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 |
|---|---|---|---|---|---|
| Quarry LP | 1,755 | $171.2K | 0.03% | +1,556+781.9% | Added |
| Ameritas Investment Partners, Inc. | 1,577 | $153.8K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,500 | $146.7K | 0.00% | −600−28.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,409 | $137.4K | 0.00% | −44,345−96.9% | Reduced |
| Parallel Advisors, LLC | 1,365 | $133.2K | 0.00% | +315+30.0% | Added |
| Advisors Asset Management, Inc. | 1,289 | $125.7K | 0.00% | −570−30.7% | Reduced |
| Ostrum Asset Management | 1,255 | $122.4K | 0.01% | −52−4.0% | Reduced |
| Cetera Trust Company, N.A | 1,225 | $119.5K | 0.08% | −540−30.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $118.3K | 0.01% | −300−20.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,164 | $113.5K | 0.00% | −1,235−51.5% | Reduced |
| MAI Capital Management | 1,149 | $112.1K | 0.00% | +1,149 | New |
| Jones Financial Companies LLLP | 1,119 | $109.1K | 0.00% | +737+192.9% | Added |
| Leonteq Securities AG | 1,012 | $98.7K | 0.01% | +740+272.1% | Added |
| Farther Finance Advisors, LLC | 931 | $90.8K | 0.00% | −425−31.3% | Reduced |
| Global Retirement Partners, LLC | 803 | $78.3K | 0.00% | +353+78.4% | Added |
| Lindbrook Capital, LLC | 782 | $76.3K | 0.01% | −11−1.4% | Reduced |
| Manchester Capital Management LLC | 778 | $75.9K | 0.01% | −374−32.5% | Reduced |
| Private Trust Co NA | 776 | $75.7K | 0.01% | +180+30.2% | Added |
| Sherman Asset Management, Inc. | 766 | $74.7K | 0.07% | +766 | New |
| Aster Capital Management (DIFC) Ltd | 763 | $74.4K | 0.03% | −1,073−58.4% | Reduced |
| Quadrant Capital Group LLC | 762 | $74.3K | 0.01% | −98−11.4% | Reduced |
| Muzinich & Co., Inc. | 758 | $73.9K | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 680 | $73.2K | 0.00% | −1,661−71.0% | Reduced |
| Versant Capital Management, Inc | 745 | $72.7K | 0.02% | +421+129.9% | Added |
| Stephenson National Bank & Trust | 730 | $71.2K | 0.02% | −2,335−76.2% | Reduced |
| Smartleaf Asset Management LLC | 720 | $70.4K | 0.01% | +13+1.8% | Added |
| Whittier Trust Co | 694 | $67.7K | 0.00% | −84,414−99.2% | Reduced |
| Hilltop National Bank | 686 | $66.9K | 0.02% | 00.0% | Unchanged |
| Motco | 681 | $66.4K | 0.01% | −75−9.9% | Reduced |
| True Wealth Design, LLC | 649 | $63.3K | 0.02% | +564+663.5% | Added |
| Skopos Labs, Inc. | 641 | $62.5K | 0.02% | +11+1.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $60.5K | 0.02% | +210+51.2% | Added |
| HM Payson & Co | 600 | $58.5K | 0.00% | −100−14.3% | Reduced |
| Spire Wealth Management | 595 | $58.0K | 0.00% | +250+72.5% | Added |
| Sentry Investment Management LLC | 581 | $57.0K | 0.03% | −95−14.1% | Reduced |
| Loomis Sayles & Co L P | 549 | $54.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 536 | $54.0K | 0.00% | +62+13.1% | Added |
| Cary Street Partners Financial LLC | 515 | $50.2K | 0.00% | +515 | New |
| Bruce G. Allen Investments, LLC | 514 | $50.1K | 0.04% | +28+5.8% | Added |
| Trust Co of Vermont | 500 | $48.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 455 | $44.4K | 0.01% | −29−6.0% | Reduced |
| Massmutual Trust Co FSB | 443 | $43.2K | 0.00% | −2,371−84.3% | Reduced |
| Parkside Financial Bank & Trust | 404 | $39.4K | 0.01% | −3−0.7% | Reduced |
| Heritage Wealth Advisors | 350 | $34.1K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 342 | $33.4K | 0.00% | +52+17.9% | Added |
| Rothschild Investment LLC | 332 | $32.4K | 0.00% | +61+22.5% | Added |
