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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 324 | $38.5K | 0.01% | +207+176.9% | Added |
| Central Trust Co | 327 | $38.8K | 0.00% | +1+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 330 | $39.2K | 0.01% | −25−7.0% | Reduced |
| Headlands Technologies LLC | 331 | $39.3K | 0.00% | −1,179−78.1% | Reduced |
| Spire Wealth Management | 345 | $40.9K | 0.00% | +9+2.7% | Added |
| Heritage Wealth Advisors | 350 | $41.6K | 0.00% | +100+40.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 353 | $41.9K | 0.02% | +3+0.9% | Added |
| Bryn Mawr Trust Co | 359 | $42.6K | 0.00% | +359 | New |
| Jones Financial Companies LLLP | 382 | $46.2K | 0.00% | +240+169.0% | Added |
| Parkside Financial Bank & Trust | 407 | $48.3K | 0.01% | +5+1.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $48.7K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 417 | $49.6K | 0.01% | +417 | New |
| Proequities, Inc. | 426 | $51.1K | 0.00% | −46−9.7% | Reduced |
| Global Retirement Partners, LLC | 450 | $53.4K | 0.00% | +375+500.0% | Added |
| Allworth Financial LP | 474 | $56.3K | 0.00% | −76−13.8% | Reduced |
| Clean Yield Group | 475 | $56.4K | 0.02% | −15−3.1% | Reduced |
| CVA Family Office, LLC | 484 | $57.5K | 0.01% | +21+4.5% | Added |
| Bruce G. Allen Investments, LLC | 486 | $57.7K | 0.04% | −2−0.4% | Reduced |
| Trust Co of Vermont | 500 | $59.4K | 0.00% | −8−1.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 527 | $62.5K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 549 | $65.0K | 0.00% | +532+3,129.4% | Added |
| Private Trust Co NA | 596 | $70.8K | 0.01% | +317+113.6% | Added |
| Alta Advisers Ltd | 600 | $71.3K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 629 | $74.7K | 0.00% | −20−3.1% | Reduced |
| Skopos Labs, Inc. | 630 | $74.8K | 0.02% | +630 | New |
| Sentry Investment Management LLC | 676 | $80.0K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 686 | $81.5K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 700 | $83.1K | 0.00% | −100−12.5% | Reduced |
| Smartleaf Asset Management LLC | 707 | $85.6K | 0.01% | +284+67.1% | Added |
| Motco | 756 | $89.8K | 0.01% | −118−13.5% | Reduced |
| Muzinich & Co., Inc. | 758 | $90.0K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 789 | $93.7K | 0.03% | +5+0.6% | Added |
| Lindbrook Capital, LLC | 793 | $94.2K | 0.01% | −37−4.5% | Reduced |
| Eagle Bay Advisors LLC | 816 | $98.0K | 0.04% | −9−1.1% | Reduced |
| Quadrant Capital Group LLC | 860 | $102.1K | 0.01% | −11−1.3% | Reduced |
| SRS Capital Advisors, Inc. | 926 | $110.0K | 0.01% | +124+15.5% | Added |
| Parallel Advisors, LLC | 1,050 | $124.7K | 0.00% | +184+21.2% | Added |
| Amica Retiree Medical Trust | 1,114 | $132.0K | 0.11% | +1,114 | New |
| Chilton Capital Management LLC | 1,131 | $134.3K | 0.01% | +600+113.0% | Added |
| Manchester Capital Management LLC | 1,152 | $136.8K | 0.02% | −54−4.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,200 | $142.5K | 0.03% | −200−14.3% | Reduced |
| Paladin Wealth, LLC | 1,202 | $142.7K | 0.12% | +1,202 | New |
| Ostrum Asset Management | 1,307 | $155.2K | 0.01% | +16+1.2% | Added |
| International Assets Investment Management, LLC | 19,000 | $160.0K | 0.00% | +19,000 | New |
| Farther Finance Advisors, LLC | 1,356 | $161.1K | 0.01% | +426+45.8% | Added |
| Optiver Holding B.V. | 1,432 | $170.1K | 0.00% | +1,432 | New |
| NBC Securities, Inc. | 1,475 | $175.0K | 0.01% | +130+9.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $179.7K | 0.01% | +1,200+400.0% | Added |
| Ameritas Investment Partners, Inc. | 1,577 | $187.3K | 0.01% | −161−9.3% | Reduced |
| Park Place Capital Corp | 1,633 | $193.9K | 0.06% | +1,633 | New |
