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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 2,574 | $305.7K | 0.00% | +2,574 | New |
| Financial Management Professionals, Inc. | 2,579 | $306.0K | 0.04% | +38+1.5% | Added |
| Private Advisor Group, LLC | 2,651 | $314.8K | 0.00% | +129+5.1% | Added |
| Capstone Investment Advisors, LLC | 2,678 | $318.0K | 0.01% | −434−13.9% | Reduced |
| Advisor Resource Council | 2,750 | $326.6K | 0.15% | +2,750 | New |
| TownSquare Capital, LLC | 2,801 | $332.7K | 0.00% | +545+24.2% | Added |
| Massmutual Trust Co FSB | 2,814 | $334.2K | 0.01% | −87−3.0% | Reduced |
| Empowered Funds, LLC | 2,903 | $344.7K | 0.01% | +259+9.8% | Added |
| Boston Trust Walden Corp | 2,950 | $350.3K | 0.00% | −775−20.8% | Reduced |
| Evergreen Capital Management LLC | 2,966 | $356.1K | 0.01% | +52+1.8% | Added |
| Cary Street Partner Investment Advisory LLC | 3,019 | $358.5K | 0.01% | +11+0.4% | Added |
| IHT Wealth Management, LLC | 3,049 | $360.3K | 0.01% | +3,049 | New |
| ArrowMark Colorado Holdings LLC | 3,059 | $363.3K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,063 | $363.7K | 0.01% | +1,473+92.6% | Added |
| Stephenson National Bank & Trust | 3,065 | $364.0K | 0.12% | +287+10.3% | Added |
| Simplex Trading, LLC | 3,069 | $364.0K | 0.01% | −4,374−58.8% | Reduced |
| Stephens Inc | 3,070 | $364.6K | 0.01% | +758+32.8% | Added |
| NorthRock Partners, LLC | 3,064 | $367.8K | 0.01% | +12+0.4% | Added |
| Harbor Investment Advisory, LLC | 3,100 | $368.1K | 0.04% | −5,309−63.1% | Reduced |
| Signaturefd, LLC | 3,130 | $371.7K | 0.01% | +68+2.2% | Added |
| Assenagon Asset Management S.A. | 3,162 | $375.5K | 0.00% | +702+28.5% | Added |
| Dorsey & Whitney Trust CO LLC | 3,187 | $378.5K | 0.02% | +38+1.2% | Added |
| Carmel Capital Partners, LLC | 3,206 | $380.7K | 0.15% | −99−3.0% | Reduced |
| HB Wealth Management, LLC | 3,206 | $380.7K | 0.00% | +621+24.0% | Added |
| Benjamin Edwards Inc | 3,213 | $381.6K | 0.01% | +3,208+64,160.0% | Added |
| RSM US Wealth Management LLC | 3,241 | $383.4K | 0.01% | +310+10.6% | Added |
| Sequoia Financial Advisors, LLC | 3,238 | $384.6K | 0.00% | +893+38.1% | Added |
| Kovack Advisors, Inc. | 3,330 | $395.4K | 0.04% | −466−12.3% | Reduced |
| Bleakley Financial Group, LLC | 3,361 | $399.1K | 0.01% | +1,590+89.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,425 | $406.7K | 0.00% | +232+7.3% | Added |
| Harbour Capital Advisors, LLC | 3,589 | $410.6K | 0.09% | −450−11.1% | Reduced |
| Two Sigma Securities, LLC | 3,479 | $413.1K | 0.03% | −1,431−29.1% | Reduced |
| Reuter James Wealth Management, LLC | 3,482 | $413.5K | 0.08% | +3,482 | New |
| Brown Financial Advisors | 3,487 | $414.1K | 0.17% | −2,465−41.4% | Reduced |
| Park Avenue Securities LLC | 3,504 | $416.0K | 0.00% | +275+8.5% | Added |
| Quantitative Investment Management, LLC | 3,517 | $417.0K | 0.04% | +1,400+66.1% | Added |
| Copley Financial Group, Inc. | 3,540 | $420.4K | 0.38% | +3,540 | New |
| HBK Sorce Advisory LLC | 3,606 | $428.2K | 0.01% | −368−9.3% | Reduced |
| Consolidated Portfolio Review Corp | 3,613 | $429.0K | 0.10% | +1,350+59.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,712 | $440.8K | 0.11% | +3,712 | New |
| Veriti Management LLC | 3,729 | $442.8K | 0.02% | +228+6.5% | Added |
| Ellevest, Inc. | 3,837 | $455.6K | 0.03% | −75−1.9% | Reduced |
| Huntington National Bank | 3,863 | $458.7K | 0.00% | −315−7.5% | Reduced |
| MQS Management LLC | 3,902 | $463.4K | 0.26% | −979−20.1% | Reduced |
| Sumitomo Life Insurance Co | 4,064 | $482.6K | 0.01% | −37−0.9% | Reduced |
| Hantz Financial Services, Inc. | 4,121 | $489.0K | 0.01% | +418+11.3% | Added |
| Legacy Wealth Asset Management, LLC | 4,152 | $493.1K | 0.13% | −1,658−28.5% | Reduced |
| Arkadios Wealth Advisors | 4,193 | $497.9K | 0.03% | +1,510+56.3% | Added |
| Wahed Invest LLC | 4,205 | $499.3K | 0.09% | +434+11.5% | Added |
| Dynasty Wealth Management, LLC | 4,316 | $512.5K | 0.02% | +889+25.9% | Added |
