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, Q2 2025
Institutional positions in Alexandria Real Estate Equities, Inc. as of Jun 30, 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
- 667
- +7 vs. Q1 2025
- Shares held
- 161.5M
- −2.01M (−1.2%) vs. Q1 2025
- Total value
- $11.8B
- −$3.37B (−22.3%) vs. Q1 2025
- New holders
- 112
- 286 more added
- Sold out
- 105
- 201 more reduced
9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Alexandria Real Estate Equities, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smithfield Trust Co | 220 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 237 | $17.2K | 0.00% | −191−44.6% | Reduced |
| CVA Family Office, LLC | 265 | $19.2K | 0.00% | −185−41.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 276 | $20.0K | 0.00% | −284−50.7% | Reduced |
| Larson Financial Group LLC | 284 | $20.6K | 0.00% | −587−67.4% | Reduced |
| Deseret Mutual Benefit Administrators | 293 | $21.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 312 | $22.7K | 0.01% | +312 | New |
| TSFG, LLC | 319 | $23.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 326 | $23.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 334 | $24.3K | 0.02% | −114−25.4% | Reduced |
| Sound Income Strategies, LLC | 344 | $25.0K | 0.00% | +344 | New |
| Heritage Wealth Advisors | 350 | $25.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 361 | $26.0K | 0.00% | +232+179.8% | Added |
| Smartleaf Asset Management LLC | 366 | $26.9K | 0.00% | −304−45.4% | Reduced |
| Loomis Sayles & Co L P | 377 | $27.4K | 0.00% | +377 | New |
| American National Bank | 395 | $28.7K | 0.00% | +395 | New |
| Onefund, LLC | 416 | $30.0K | 0.02% | +416 | New |
| NBC Securities, Inc. | 431 | $31.0K | 0.00% | −345−44.5% | Reduced |
| MUFG Securities EMEA plc | 454 | $33.0K | 0.00% | +454 | New |
| Sentry Investment Management LLC | 447 | $34.0K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 491 | $35.7K | 0.00% | −220−30.9% | Reduced |
| Global X Japan Co., Ltd. | 493 | $35.8K | 0.00% | +67+15.7% | Added |
| Farther Finance Advisors, LLC | 494 | $35.9K | 0.00% | −590−54.4% | Reduced |
| Trust Co of Vermont | 590 | $42.9K | 0.00% | +90+18.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $45.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 660 | $47.9K | 0.00% | −1,670−71.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 675 | $49.0K | 0.04% | +548+431.5% | Added |
| GAMMA Investing LLC | 743 | $54.0K | 0.00% | −1,089−59.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 750 | $54.5K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 766 | $55.6K | 0.05% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 812 | $59.0K | 0.00% | +812 | New |
| Hilltop National Bank | 874 | $63.5K | 0.02% | +874 | New |
| Tompkins Financial Corp | 900 | $65.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 931 | $67.6K | 0.02% | +98+11.8% | Added |
| Private Trust Co NA | 986 | $71.6K | 0.01% | +61+6.6% | Added |
| Gitterman Wealth Management, LLC | 994 | $72.2K | 0.02% | +994 | New |
| Motco | 967 | $73.9K | 0.01% | +286+42.0% | Added |
| Clearstead Advisors, LLC | 1,049 | $76.2K | 0.00% | +436+71.1% | Added |
| Canada Post Corp Registered Pension Plan | 1,069 | $77.6K | 0.00% | +1,069 | New |
| Ronald Blue Trust, Inc. | 1,079 | $78.4K | 0.00% | −517−32.4% | Reduced |
| Resources Management Corp | 1,081 | $79.0K | 0.01% | −568−34.4% | Reduced |
| FNY Investment Advisers, LLC | 1,100 | $79.0K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,106 | $80.3K | 0.00% | −1,377−55.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,112 | $80.8K | 0.01% | +1,112 | New |
| Massmutual Trust Co FSB | 1,168 | $84.8K | 0.00% | +647+124.2% | Added |
| Umb Bank N A | 1,180 | $85.7K | 0.00% | +826+233.3% | Added |
| Ostrum Asset Management | 1,189 | $86.4K | 0.00% | −34−2.8% | Reduced |
| HM Payson & Co | 1,201 | $87.2K | 0.00% | +403+50.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $88.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,291 | $93.8K | 0.00% | +1,291 | New |
