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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 3,760 | $484.7K | 0.00% | −145−3.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,703 | $477.4K | 0.00% | +604+19.5% | Added |
| Boston Trust Walden Corp | 3,675 | $473.7K | 0.00% | −5,334−59.2% | Reduced |
| Park Avenue Securities LLC | 3,550 | $458.0K | 0.01% | +642+22.1% | Added |
| Grandeur Peak Global Advisors, LLC | 3,486 | $449.4K | 0.04% | −62,141−94.7% | Reduced |
| Wahed Invest LLC | 3,357 | $432.8K | 0.10% | +432+14.8% | Added |
| Signaturefd, LLC | 3,327 | $428.9K | 0.01% | +313+10.4% | Added |
| NorthRock Partners, LLC | 3,236 | $421.1K | 0.02% | −106−3.2% | Reduced |
| Degroof Petercam Asset Management | 3,230 | $416.4K | 0.01% | −1,097−25.4% | Reduced |
| Snowden Capital Advisors LLC | 3,192 | $415.5K | 0.01% | −175−5.2% | Reduced |
| Kestra Advisory Services, LLC | 3,185 | $414.6K | 0.00% | +3,185 | New |
| Clear Street Markets LLC | 3,200 | $413.0K | 0.19% | +500+18.5% | Added |
| Dorsey & Whitney Trust CO LLC | 3,185 | $410.6K | 0.03% | +226+7.6% | Added |
| Dynasty Wealth Management, LLC | 3,158 | $407.0K | 0.01% | +3,158 | New |
| Veriti Management LLC | 3,131 | $403.6K | 0.03% | +537+20.7% | Added |
| Marest Capital, LLC | 3,085 | $397.7K | 0.37% | −1,138−26.9% | Reduced |
| Carmel Capital Partners, LLC | 3,082 | $397.3K | 0.16% | +241+8.5% | Added |
| Cary Street Partner Investment Advisory LLC | 3,069 | $395.6K | 0.02% | +665+27.7% | Added |
| ArrowMark Colorado Holdings LLC | 3,059 | $394.3K | 0.00% | +460+17.7% | Added |
| NEOS Investment Management LLC | 3,028 | $390.3K | 0.02% | +904+42.6% | Added |
| Vestmark Advisory Solutions, Inc. | 3,019 | $389.1K | 0.02% | −3−0.1% | Reduced |
| Advisors Asset Management, Inc. | 3,002 | $387.0K | 0.01% | −163−5.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,000 | $386.7K | 0.05% | −4,606−60.6% | Reduced |
| Evergreen Capital Management LLC | 2,921 | $380.3K | 0.01% | +47+1.6% | Added |
| Flagship Harbor Advisors, LLC | 2,940 | $379.0K | 0.02% | +250+9.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,899 | $373.7K | 0.00% | +487+20.2% | Added |
| Intech Investment Management LLC | 2,885 | $371.9K | 0.01% | −1,329−31.5% | Reduced |
| NewEdge Wealth, LLC | 3,105 | $366.9K | 0.01% | −37−1.2% | Reduced |
| Massmutual Trust Co FSB | 2,819 | $363.4K | 0.01% | +980+53.3% | Added |
| Lido Advisors, LLC | 2,786 | $362.7K | 0.00% | −157−5.3% | Reduced |
| Resources Management Corp | 2,806 | $362.0K | 0.05% | −545−16.3% | Reduced |
| Assenagon Asset Management S.A. | 2,763 | $356.2K | 0.00% | +216+8.5% | Added |
| Stephenson National Bank & Trust | 2,755 | $355.1K | 0.12% | +1,643+147.8% | Added |
| Banco BTG Pactual S.A. | 2,750 | $354.5K | 0.11% | +2,750 | New |
| Investment Management Corp of Ontario | 2,641 | $340.5K | 0.01% | −1,200−31.2% | Reduced |
| Capstone Investment Advisors, LLC | 2,639 | $340.2K | 0.01% | +1,464+124.6% | Added |
| Wedbush Securities Inc | 2,638 | $340.0K | 0.01% | +2,638 | New |
| Private Advisor Group, LLC | 2,606 | $335.9K | 0.00% | +323+14.1% | Added |
| Stephens Inc | 2,558 | $329.7K | 0.01% | +505+24.6% | Added |
| Napa Wealth Management | 2,552 | $329.0K | 0.17% | −70−2.7% | Reduced |
| Next Level Private LLC | 2,535 | $326.8K | 0.15% | 00.0% | Unchanged |
| 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 |
| Wealth Enhancement Advisory Services, LLC | 2,520 | $324.9K | 0.00% | +353+16.3% | Added |
| Integrated Wealth Concepts LLC | 2,499 | $322.1K | 0.00% | −405−13.9% | Reduced |
| Apollon Wealth Management, LLC | 2,438 | $314.3K | 0.01% | +2,438 | New |
| 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 |
