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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 4,609 | $547.3K | 0.04% | −468−9.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,550 | $540.3K | 0.00% | +1,062+30.4% | Added |
| Jump Financial, LLC | 4,468 | $530.6K | 0.01% | −22,849−83.6% | Reduced |
| Boston Common Asset Management, LLC | 4,450 | $528.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,384 | $520.6K | 0.00% | +4,127+1,605.8% | Added |
| Profund Advisors LLC | 4,365 | $518.3K | 0.02% | +1,927+79.0% | Added |
| Dynasty Wealth Management, LLC | 4,316 | $512.5K | 0.02% | +889+25.9% | Added |
| Wahed Invest LLC | 4,205 | $499.3K | 0.09% | +434+11.5% | Added |
| Arkadios Wealth Advisors | 4,193 | $497.9K | 0.03% | +1,510+56.3% | Added |
| Legacy Wealth Asset Management, LLC | 4,152 | $493.1K | 0.13% | −1,658−28.5% | Reduced |
| Hantz Financial Services, Inc. | 4,121 | $489.0K | 0.01% | +418+11.3% | Added |
| Sumitomo Life Insurance Co | 4,064 | $482.6K | 0.01% | −37−0.9% | Reduced |
| MQS Management LLC | 3,902 | $463.4K | 0.26% | −979−20.1% | Reduced |
| Huntington National Bank | 3,863 | $458.7K | 0.00% | −315−7.5% | Reduced |
| Ellevest, Inc. | 3,837 | $455.6K | 0.03% | −75−1.9% | Reduced |
| Veriti Management LLC | 3,729 | $442.8K | 0.02% | +228+6.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,712 | $440.8K | 0.11% | +3,712 | New |
| Consolidated Portfolio Review Corp | 3,613 | $429.0K | 0.10% | +1,350+59.7% | Added |
| HBK Sorce Advisory LLC | 3,606 | $428.2K | 0.01% | −368−9.3% | Reduced |
| Copley Financial Group, Inc. | 3,540 | $420.4K | 0.38% | +3,540 | New |
| Quantitative Investment Management, LLC | 3,517 | $417.0K | 0.04% | +1,400+66.1% | Added |
| Park Avenue Securities LLC | 3,504 | $416.0K | 0.00% | +275+8.5% | Added |
| Brown Financial Advisors | 3,487 | $414.1K | 0.17% | −2,465−41.4% | Reduced |
| Reuter James Wealth Management, LLC | 3,482 | $413.5K | 0.08% | +3,482 | New |
| Two Sigma Securities, LLC | 3,479 | $413.1K | 0.03% | −1,431−29.1% | Reduced |
| Harbour Capital Advisors, LLC | 3,589 | $410.6K | 0.09% | −450−11.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,425 | $406.7K | 0.00% | +232+7.3% | Added |
| Bleakley Financial Group, LLC | 3,361 | $399.1K | 0.01% | +1,590+89.8% | Added |
| Kovack Advisors, Inc. | 3,330 | $395.4K | 0.04% | −466−12.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,238 | $384.6K | 0.00% | +893+38.1% | Added |
| RSM US Wealth Management LLC | 3,241 | $383.4K | 0.01% | +310+10.6% | Added |
| Benjamin Edwards Inc | 3,213 | $381.6K | 0.01% | +3,208+64,160.0% | 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 |
| Dorsey & Whitney Trust CO LLC | 3,187 | $378.5K | 0.02% | +38+1.2% | Added |
| Assenagon Asset Management S.A. | 3,162 | $375.5K | 0.00% | +702+28.5% | Added |
| Signaturefd, LLC | 3,130 | $371.7K | 0.01% | +68+2.2% | Added |
| Harbor Investment Advisory, LLC | 3,100 | $368.1K | 0.04% | −5,309−63.1% | Reduced |
| NorthRock Partners, LLC | 3,064 | $367.8K | 0.01% | +12+0.4% | Added |
| Stephens Inc | 3,070 | $364.6K | 0.01% | +758+32.8% | Added |
| Simplex Trading, LLC | 3,069 | $364.0K | 0.01% | −4,374−58.8% | Reduced |
| Stephenson National Bank & Trust | 3,065 | $364.0K | 0.12% | +287+10.3% | Added |
| Walleye Trading LLC | 3,063 | $363.7K | 0.01% | +1,473+92.6% | Added |
| ArrowMark Colorado Holdings LLC | 3,059 | $363.3K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,049 | $360.3K | 0.01% | +3,049 | New |
| Cary Street Partner Investment Advisory LLC | 3,019 | $358.5K | 0.01% | +11+0.4% | Added |
| Evergreen Capital Management LLC | 2,966 | $356.1K | 0.01% | +52+1.8% | Added |
| Boston Trust Walden Corp | 2,950 | $350.3K | 0.00% | −775−20.8% | Reduced |
| Empowered Funds, LLC | 2,903 | $344.7K | 0.01% | +259+9.8% | Added |
