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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 1,603 | $206.6K | 0.00% | +1,603 | New |
| Supplemental Annuity Collective Trust of NJ | 1,600 | $206.3K | 0.06% | 00.0% | Unchanged |
| Colony Group, LLC | 1,601 | $206.0K | 0.00% | +1,601 | New |
| NBC Securities, Inc. | 1,541 | $198.0K | 0.02% | +2+0.1% | Added |
| Eagle Bay Advisors LLC | 1,444 | $188.0K | 0.12% | −297−17.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,411 | $181.1K | 0.00% | +1,063+305.5% | Added |
| Tobam | 1,391 | $179.0K | 0.02% | +288+26.1% | Added |
| GAMMA Investing LLC | 1,311 | $169.0K | 0.03% | +260+24.7% | Added |
| Manchester Capital Management LLC | 1,149 | $148.1K | 0.02% | +607+112.0% | Added |
| LGT Financial Advisors LLC | 1,139 | $146.9K | 0.17% | −58−4.8% | Reduced |
| Ninepoint Partners LP | 1,088 | $140.3K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,030 | $132.8K | 0.01% | +1,030 | New |
| Washington Trust Co | 1,018 | $131.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 926 | $119.4K | 0.00% | +72+8.4% | Added |
| Harvest Fund Management Co., Ltd | 924 | $119.0K | 0.01% | +924 | New |
| Farther Finance Advisors, LLC | 941 | $118.0K | 0.01% | −6−0.6% | Reduced |
| Quadrant Capital Group LLC | 888 | $114.5K | 0.01% | −16−1.8% | Reduced |
| Federated Hermes, Inc. | 880 | $113.4K | 0.00% | +715+433.3% | Added |
| CIBC Private Wealth Group, LLC | 902 | $113.2K | 0.00% | +902 | New |
| Sentry Investment Management LLC | 815 | $105.0K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 804 | $103.7K | 0.01% | +29+3.7% | Added |
| Lindbrook Capital, LLC | 804 | $103.6K | 0.01% | −144−15.2% | Reduced |
| HM Payson & Co | 800 | $103.1K | 0.00% | −600−42.9% | Reduced |
| Addison Advisors LLC | 760 | $98.0K | 0.03% | +81+11.9% | Added |
| Muzinich & Co., Inc. | 758 | $96.1K | 0.08% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 731 | $94.2K | 0.00% | +731 | New |
| Motco | 724 | $93.3K | 0.01% | +62+9.4% | Added |
| Clean Yield Group | 685 | $88.3K | 0.03% | −245−26.3% | Reduced |
| Brown Brothers Harriman & Co | 664 | $85.6K | 0.00% | +246+58.9% | Added |
| Alta Advisers Ltd | 600 | $77.3K | 0.04% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $77.0K | 0.05% | −3,400−85.0% | Reduced |
| Mirova | 571 | $73.6K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 540 | $69.6K | 0.02% | +540 | New |
| Carmichael Hill & Associates, Inc. | 527 | $67.9K | 0.03% | 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 |
| Proequities, Inc. | 488 | $63.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 485 | $62.5K | 0.05% | +13+2.8% | Added |
| Ronald Blue Trust, Inc. | 479 | $61.7K | 0.00% | −39−7.5% | Reduced |
| CVA Family Office, LLC | 455 | $58.7K | 0.01% | +15+3.4% | Added |
| SYSTM Wealth Solutions LLC | 432 | $56.2K | 0.01% | −188−30.3% | Reduced |
| Allworth Financial LP | 434 | $56.0K | 0.00% | +6+1.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $52.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 409 | $52.8K | 0.00% | +162+65.6% | Added |
| Parkside Financial Bank & Trust | 396 | $51.0K | 0.01% | +20+5.3% | Added |
| GPS Wealth Strategies Group, LLC | 389 | $50.1K | 0.01% | +105+37.0% | Added |
| Rothschild Investment LLC | 379 | $48.9K | 0.00% | +55+17.0% | Added |
| JJJ Advisors Inc. | 376 | $48.6K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 374 | $48.2K | 0.01% | +69+22.6% | Added |
