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 |
|---|---|---|---|---|---|
| Prudent Man Advisors, LLC | 1,845 | $215.8K | 0.08% | +99+5.7% | Added |
| Cigna Investments Inc | 1,816 | $212.0K | 0.04% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,807 | $211.4K | 0.00% | +1,807 | New |
| Y.D. More Investments Ltd | 1,800 | $210.5K | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,790 | $209.4K | 0.03% | +1,790 | New |
| Integrated Wealth Concepts LLC | 1,783 | $208.6K | 0.00% | −716−28.7% | 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 |
| Ballentine Partners, LLC | 1,765 | $206.5K | 0.00% | −81−4.4% | Reduced |
| Cetera Trust Company, N.A | 1,765 | $206.5K | 0.13% | 00.0% | Unchanged |
| American Investment Services, Inc. | 1,761 | $206.0K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,743 | $203.9K | 0.01% | −257−12.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,738 | $203.3K | 0.01% | 00.0% | Unchanged |
| Lincoln Capital Corp | 1,725 | $201.8K | 0.09% | +1,725 | New |
| Alpine Woods Capital Investors, LLC | 1,720 | $201.2K | 0.03% | +1,720 | New |
| Banque Cantonale Vaudoise | 1,584 | $186.0K | 0.01% | +1,584 | New |
| Walleye Trading LLC | 1,590 | $186.0K | 0.00% | +1,590 | New |
| Headlands Technologies LLC | 1,510 | $176.6K | 0.02% | +1,390+1,158.3% | Added |
| GAMMA Investing LLC | 1,414 | $165.4K | 0.02% | +103+7.9% | Added |
| Catalyst Funds Management Pty Ltd | 1,400 | $163.8K | 0.04% | +1,400 | New |
| NBC Securities, Inc. | 1,345 | $157.0K | 0.01% | −196−12.7% | Reduced |
| Ostrum Asset Management | 1,291 | $151.0K | 0.01% | −3,120−70.7% | Reduced |
| Manchester Capital Management LLC | 1,206 | $141.1K | 0.02% | +57+5.0% | Added |
| Sound Income Strategies, LLC | 1,122 | $131.2K | 0.01% | +1,122 | New |
| Ninepoint Partners LP | 1,088 | $127.3K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,075 | $126.0K | 0.01% | +151+16.3% | Added |
| EntryPoint Capital, LLC | 1,037 | $121.3K | 0.06% | +1,037 | New |
| Washington Trust Co | 1,017 | $119.0K | 0.00% | −1−0.1% | Reduced |
| Farther Finance Advisors, LLC | 930 | $107.7K | 0.01% | −11−1.2% | Reduced |
| Motco | 874 | $102.2K | 0.01% | +150+20.7% | Added |
| Quadrant Capital Group LLC | 871 | $101.9K | 0.01% | −17−1.9% | Reduced |
| Parallel Advisors, LLC | 866 | $101.3K | 0.00% | −60−6.5% | Reduced |
| Federated Hermes, Inc. | 841 | $98.4K | 0.00% | −39−4.4% | Reduced |
| Eagle Bay Advisors LLC | 825 | $97.6K | 0.06% | −619−42.9% | Reduced |
| Lindbrook Capital, LLC | 830 | $97.1K | 0.01% | +26+3.2% | Added |
| SRS Capital Advisors, Inc. | 802 | $93.8K | 0.01% | −2−0.2% | Reduced |
| HM Payson & Co | 800 | $93.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 784 | $91.7K | 0.03% | +24+3.2% | Added |
| Muzinich & Co., Inc. | 758 | $88.7K | 0.07% | 00.0% | Unchanged |
| Hilltop National Bank | 686 | $80.2K | 0.03% | +146+27.0% | Added |
| Sentry Investment Management LLC | 676 | $79.0K | 0.04% | −139−17.1% | Reduced |
| CIBC Private Wealth Group, LLC | 649 | $75.7K | 0.00% | −253−28.0% | Reduced |
| Alta Advisers Ltd | 600 | $70.2K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 550 | $68.9K | 0.00% | +116+26.7% | Added |
| Chilton Capital Management LLC | 531 | $62.1K | 0.00% | +31+6.2% | Added |
| Carmichael Hill & Associates, Inc. | 527 | $61.6K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 508 | $59.4K | 0.00% | +8+1.6% | Added |
| Clean Yield Group | 490 | $57.3K | 0.02% | −195−28.5% | Reduced |
| Bruce G. Allen Investments, LLC | 488 | $57.1K | 0.05% | +3+0.6% | Added |
