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 |
|---|---|---|---|---|---|
| Sivia Capital Partners, LLC | 6,249 | $453.9K | 0.15% | +6,249 | New |
| Benjamin Edwards Inc | 6,244 | $453.5K | 0.01% | +1,228+24.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,141 | $446.0K | 0.00% | +4,304+234.3% | Added |
| Catalytic Wealth RIA, LLC | 6,116 | $444.2K | 0.04% | +6,116 | New |
| Virginia Retirement Systems Et Al | 6,090 | $442.3K | 0.00% | −22,900−79.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,046 | $439.1K | 0.02% | +383+6.8% | Added |
| J. W. Coons Advisors, LLC | 5,945 | $431.8K | 0.10% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 5,929 | $430.6K | 0.01% | +1,147+24.0% | Added |
| Omers Administration Corp | 5,897 | $428.3K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 5,803 | $421.5K | 0.03% | −17,604−75.2% | Reduced |
| Arkadios Wealth Advisors | 5,736 | $416.6K | 0.01% | +443+8.4% | Added |
| Prudential PLC | 5,675 | $412.2K | 0.00% | +5,675 | New |
| First Bank & Trust | 5,610 | $407.5K | 0.07% | −6,502−53.7% | Reduced |
| Reuter James Wealth Management, LLC | 5,559 | $403.8K | 0.06% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5,470 | $397.3K | 0.01% | +5,470 | New |
| Jain Global LLC | 5,402 | $392.3K | 0.01% | −100,388−94.9% | Reduced |
| AlphaStar Capital Management, LLC | 5,357 | $389.1K | 0.03% | +5,357 | New |
| Investor's Fiduciary Advisor Network, LLC | 5,234 | $380.0K | 0.14% | +293+5.9% | Added |
| CFC Planning Co LLC | 5,226 | $379.6K | 0.37% | +5,226 | New |
| Snowden Capital Advisors LLC | 5,023 | $371.5K | 0.01% | +259+5.4% | Added |
| Peapack Gladstone Financial Corp | 5,041 | $366.0K | 0.01% | −19,571−79.5% | Reduced |
| Leonteq Securities AG | 5,000 | $363.1K | 0.02% | +5,000 | New |
| O'Shaughnessy Asset Management, LLC | 4,990 | $362.4K | 0.00% | +1,372+37.9% | Added |
| Sym Financial Corp | 4,947 | $359.3K | 0.04% | +4,947 | New |
| Kestra Advisory Services, LLC | 4,944 | $359.1K | 0.00% | +1,375+38.5% | Added |
| Foundations Investment Advisors, LLC | 4,927 | $357.8K | 0.01% | +4,927 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,912 | $356.8K | 0.01% | +13+0.3% | Added |
| Kera Capital Partners, Inc. | 4,735 | $343.9K | 0.07% | +1,936+69.2% | Added |
| EverSource Wealth Advisors, LLC | 4,702 | $341.5K | 0.02% | +3,810+427.1% | Added |
| Crossmark Global Holdings, Inc. | 4,680 | $339.9K | 0.01% | −74−1.6% | Reduced |
| Wahed Invest LLC | 4,663 | $338.7K | 0.05% | +205+4.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,662 | $338.6K | 0.02% | −323−6.5% | Reduced |
| Code Waechter LLC | 4,635 | $336.6K | 0.24% | +1,977+74.4% | Added |
| TCG Advisory Services, LLC | 4,631 | $336.3K | 0.01% | +4,631 | New |
| Prelude Capital Management, LLC | 4,630 | $336.3K | 0.03% | +4,630 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,563 | $331.0K | 0.00% | +1,841+67.6% | Added |
| Coldstream Capital Management Inc | 4,530 | $329.0K | 0.01% | +1,974+77.2% | Added |
| Ofi Invest Asset Management | 5,304 | $328.2K | 0.01% | +23+0.4% | Added |
| Clear Harbor Asset Management, LLC | 4,441 | $322.6K | 0.02% | +4,441 | New |
| Advisory Services Network, LLC | 4,218 | $322.4K | 0.01% | +4,218 | New |
| Evoke Wealth, LLC | 4,314 | $319.0K | 0.01% | +4,314 | New |
| Hantz Financial Services, Inc. | 4,370 | $317.0K | 0.01% | −9−0.2% | Reduced |
| Spirit of America Management Corp | 4,350 | $315.9K | 0.07% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,345 | $315.6K | 0.02% | −790−15.4% | Reduced |
| PEAK6 LLC | 4,344 | $315.5K | 0.01% | +494+12.8% | Added |
| Equitable Holdings, Inc. | 4,278 | $310.7K | 0.00% | +4,278 | New |
| Chicago Partners Investment Group LLC | 3,663 | $303.8K | 0.01% | +3,663 | New |
