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, Q3 2024
Institutional positions in Alexandria Real Estate Equities, Inc. as of Sep 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
- 656
- −13 vs. Q2 2024
- Shares held
- 160.7M
- +14.9M (+10.2%) vs. Q2 2024
- Total value
- $19.1B
- +$2.04B (+12.0%) vs. Q2 2024
- New holders
- 69
- 266 more added
- Sold out
- 82
- 251 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $119 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $119 | 0.00% | +1 | New |
| Clear Point Advisors Inc. | 1 | $124 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 2 | $238 | 0.00% | −1,120−99.8% | Reduced |
| Ruedi Wealth Management, Inc. | 2 | $238 | 0.00% | −3−60.0% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $238 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 3 | $364 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $462 | 0.00% | −1−20.0% | Reduced |
| Highline Wealth Partners LLC | 5 | $594 | 0.00% | −5−50.0% | Reduced |
| TFC Financial Management | 5 | $594 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $594 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 6 | $698 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $782 | 0.00% | +4+133.3% | Added |
| Key Financial Inc | 7 | $831 | 0.00% | +4+133.3% | Added |
| AdvisorNet Financial, Inc | 8 | $950 | 0.00% | −6−42.9% | Reduced |
| Penserra Capital Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.66K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 14 | $1.66K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 15 | $1.78K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 15 | $1.78K | 0.00% | −10−40.0% | Reduced |
| Darwin Advisors, LLC | 16 | $1.90K | 0.00% | +16 | New |
| Financial Network Wealth Advisors LLC | 17 | $2.02K | 0.00% | −7−29.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 17 | $2.04K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 17 | $2.04K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $2.26K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $2.52K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $2.73K | 0.00% | +7+43.8% | Added |
| CoreCap Advisors, LLC | 24 | $2.85K | 0.00% | +24 | New |
| Dunhill Financial, LLC | 25 | $2.92K | 0.00% | +11+78.6% | Added |
| ORG Partners LLC | 26 | $3.09K | 0.00% | +26 | New |
| Grove Bank & Trust | 26 | $3.09K | 0.00% | +26 | New |
| Continuum Advisory, LLC | 33 | $3.57K | 0.00% | +18+120.0% | Added |
| Coppell Advisory Solutions LLC | 31 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $4.28K | 0.00% | −5−12.2% | Reduced |
| Abound Wealth Management | 36 | $4.28K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $4.75K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 43 | $5.11K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 46 | $5.46K | 0.00% | +46 | New |
| Colonial Trust Co | 49 | $5.88K | 0.00% | +4+8.9% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $5.94K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 56 | $6.65K | 0.00% | +56 | New |
| Security National Bank | 56 | $6.65K | 0.00% | −18,581−99.7% | Reduced |
| DT Investment Partners, LLC | 56 | $6.65K | 0.00% | +42+300.0% | Added |
| NBT Bank N A | 56 | $6.65K | 0.00% | +56 | New |
| First Horizon Advisors, Inc. | 57 | $6.77K | 0.00% | +9+18.8% | Added |
| FSA Wealth Management LLC | 61 | $7.27K | 0.00% | +61 | New |
| Glen Eagle Advisors, LLC | 67 | $7.96K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 68 | $8.07K | 0.00% | +68 | New |
| FinTrust Capital Advisors, LLC | 72 | $8.55K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 73 | $8.72K | 0.00% | +34+87.2% | Added |
| Richard W. Paul & Associates, LLC | 79 | $9.38K | 0.00% | +79 | New |
| Fortitude Family Office, LLC | 83 | $9.86K | 0.00% | +41+97.6% | Added |
| True Wealth Design, LLC | 85 | $10.1K | 0.00% | +85 | New |
| Crewe Advisors LLC | 87 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 92 | $10.9K | 0.00% | +1+1.1% | Added |
| Avion Wealth | 100 | $11.0K | 0.00% | −8−7.4% | Reduced |
| HHM Wealth Advisors, LLC | 100 | $11.9K | 0.00% | +40+66.7% | Added |
| Ridgewood Investments LLC | 100 | $11.9K | 0.01% | +100 | New |
| Meeder Asset Management Inc | 106 | $12.6K | 0.00% | +2+1.9% | Added |
| Farmers & Merchants Investments Inc | 108 | $12.8K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 109 | $12.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 110 | $13.0K | 0.00% | +19+20.9% | Added |
| GWM Advisors LLC | 112 | $13.3K | 0.00% | −1,783−94.1% | Reduced |
| Private Wealth Management Group, LLC | 117 | $13.9K | 0.01% | −1−0.8% | Reduced |
| Covestor Ltd | 120 | $14.0K | 0.01% | −19−13.7% | Reduced |
| Pinnacle Bancorp, Inc. | 137 | $16.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 136 | $16.3K | 0.00% | −5−3.5% | Reduced |
| Rise Advisors, LLC | 140 | $16.6K | 0.01% | +2+1.4% | Added |
| Larson Financial Group LLC | 146 | $17.3K | 0.00% | +127+668.4% | Added |
| MV Capital Management, Inc. | 158 | $18.8K | 0.00% | −1−0.6% | Reduced |
| Cohen & Steers, Inc. | 169 | $20.0K | 0.00% | −32−15.9% | Reduced |
| American National Bank | 173 | $20.5K | 0.00% | +173 | New |
| Wiser Advisor Group LLC | 175 | $20.8K | 0.03% | +2+1.2% | Added |
| IFP Advisors, Inc | 179 | $21.2K | 0.00% | −6−3.2% | Reduced |
| EverSource Wealth Advisors, LLC | 189 | $22.4K | 0.00% | +7+3.8% | Added |
| Gables Capital Management Inc. | 190 | $22.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 199 | $23.6K | 0.01% | +23+13.1% | Added |
| Capital Advisors, Ltd. LLC | 200 | $24.0K | 0.00% | −51−20.3% | Reduced |
| Mather Group, LLC. | 212 | $25.2K | 0.00% | −31−12.8% | Reduced |
| Catalyst Capital Advisors LLC | 212 | $25.2K | 0.00% | +212 | New |
| Smithfield Trust Co | 220 | $26.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 231 | $27.7K | 0.00% | +39+20.3% | Added |
| Deseret Mutual Benefit Administrators | 241 | $28.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 243 | $28.9K | 0.00% | +68+38.9% | Added |
| Ashton Thomas Securities, LLC | 254 | $30.2K | 0.01% | +254 | New |
| Umb Bank N A | 261 | $31.0K | 0.00% | −9−3.3% | Reduced |
| Rothschild Investment LLC | 271 | $32.2K | 0.00% | −14−4.9% | Reduced |
| Leonteq Securities AG | 272 | $32.3K | 0.00% | +12+4.6% | Added |
| Harbour Investments, Inc. | 280 | $33.3K | 0.00% | −30−9.7% | Reduced |
| Global X Japan Co., Ltd. | 290 | $34.4K | 0.00% | −81−21.8% | Reduced |
| Riverview Trust Co | 293 | $34.8K | 0.03% | +7+2.4% | Added |
| Clearstead Advisors, LLC | 297 | $35.3K | 0.00% | +192+182.9% | Added |
| Rational Advisors LLC | 298 | $35.4K | 0.00% | −50−14.4% | Reduced |
| Venturi Wealth Management, LLC | 305 | $36.2K | 0.00% | +180+144.0% | Added |
| Sachetta, LLC | 320 | $38.0K | 0.02% | +269+527.5% | Added |