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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, Q2 2024

Institutional positions in Alexandria Real Estate Equities, Inc. as of Jun 30, 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
676
+30 vs. Q1 2024
Shares held
162.9M
−4.58M (−2.7%) vs. Q1 2024
Total value
$19.0B
−$2.52B (−11.7%) vs. Q1 2024
New holders
99
255 more added
Sold out
69
250 more reduced

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 676 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 heldQ2 2024: $19.0B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q1 2024.

Institutions holding ARE in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Davis Selected Advisers141,587$00.00%−700.0%Reduced
Dogwood Wealth Management LLC0$20.00%0Unchanged
Quest Partners LLC1$1170.00%−9−90.0%Reduced
Cape Investment Advisory, Inc.1$1170.00%+1New
Cornerstone Planning Group LLC3$3370.00%+3New
Signature Resources Capital Management, LLC3$3510.00%00.0%Unchanged
Key Financial Inc3$3510.00%+3New
Bear Mountain Capital, Inc.3$3780.00%00.0%Unchanged
TFC Financial Management5$5850.00%−1−16.7%Reduced
Bokf, NA5$5850.00%+3+150.0%Added
Ruedi Wealth Management, Inc.5$5850.00%+5New
ClariVest Asset Management LLC6$6980.00%00.0%Unchanged
Innealta Capital, LLC7$8190.00%+7New
Opal Wealth Advisors, LLC7$8190.00%+7New
Benjamin Edwards Inc5$1.00K0.00%+5New
Concord Wealth Partners9$1.05K0.00%−41−82.0%Reduced
Carolinas Wealth Consulting LLC10$1.17K0.00%−3−23.1%Reduced
Highline Wealth Partners LLC10$1.17K0.00%+10New
Ancora Advisors, LLC11$1.29K0.00%+11New
Castleview Partners, LLC11$1.29K0.00%+11New
Baldwin Brothers Inc13$1.52K0.00%+13New
Dunhill Financial, LLC14$1.60K0.00%+1+7.7%Added
Caldwell Trust Co14$1.64K0.00%−14−50.0%Reduced
AdvisorNet Financial, Inc14$1.64K0.00%−10−41.7%Reduced
DT Investment Partners, LLC14$1.64K0.00%00.0%Unchanged
Raffa Wealth Management, LLC14$1.64K0.00%00.0%Unchanged
Continuum Advisory, LLC15$1.75K0.00%−9−37.5%Reduced
Triad Wealth Partners, LLC15$1.75K0.00%+15New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC16$1.87K0.00%−715−97.8%Reduced
Penserra Capital Management LLC15$2.00K0.00%−7,919−99.8%Reduced
Loomis Sayles & Co L P17$2.00K0.00%+17New
Salem Investment Counselors Inc17$2.01K0.00%−144−89.4%Reduced
CBIZ Investment Advisory Services, LLC17$2.01K0.00%+17New
Aspect Partners, LLC19$2.22K0.00%00.0%Unchanged
Larson Financial Group LLC19$2.22K0.00%+19New
Caldwell Sutter Capital, Inc.20$2.34K0.00%00.0%Unchanged
Operose Advisors LLC20$2.34K0.00%00.0%Unchanged
Godsey & Gibb Associates20$2.34K0.00%+20New
Prestige Wealth Management Group LLC21$2.48K0.00%−1,821−98.9%Reduced
Delos Wealth Advisors, LLC23$2.69K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC21$2.71K0.00%+21New
Financial Network Wealth Advisors LLC24$2.76K0.00%+24New
Wolff Wiese Magana LLC25$2.92K0.00%+10+66.7%Added
Fairway Wealth LLC28$3.27K0.00%+28New