| Profund Advisors LLC | 2,376 | $306.3K | 0.01% | −410−14.7% | Reduced |
| Sequoia Financial Advisors, LLC | 2,341 | $301.8K | 0.00% | −840−26.4% | Reduced |
| AlphaStar Capital Management, LLC | 2,339 | $301.5K | 0.03% | +2,339 | New |
| Exchange Traded Concepts, LLC | 2,337 | $301.3K | 0.01% | +259+12.5% | Added |
| AIA Group Ltd | 2,333 | $300.7K | 0.01% | +2,333 | New |
| Empowered Funds, LLC | 2,326 | $299.8K | 0.01% | +494+27.0% | Added |
| Financial Management Professionals, Inc. | 2,319 | $299.0K | 0.04% | +923+66.1% | Added |
| PFG Investments, LLC | 2,277 | $293.6K | 0.02% | +206+9.9% | Added |
| Moors & Cabot, Inc. | 2,277 | $293.5K | 0.02% | +2,277 | New |
| ZRC Wealth Management, LLC | 2,270 | $292.6K | 0.15% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,261 | $291.5K | 0.01% | −572−20.2% | Reduced |
| GWM Advisors LLC | 2,256 | $290.8K | 0.00% | −935−29.3% | Reduced |
| LGT Fund Management Co Ltd. | 2,250 | $290.0K | 0.12% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,258 | $289.0K | 0.00% | −31−1.4% | Reduced |
| Horizon Investments, LLC | 2,240 | $288.8K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 2,235 | $288.1K | 0.00% | +141+6.7% | Added |
| Wetherby Asset Management Inc | 2,209 | $284.8K | 0.01% | +119+5.7% | Added |
| Pinnacle Associates Ltd | 2,205 | $284.2K | 0.00% | +2,205 | New |
| Blue Fin Capital, Inc. | 2,181 | $281.2K | 0.06% | +8+0.4% | Added |
| BTC Capital Management, Inc. | 2,180 | $281.0K | 0.03% | +2,180 | New |
| TownSquare Capital, LLC | 2,166 | $279.3K | 0.00% | +188+9.5% | Added |
| Group One Trading, L.P. | 2,134 | $275.1K | 0.01% | −995−31.8% | Reduced |
| Coldstream Capital Management Inc | 2,118 | $273.0K | 0.01% | +35+1.7% | Added |
| Prudential PLC | 2,101 | $270.8K | 0.00% | −6,923−76.7% | Reduced |
| KCM Investment Advisors LLC | 2,077 | $267.7K | 0.01% | −280−11.9% | Reduced |
| Fulton Bank, N.A. | 2,074 | $267.4K | 0.01% | +83+4.2% | Added |
| Corton Capital Inc. | 2,037 | $262.6K | 0.10% | +2,037 | New |
| Principal Securities, Inc. | 2,027 | $261.3K | 0.01% | −102−4.8% | Reduced |
| Versor Investments LP | 2,024 | $260.9K | 0.05% | +2,024 | New |
| Spears Abacus Advisors LLC | 2,012 | $259.4K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 2,012 | $259.3K | 0.03% | +77+4.0% | Added |
| 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 |
| GeoWealth Management, LLC | 2,000 | $257.8K | 0.01% | +2,000 | New |
| CAPROCK Group, Inc. | 1,977 | $257.5K | 0.01% | +1,977 | New |
| Advisor Resource Council | 1,995 | $252.9K | 0.11% | +1,995 | New |
| SPC Financial, Inc. | 1,950 | $251.4K | 0.02% | +100+5.4% | Added |
| Lincoln National Corp | 1,915 | $246.9K | 0.00% | +1,915 | New |
| Prestige Wealth Management Group LLC | 1,842 | $239.8K | 0.05% | +1,821+8,671.4% | Added |
| Bailard, Inc. | 1,860 | $239.8K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,846 | $238.0K | 0.00% | +47+2.6% | Added |
| Prime Capital Investment Advisors, LLC | 1,817 | $234.2K | 0.00% | −36−1.9% | Reduced |
| Cigna Investments Inc | 1,816 | $234.0K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,800 | $232.0K | 0.04% | +1,025+132.3% | Added |
| GTS Securities LLC | 1,767 | $227.8K | 0.01% | −2,247−56.0% | Reduced |
| Cetera Trust Company, N.A | 1,765 | $227.5K | 0.14% | +450+34.2% | Added |
| American Investment Services, Inc. | 1,761 | $227.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Prudent Man Advisors, LLC | 1,746 | $225.1K | 0.08% | −112−6.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,738 | $224.0K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,678 | $216.3K | 0.02% | 00.0% | Unchanged |