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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 261 | $25.5K | 0.00% | −36−12.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 274 | $26.7K | 0.03% | +274 | New |
| Proequities, Inc. | 273 | $27.5K | 0.00% | −153−35.9% | Reduced |
| Eagle Bay Advisors LLC | 279 | $27.6K | 0.02% | −537−65.8% | Reduced |
| Riverview Trust Co | 286 | $27.9K | 0.03% | −7−2.4% | Reduced |
| Deseret Mutual Benefit Administrators | 293 | $28.6K | 0.01% | +52+21.6% | Added |
| EverSource Wealth Advisors, LLC | 298 | $29.1K | 0.00% | +109+57.7% | Added |
| Colonial Trust Co | 301 | $29.3K | 0.00% | +252+514.3% | Added |
| Headlands Technologies LLC | 303 | $29.6K | 0.00% | −28−8.5% | Reduced |
| Bayforest Capital Ltd | 323 | $31.5K | 0.04% | +323 | New |
| Central Trust Co | 326 | $31.8K | 0.00% | −1−0.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 330 | $32.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 332 | $32.4K | 0.00% | +61+22.5% | Added |
| Global X Japan Co., Ltd. | 342 | $33.4K | 0.00% | +52+17.9% | Added |
| Heritage Wealth Advisors | 350 | $34.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 404 | $39.4K | 0.01% | −3−0.7% | Reduced |
| Massmutual Trust Co FSB | 443 | $43.2K | 0.00% | −2,371−84.3% | Reduced |
| CVA Family Office, LLC | 455 | $44.4K | 0.01% | −29−6.0% | Reduced |
| Trust Co of Vermont | 500 | $48.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 514 | $50.1K | 0.04% | +28+5.8% | Added |
| Cary Street Partners Financial LLC | 515 | $50.2K | 0.00% | +515 | New |
| Allworth Financial LP | 536 | $54.0K | 0.00% | +62+13.1% | Added |
| Loomis Sayles & Co L P | 549 | $54.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 581 | $57.0K | 0.03% | −95−14.1% | Reduced |
| Spire Wealth Management | 595 | $58.0K | 0.00% | +250+72.5% | Added |
| HM Payson & Co | 600 | $58.5K | 0.00% | −100−14.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $60.5K | 0.02% | +210+51.2% | Added |
| Skopos Labs, Inc. | 641 | $62.5K | 0.02% | +11+1.7% | Added |
| True Wealth Design, LLC | 649 | $63.3K | 0.02% | +564+663.5% | Added |
| Motco | 681 | $66.4K | 0.01% | −75−9.9% | Reduced |
| Hilltop National Bank | 686 | $66.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 694 | $67.7K | 0.00% | −84,414−99.2% | Reduced |
| Smartleaf Asset Management LLC | 720 | $70.4K | 0.01% | +13+1.8% | Added |
| Stephenson National Bank & Trust | 730 | $71.2K | 0.02% | −2,335−76.2% | Reduced |
| Versant Capital Management, Inc | 745 | $72.7K | 0.02% | +421+129.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 680 | $73.2K | 0.00% | −1,661−71.0% | Reduced |
| Muzinich & Co., Inc. | 758 | $73.9K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 762 | $74.3K | 0.01% | −98−11.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 763 | $74.4K | 0.03% | −1,073−58.4% | Reduced |
| Sherman Asset Management, Inc. | 766 | $74.7K | 0.07% | +766 | New |
| Private Trust Co NA | 776 | $75.7K | 0.01% | +180+30.2% | Added |
| Manchester Capital Management LLC | 778 | $75.9K | 0.01% | −374−32.5% | Reduced |
| Lindbrook Capital, LLC | 782 | $76.3K | 0.01% | −11−1.4% | Reduced |
| Global Retirement Partners, LLC | 803 | $78.3K | 0.00% | +353+78.4% | Added |
| Farther Finance Advisors, LLC | 931 | $90.8K | 0.00% | −425−31.3% | Reduced |
| Leonteq Securities AG | 1,012 | $98.7K | 0.01% | +740+272.1% | Added |
| Jones Financial Companies LLLP | 1,119 | $109.1K | 0.00% | +737+192.9% | Added |
| MAI Capital Management | 1,149 | $112.1K | 0.00% | +1,149 | New |
| Ronald Blue Trust, Inc. | 1,164 | $113.5K | 0.00% | −1,235−51.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $118.3K | 0.01% | −300−20.0% | Reduced |
| Cetera Trust Company, N.A | 1,225 | $119.5K | 0.08% | −540−30.6% | Reduced |
