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, Q4 2024
Institutional positions in Alexandria Real Estate Equities, Inc. as of Dec 31, 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
- 658
- +13 vs. Q3 2024
- Shares held
- 165.5M
- +5.24M (+3.3%) vs. Q3 2024
- Total value
- $16.2B
- −$2.87B (−15.1%) vs. Q3 2024
- New holders
- 100
- 239 more added
- Sold out
- 87
- 261 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 2 | $195 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $195 | 0.00% | +1+100.0% | Added |
| Winnow Wealth LLC | 3 | $275 | 0.00% | +3 | New |
| NewSquare Capital LLC | 3 | $293 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 3 | $301 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $488 | 0.00% | −131−96.3% | Reduced |
| TFC Financial Management | 5 | $488 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $488 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $488 | 0.00% | +5 | New |
| Key Financial Inc | 7 | $683 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $683 | 0.00% | +7 | New |
| BOK Financial Private Wealth, Inc. | 7 | $693 | 0.00% | +7 | New |
| Old Second National Bank of Aurora | 8 | $780 | 0.00% | +8 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $780 | 0.00% | +8 | New |
| Sierra Ocean, LLC | 8 | $780 | 0.00% | +8 | New |
| Conquis Financial LLC | 8 | $780 | 0.00% | +8 | New |
| Clark Wealth Partners | 8 | $780 | 0.00% | +8 | New |
| Millstone Evans Group, LLC | 9 | $878 | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 10 | $989 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.37K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 14 | $1.37K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 14 | $1.37K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 14 | $1.43K | 0.00% | +7+100.0% | Added |
| Financial Network Wealth Advisors LLC | 15 | $1.46K | 0.00% | −2−11.8% | Reduced |
| Wolff Wiese Magana LLC | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 16 | $1.56K | 0.00% | +16 | New |
| Salem Investment Counselors Inc | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 18 | $1.78K | 0.00% | +1+5.9% | Added |
| Sachetta, LLC | 19 | $1.85K | 0.00% | −301−94.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 20 | $1.95K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $1.95K | 0.00% | +20 | New |
| Grove Bank & Trust | 21 | $2.05K | 0.00% | −5−19.2% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $2.08K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 26 | $2.54K | 0.00% | +26 | New |
| Washington Trust Co | 27 | $2.61K | 0.00% | −2,367−98.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $2.73K | 0.00% | +5+21.7% | Added |
| Continuum Advisory, LLC | 30 | $2.93K | 0.00% | −3−9.1% | Reduced |
| Kozak & Associates, Inc. | 30 | $2.98K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $3.02K | 0.00% | −5−13.9% | Reduced |
| Coppell Advisory Solutions LLC | 31 | $3.03K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 33 | $3.22K | 0.00% | +18+120.0% | Added |
| Brown Brothers Harriman & Co | 33 | $3.22K | 0.00% | +33 | New |
| Dunhill Financial, LLC | 33 | $3.23K | 0.00% | +8+32.0% | Added |
| High Note Wealth, LLC | 34 | $3.32K | 0.00% | +34 | New |
| Clean Yield Group | 35 | $3.41K | 0.00% | −440−92.6% | Reduced |
| Bokf, NA | 37 | $3.52K | 0.00% | +33+825.0% | Added |
| Abound Wealth Management | 36 | $3.52K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $3.90K | 0.00% | +40 | New |
| First Horizon Advisors, Inc. | 41 | $4.00K | 0.00% | −16−28.1% | Reduced |
| DT Investment Partners, LLC | 42 | $4.10K | 0.00% | −14−25.0% | Reduced |
| CoreCap Advisors, LLC | 43 | $4.20K | 0.00% | +19+79.2% | Added |
| Quent Capital, LLC | 50 | $4.88K | 0.00% | −193−79.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $4.88K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $4.88K | 0.00% | +50 | New |
| ORG Partners LLC | 53 | $5.17K | 0.00% | +27+103.8% | Added |
| NBT Bank N A | 56 | $5.46K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 62 | $6.04K | 0.00% | +1+1.6% | Added |
| Lavaca Capital LLC | 63 | $6.15K | 0.00% | +63 | New |
| Newbridge Financial Services Group, Inc. | 67 | $6.54K | 0.00% | +67 | New |
| Glen Eagle Advisors, LLC | 67 | $6.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 71 | $6.93K | 0.00% | −12−14.5% | Reduced |
| GWM Advisors LLC | 72 | $7.04K | 0.00% | −40−35.7% | Reduced |
| Private Wealth Management Group, LLC | 78 | $7.61K | 0.00% | −39−33.3% | Reduced |
| Bryn Mawr Trust Co | 80 | $7.80K | 0.00% | −279−77.7% | Reduced |
| Quest Partners LLC | 88 | $8.58K | 0.00% | +88 | New |
| Avion Wealth | 101 | $9.00K | 0.00% | +1+1.0% | Added |
| Pacific Center for Financial Services | 93 | $9.04K | 0.00% | +1+1.1% | Added |
| Kestra Investment Management, LLC | 93 | $9.09K | 0.00% | +93 | New |
| South State Corp. | 95 | $9.27K | 0.00% | +95 | New |
| TCTC Holdings, LLC | 99 | $9.66K | 0.00% | +99 | New |
| Ridgewood Investments LLC | 100 | $9.76K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 104 | $10.1K | 0.00% | −33−24.1% | Reduced |
| Meeder Asset Management Inc | 104 | $10.1K | 0.00% | −2−1.9% | Reduced |
| Larson Financial Group LLC | 105 | $10.2K | 0.00% | −41−28.1% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $10.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 109 | $10.6K | 0.00% | −520−82.7% | Reduced |
| Ransom Advisory, Ltd | 109 | $10.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 114 | $11.0K | 0.00% | +4+3.6% | Added |
| Covestor Ltd | 124 | $12.0K | 0.01% | +4+3.3% | Added |
| Richard W. Paul & Associates, LLC | 132 | $12.9K | 0.00% | +53+67.1% | Added |
| Rise Advisors, LLC | 141 | $13.8K | 0.01% | +1+0.7% | Added |
| Mather Group, LLC. | 143 | $13.9K | 0.00% | −69−32.5% | Reduced |
| Cohen & Steers, Inc. | 169 | $16.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 169 | $16.5K | 0.00% | −10−5.6% | Reduced |
| MV Capital Management, Inc. | 169 | $16.5K | 0.00% | +11+7.0% | Added |
| Hexagon Capital Partners LLC | 170 | $16.6K | 0.00% | +170 | New |
| Wiser Advisor Group LLC | 177 | $17.3K | 0.03% | +2+1.1% | Added |
| Gables Capital Management Inc. | 190 | $18.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $19.5K | 0.00% | −2,900−93.5% | Reduced |
| Addison Advisors LLC | 213 | $20.8K | 0.01% | −576−73.0% | Reduced |
| Smithfield Trust Co | 220 | $22.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 239 | $23.3K | 0.00% | +231+2,887.5% | Added |
| MCF Advisors LLC | 237 | $23.4K | 0.00% | +6+2.6% | Added |
| HHM Wealth Advisors, LLC | 245 | $23.9K | 0.00% | +145+145.0% | Added |
| Capital Advisors, Ltd. LLC | 246 | $24.0K | 0.00% | +46+23.0% | Added |
| Harbour Investments, Inc. | 248 | $24.2K | 0.00% | −32−11.4% | Reduced |
| Umb Bank N A | 260 | $25.4K | 0.00% | −1−0.4% | Reduced |