| GPS Wealth Strategies Group, LLC | 330 | $32.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 326 | $31.8K | 0.00% | −1−0.3% | Reduced |
| Bayforest Capital Ltd | 323 | $31.5K | 0.04% | +323 | New |
| Headlands Technologies LLC | 303 | $29.6K | 0.00% | −28−8.5% | Reduced |
| Colonial Trust Co | 301 | $29.3K | 0.00% | +252+514.3% | Added |
| EverSource Wealth Advisors, LLC | 298 | $29.1K | 0.00% | +109+57.7% | Added |
| Deseret Mutual Benefit Administrators | 293 | $28.6K | 0.01% | +52+21.6% | Added |
| Riverview Trust Co | 286 | $27.9K | 0.03% | −7−2.4% | Reduced |
| Eagle Bay Advisors LLC | 279 | $27.6K | 0.02% | −537−65.8% | Reduced |
| Proequities, Inc. | 273 | $27.5K | 0.00% | −153−35.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 274 | $26.7K | 0.03% | +274 | New |
| Clearstead Advisors, LLC | 261 | $25.5K | 0.00% | −36−12.1% | Reduced |
| Umb Bank N A | 260 | $25.4K | 0.00% | −1−0.4% | Reduced |
| Harbour Investments, Inc. | 248 | $24.2K | 0.00% | −32−11.4% | Reduced |
| Capital Advisors, Ltd. LLC | 246 | $24.0K | 0.00% | +46+23.0% | Added |
| HHM Wealth Advisors, LLC | 245 | $23.9K | 0.00% | +145+145.0% | Added |
| MCF Advisors LLC | 237 | $23.4K | 0.00% | +6+2.6% | Added |
| AdvisorNet Financial, Inc | 239 | $23.3K | 0.00% | +231+2,887.5% | Added |
| Smithfield Trust Co | 220 | $22.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 213 | $20.8K | 0.01% | −576−73.0% | Reduced |
| Harbor Investment Advisory, LLC | 200 | $19.5K | 0.00% | −2,900−93.5% | Reduced |
| Gables Capital Management Inc. | 190 | $18.5K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 177 | $17.3K | 0.03% | +2+1.1% | Added |
| Hexagon Capital Partners LLC | 170 | $16.6K | 0.00% | +170 | New |
| 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 |
| Cohen & Steers, Inc. | 169 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 143 | $13.9K | 0.00% | −69−32.5% | Reduced |
| Rise Advisors, LLC | 141 | $13.8K | 0.01% | +1+0.7% | Added |
| Richard W. Paul & Associates, LLC | 132 | $12.9K | 0.00% | +53+67.1% | Added |
| Covestor Ltd | 124 | $12.0K | 0.01% | +4+3.3% | Added |
| GW&K Investment Management, LLC | 114 | $11.0K | 0.00% | +4+3.6% | Added |
| Ransom Advisory, Ltd | 109 | $10.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 109 | $10.6K | 0.00% | −520−82.7% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $10.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 105 | $10.2K | 0.00% | −41−28.1% | Reduced |
| 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 |
| Ridgewood Investments LLC | 100 | $9.76K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 99 | $9.66K | 0.00% | +99 | New |
| South State Corp. | 95 | $9.27K | 0.00% | +95 | New |
| Kestra Investment Management, LLC | 93 | $9.09K | 0.00% | +93 | New |
| Pacific Center for Financial Services | 93 | $9.04K | 0.00% | +1+1.1% | Added |
| Avion Wealth | 101 | $9.00K | 0.00% | +1+1.0% | Added |
| Quest Partners LLC | 88 | $8.58K | 0.00% | +88 | New |
| Bryn Mawr Trust Co | 80 | $7.80K | 0.00% | −279−77.7% | Reduced |
| Private Wealth Management Group, LLC | 78 | $7.61K | 0.00% | −39−33.3% | Reduced |
| GWM Advisors LLC | 72 | $7.04K | 0.00% | −40−35.7% | Reduced |
| Fortitude Family Office, LLC | 71 | $6.93K | 0.00% | −12−14.5% | Reduced |
| Glen Eagle Advisors, LLC | 67 | $6.58K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 67 | $6.54K | 0.00% | +67 | New |
| Lavaca Capital LLC | 63 | $6.15K | 0.00% | +63 | New |
| FSA Wealth Management LLC | 62 | $6.04K | 0.00% | +1+1.6% | Added |
| NBT Bank N A | 56 | $5.46K | 0.00% | 00.0% | Unchanged |