| Massmutual Trust Co FSB | 2,814 | $334.2K | 0.01% | −87−3.0% | Reduced |
| TownSquare Capital, LLC | 2,801 | $332.7K | 0.00% | +545+24.2% | Added |
| Advisor Resource Council | 2,750 | $326.6K | 0.15% | +2,750 | New |
| Capstone Investment Advisors, LLC | 2,678 | $318.0K | 0.01% | −434−13.9% | Reduced |
| Private Advisor Group, LLC | 2,651 | $314.8K | 0.00% | +129+5.1% | Added |
| Financial Management Professionals, Inc. | 2,579 | $306.0K | 0.04% | +38+1.5% | Added |
| Banque Pictet & Cie SA | 2,574 | $305.7K | 0.00% | +2,574 | New |
| Moloney Securities Asset Management, LLC | 2,557 | $303.6K | 0.04% | +2,557 | New |
| Apollon Wealth Management, LLC | 2,553 | $303.1K | 0.01% | +587+29.9% | Added |
| Napa Wealth Management | 2,537 | $301.3K | 0.14% | +408+19.2% | Added |
| Next Level Private LLC | 2,535 | $301.0K | 0.12% | 00.0% | Unchanged |
| HRT Financial LP | 2,538 | $301.0K | 0.00% | +2,538 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,341 | $291.9K | 0.00% | +139+6.3% | Added |
| Washington Trust Co | 2,394 | $284.2K | 0.01% | +1,377+135.4% | Added |
| D.A. Davidson & Co. | 2,370 | $281.4K | 0.00% | −1,240−34.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,399 | $280.6K | 0.00% | −1,584−39.8% | Reduced |
| Principal Securities, Inc. | 2,351 | $279.2K | 0.01% | +427+22.2% | Added |
| Virtu Financial LLC | 2,322 | $276.0K | 0.02% | +2,322 | New |
| PFG Investments, LLC | 2,305 | $273.7K | 0.02% | −87−3.6% | Reduced |
| ZRC Wealth Management, LLC | 2,270 | $269.6K | 0.12% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,257 | $268.0K | 0.00% | +9+0.4% | Added |
| Keudell/Morrison Wealth Management | 2,228 | $264.6K | 0.07% | +2,228 | New |
| LGT Fund Management Co Ltd. | 2,250 | $261.5K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,197 | $260.9K | 0.00% | +2,197 | New |
| Net Worth Advisory Group | 2,197 | $260.8K | 0.08% | +2,197 | New |
| Blue Fin Capital, Inc. | 2,181 | $259.0K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,174 | $258.0K | 0.01% | −811−27.2% | Reduced |
| Horizon Investments, LLC | 2,125 | $252.3K | 0.01% | −146−6.4% | Reduced |
| Greenleaf Trust | 2,121 | $251.9K | 0.00% | −32−1.5% | Reduced |
| Prudential PLC | 2,101 | $249.5K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 2,100 | $249.4K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 2,052 | $243.7K | 0.01% | −15−0.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,039 | $242.4K | 0.02% | +2,039 | New |
| Resources Management Corp | 2,019 | $240.0K | 0.03% | −145−6.7% | Reduced |
| Kensington Investment Counsel, LLC | 2,021 | $240.0K | 0.10% | +2,021 | New |
| Wolverine Trading, LLC | 1,982 | $239.9K | 0.01% | −9,899−83.3% | Reduced |
| Spears Abacus Advisors LLC | 2,012 | $238.9K | 0.00% | 00.0% | Unchanged |
| Lincoln Capital Corp | 2,000 | $237.5K | 0.10% | +275+15.9% | Added |
| Coldstream Capital Management Inc | 1,999 | $236.9K | 0.01% | −202−9.2% | Reduced |
| Wetherby Asset Management Inc | 1,963 | $233.1K | 0.01% | −110−5.3% | Reduced |
| GAMMA Investing LLC | 1,923 | $228.4K | 0.02% | +509+36.0% | Added |
| Beverly Hills Private Wealth, LLC | 1,920 | $228.0K | 0.05% | +1,920 | New |
| Bailard, Inc. | 1,864 | $221.3K | 0.01% | +4+0.2% | Added |
| Advisors Asset Management, Inc. | 1,859 | $220.8K | 0.00% | −888−32.3% | Reduced |
| SPC Financial, Inc. | 1,850 | $219.7K | 0.02% | −100−5.1% | Reduced |
| Prudent Man Advisors, LLC | 1,845 | $219.1K | 0.07% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,836 | $218.0K | 0.05% | +1,836 | New |
| Y.D. More Investments Ltd | 1,800 | $213.8K | 0.02% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,788 | $212.3K | 0.09% | +1,788 | New |
| Cigna Investments Inc | 1,778 | $211.0K | 0.04% | −38−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 1,767 | $209.9K | 0.00% | −16−0.9% | Reduced |