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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 2,279 | $266.6K | 0.00% | +2,279 | New |
| Stephens Inc | 2,312 | $270.4K | 0.00% | −246−9.6% | Reduced |
| Fulton Bank, N.A. | 2,342 | $273.9K | 0.01% | +268+12.9% | Added |
| Sequoia Financial Advisors, LLC | 2,345 | $274.3K | 0.00% | +4+0.2% | Added |
| Pinnacle Associates Ltd | 2,389 | $279.5K | 0.00% | +184+8.3% | Added |
| PFG Investments, LLC | 2,392 | $279.8K | 0.02% | +115+5.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,202 | $282.4K | 0.00% | −56−2.5% | Reduced |
| Profund Advisors LLC | 2,438 | $285.2K | 0.01% | +62+2.6% | Added |
| Assenagon Asset Management S.A. | 2,460 | $287.7K | 0.00% | −303−11.0% | Reduced |
| Exchange Traded Concepts, LLC | 2,512 | $293.8K | 0.01% | +175+7.5% | Added |
| Private Advisor Group, LLC | 2,522 | $294.9K | 0.00% | −84−3.2% | Reduced |
| Next Level Private LLC | 2,535 | $296.5K | 0.14% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,541 | $297.0K | 0.04% | +222+9.6% | Added |
| CIBC World Markets Inc. | 2,580 | $302.0K | 0.00% | +2,580 | New |
| HB Wealth Management, LLC | 2,585 | $302.4K | 0.00% | +982+61.3% | Added |
| Empowered Funds, LLC | 2,644 | $309.3K | 0.01% | +318+13.7% | Added |
| Arkadios Wealth Advisors | 2,683 | $313.8K | 0.02% | +2,683 | New |
| Advisors Asset Management, Inc. | 2,747 | $321.3K | 0.01% | −255−8.5% | Reduced |
| Stephenson National Bank & Trust | 2,778 | $324.9K | 0.11% | +23+0.8% | Added |
| AIA Group Ltd | 2,782 | $325.4K | 0.01% | +449+19.2% | Added |
| Massmutual Trust Co FSB | 2,901 | $339.3K | 0.01% | +82+2.9% | Added |
| RSM US Wealth Management LLC | 2,931 | $339.5K | 0.01% | +2,931 | New |
| Vestmark Advisory Solutions, Inc. | 2,945 | $344.5K | 0.01% | −74−2.5% | Reduced |
| Evergreen Capital Management LLC | 2,914 | $344.6K | 0.01% | −7−0.2% | Reduced |
| Wedbush Securities Inc | 2,985 | $349.0K | 0.01% | +347+13.2% | Added |
| Cary Street Partner Investment Advisory LLC | 3,008 | $351.9K | 0.01% | −61−2.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,059 | $357.8K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,062 | $358.0K | 0.00% | −1,135−27.0% | Reduced |
| Signaturefd, LLC | 3,062 | $358.2K | 0.01% | −265−8.0% | Reduced |
| NewEdge Wealth, LLC | 3,062 | $358.2K | 0.01% | −43−1.4% | Reduced |
| Kestra Advisory Services, LLC | 3,048 | $360.5K | 0.00% | −137−4.3% | Reduced |
| NorthRock Partners, LLC | 3,052 | $361.0K | 0.01% | −184−5.7% | Reduced |
| Capstone Investment Advisors, LLC | 3,112 | $364.0K | 0.01% | +473+17.9% | Added |
| Dorsey & Whitney Trust CO LLC | 3,149 | $368.3K | 0.03% | −36−1.1% | Reduced |
| AlphaStar Capital Management, LLC | 3,193 | $373.5K | 0.03% | +854+36.5% | Added |
| Northwestern Mutual Wealth Management Co | 3,193 | $373.5K | 0.00% | +294+10.1% | Added |
| Park Avenue Securities LLC | 3,229 | $378.0K | 0.00% | −321−9.0% | Reduced |
| Snowden Capital Advisors LLC | 3,266 | $386.3K | 0.01% | +74+2.3% | Added |
| Carmel Capital Partners, LLC | 3,305 | $386.6K | 0.16% | +223+7.2% | Added |
| Deerfield Management Company, L.P. (Series C) | 3,399 | $397.6K | 0.01% | +3,399 | New |
| Dynasty Wealth Management, LLC | 3,427 | $400.9K | 0.01% | +269+8.5% | Added |
| Grandeur Peak Global Advisors, LLC | 3,486 | $407.8K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,488 | $408.0K | 0.00% | +968+38.4% | Added |
| Veriti Management LLC | 3,501 | $409.5K | 0.03% | +370+11.8% | Added |
| Investment Management Corp of Ontario | 3,541 | $414.2K | 0.01% | +900+34.1% | Added |
| Acadian Asset Management LLC | 3,568 | $416.0K | 0.00% | +3,568 | New |
| Lido Advisors, LLC | 3,547 | $419.5K | 0.00% | +761+27.3% | Added |
| D.A. Davidson & Co. | 3,610 | $422.3K | 0.00% | −150−4.0% | Reduced |
| Hantz Financial Services, Inc. | 3,703 | $433.0K | 0.01% | −103−2.7% | Reduced |
| Boston Trust Walden Corp | 3,725 | $435.7K | 0.00% | +50+1.4% | Added |
