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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 53 | $5.17K | 0.00% | +27+103.8% | 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 |
| CoreCap Advisors, LLC | 43 | $4.20K | 0.00% | +19+79.2% | Added |
| DT Investment Partners, LLC | 42 | $4.10K | 0.00% | −14−25.0% | Reduced |
| First Horizon Advisors, Inc. | 41 | $4.00K | 0.00% | −16−28.1% | Reduced |
| West Branch Capital LLC | 40 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $3.90K | 0.00% | +40 | New |
| Abound Wealth Management | 36 | $3.52K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 37 | $3.52K | 0.00% | +33+825.0% | Added |
| Clean Yield Group | 35 | $3.41K | 0.00% | −440−92.6% | Reduced |
| High Note Wealth, LLC | 34 | $3.32K | 0.00% | +34 | New |
| Dunhill Financial, LLC | 33 | $3.23K | 0.00% | +8+32.0% | Added |
| 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 |
| Coppell Advisory Solutions LLC | 31 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $3.02K | 0.00% | −5−13.9% | Reduced |
| Kozak & Associates, Inc. | 30 | $2.98K | 0.00% | +30 | New |
| Continuum Advisory, LLC | 30 | $2.93K | 0.00% | −3−9.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $2.73K | 0.00% | +5+21.7% | Added |
| Washington Trust Co | 27 | $2.61K | 0.00% | −2,367−98.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 26 | $2.54K | 0.00% | +26 | New |
| Prestige Wealth Management Group LLC | 21 | $2.08K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 21 | $2.05K | 0.00% | −5−19.2% | 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 |
| Sachetta, LLC | 19 | $1.85K | 0.00% | −301−94.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 18 | $1.78K | 0.00% | +1+5.9% | Added |
| Salem Investment Counselors Inc | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 16 | $1.56K | 0.00% | +16 | New |
| Darwin Advisors, LLC | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 15 | $1.46K | 0.00% | −2−11.8% | Reduced |
| Cornerstone Planning Group LLC | 14 | $1.43K | 0.00% | +7+100.0% | Added |
| 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 |
| Carolinas Wealth Consulting LLC | 10 | $989 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 9 | $878 | 0.00% | +9 | 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 |
| BOK Financial Private Wealth, Inc. | 7 | $693 | 0.00% | +7 | New |
| Key Financial Inc | 7 | $683 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $683 | 0.00% | +7 | New |
| 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 |
| Bear Mountain Capital, Inc. | 3 | $301 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $293 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $275 | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 2 | $195 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $195 | 0.00% | +1+100.0% | Added |
| Jennison Associates LLC | 0 | $0 | 0.00% | −391,475−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −264,524−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −220,400−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −120,578−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −93,800−100.0% | Sold out |
| B&I Capital AG | 0 | $0 | 0.00% | −87,067−100.0% | Sold out |
| Reinhart Partners, Inc. | 0 | $0 | 0.00% | −77,514−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −42,069−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −35,373−100.0% | Sold out |
| BDF-Gestion | 0 | $0 | 0.00% | −21,885−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −15,013−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −14,916−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −25,593−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −10,910−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −9,466−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −9,361−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −7,817−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −7,603−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −7,543−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −7,138−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −5,971−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −5,801−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −4,976−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −4,791−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −4,609−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −4,316−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −4,152−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,902−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −3,729−100.0% | Sold out |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −3,712−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −3,589−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −3,187−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,651−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| Napa Wealth Management | 0 | $0 | 0.00% | −2,537−100.0% | Sold out |