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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 2,020 | $197.1K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,085 | $192.9K | 0.01% | −412−16.5% | Reduced |
| Banque Cantonale Vaudoise | 2,057 | $190.0K | 0.01% | +2,057 | New |
| Versant Capital Management, Inc | 2,047 | $189.4K | 0.03% | +1,302+174.8% | Added |
| Copeland Capital Management, LLC | 2,041 | $188.9K | 0.00% | −7,015−77.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,837 | $169.9K | 0.00% | +1,837 | New |
| GAMMA Investing LLC | 1,832 | $169.5K | 0.01% | −20−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 1,810 | $167.4K | 0.01% | +1,810 | New |
| Y.D. More Investments Ltd | 1,800 | $166.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,716 | $158.7K | 0.00% | +351+25.7% | Added |
| Private Wealth Asset Management, LLC | 1,706 | $157.8K | 0.02% | +1,706 | New |
| Anchor Investment Management, LLC | 1,685 | $155.9K | 0.01% | +1,685 | New |
| Resources Management Corp | 1,649 | $153.0K | 0.02% | −370−18.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,596 | $147.6K | 0.00% | +432+37.1% | Added |
| Ameritas Investment Partners, Inc. | 1,577 | $145.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,394 | $129.0K | 0.02% | +616+79.2% | Added |
| Cetera Trust Company, N.A | 1,275 | $118.0K | 0.08% | +50+4.1% | Added |
| CX Institutional | 1,270 | $117.0K | 0.00% | +1,270 | New |
| Ostrum Asset Management | 1,223 | $113.1K | 0.01% | −32−2.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $112.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,184 | $109.5K | 0.00% | +35+3.0% | Added |
| SRS Capital Advisors, Inc. | 1,129 | $104.4K | 0.01% | −1,246−52.5% | Reduced |
| FNY Investment Advisers, LLC | 1,100 | $101.0K | 0.06% | +1,100 | New |
| State of Wyoming | 1,091 | $100.9K | 0.01% | +1,091 | New |
| Lindbrook Capital, LLC | 1,077 | $99.6K | 0.01% | +295+37.7% | Added |
| Farther Finance Advisors, LLC | 1,084 | $98.8K | 0.00% | +153+16.4% | Added |
| True Wealth Design, LLC | 971 | $89.8K | 0.03% | +322+49.6% | Added |
| Private Trust Co NA | 925 | $85.6K | 0.01% | +149+19.2% | Added |
| Tompkins Financial Corp | 900 | $83.3K | 0.01% | +900 | New |
| EverSource Wealth Advisors, LLC | 892 | $82.5K | 0.00% | +594+199.3% | Added |
| Larson Financial Group LLC | 871 | $80.6K | 0.00% | +766+729.5% | Added |
| Addison Advisors LLC | 833 | $77.1K | 0.02% | +620+291.1% | Added |
| HM Payson & Co | 798 | $73.8K | 0.00% | +198+33.0% | Added |
| NBC Securities, Inc. | 776 | $71.0K | 0.01% | +776 | New |
| Sherman Asset Management, Inc. | 766 | $70.9K | 0.07% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 758 | $70.1K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 750 | $69.4K | 0.00% | +70+10.3% | Added |
| Skopos Labs, Inc. | 711 | $65.8K | 0.01% | +70+10.9% | Added |
| Smartleaf Asset Management LLC | 670 | $64.1K | 0.01% | −50−6.9% | Reduced |
| Clear Street Markets LLC | 692 | $64.0K | 0.04% | +692 | New |
| Motco | 681 | $63.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 652 | $60.3K | 0.00% | +57+9.6% | Added |
| Mather Group, LLC. | 622 | $57.5K | 0.00% | +479+335.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $57.4K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 613 | $56.7K | 0.00% | +352+134.9% | Added |
| Whittier Trust Co of Nevada Inc | 560 | $51.8K | 0.00% | −849−60.3% | Reduced |
| Massmutual Trust Co FSB | 521 | $48.2K | 0.00% | +78+17.6% | Added |
| Trust Co of Vermont | 500 | $46.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 450 | $41.6K | 0.01% | −5−1.1% | Reduced |