| Proequities, Inc. | 472 | $55.8K | 0.00% | −16−3.3% | Reduced |
| CVA Family Office, LLC | 463 | $54.2K | 0.01% | +8+1.8% | Added |
| SYSTM Wealth Solutions LLC | 432 | $51.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 423 | $49.2K | 0.01% | +122+40.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $48.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 402 | $47.0K | 0.01% | +6+1.5% | Added |
| Laffer Tengler Investments | 381 | $44.6K | 0.01% | +7+1.9% | Added |
| JJJ Advisors Inc. | 376 | $44.2K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 371 | $43.4K | 0.01% | +371 | New |
| GPS Wealth Strategies Group, LLC | 355 | $41.5K | 0.01% | −34−8.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 350 | $41.0K | 0.02% | +4+1.2% | Added |
| Rational Advisors LLC | 348 | $40.7K | 0.00% | −21−5.7% | Reduced |
| Spire Wealth Management | 336 | $39.3K | 0.00% | +50+17.5% | Added |
| PEAK6 Investments LLC | 332 | $38.8K | 0.00% | −698−67.8% | Reduced |
| Central Trust Co | 326 | $38.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 310 | $36.3K | 0.00% | −31−9.1% | Reduced |
| Capital Analysts, LLC | 310 | $36.0K | 0.00% | −4−1.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $35.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 294 | $34.4K | 0.00% | −370−55.7% | Reduced |
| Riverview Trust Co | 286 | $33.5K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 285 | $33.3K | 0.00% | −94−24.8% | Reduced |
| Private Trust Co NA | 279 | $32.6K | 0.00% | +8+3.0% | Added |
| Umb Bank N A | 270 | $31.6K | 0.00% | +154+132.8% | Added |
| Mather Group, LLC. | 243 | $31.3K | 0.00% | +3+1.3% | Added |
| Leonteq Securities AG | 260 | $30.4K | 0.00% | +260 | New |
| Steward Partners Investment Advisory, LLC | 257 | $30.0K | 0.00% | −152−37.2% | Reduced |
| Heritage Wealth Advisors | 250 | $29.2K | 0.00% | +100+66.7% | Added |
| Capital Advisors, Ltd. LLC | 251 | $29.0K | 0.00% | +45+21.8% | Added |
| TD Private Client Wealth LLC | 246 | $28.8K | 0.00% | +51+26.2% | Added |
| Deseret Mutual Benefit Administrators | 241 | $28.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 220 | $26.0K | 0.00% | +150+214.3% | Added |
| Front Row Advisors LLC | 215 | $25.4K | 0.01% | −3−1.4% | Reduced |
| Cohen & Steers, Inc. | 201 | $24.0K | 0.00% | +201 | New |
| Oakworth Capital, Inc. | 198 | $23.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 192 | $22.7K | 0.00% | +192 | New |
| Gables Capital Management Inc. | 190 | $22.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 185 | $21.6K | 0.00% | +93+101.1% | Added |
| EverSource Wealth Advisors, LLC | 182 | $21.3K | 0.00% | +38+26.4% | Added |
| Point72 Hong Kong Ltd | 180 | $21.1K | 0.00% | +180 | New |
| Quarry LP | 176 | $20.6K | 0.01% | +176 | New |
| Quent Capital, LLC | 175 | $20.5K | 0.00% | +102+139.7% | Added |
| Wiser Advisor Group LLC | 173 | $20.3K | 0.03% | +3+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 162 | $19.0K | 0.00% | −156−49.1% | Reduced |
| Raleigh Capital Management Inc. | 160 | $18.7K | 0.01% | −16−9.1% | Reduced |
| MV Capital Management, Inc. | 159 | $18.6K | 0.00% | −2−1.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 141 | $16.7K | 0.00% | +5+3.7% | Added |
| Jones Financial Companies LLLP | 142 | $16.6K | 0.00% | +141+14,100.0% | Added |
| Rise Advisors, LLC | 138 | $16.2K | 0.01% | +1+0.7% | Added |
| Pinnacle Bancorp, Inc. | 137 | $16.0K | 0.00% | +27+24.5% | Added |
| Covestor Ltd | 139 | $16.0K | 0.01% | +6+4.5% | Added |
| Zions Bancorporation, N.A. | 131 | $15.3K | 0.00% | −12−8.4% | Reduced |