LRI Investments, LLC30$3.51K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC31$3.63K0.00%+31New
Valley National Advisers Inc35$4.00K0.00%−48−57.8%Reduced
Newbridge Financial Services Group, Inc.35$4.09K0.00%00.0%Unchanged
Abound Wealth Management36$4.22K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.39$4.59K0.00%00.0%Unchanged
West Branch Capital LLC40$4.68K0.00%00.0%Unchanged
Bell Investment Advisors, Inc41$4.80K0.00%−4−8.9%Reduced
Fortitude Family Office, LLC42$4.91K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton43$4.98K0.00%00.0%Unchanged
Colonial Trust Co45$5.19K0.00%+7+18.4%Added
First Horizon Advisors, Inc.48$5.61K0.00%+5+11.6%Added
Plante Moran Financial Advisors, LLC50$5.85K0.00%00.0%Unchanged
Sachetta, LLC51$6.07K0.00%+31+155.0%Added
HHM Wealth Advisors, LLC60$7.02K0.00%−134−69.1%Reduced
Cultivar Capital, Inc.60$7.02K0.01%+60New
St Germain D J Co Inc62$7.25K0.00%+62New
Glen Eagle Advisors, LLC67$7.84K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC72$8.42K0.00%00.0%Unchanged
Global Retirement Partners, LLC75$8.74K0.00%−3−3.8%Reduced
Crewe Advisors LLC87$10.2K0.00%00.0%Unchanged
Pacific Center for Financial Services91$10.6K0.00%+1+1.1%Added
GW&K Investment Management, LLC91$11.0K0.00%+4+4.6%Added
Avion Wealth108$12.0K0.00%+90+500.0%Added
Meeder Asset Management Inc104$12.2K0.00%+104New
Clearstead Advisors, LLC105$12.3K0.00%+53+101.9%Added
Farmers & Merchants Investments Inc108$12.6K0.00%00.0%Unchanged
Ransom Advisory, Ltd109$12.8K0.01%+109New
Family Firm, Inc.112$13.1K0.00%+112New
Versant Capital Management, Inc117$13.7K0.00%+91+350.0%Added
Private Wealth Management Group, LLC118$13.8K0.01%+40+51.3%Added
Venturi Wealth Management, LLC125$14.6K0.00%+93+290.6%Added
Zions Bancorporation, N.A.131$15.3K0.00%−12−8.4%Reduced
Covestor Ltd139$16.0K0.01%+6+4.5%Added
Pinnacle Bancorp, Inc.137$16.0K0.00%+27+24.5%Added
Rise Advisors, LLC138$16.2K0.01%+1+0.7%Added
Jones Financial Companies LLLP142$16.6K0.00%+141+14,100.0%Added
Annis Gardner Whiting Capital Advisors, LLC141$16.7K0.00%+5+3.7%Added
MV Capital Management, Inc.159$18.6K0.00%−2−1.2%Reduced
Raleigh Capital Management Inc.160$18.7K0.01%−16−9.1%Reduced
Benjamin F. Edwards & Company, Inc.162$19.0K0.00%−156−49.1%Reduced
Wiser Advisor Group LLC173$20.3K0.03%+3+1.8%Added
Quent Capital, LLC175$20.5K0.00%+102+139.7%Added
Quarry LP176$20.6K0.01%+176New
Point72 Hong Kong Ltd180$21.1K0.00%+180New
EverSource Wealth Advisors, LLC182$21.3K0.00%+38+26.4%Added
IFP Advisors, Inc185$21.6K0.00%+93+101.1%Added
Gables Capital Management Inc.190$22.2K0.01%00.0%Unchanged
MCF Advisors LLC192$22.7K0.00%+192New
Oakworth Capital, Inc.198$23.2K0.00%00.0%Unchanged
Cohen & Steers, Inc.201$24.0K0.00%+201New
Front Row Advisors LLC215$25.4K0.01%−3−1.4%Reduced
Smithfield Trust Co220$26.0K0.00%+150+214.3%Added
Deseret Mutual Benefit Administrators241$28.2K0.01%00.0%Unchanged
TD Private Client Wealth LLC246$28.8K0.00%+51+26.2%Added
Capital Advisors, Ltd. LLC251$29.0K0.00%+45+21.8%Added