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 |
|---|---|---|---|---|---|
| Cetera Trust Company, N.A | 1,765 | $209.6K | 0.13% | 00.0% | Unchanged |
| American Investment Services, Inc. | 1,761 | $209.1K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,741 | $206.7K | 0.00% | −24−1.4% | Reduced |
| HighPoint Advisor Group LLC | 1,822 | $201.9K | 0.01% | +1,822 | New |
| Adage Capital Partners GP, L.L.C. | 1,700 | $201.9K | 0.00% | −14,300−89.4% | Reduced |
| GeoWealth Management, LLC | 1,682 | $199.7K | 0.01% | −61−3.5% | Reduced |
| Park Place Capital Corp | 1,633 | $193.9K | 0.06% | +1,633 | New |
| Ameritas Investment Partners, Inc. | 1,577 | $187.3K | 0.01% | −161−9.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $179.7K | 0.01% | +1,200+400.0% | Added |
| NBC Securities, Inc. | 1,475 | $175.0K | 0.01% | +130+9.7% | Added |
| Optiver Holding B.V. | 1,432 | $170.1K | 0.00% | +1,432 | New |
| Farther Finance Advisors, LLC | 1,356 | $161.1K | 0.01% | +426+45.8% | Added |
| International Assets Investment Management, LLC | 19,000 | $160.0K | 0.00% | +19,000 | New |
| Ostrum Asset Management | 1,307 | $155.2K | 0.01% | +16+1.2% | Added |
| Paladin Wealth, LLC | 1,202 | $142.7K | 0.12% | +1,202 | New |
| Catalyst Funds Management Pty Ltd | 1,200 | $142.5K | 0.03% | −200−14.3% | Reduced |
| Manchester Capital Management LLC | 1,152 | $136.8K | 0.02% | −54−4.5% | Reduced |
| Chilton Capital Management LLC | 1,131 | $134.3K | 0.01% | +600+113.0% | Added |
| Amica Retiree Medical Trust | 1,114 | $132.0K | 0.11% | +1,114 | New |
| Parallel Advisors, LLC | 1,050 | $124.7K | 0.00% | +184+21.2% | Added |
| SRS Capital Advisors, Inc. | 926 | $110.0K | 0.01% | +124+15.5% | Added |
| Quadrant Capital Group LLC | 860 | $102.1K | 0.01% | −11−1.3% | Reduced |
| Eagle Bay Advisors LLC | 816 | $98.0K | 0.04% | −9−1.1% | Reduced |
| Lindbrook Capital, LLC | 793 | $94.2K | 0.01% | −37−4.5% | Reduced |
| Addison Advisors LLC | 789 | $93.7K | 0.03% | +5+0.6% | Added |
| Muzinich & Co., Inc. | 758 | $90.0K | 0.07% | 00.0% | Unchanged |
| Motco | 756 | $89.8K | 0.01% | −118−13.5% | Reduced |
| Smartleaf Asset Management LLC | 707 | $85.6K | 0.01% | +284+67.1% | Added |
| HM Payson & Co | 700 | $83.1K | 0.00% | −100−12.5% | Reduced |
| Hilltop National Bank | 686 | $81.5K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 676 | $80.0K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 630 | $74.8K | 0.02% | +630 | New |
| CIBC Private Wealth Group, LLC | 629 | $74.7K | 0.00% | −20−3.1% | Reduced |
| Alta Advisers Ltd | 600 | $71.3K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 596 | $70.8K | 0.01% | +317+113.6% | Added |
| Loomis Sayles & Co L P | 549 | $65.0K | 0.00% | +532+3,129.4% | Added |
| Carmichael Hill & Associates, Inc. | 527 | $62.5K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $59.4K | 0.00% | −8−1.6% | Reduced |
| Bruce G. Allen Investments, LLC | 486 | $57.7K | 0.04% | −2−0.4% | Reduced |
| CVA Family Office, LLC | 484 | $57.5K | 0.01% | +21+4.5% | Added |
| Clean Yield Group | 475 | $56.4K | 0.02% | −15−3.1% | Reduced |
| Allworth Financial LP | 474 | $56.3K | 0.00% | −76−13.8% | Reduced |
| Global Retirement Partners, LLC | 450 | $53.4K | 0.00% | +375+500.0% | Added |
| Proequities, Inc. | 426 | $51.1K | 0.00% | −46−9.7% | Reduced |
| M&R Capital Management Inc | 417 | $49.6K | 0.01% | +417 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $48.7K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 407 | $48.3K | 0.01% | +5+1.2% | Added |
| Jones Financial Companies LLLP | 382 | $46.2K | 0.00% | +240+169.0% | Added |
