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, Q1 2025
Institutional positions in Alexandria Real Estate Equities, Inc. as of Mar 31, 2025. 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
- 669
- +18 vs. Q4 2024
- Shares held
- 163.6M
- −590.3K (−0.4%) vs. Q4 2024
- Total value
- $15.1B
- −$890.9M (−5.6%) vs. Q4 2024
- New holders
- 93
- 293 more added
- Sold out
- 75
- 215 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Riverview Trust Co | 286 | $26.5K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 293 | $27.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 314 | $29.0K | 0.00% | −380−54.8% | Reduced |
| TSFG, LLC | 319 | $30.0K | 0.01% | +319 | New |
| Central Trust Co | 326 | $30.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 329 | $30.4K | 0.00% | +249+311.3% | Added |
| Advisors Asset Management, Inc. | 343 | $31.7K | 0.00% | −946−73.4% | Reduced |
| Avalon Trust Co | 347 | $32.1K | 0.00% | +347 | New |
| Heritage Wealth Advisors | 350 | $32.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 354 | $32.7K | 0.00% | +94+36.2% | Added |
| TruNorth Capital Management, LLC | 364 | $33.7K | 0.01% | +364 | New |
| Sentry Investment Management LLC | 447 | $35.0K | 0.02% | −134−23.1% | Reduced |
| Cromwell Holdings LLC | 380 | $35.7K | 0.02% | +380 | New |
| Bayforest Capital Ltd | 402 | $37.2K | 0.02% | +79+24.5% | Added |
| Quest Partners LLC | 414 | $38.3K | 0.00% | +326+370.5% | Added |
| Global X Japan Co., Ltd. | 426 | $39.4K | 0.00% | +84+24.6% | Added |
| Parkside Financial Bank & Trust | 428 | $39.6K | 0.01% | +24+5.9% | Added |
| Rothschild Investment LLC | 429 | $39.7K | 0.00% | +97+29.2% | Added |
| Allworth Financial LP | 523 | $40.4K | 0.00% | −13−2.4% | Reduced |
| Bruce G. Allen Investments, LLC | 448 | $41.4K | 0.03% | −66−12.8% | Reduced |
| CVA Family Office, LLC | 450 | $41.6K | 0.01% | −5−1.1% | Reduced |
| Trust Co of Vermont | 500 | $46.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 521 | $48.2K | 0.00% | +78+17.6% | Added |
| Whittier Trust Co of Nevada Inc | 560 | $51.8K | 0.00% | −849−60.3% | Reduced |
| Clearstead Advisors, LLC | 613 | $56.7K | 0.00% | +352+134.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $57.4K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 622 | $57.5K | 0.00% | +479+335.0% | Added |
| Spire Wealth Management | 652 | $60.3K | 0.00% | +57+9.6% | Added |
| Motco | 681 | $63.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 692 | $64.0K | 0.04% | +692 | New |
| Smartleaf Asset Management LLC | 670 | $64.1K | 0.01% | −50−6.9% | Reduced |
| Skopos Labs, Inc. | 711 | $65.8K | 0.01% | +70+10.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 750 | $69.4K | 0.00% | +70+10.3% | Added |
| Muzinich & Co., Inc. | 758 | $70.1K | 0.04% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 766 | $70.9K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 776 | $71.0K | 0.01% | +776 | New |
| HM Payson & Co | 798 | $73.8K | 0.00% | +198+33.0% | Added |
| Addison Advisors LLC | 833 | $77.1K | 0.02% | +620+291.1% | Added |
| Larson Financial Group LLC | 871 | $80.6K | 0.00% | +766+729.5% | Added |
| EverSource Wealth Advisors, LLC | 892 | $82.5K | 0.00% | +594+199.3% | Added |
| Tompkins Financial Corp | 900 | $83.3K | 0.01% | +900 | New |
| Private Trust Co NA | 925 | $85.6K | 0.01% | +149+19.2% | Added |
| True Wealth Design, LLC | 971 | $89.8K | 0.03% | +322+49.6% | Added |
| Farther Finance Advisors, LLC | 1,084 | $98.8K | 0.00% | +153+16.4% | Added |
| Lindbrook Capital, LLC | 1,077 | $99.6K | 0.01% | +295+37.7% | Added |
| State of Wyoming | 1,091 | $100.9K | 0.01% | +1,091 | New |
| FNY Investment Advisers, LLC | 1,100 | $101.0K | 0.06% | +1,100 | New |
| SRS Capital Advisors, Inc. | 1,129 | $104.4K | 0.01% | −1,246−52.5% | Reduced |