| Profund Advisors LLC | 4,365 | $518.3K | 0.02% | +1,927+79.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,384 | $520.6K | 0.00% | +4,127+1,605.8% | Added |
| Boston Common Asset Management, LLC | 4,450 | $528.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,468 | $530.6K | 0.01% | −22,849−83.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,550 | $540.3K | 0.00% | +1,062+30.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,609 | $547.3K | 0.04% | −468−9.2% | Reduced |
| Lido Advisors, LLC | 4,629 | $549.8K | 0.00% | +1,082+30.5% | Added |
| Raymond James Trust N.A. | 4,737 | $562.5K | 0.01% | +4,737 | New |
| Eqis Capital Management, Inc. | 4,748 | $563.8K | 0.04% | −623−11.6% | Reduced |
| Bank of Stockton | 4,791 | $568.9K | 0.17% | −360−7.0% | Reduced |
| AlphaStar Capital Management, LLC | 4,791 | $568.9K | 0.05% | +1,598+50.0% | Added |
| NEOS Investment Management LLC | 4,836 | $574.3K | 0.02% | +812+20.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,934 | $585.9K | 0.01% | −76−1.5% | Reduced |
| Snowden Capital Advisors LLC | 4,896 | $587.8K | 0.02% | +1,630+49.9% | Added |
| Demars Financial Group, LLC | 4,976 | $590.9K | 0.27% | +904+22.2% | Added |
| Exchange Traded Concepts, LLC | 5,013 | $595.3K | 0.01% | +2,501+99.6% | Added |
| Crossmark Global Holdings, Inc. | 5,064 | $602.0K | 0.01% | −523−9.4% | Reduced |
| Jefferies Financial Group Inc. | 5,146 | $611.1K | 0.01% | +5,146 | New |
| CWM, LLC | 5,225 | $620.0K | 0.00% | +703+15.5% | Added |
| Investment Management Corp of Ontario | 5,241 | $622.4K | 0.01% | +1,700+48.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,276 | $625.4K | 0.01% | +5,276 | New |
| BBJS Financial Advisors, LLC | 5,308 | $630.3K | 0.22% | −33−0.6% | Reduced |
| Spirit of America Management Corp | 5,350 | $635.3K | 0.13% | −550−9.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,358 | $636.3K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,508 | $654.1K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,608 | $666.0K | 0.05% | +5,608 | New |
| Wealth Alliance | 5,733 | $680.8K | 0.08% | +5,733 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,733 | $681.0K | 0.01% | +184+3.3% | Added |
| Schonfeld Strategic Advisors LLC | 5,736 | $681.1K | 0.01% | −53,334−90.3% | Reduced |
| Omers Administration Corp | 5,755 | $683.4K | 0.01% | −2,900−33.5% | Reduced |
| Sandy Spring Bank | 5,761 | $684.1K | 0.03% | −520−8.3% | Reduced |
| XTX Topco Ltd | 5,800 | $688.8K | 0.05% | +798+16.0% | Added |
| Whalen Wealth Management Inc. | 5,801 | $688.9K | 0.49% | −214−3.6% | Reduced |
| Capital Square, LLC | 5,811 | $690.1K | 0.42% | +118+2.1% | Added |
| Legacy Capital Group California, Inc. | 5,878 | $698.0K | 0.23% | −325−5.2% | Reduced |
| J. W. Coons Advisors, LLC | 5,945 | $706.0K | 0.18% | 00.0% | Unchanged |
| Marex Group plc | 5,971 | $709.1K | 0.02% | −35,300−85.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,086 | $722.7K | 0.04% | +1,416+30.3% | Added |
| Avantax Advisory Services, Inc. | 6,246 | $741.7K | 0.00% | −1,430−18.6% | Reduced |
| Raleigh Capital Management Inc. | 6,452 | $766.2K | 0.30% | +6,292+3,932.5% | Added |
| O'Shaughnessy Asset Management, LLC | 6,474 | $776.9K | 0.01% | +435+7.2% | Added |
| Advisor Group Holdings, Inc. | 6,632 | $788.3K | 0.00% | −6,635−50.0% | Reduced |
| Aviva PLC | 6,645 | $789.1K | 0.00% | −28−0.4% | Reduced |
| Main Management ETF Advisors, LLC | 6,984 | $829.0K | 0.04% | +6,984 | New |
| E. Ohman J:or Asset Management AB | 7,100 | $843.1K | 0.02% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 7,138 | $847.6K | 0.01% | +663+10.2% | Added |
| Commerce Bank | 7,328 | $870.2K | 0.01% | −27−0.4% | Reduced |
| Engineers Gate Manager LP | 7,393 | $877.9K | 0.02% | −9,612−56.5% | Reduced |
| Edgestream Partners, L.P. | 7,475 | $887.7K | 0.04% | −5,134−40.7% | Reduced |
| Vontobel Holding Ltd. | 7,543 | $895.7K | 0.00% | −129−1.7% | Reduced |