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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 250 | $29.2K | 0.00% | +100+66.7% | Added |
| Steward Partners Investment Advisory, LLC | 257 | $30.0K | 0.00% | −152−37.2% | Reduced |
| Leonteq Securities AG | 260 | $30.4K | 0.00% | +260 | New |
| Mather Group, LLC. | 243 | $31.3K | 0.00% | +3+1.3% | Added |
| Umb Bank N A | 270 | $31.6K | 0.00% | +154+132.8% | Added |
| Private Trust Co NA | 279 | $32.6K | 0.00% | +8+3.0% | Added |
| Rothschild Investment LLC | 285 | $33.3K | 0.00% | −94−24.8% | Reduced |
| Riverview Trust Co | 286 | $33.5K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 294 | $34.4K | 0.00% | −370−55.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $35.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 310 | $36.0K | 0.00% | −4−1.3% | Reduced |
| Harbour Investments, Inc. | 310 | $36.3K | 0.00% | −31−9.1% | Reduced |
| Central Trust Co | 326 | $38.1K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 332 | $38.8K | 0.00% | −698−67.8% | Reduced |
| Spire Wealth Management | 336 | $39.3K | 0.00% | +50+17.5% | Added |
| Rational Advisors LLC | 348 | $40.7K | 0.00% | −21−5.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 350 | $41.0K | 0.02% | +4+1.2% | Added |
| GPS Wealth Strategies Group, LLC | 355 | $41.5K | 0.01% | −34−8.7% | Reduced |
| Global X Japan Co., Ltd. | 371 | $43.4K | 0.01% | +371 | New |
| JJJ Advisors Inc. | 376 | $44.2K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 381 | $44.6K | 0.01% | +7+1.9% | Added |
| Parkside Financial Bank & Trust | 402 | $47.0K | 0.01% | +6+1.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $48.0K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 423 | $49.2K | 0.01% | +122+40.5% | Added |
| SYSTM Wealth Solutions LLC | 432 | $51.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 463 | $54.2K | 0.01% | +8+1.8% | Added |
| Proequities, Inc. | 472 | $55.8K | 0.00% | −16−3.3% | Reduced |
| Bruce G. Allen Investments, LLC | 488 | $57.1K | 0.05% | +3+0.6% | Added |
| Clean Yield Group | 490 | $57.3K | 0.02% | −195−28.5% | Reduced |
| Trust Co of Vermont | 508 | $59.4K | 0.00% | +8+1.6% | Added |
| Carmichael Hill & Associates, Inc. | 527 | $61.6K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 531 | $62.1K | 0.00% | +31+6.2% | Added |
| Allworth Financial LP | 550 | $68.9K | 0.00% | +116+26.7% | Added |
| Alta Advisers Ltd | 600 | $70.2K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 649 | $75.7K | 0.00% | −253−28.0% | Reduced |
| Sentry Investment Management LLC | 676 | $79.0K | 0.04% | −139−17.1% | Reduced |
| Hilltop National Bank | 686 | $80.2K | 0.03% | +146+27.0% | Added |
| Muzinich & Co., Inc. | 758 | $88.7K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 784 | $91.7K | 0.03% | +24+3.2% | Added |
| HM Payson & Co | 800 | $93.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 802 | $93.8K | 0.01% | −2−0.2% | Reduced |
| Lindbrook Capital, LLC | 830 | $97.1K | 0.01% | +26+3.2% | Added |
| Eagle Bay Advisors LLC | 825 | $97.6K | 0.06% | −619−42.9% | Reduced |
| Federated Hermes, Inc. | 841 | $98.4K | 0.00% | −39−4.4% | Reduced |
| Parallel Advisors, LLC | 866 | $101.3K | 0.00% | −60−6.5% | Reduced |
| Quadrant Capital Group LLC | 871 | $101.9K | 0.01% | −17−1.9% | Reduced |
| Motco | 874 | $102.2K | 0.01% | +150+20.7% | Added |
| Farther Finance Advisors, LLC | 930 | $107.7K | 0.01% | −11−1.2% | Reduced |
| Washington Trust Co | 1,017 | $119.0K | 0.00% | −1−0.1% | Reduced |
| EntryPoint Capital, LLC | 1,037 | $121.3K | 0.06% | +1,037 | New |
| Harvest Fund Management Co., Ltd | 1,075 | $126.0K | 0.01% | +151+16.3% | Added |