| Wahed Invest LLC | 3,771 | $441.1K | 0.09% | +414+12.3% | Added |
| Kovack Advisors, Inc. | 3,796 | $444.0K | 0.05% | +3,796 | New |
| Ellevest, Inc. | 3,912 | $457.6K | 0.03% | −239−5.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,953 | $462.4K | 0.06% | +953+31.8% | Added |
| HBK Sorce Advisory LLC | 3,974 | $464.8K | 0.02% | −861−17.8% | Reduced |
| Harbour Capital Advisors, LLC | 4,039 | $467.8K | 0.11% | −140−3.4% | Reduced |
| NEOS Investment Management LLC | 4,024 | $470.7K | 0.02% | +996+32.9% | Added |
| Harvest Portfolios Group Inc. | 4,031 | $471.5K | 0.02% | +253+6.7% | Added |
| Demars Financial Group, LLC | 4,072 | $476.3K | 0.23% | +4,072 | New |
| Sumitomo Life Insurance Co | 4,101 | $479.7K | 0.01% | −537−11.6% | Reduced |
| Huntington National Bank | 4,178 | $488.7K | 0.00% | +85+2.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,210 | $492.4K | 0.02% | +280+7.1% | Added |
| Brasada Capital Management, LP | 3,950 | $493.1K | 0.09% | −42−1.1% | Reduced |
| Lockheed Martin Investment Management Co | 4,220 | $493.6K | 0.03% | −2,659−38.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,983 | $513.4K | 0.01% | +3,504+731.5% | Added |
| Boston Common Asset Management, LLC | 4,450 | $521.0K | 0.01% | +428+10.6% | Added |
| CWM, LLC | 4,522 | $529.0K | 0.00% | +242+5.7% | Added |
| Flagship Harbor Advisors, LLC | 4,670 | $546.3K | 0.03% | +1,730+58.8% | Added |
| Crumly & Associates Inc. | 4,757 | $556.4K | 0.16% | +230+5.1% | Added |
| MQS Management LLC | 4,881 | $570.9K | 0.35% | +4,881 | New |
| Two Sigma Securities, LLC | 4,910 | $574.3K | 0.03% | +4,910 | New |
| Envestnet Portfolio Solutions, Inc. | 4,945 | $578.5K | 0.00% | +318+6.9% | Added |
| XTX Topco Ltd | 5,002 | $585.1K | 0.05% | +5,002 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,010 | $586.0K | 0.02% | +13+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,077 | $593.9K | 0.04% | −120−2.3% | Reduced |
| Bank of Stockton | 5,151 | $602.5K | 0.19% | +1,218+31.0% | Added |
| Prelude Capital Management, LLC | 5,229 | $611.6K | 0.05% | −3,235−38.2% | Reduced |
| Everence Capital Management Inc | 5,380 | $623.0K | 0.04% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 5,341 | $624.7K | 0.23% | −1,362−20.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,358 | $626.7K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,371 | $628.3K | 0.05% | +362+7.2% | Added |
| Oppenheimer & Co Inc | 5,508 | $644.3K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,549 | $648.8K | 0.01% | −89−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 5,587 | $653.0K | 0.01% | −808−12.6% | Reduced |
| Verition Fund Management LLC | 5,639 | $659.6K | 0.01% | +963+20.6% | Added |
| Legacy Wealth Asset Management, LLC | 5,810 | $679.6K | 0.19% | +105+1.8% | Added |
| Vinva Investment Management Ltd | 5,917 | $688.7K | 0.04% | +170+3.0% | Added |
| Spirit of America Management Corp | 5,900 | $690.1K | 0.14% | −1,200−16.9% | Reduced |
| J. W. Coons Advisors, LLC | 5,945 | $695.4K | 0.17% | −1,000−14.4% | Reduced |
| Brown Financial Advisors | 5,952 | $696.2K | 0.31% | +5,952 | New |
| Whalen Wealth Management Inc. | 6,015 | $703.6K | 0.56% | +6,015 | New |
| O'Shaughnessy Asset Management, LLC | 6,039 | $706.4K | 0.01% | +1,356+29.0% | Added |
| Capital Square, LLC | 5,693 | $716.4K | 0.47% | −169−2.9% | Reduced |
| Ieq Capital, LLC | 6,133 | $717.4K | 0.01% | +736+13.6% | Added |
| Legacy Capital Group California, Inc. | 6,203 | $725.6K | 0.26% | +65+1.1% | Added |
| Sandy Spring Bank | 6,281 | $734.7K | 0.03% | −148−2.3% | Reduced |
| MML Investors Services, LLC | 6,318 | $739.0K | 0.00% | −829−11.6% | Reduced |
| Abn Amro Investment Solutions | 6,475 | $757.4K | 0.01% | −5,757−47.1% | Reduced |
| Phoenix Holdings Ltd. | 6,575 | $764.5K | 0.01% | −10,098−60.6% | Reduced |
| Man Group plc | 6,565 | $767.9K | 0.00% | +6,565 | New |