| Rational Advisors LLC | 369 | $47.6K | 0.00% | +369 | New |
| Pension & Wealth Management Advisors, Inc. | 346 | $44.7K | 0.03% | +3+0.9% | Added |
| Harbour Investments, Inc. | 341 | $44.0K | 0.00% | +57+20.1% | Added |
| Central Trust Co | 326 | $42.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 318 | $41.0K | 0.00% | +41+14.8% | Added |
| Capital Analysts, LLC | 314 | $40.0K | 0.00% | +2+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $39.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 301 | $38.4K | 0.01% | +155+106.2% | Added |
| Spire Wealth Management | 286 | $36.9K | 0.00% | +11+4.0% | Added |
| Riverview Trust Co | 286 | $36.9K | 0.03% | +286 | New |
| Private Trust Co NA | 271 | $34.9K | 0.00% | −2−0.7% | Reduced |
| Qube Research & Technologies Ltd | 252 | $32.5K | 0.00% | −1,846−88.0% | Reduced |
| Deseret Mutual Benefit Administrators | 241 | $31.1K | 0.02% | +70+40.9% | Added |
| Mather Group, LLC. | 240 | $30.4K | 0.00% | +240 | New |
| HBC Financial Services, PLLC | 250 | $29.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 218 | $28.4K | 0.01% | +218 | New |
| Capital Advisors, Ltd. LLC | 206 | $27.0K | 0.00% | +6+3.0% | Added |
| Oakworth Capital, Inc. | 198 | $25.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 195 | $25.1K | 0.00% | −10−4.9% | Reduced |
| HHM Wealth Advisors, LLC | 194 | $25.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 190 | $24.5K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 176 | $22.7K | 0.01% | +111+170.8% | Added |
| Wiser Advisor Group LLC | 170 | $22.1K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 161 | $21.0K | 0.00% | +161 | New |
| MV Capital Management, Inc. | 161 | $20.8K | 0.00% | +3+1.9% | Added |
| Heritage Wealth Advisors | 150 | $19.3K | 0.00% | +50+50.0% | Added |
| Zions Bancorporation, N.A. | 143 | $18.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 140 | $18.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 136 | $17.7K | 0.01% | +5+3.8% | Added |
| Rise Advisors, LLC | 137 | $17.7K | 0.01% | +137 | New |
| Covestor Ltd | 133 | $17.0K | 0.01% | −658−83.2% | Reduced |
| EverSource Wealth Advisors, LLC | 144 | $16.7K | 0.00% | −89−38.2% | Reduced |
| Headlands Technologies LLC | 120 | $15.5K | 0.00% | +120 | New |
| Umb Bank N A | 116 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 110 | $14.2K | 0.00% | −27−19.7% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $13.9K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 104 | $13.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 92 | $11.9K | 0.00% | +50+119.0% | Added |
| Pacific Center for Financial Services | 90 | $11.6K | 0.00% | +1+1.1% | Added |
| Crewe Advisors LLC | 87 | $11.2K | 0.00% | +87 | New |
| GW&K Investment Management, LLC | 87 | $11.0K | 0.00% | +3+3.6% | Added |
| Criterion Capital Advisors, LLC | 79 | $10.2K | 0.01% | −20−20.2% | Reduced |
| Private Wealth Management Group, LLC | 78 | $10.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 78 | $10.0K | 0.00% | −17−17.9% | Reduced |
| Valley National Advisers Inc | 83 | $10.0K | 0.00% | +1+1.2% | Added |
| Quent Capital, LLC | 73 | $9.41K | 0.00% | −47−39.2% | Reduced |
| FinTrust Capital Advisors, LLC | 72 | $9.28K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 67 | $8.64K | 0.00% | −17−20.2% | Reduced |
| FSA Wealth Management LLC | 60 | $7.73K | 0.00% | +1+1.7% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $6.45K | 0.00% | 00.0% | Unchanged |