| Ostrum Asset Management | 1,255 | $122.4K | 0.01% | −52−4.0% | Reduced |
| Advisors Asset Management, Inc. | 1,289 | $125.7K | 0.00% | −570−30.7% | Reduced |
| Parallel Advisors, LLC | 1,365 | $133.2K | 0.00% | +315+30.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,409 | $137.4K | 0.00% | −44,345−96.9% | Reduced |
| Erste Asset Management GmbH | 1,500 | $146.7K | 0.00% | −600−28.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,577 | $153.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,755 | $171.2K | 0.03% | +1,556+781.9% | Added |
| Cary Street Partner Investment Advisory LLC | 1,783 | $174.0K | 0.11% | −1,236−40.9% | Reduced |
| Allianz SE | 1,786 | $174.2K | 0.00% | +1,786 | New |
| Y.D. More Investments Ltd | 1,800 | $175.6K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,820 | $177.5K | 0.00% | +1,820 | New |
| GAMMA Investing LLC | 1,852 | $180.7K | 0.02% | −71−3.7% | Reduced |
| GeoWealth Management, LLC | 1,932 | $188.5K | 0.01% | +250+14.9% | Added |
| PEAK6 LLC | 1,948 | $190.0K | 0.01% | +1,948 | New |
| Resources Management Corp | 2,019 | $197.0K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,020 | $197.1K | 0.00% | −331−14.1% | Reduced |
| Prudential PLC | 2,101 | $205.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,108 | $205.6K | 0.01% | −1,729−45.1% | Reduced |
| Coldstream Capital Management Inc | 2,119 | $206.7K | 0.00% | +120+6.0% | Added |
| HighPoint Advisor Group LLC | 2,182 | $207.2K | 0.01% | +360+19.8% | Added |
| Horizon Investments, LLC | 2,136 | $208.4K | 0.01% | +11+0.5% | Added |
| Sequoia Financial Advisors, LLC | 2,143 | $209.1K | 0.00% | −1,095−33.8% | Reduced |
| PFG Investments, LLC | 2,150 | $209.8K | 0.01% | −155−6.7% | Reduced |
| Frank, Rimerman Advisors LLC | 2,181 | $212.8K | 0.02% | +2,181 | New |
| Integrated Wealth Concepts LLC | 2,186 | $213.3K | 0.00% | +419+23.7% | Added |
| Net Worth Advisory Group | 2,192 | $213.8K | 0.06% | −5−0.2% | Reduced |
| Generali Asset Management SPA SGR | 2,222 | $216.8K | 0.01% | +2,222 | New |
| ZRC Wealth Management, LLC | 2,270 | $221.4K | 0.09% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 2,296 | $224.0K | 0.03% | +2,296 | New |
| Wedbush Securities Inc | 2,300 | $224.0K | 0.01% | +126+5.8% | Added |
| Park Place Capital Corp | 2,319 | $226.2K | 0.06% | +686+42.0% | Added |
| Merit Financial Group, LLC | 2,332 | $227.5K | 0.00% | +2,332 | New |
| Venturi Wealth Management, LLC | 2,372 | $231.4K | 0.01% | +2,067+677.7% | Added |
| SRS Capital Advisors, Inc. | 2,375 | $231.7K | 0.01% | +1,449+156.5% | Added |
| Profund Advisors LLC | 2,391 | $233.2K | 0.01% | −1,974−45.2% | Reduced |
| Moloney Securities Asset Management, LLC | 2,402 | $234.3K | 0.03% | −155−6.1% | Reduced |
| Kestra Private Wealth Services, LLC | 2,416 | $235.7K | 0.00% | +2,416 | New |
| Keudell/Morrison Wealth Management | 2,422 | $236.3K | 0.06% | +194+8.7% | Added |
| Colony Group, LLC | 2,428 | $236.9K | 0.00% | +2,428 | New |
| AE Wealth Management LLC | 2,449 | $238.9K | 0.00% | +2,449 | New |
| Frontier Capital Management Co LLC | 2,460 | $240.0K | 0.00% | −50,015−95.3% | Reduced |
| Signaturefd, LLC | 2,482 | $242.1K | 0.00% | −648−20.7% | Reduced |
| Westpac Banking Corp | 2,497 | $243.6K | 0.02% | −29,614−92.2% | Reduced |
| Next Level Private LLC | 2,535 | $247.3K | 0.10% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,587 | $252.3K | 0.00% | −3,659−58.6% | Reduced |
| Wealth Alliance | 2,632 | $256.8K | 0.03% | −3,101−54.1% | Reduced |
| Kovack Advisors, Inc. | 2,642 | $257.7K | 0.03% | −688−20.7% | Reduced |
| Stephens Inc | 2,667 | $260.2K | 0.00% | −403−13.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,683 | $261.7K | 0.10% | +2,330+660.1% | Added |