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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 71 | $6.57K | 0.00% | −33−31.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 70 | $6.48K | 0.00% | +70 | New |
| Colonial Trust Co | 66 | $6.07K | 0.00% | −235−78.1% | Reduced |
| Lavaca Capital LLC | 63 | $5.83K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 63 | $5.80K | 0.00% | +1+1.6% | Added |
| Investors Research Corp | 62 | $5.74K | 0.00% | +62 | New |
| Saudi Central Bank | 62 | $5.74K | 0.03% | +62 | New |
| CBIZ Investment Advisory Services, LLC | 56 | $5.25K | 0.00% | +38+211.1% | Added |
| NBT Bank N A | 56 | $5.18K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 64 | $5.00K | 0.00% | +64 | New |
| Capital Analysts, LLC | 55 | $5.00K | 0.00% | +55 | New |
| Plante Moran Financial Advisors, LLC | 50 | $4.63K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $4.63K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 44 | $4.07K | 0.00% | +44 | New |
| DT Investment Partners, LLC | 42 | $3.89K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $3.88K | 0.00% | −29−40.8% | Reduced |
| West Branch Capital LLC | 40 | $3.70K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 40 | $3.70K | 0.00% | −3−7.0% | Reduced |
| Sierra Ocean, LLC | 38 | $3.52K | 0.00% | +30+375.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 36 | $3.35K | 0.00% | +36 | New |
| Abound Wealth Management | 36 | $3.33K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $3.15K | 0.00% | +15+78.9% | Added |
| Carolinas Wealth Consulting LLC | 33 | $3.05K | 0.00% | +23+230.0% | Added |
| Medallion Wealth Advisors, LLC | 33 | $3.01K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 31 | $2.87K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 31 | $2.87K | 0.00% | +16+106.7% | Added |
| WealthTrak Capital Management LLC | 30 | $2.78K | 0.00% | +25+500.0% | Added |
| Glen Eagle Advisors, LLC | 30 | $2.77K | 0.00% | −37−55.2% | Reduced |
| First Horizon Advisors, Inc. | 27 | $2.50K | 0.00% | −14−34.1% | Reduced |
| Kozak & Associates, Inc. | 30 | $2.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 26 | $2.41K | 0.00% | −1−3.7% | Reduced |
| Bogart Wealth, LLC | 25 | $2.31K | 0.00% | −15−37.5% | Reduced |
| Dunhill Financial, LLC | 25 | $2.27K | 0.00% | −8−24.2% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $1.97K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20 | $1.85K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $1.85K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 17 | $1.60K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 16 | $1.48K | 0.00% | +16 | New |
| Bokf, NA | 15 | $1.39K | 0.00% | −22−59.5% | Reduced |
| Wolff Wiese Magana LLC | 15 | $1.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11 | $1.02K | 0.00% | −19−63.3% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | −230−93.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 10 | $944 | 0.00% | +2+25.0% | Added |
| NVWM, LLC | 10 | $925 | 0.00% | +5+100.0% | Added |
| Hughes Financial Services, LLC | 10 | $912 | 0.00% | +10 | New |
| ORG Partners LLC | 10 | $911 | 0.00% | −43−81.1% | Reduced |
| Millstone Evans Group, LLC | 9 | $833 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 9 | $833 | 0.00% | +9 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $740 | 0.00% | +8 | New |
| Key Financial Inc | 7 | $648 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 7 | $648 | 0.00% | +7 | New |
| Clark Wealth Partners | 6 | $555 | 0.00% | −2−25.0% | Reduced |
| Activest Wealth Management | 6 | $555 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 6 | $555 | 0.00% | +6 | New |
| TFC Financial Management | 5 | $463 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $463 | 0.00% | +5 | New |
| Osterweis Capital Management Inc | 5 | $463 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 5 | $463 | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $391 | 0.00% | +2+66.7% | Added |
| Bear Mountain Capital, Inc. | 4 | $295 | 0.00% | +1+33.3% | Added |
| American Capital Advisory, LLC | 2 | $186 | 0.00% | +2 | New |
| Legacy Bridge, LLC | 2 | $153 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $94 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 1 | $93 | 0.00% | −1−50.0% | Reduced |
| Perkins Coie Trust Co | 1 | $92 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $81 | 0.00% | −6−85.7% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −826,386−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −281,824−100.0% | Sold out |
| Senvest Management, LLC | 0 | $0 | 0.00% | −183,500−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −138,300−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −90,763−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −88,628−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −87,250−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −38,640−100.0% | Sold out |
| Michelson Medical Research Foundation, Inc. | 0 | $0 | 0.00% | −37,230−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −33,472−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −30,202−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −28,194−100.0% | Sold out |
| Community Trust & Investment Co | 0 | $0 | 0.00% | −25,672−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −24,479−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,938−100.0% | Sold out |
| Green Alpha Advisors, LLC | 0 | $0 | 0.00% | −19,568−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −15,170−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −15,052−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −13,304−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −12,995−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −11,522−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,262−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −9,652−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −7,099−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −6,142−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,741−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,967−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,852−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −4,785−100.0% | Sold out |