| Bryn Mawr Trust Co | 359 | $42.6K | 0.00% | +359 | New |
| Pension & Wealth Management Advisors, Inc. | 353 | $41.9K | 0.02% | +3+0.9% | Added |
| Heritage Wealth Advisors | 350 | $41.6K | 0.00% | +100+40.0% | Added |
| Spire Wealth Management | 345 | $40.9K | 0.00% | +9+2.7% | Added |
| Headlands Technologies LLC | 331 | $39.3K | 0.00% | −1,179−78.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 330 | $39.2K | 0.01% | −25−7.0% | Reduced |
| Central Trust Co | 327 | $38.8K | 0.00% | +1+0.3% | Added |
| Versant Capital Management, Inc | 324 | $38.5K | 0.01% | +207+176.9% | Added |
| Sachetta, LLC | 320 | $38.0K | 0.02% | +269+527.5% | Added |
| Venturi Wealth Management, LLC | 305 | $36.2K | 0.00% | +180+144.0% | Added |
| Rational Advisors LLC | 298 | $35.4K | 0.00% | −50−14.4% | Reduced |
| Clearstead Advisors, LLC | 297 | $35.3K | 0.00% | +192+182.9% | Added |
| Riverview Trust Co | 293 | $34.8K | 0.03% | +7+2.4% | Added |
| Global X Japan Co., Ltd. | 290 | $34.4K | 0.00% | −81−21.8% | Reduced |
| Harbour Investments, Inc. | 280 | $33.3K | 0.00% | −30−9.7% | Reduced |
| Leonteq Securities AG | 272 | $32.3K | 0.00% | +12+4.6% | Added |
| Rothschild Investment LLC | 271 | $32.2K | 0.00% | −14−4.9% | Reduced |
| Umb Bank N A | 261 | $31.0K | 0.00% | −9−3.3% | Reduced |
| Ashton Thomas Securities, LLC | 254 | $30.2K | 0.01% | +254 | New |
| Quent Capital, LLC | 243 | $28.9K | 0.00% | +68+38.9% | Added |
| Deseret Mutual Benefit Administrators | 241 | $28.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 231 | $27.7K | 0.00% | +39+20.3% | Added |
| Smithfield Trust Co | 220 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 212 | $25.2K | 0.00% | −31−12.8% | Reduced |
| Catalyst Capital Advisors LLC | 212 | $25.2K | 0.00% | +212 | New |
| Capital Advisors, Ltd. LLC | 200 | $24.0K | 0.00% | −51−20.3% | Reduced |
| Quarry LP | 199 | $23.6K | 0.01% | +23+13.1% | Added |
| Gables Capital Management Inc. | 190 | $22.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 189 | $22.4K | 0.00% | +7+3.8% | Added |
| IFP Advisors, Inc | 179 | $21.2K | 0.00% | −6−3.2% | Reduced |
| Wiser Advisor Group LLC | 175 | $20.8K | 0.03% | +2+1.2% | Added |
| American National Bank | 173 | $20.5K | 0.00% | +173 | New |
| Cohen & Steers, Inc. | 169 | $20.0K | 0.00% | −32−15.9% | Reduced |
| MV Capital Management, Inc. | 158 | $18.8K | 0.00% | −1−0.6% | Reduced |
| Larson Financial Group LLC | 146 | $17.3K | 0.00% | +127+668.4% | Added |
| Rise Advisors, LLC | 140 | $16.6K | 0.01% | +2+1.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 136 | $16.3K | 0.00% | −5−3.5% | Reduced |
| Pinnacle Bancorp, Inc. | 137 | $16.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 120 | $14.0K | 0.01% | −19−13.7% | Reduced |
| Private Wealth Management Group, LLC | 117 | $13.9K | 0.01% | −1−0.8% | Reduced |
| GWM Advisors LLC | 112 | $13.3K | 0.00% | −1,783−94.1% | Reduced |
| GW&K Investment Management, LLC | 110 | $13.0K | 0.00% | +19+20.9% | Added |
| Ransom Advisory, Ltd | 109 | $12.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $12.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 106 | $12.6K | 0.00% | +2+1.9% | Added |
| HHM Wealth Advisors, LLC | 100 | $11.9K | 0.00% | +40+66.7% | Added |
| Ridgewood Investments LLC | 100 | $11.9K | 0.01% | +100 | New |
| Avion Wealth | 100 | $11.0K | 0.00% | −8−7.4% | Reduced |
| Pacific Center for Financial Services | 92 | $10.9K | 0.00% | +1+1.1% | Added |
| Crewe Advisors LLC | 87 | $10.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 85 | $10.1K | 0.00% | +85 | New |
| Fortitude Family Office, LLC | 83 | $9.86K | 0.00% | +41+97.6% | Added |