| Bruce G. Allen Investments, LLC | 448 | $41.4K | 0.03% | −66−12.8% | Reduced |
| Allworth Financial LP | 523 | $40.4K | 0.00% | −13−2.4% | Reduced |
| Rothschild Investment LLC | 429 | $39.7K | 0.00% | +97+29.2% | Added |
| Parkside Financial Bank & Trust | 428 | $39.6K | 0.01% | +24+5.9% | Added |
| Global X Japan Co., Ltd. | 426 | $39.4K | 0.00% | +84+24.6% | Added |
| Quest Partners LLC | 414 | $38.3K | 0.00% | +326+370.5% | Added |
| Bayforest Capital Ltd | 402 | $37.2K | 0.02% | +79+24.5% | Added |
| Cromwell Holdings LLC | 380 | $35.7K | 0.02% | +380 | New |
| Sentry Investment Management LLC | 447 | $35.0K | 0.02% | −134−23.1% | Reduced |
| TruNorth Capital Management, LLC | 364 | $33.7K | 0.01% | +364 | New |
| Umb Bank N A | 354 | $32.7K | 0.00% | +94+36.2% | Added |
| Heritage Wealth Advisors | 350 | $32.4K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 347 | $32.1K | 0.00% | +347 | New |
| Advisors Asset Management, Inc. | 343 | $31.7K | 0.00% | −946−73.4% | Reduced |
| Bryn Mawr Trust Co | 329 | $30.4K | 0.00% | +249+311.3% | Added |
| Central Trust Co | 326 | $30.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $30.0K | 0.01% | +319 | New |
| Whittier Trust Co | 314 | $29.0K | 0.00% | −380−54.8% | Reduced |
| Deseret Mutual Benefit Administrators | 293 | $27.1K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 286 | $26.5K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 270 | $25.0K | 0.00% | +31+13.0% | Added |
| MCF Advisors LLC | 238 | $22.4K | 0.00% | +1+0.4% | Added |
| Smithfield Trust Co | 220 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 194 | $18.0K | 0.00% | −54−21.8% | Reduced |
| CIBC Private Wealth Group, LLC | 231 | $17.8K | 0.00% | +122+111.9% | Added |
| IFP Advisors, Inc | 192 | $17.8K | 0.00% | +23+13.6% | Added |
| Gables Capital Management Inc. | 190 | $17.6K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 190 | $17.6K | 0.01% | +190 | New |
| Wiser Advisor Group LLC | 179 | $16.6K | 0.02% | +2+1.1% | Added |
| Cohen & Steers, Inc. | 174 | $16.0K | 0.00% | +5+3.0% | Added |
| Kestra Investment Management, LLC | 166 | $15.4K | 0.00% | +73+78.5% | Added |
| Proathlete Wealth Management LLC | 133 | $12.4K | 0.00% | +133 | New |
| Richard W. Paul & Associates, LLC | 130 | $12.0K | 0.00% | −2−1.5% | Reduced |
| Covestor Ltd | 132 | $12.0K | 0.01% | +8+6.5% | Added |
| GW&K Investment Management, LLC | 129 | $12.0K | 0.00% | +15+13.2% | Added |
| Caitong International Asset Management Co., Ltd | 127 | $11.7K | 0.01% | −147−53.6% | Reduced |
| South State Corp. | 118 | $10.9K | 0.00% | +23+24.2% | Added |
| Ransom Advisory, Ltd | 109 | $10.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 109 | $10.1K | 0.00% | +106+3,533.3% | Added |
| Farmers & Merchants Investments Inc | 108 | $9.99K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 104 | $9.62K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $9.53K | 0.00% | −66−39.1% | Reduced |
| Quent Capital, LLC | 103 | $9.53K | 0.00% | +53+106.0% | Added |
| Ridgewood Investments LLC | 100 | $9.25K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 99 | $9.16K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 94 | $8.68K | 0.00% | +1+1.1% | Added |
| Rise Advisors, LLC | 93 | $8.63K | 0.00% | −48−34.0% | Reduced |
| Private Wealth Management Group, LLC | 87 | $8.05K | 0.00% | +9+11.5% | Added |
| GPS Wealth Strategies Group, LLC | 80 | $7.40K | 0.00% | −250−75.8% | Reduced |
| Brown Brothers Harriman & Co | 75 | $6.94K | 0.00% | +42+127.3% | Added |