment Advisory LLC | 3,069 | $395.6K | 0.02% | +665+27.7% | Added |
| Carmel Capital Partners, LLC | 3,082 | $397.3K | 0.16% | +241+8.5% | Added |
| Marest Capital, LLC | 3,085 | $397.7K | 0.37% | −1,138−26.9% | Reduced |
| Veriti Management LLC | 3,131 | $403.6K | 0.03% | +537+20.7% | Added |
| Dynasty Wealth Management, LLC | 3,158 | $407.0K | 0.01% | +3,158 | New |
| Dorsey & Whitney Trust CO LLC | 3,185 | $410.6K | 0.03% | +226+7.6% | Added |
| Clear Street Markets LLC | 3,200 | $413.0K | 0.19% | +500+18.5% | Added |
| Kestra Advisory Services, LLC | 3,185 | $414.6K | 0.00% | +3,185 | New |
| Snowden Capital Advisors LLC | 3,192 | $415.5K | 0.01% | −175−5.2% | Reduced |
| Degroof Petercam Asset Management | 3,230 | $416.4K | 0.01% | −1,097−25.4% | Reduced |
| NorthRock Partners, LLC | 3,236 | $421.1K | 0.02% | −106−3.2% | Reduced |
| Signaturefd, LLC | 3,327 | $428.9K | 0.01% | +313+10.4% | Added |
| Wahed Invest LLC | 3,357 | $432.8K | 0.10% | +432+14.8% | Added |
| Grandeur Peak Global Advisors, LLC | 3,486 | $449.4K | 0.04% | −62,141−94.7% | Reduced |
| Park Avenue Securities LLC | 3,550 | $458.0K | 0.01% | +642+22.1% | Added |
| Boston Trust Walden Corp | 3,675 | $473.7K | 0.00% | −5,334−59.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,703 | $477.4K | 0.00% | +604+19.5% | Added |
| D.A. Davidson & Co. | 3,760 | $484.7K | 0.00% | −145−3.7% | Reduced |
| Harvest Portfolios Group Inc. | 3,778 | $487.0K | 0.02% | +211+5.9% | Added |
| Hantz Financial Services, Inc. | 3,806 | $491.0K | 0.01% | +420+12.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,930 | $506.6K | 0.02% | +500+14.6% | Added |
| Bank of Stockton | 3,933 | $507.0K | 0.16% | +265+7.2% | Added |
| Brasada Capital Management, LP | 3,992 | $514.6K | 0.09% | −55−1.4% | Reduced |
| Boston Common Asset Management, LLC | 4,022 | $518.0K | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 4,179 | $518.1K | 0.13% | +625+17.6% | Added |
| Huntington National Bank | 4,093 | $527.6K | 0.00% | −279−6.4% | Reduced |
| Alberta Investment Management Corp | 4,100 | $528.5K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,151 | $535.1K | 0.03% | −106,750−96.3% | Reduced |
| Teacher Retirement System of Texas | 4,197 | $541.0K | 0.00% | −25,640−85.9% | Reduced |
| CWM, LLC | 4,280 | $552.0K | 0.00% | +498+13.2% | Added |
| Jane Street Group, LLC | 4,297 | $553.9K | 0.00% | −144,316−97.1% | Reduced |
| Rakuten Investment Management, Inc. | 4,301 | $554.4K | 0.00% | +3,908+994.4% | Added |
| Virtu Financial LLC | 4,352 | $561.0K | 0.04% | +231+5.6% | Added |
| Washington Trust Advisors, Inc. | 4,384 | $565.1K | 0.05% | +4,334+8,668.0% | Added |
| Ostrum Asset Management | 4,411 | $568.6K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,475 | $576.9K | 0.02% | +1,500+50.4% | Added |
| Crumly & Associates Inc. | 4,527 | $583.5K | 0.15% | −79−1.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,627 | $596.4K | 0.00% | −89−1.9% | Reduced |
| Sumitomo Life Insurance Co | 4,638 | $597.9K | 0.02% | −258−5.3% | Reduced |
| Verition Fund Management LLC | 4,676 | $602.8K | 0.01% | +89+1.9% | Added |
| O'Shaughnessy Asset Management, LLC | 4,683 | $603.7K | 0.01% | +2,009+75.1% | Added |
| PFG Advisors | 4,811 | $620.2K | 0.05% | +270+5.9% | Added |
| HBK Sorce Advisory LLC | 4,835 | $623.3K | 0.02% | −1,681−25.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,849 | $625.1K | 0.07% | −4,520−48.2% | Reduced |
| Bayesian Capital Management, LP | 4,876 | $628.6K | 0.06% | +4,876 | New |
| Inspire Trust Co, N.A. | 4,980 | $642.0K | 0.36% | +3,180+176.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,997 | $644.2K | 0.02% | +47+0.9% | Added |
| Westwood Holdings Group Inc. | 5,000 | $645.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,009 | $645.7K | 0.05% | −1,570−23.9% | Reduced |
| APG Asset Management N.V. | 5,447 | $650.2K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,197 | $669.9K | 0.05% | −375−6.7% | Reduced |
| Bridgewater Associates, LP | 5,297 | $682.8K | 0.00% | −6,167−53.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,358 | $690.7K | 0.03% | +637+13.5% | Added |
| Everence Capital Management Inc | 5,380 | $694.0K | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,397 | $695.7K | 0.01% | +321+6.3% | Added |
| Tower Research Capital LLC (TRC) | 5,433 | $700.4K | 0.02% | −21,904−80.1% | Reduced |
| Oppenheimer & Co Inc | 5,508 | $710.0K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,638 | $727.0K | 0.01% | +436+8.4% | Added |
| Legacy Wealth Asset Management, LLC | 5,705 | $735.4K | 0.20% | +3,640+176.3% | Added |
| Harbor Investment Advisory, LLC | 5,709 | $735.9K | 0.08% | −240−4.0% | Reduced |
| Vinva Investment Management Ltd | 5,747 | $740.8K | 0.04% | +5,747 | New |
| Allianz SE | 5,766 | $743.3K | 0.02% | +5,766 | New |
| Capital Square, LLC | 5,862 | $755.7K | 0.53% | −143−2.4% | Reduced |
| Citadel Advisors LLC | 6,122 | $789.2K | 0.00% | +5,952+3,501.2% | Added |
| Legacy Capital Group California, Inc. | 6,138 | $791.3K | 0.29% | −83−1.3% | Reduced |
| E. Ohman J:or Asset Management AB | 6,200 | $799.2K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 6,395 | $824.0K | 0.02% | −114−1.8% | Reduced |
| Sandy Spring Bank | 6,429 | $828.8K | 0.04% | −740−10.3% | Reduced |