| MAI Capital Management | 1,184 | $109.5K | 0.00% | +35+3.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $112.4K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,223 | $113.1K | 0.01% | −32−2.5% | Reduced |
| CX Institutional | 1,270 | $117.0K | 0.00% | +1,270 | New |
| Cetera Trust Company, N.A | 1,275 | $118.0K | 0.08% | +50+4.1% | Added |
| Manchester Capital Management LLC | 1,394 | $129.0K | 0.02% | +616+79.2% | Added |
| Ameritas Investment Partners, Inc. | 1,577 | $145.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,596 | $147.6K | 0.00% | +432+37.1% | Added |
| Resources Management Corp | 1,649 | $153.0K | 0.02% | −370−18.3% | Reduced |
| Anchor Investment Management, LLC | 1,685 | $155.9K | 0.01% | +1,685 | New |
| Private Wealth Asset Management, LLC | 1,706 | $157.8K | 0.02% | +1,706 | New |
| Parallel Advisors, LLC | 1,716 | $158.7K | 0.00% | +351+25.7% | Added |
| Y.D. More Investments Ltd | 1,800 | $166.5K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,810 | $167.4K | 0.01% | +1,810 | New |
| GAMMA Investing LLC | 1,832 | $169.5K | 0.01% | −20−1.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,837 | $169.9K | 0.00% | +1,837 | New |
| Copeland Capital Management, LLC | 2,041 | $188.9K | 0.00% | −7,015−77.5% | Reduced |
| Versant Capital Management, Inc | 2,047 | $189.4K | 0.03% | +1,302+174.8% | Added |
| Banque Cantonale Vaudoise | 2,057 | $190.0K | 0.01% | +2,057 | New |
| Westpac Banking Corp | 2,085 | $192.9K | 0.01% | −412−16.5% | Reduced |
| Principal Securities, Inc. | 2,020 | $197.1K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 2,174 | $201.2K | 0.00% | −636−22.6% | Reduced |
| Horizon Investments, LLC | 2,218 | $205.2K | 0.01% | +82+3.8% | Added |
| Good Steward Wealth Advisors,LLC | 2,265 | $209.5K | 0.19% | +2,265 | New |
| ZRC Wealth Management, LLC | 2,270 | $210.0K | 0.09% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,287 | $211.6K | 0.07% | +95+4.3% | Added |
| Intrust Bank NA | 2,292 | $212.0K | 0.02% | −428−15.7% | Reduced |
| Integrated Wealth Concepts LLC | 2,297 | $212.5K | 0.00% | +111+5.1% | Added |
| Signaturefd, LLC | 2,330 | $215.5K | 0.00% | −152−6.1% | Reduced |
| Corton Capital Inc. | 2,331 | $215.6K | 0.71% | +2,331 | New |
| Moloney Securities Asset Management, LLC | 2,332 | $215.7K | 0.03% | −70−2.9% | Reduced |
| Kestra Private Wealth Services, LLC | 2,378 | $220.0K | 0.00% | −38−1.6% | Reduced |
| Simplex Trading, LLC | 2,381 | $220.0K | 0.01% | −44,750−94.9% | Reduced |
| SkyView Investment Advisors, LLC | 2,385 | $221.0K | 0.03% | +2,385 | New |
| Jones Financial Companies LLLP | 2,369 | $226.5K | 0.00% | +1,250+111.7% | Added |
| GeoWealth Management, LLC | 2,483 | $229.7K | 0.01% | +551+28.5% | Added |
| Frontier Capital Management Co LLC | 2,494 | $230.7K | 0.00% | +34+1.4% | Added |
| Assenagon Asset Management S.A. | 2,500 | $231.3K | 0.00% | −294−10.5% | Reduced |
| Syon Capital LLC | 2,505 | $231.7K | 0.02% | +2,505 | New |
| Keudell/Morrison Wealth Management | 2,526 | $233.7K | 0.06% | +104+4.3% | Added |
| Next Level Private LLC | 2,535 | $234.5K | 0.09% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,536 | $234.6K | 0.00% | +2,536 | New |
| Coldstream Capital Management Inc | 2,556 | $236.4K | 0.01% | +437+20.6% | Added |
| Park Place Capital Corp | 2,559 | $236.7K | 0.06% | +240+10.3% | Added |
| Group One Trading, L.P. | 2,575 | $238.2K | 0.01% | −886−25.6% | Reduced |
| TownSquare Capital, LLC | 2,601 | $240.5K | 0.00% | −464−15.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,604 | $240.9K | 0.00% | +2,604 | New |
| Sequoia Financial Advisors, LLC | 2,620 | $242.4K | 0.00% | +477+22.3% | Added |
| Phocas Financial Corp. | 2,629 | $243.2K | 0.04% | +2,629 | New |
| Synovus Financial Corp | 2,656 | $245.8K | 0.00% | +2,656 | New |
| Code Waechter LLC | 2,658 | $246.0K | 0.20% | +2,658 | New |
| Erste Asset Management GmbH | 2,700 | $249.8K | 0.00% | +1,200+80.0% | Added |