| Ninepoint Partners LP | 1,088 | $127.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,122 | $131.2K | 0.01% | +1,122 | New |
| Manchester Capital Management LLC | 1,206 | $141.1K | 0.02% | +57+5.0% | Added |
| Ostrum Asset Management | 1,291 | $151.0K | 0.01% | −3,120−70.7% | Reduced |
| NBC Securities, Inc. | 1,345 | $157.0K | 0.01% | −196−12.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,400 | $163.8K | 0.04% | +1,400 | New |
| GAMMA Investing LLC | 1,414 | $165.4K | 0.02% | +103+7.9% | Added |
| Headlands Technologies LLC | 1,510 | $176.6K | 0.02% | +1,390+1,158.3% | Added |
| Walleye Trading LLC | 1,590 | $186.0K | 0.00% | +1,590 | New |
| Banque Cantonale Vaudoise | 1,584 | $186.0K | 0.01% | +1,584 | New |
| Alpine Woods Capital Investors, LLC | 1,720 | $201.2K | 0.03% | +1,720 | New |
| Lincoln Capital Corp | 1,725 | $201.8K | 0.09% | +1,725 | New |
| Ameritas Investment Partners, Inc. | 1,738 | $203.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,743 | $203.9K | 0.01% | −257−12.9% | Reduced |
| American Investment Services, Inc. | 1,761 | $206.0K | 0.04% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,765 | $206.5K | 0.13% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,765 | $206.5K | 0.00% | −81−4.4% | Reduced |
| Simplicity Wealth,LLC | 1,771 | $207.2K | 0.00% | +13+0.7% | Added |
| Bleakley Financial Group, LLC | 1,771 | $207.2K | 0.01% | +13+0.7% | Added |
| Integrated Wealth Concepts LLC | 1,783 | $208.6K | 0.00% | −716−28.7% | Reduced |
| FORA Capital, LLC | 1,790 | $209.4K | 0.03% | +1,790 | New |
| Y.D. More Investments Ltd | 1,800 | $210.5K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,807 | $211.4K | 0.00% | +1,807 | New |
| Cigna Investments Inc | 1,816 | $212.0K | 0.04% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,845 | $215.8K | 0.08% | +99+5.7% | Added |
| Bailard, Inc. | 1,860 | $217.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,895 | $221.6K | 0.00% | −361−16.0% | Reduced |
| Principal Securities, Inc. | 1,924 | $225.1K | 0.01% | −103−5.1% | Reduced |
| Group One Trading, L.P. | 1,927 | $225.4K | 0.01% | −207−9.7% | Reduced |
| SPC Financial, Inc. | 1,950 | $228.1K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,966 | $230.0K | 0.01% | −472−19.4% | Reduced |
| Spears Abacus Advisors LLC | 2,012 | $235.3K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 2,067 | $241.8K | 0.01% | −10−0.5% | Reduced |
| Wetherby Asset Management Inc | 2,073 | $242.5K | 0.01% | −136−6.2% | Reduced |
| Erste Asset Management GmbH | 2,100 | $245.6K | 0.00% | −300−12.5% | Reduced |
| Prudential PLC | 2,101 | $245.8K | 0.00% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 2,117 | $247.0K | 0.03% | +2,117 | New |
| Napa Wealth Management | 2,129 | $249.0K | 0.17% | −423−16.6% | Reduced |
| Brevan Howard Capital Management LP | 2,131 | $249.3K | 0.02% | +2,131 | New |
| Greenleaf Trust | 2,153 | $251.8K | 0.00% | −82−3.7% | Reduced |
| Resources Management Corp | 2,164 | $253.0K | 0.04% | −642−22.9% | Reduced |
| Blue Fin Capital, Inc. | 2,181 | $255.1K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,201 | $257.5K | 0.01% | +83+3.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,248 | $262.9K | 0.00% | +837+59.3% | Added |
| LGT Fund Management Co Ltd. | 2,250 | $263.2K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,256 | $263.9K | 0.00% | +90+4.2% | Added |
| Consolidated Portfolio Review Corp | 2,263 | $264.7K | 0.06% | +2,263 | New |
| ZRC Wealth Management, LLC | 2,270 | $265.5K | 0.13% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,271 | $265.6K | 0.01% | +31+1.4% | Added |