| GeoWealth Management, LLC | 1,682 | $199.7K | 0.01% | −61−3.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,700 | $201.9K | 0.00% | −14,300−89.4% | Reduced |
| HighPoint Advisor Group LLC | 1,822 | $201.9K | 0.01% | +1,822 | New |
| Ballentine Partners, LLC | 1,741 | $206.7K | 0.00% | −24−1.4% | Reduced |
| American Investment Services, Inc. | 1,761 | $209.1K | 0.03% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,765 | $209.6K | 0.13% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,767 | $209.9K | 0.00% | −16−0.9% | Reduced |
| Cigna Investments Inc | 1,778 | $211.0K | 0.04% | −38−2.1% | Reduced |
| Samalin Investment Counsel, LLC | 1,788 | $212.3K | 0.09% | +1,788 | New |
| Y.D. More Investments Ltd | 1,800 | $213.8K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,836 | $218.0K | 0.05% | +1,836 | New |
| Prudent Man Advisors, LLC | 1,845 | $219.1K | 0.07% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,850 | $219.7K | 0.02% | −100−5.1% | Reduced |
| Advisors Asset Management, Inc. | 1,859 | $220.8K | 0.00% | −888−32.3% | Reduced |
| Bailard, Inc. | 1,864 | $221.3K | 0.01% | +4+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 1,920 | $228.0K | 0.05% | +1,920 | New |
| GAMMA Investing LLC | 1,923 | $228.4K | 0.02% | +509+36.0% | Added |
| Wetherby Asset Management Inc | 1,963 | $233.1K | 0.01% | −110−5.3% | Reduced |
| Coldstream Capital Management Inc | 1,999 | $236.9K | 0.01% | −202−9.2% | Reduced |
| Lincoln Capital Corp | 2,000 | $237.5K | 0.10% | +275+15.9% | Added |
| Spears Abacus Advisors LLC | 2,012 | $238.9K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,982 | $239.9K | 0.01% | −9,899−83.3% | Reduced |
| Kensington Investment Counsel, LLC | 2,021 | $240.0K | 0.10% | +2,021 | New |
| Resources Management Corp | 2,019 | $240.0K | 0.03% | −145−6.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,039 | $242.4K | 0.02% | +2,039 | New |
| KCM Investment Advisors LLC | 2,052 | $243.7K | 0.01% | −15−0.7% | Reduced |
| Erste Asset Management GmbH | 2,100 | $249.4K | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 2,101 | $249.5K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 2,121 | $251.9K | 0.00% | −32−1.5% | Reduced |
| Horizon Investments, LLC | 2,125 | $252.3K | 0.01% | −146−6.4% | Reduced |
| Wedbush Securities Inc | 2,174 | $258.0K | 0.01% | −811−27.2% | Reduced |
| Blue Fin Capital, Inc. | 2,181 | $259.0K | 0.05% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,197 | $260.8K | 0.08% | +2,197 | New |
| Wealthspire Advisors, LLC | 2,197 | $260.9K | 0.00% | +2,197 | New |
| LGT Fund Management Co Ltd. | 2,250 | $261.5K | 0.03% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,228 | $264.6K | 0.07% | +2,228 | New |
| Federation des caisses Desjardins du Quebec | 2,257 | $268.0K | 0.00% | +9+0.4% | Added |
| ZRC Wealth Management, LLC | 2,270 | $269.6K | 0.12% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,305 | $273.7K | 0.02% | −87−3.6% | Reduced |
| Virtu Financial LLC | 2,322 | $276.0K | 0.02% | +2,322 | New |
| Principal Securities, Inc. | 2,351 | $279.2K | 0.01% | +427+22.2% | Added |
| Ronald Blue Trust, Inc. | 2,399 | $280.6K | 0.00% | −1,584−39.8% | Reduced |
| D.A. Davidson & Co. | 2,370 | $281.4K | 0.00% | −1,240−34.3% | Reduced |
| Washington Trust Co | 2,394 | $284.2K | 0.01% | +1,377+135.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,341 | $291.9K | 0.00% | +139+6.3% | Added |
| HRT Financial LP | 2,538 | $301.0K | 0.00% | +2,538 | New |
| Next Level Private LLC | 2,535 | $301.0K | 0.12% | 00.0% | Unchanged |
| Napa Wealth Management | 2,537 | $301.3K | 0.14% | +408+19.2% | Added |
| Apollon Wealth Management, LLC | 2,553 | $303.1K | 0.01% | +587+29.9% | Added |
| Moloney Securities Asset Management, LLC | 2,557 | $303.6K | 0.04% | +2,557 | New |