| True Wealth Design, LLC | 1,326 | $96.3K | 0.03% | +355+36.6% | Added |
| Versant Capital Management, Inc | 1,340 | $97.3K | 0.01% | −707−34.5% | Reduced |
| Bryn Mawr Trust Co | 1,375 | $99.9K | 0.00% | +1,046+317.9% | Added |
| Manchester Capital Management LLC | 1,388 | $100.8K | 0.01% | −6−0.4% | Reduced |
| CX Institutional | 1,445 | $105.0K | 0.00% | +175+13.8% | Added |
| Ameritas Investment Partners, Inc. | 1,453 | $105.5K | 0.00% | −124−7.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,500 | $109.6K | 0.01% | +371+32.9% | Added |
| Principal Securities, Inc. | 1,525 | $110.8K | 0.00% | −495−24.5% | Reduced |
| IFP Advisors, Inc | 1,624 | $118.0K | 0.00% | +1,432+745.8% | Added |
| Covestor Ltd | 1,641 | $119.0K | 0.07% | +1,509+1,143.2% | Added |
| Private Wealth Asset Management, LLC | 1,701 | $123.5K | 0.02% | −5−0.3% | Reduced |
| Centaurus Financial, Inc. | 1,725 | $125.0K | 0.01% | +1,725 | New |
| Exchange Traded Concepts, LLC | 1,873 | $136.0K | 0.00% | −3,844−67.2% | Reduced |
| Cetera Trust Company, N.A | 1,905 | $138.4K | 0.08% | +630+49.4% | Added |
| Siemens Fonds Invest GmbH | 2,074 | $150.6K | 0.01% | +264+14.6% | Added |
| Westpac Banking Corp | 2,085 | $151.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,104 | $153.0K | 0.00% | −446,951−99.5% | Reduced |
| Anchor Investment Management, LLC | 2,207 | $160.3K | 0.01% | +522+31.0% | Added |
| ZRC Wealth Management, LLC | 2,270 | $164.9K | 0.07% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,528 | $188.3K | 0.04% | −31−1.2% | Reduced |
| Essential Partners LLC | 2,705 | $196.5K | 0.08% | +2,705 | New |
| GF Fund Management Co. Ltd. | 2,748 | $199.6K | 0.00% | −231−7.8% | Reduced |
| AE Wealth Management LLC | 2,755 | $200.1K | 0.00% | +12+0.4% | Added |
| Kaufman Rossin Wealth, LLC | 2,780 | $201.9K | 0.13% | +2,780 | New |
| Roberts Glore & Co Inc | 2,886 | $209.6K | 0.06% | +2,886 | New |
| Patton Fund Management, Inc. | 2,902 | $210.8K | 0.05% | +2,902 | New |
| Neo Ivy Capital Management | 2,948 | $214.1K | 0.07% | +2,948 | New |
| Samalin Investment Counsel, LLC | 2,953 | $214.5K | 0.08% | +2,953 | New |
| Thrive Wealth Management, LLC | 2,985 | $216.8K | 0.04% | −37−1.2% | Reduced |
| Flaharty Asset Management, LLC | 3,000 | $217.9K | 0.03% | +3,000 | New |
| Cresset Asset Management, LLC | 2,966 | $219.3K | 0.00% | +66+2.3% | Added |
| Evergreen Capital Management LLC | 2,979 | $220.3K | 0.01% | −1,080−26.6% | Reduced |
| Mattson Financial Services, LLC | 3,041 | $220.9K | 0.06% | −6,521−68.2% | Reduced |
| Transcend Wealth Collective, LLC | 3,055 | $221.9K | 0.02% | +3,055 | New |
| ArrowMark Colorado Holdings LLC | 3,059 | $222.2K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 3,002 | $230.9K | 0.01% | +3,002 | New |
| Independent Financial Group, LLC | 3,240 | $235.3K | 0.01% | +3,240 | New |
| Brinker Capital Investments, LLC | 3,276 | $238.0K | 0.00% | +465+16.5% | Added |
| Northwestern Mutual Wealth Management Co | 3,281 | $238.3K | 0.00% | −637−16.3% | Reduced |
| Plan A Wealth LLC | 3,291 | $239.0K | 0.14% | +3,291 | New |
| Gries Financial LLC | 3,293 | $239.2K | 0.04% | +3,293 | New |
| National Pension Service | 3,307 | $240.2K | 0.00% | −708−17.6% | Reduced |
| Full Sail Capital, LLC | 3,323 | $241.3K | 0.01% | +3,323 | New |
| Jones Financial Companies LLLP | 3,297 | $241.9K | 0.00% | +928+39.2% | Added |
| Sage Investment Counsel LLC | 3,409 | $247.6K | 0.29% | −117−3.3% | Reduced |
| MUFG Securities Americas Inc. | 3,412 | $247.8K | 0.02% | +685+25.1% | Added |
| Huntington National Bank | 3,418 | $248.3K | 0.00% | +391+12.9% | Added |
| Boothbay Fund Management, LLC | 3,447 | $250.4K | 0.01% | −9,897−74.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,460 | $251.3K | 0.08% | +336+10.8% | Added |
| QSV Equity Investors LLC | 3,470 | $252.0K | 0.26% | 00.0% | Unchanged |