| AIA Group Ltd | 4,175 | $303.2K | 0.01% | +875+26.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,130 | $300.0K | 0.00% | +358+9.5% | Added |
| Two Sigma Securities, LLC | 4,079 | $296.3K | 0.04% | +4,079 | New |
| Tocqueville Asset Management L.P. | 4,074 | $295.9K | 0.00% | +4,074 | New |
| Parallel Advisors, LLC | 3,948 | $286.7K | 0.01% | +2,232+130.1% | Added |
| Tower Research Capital LLC (TRC) | 3,936 | $285.9K | 0.01% | −6,584−62.6% | Reduced |
| Stephens Inc | 3,915 | $284.3K | 0.00% | +1,139+41.0% | Added |
| Lido Advisors, LLC | 3,843 | $284.2K | 0.00% | −1,737−31.1% | Reduced |
| Allworth Financial LP | 3,912 | $284.1K | 0.00% | +3,389+648.0% | Added |
| Phillips Wealth Planners LLC | 3,686 | $283.9K | 0.26% | +3,686 | New |
| Commerce Bank | 3,891 | $282.6K | 0.00% | +166+4.5% | Added |
| Roman Butler Fullerton & Co | 3,376 | $277.5K | 0.08% | +3,376 | New |
| Waddell & Associates, LLC | 3,798 | $275.8K | 0.03% | +3,798 | New |
| Avantax Advisory Services, Inc. | 3,796 | $275.7K | 0.00% | +342+9.9% | Added |
| Sumitomo Life Insurance Co | 3,773 | $274.0K | 0.02% | −165−4.2% | Reduced |
| GWM Advisors LLC | 3,732 | $271.1K | 0.00% | +592+18.9% | Added |
| Engineers Gate Manager LP | 3,700 | $268.7K | 0.00% | −5,967−61.7% | Reduced |
| waypoint wealth counsel | 3,667 | $266.3K | 0.13% | +3,667 | New |
| Intech Investment Management LLC | 3,657 | $265.6K | 0.00% | −34−0.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,632 | $263.8K | 0.00% | −324−8.2% | Reduced |
| QSV Equity Investors LLC | 3,470 | $252.0K | 0.26% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 3,460 | $251.3K | 0.08% | +336+10.8% | Added |
| Boothbay Fund Management, LLC | 3,447 | $250.4K | 0.01% | −9,897−74.2% | Reduced |
| Huntington National Bank | 3,418 | $248.3K | 0.00% | +391+12.9% | Added |
| MUFG Securities Americas Inc. | 3,412 | $247.8K | 0.02% | +685+25.1% | Added |
| Sage Investment Counsel LLC | 3,409 | $247.6K | 0.29% | −117−3.3% | Reduced |
| Jones Financial Companies LLLP | 3,297 | $241.9K | 0.00% | +928+39.2% | Added |
| Full Sail Capital, LLC | 3,323 | $241.3K | 0.01% | +3,323 | New |
| National Pension Service | 3,307 | $240.2K | 0.00% | −708−17.6% | Reduced |
| Gries Financial LLC | 3,293 | $239.2K | 0.04% | +3,293 | New |
| Plan A Wealth LLC | 3,291 | $239.0K | 0.14% | +3,291 | New |
| Northwestern Mutual Wealth Management Co | 3,281 | $238.3K | 0.00% | −637−16.3% | Reduced |
| Brinker Capital Investments, LLC | 3,276 | $238.0K | 0.00% | +465+16.5% | Added |
| Independent Financial Group, LLC | 3,240 | $235.3K | 0.01% | +3,240 | New |
| NorthCrest Asset Manangement, LLC | 3,002 | $230.9K | 0.01% | +3,002 | New |
| ArrowMark Colorado Holdings LLC | 3,059 | $222.2K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,055 | $221.9K | 0.02% | +3,055 | New |
| Mattson Financial Services, LLC | 3,041 | $220.9K | 0.06% | −6,521−68.2% | Reduced |
| Evergreen Capital Management LLC | 2,979 | $220.3K | 0.01% | −1,080−26.6% | Reduced |
| Cresset Asset Management, LLC | 2,966 | $219.3K | 0.00% | +66+2.3% | Added |
| Flaharty Asset Management, LLC | 3,000 | $217.9K | 0.03% | +3,000 | New |
| Thrive Wealth Management, LLC | 2,985 | $216.8K | 0.04% | −37−1.2% | Reduced |
| Samalin Investment Counsel, LLC | 2,953 | $214.5K | 0.08% | +2,953 | New |
| Neo Ivy Capital Management | 2,948 | $214.1K | 0.07% | +2,948 | New |
| Patton Fund Management, Inc. | 2,902 | $210.8K | 0.05% | +2,902 | New |
| Roberts Glore & Co Inc | 2,886 | $209.6K | 0.06% | +2,886 | New |
| Kaufman Rossin Wealth, LLC | 2,780 | $201.9K | 0.13% | +2,780 | New |
| AE Wealth Management LLC | 2,755 | $200.1K | 0.00% | +12+0.4% | Added |
| GF Fund Management Co. Ltd. | 2,748 | $199.6K | 0.00% | −231−7.8% | Reduced |
| Essential Partners LLC | 2,705 | $196.5K | 0.08% | +2,705 | New |
| Park Place Capital Corp | 2,528 | $188.3K | 0.04% | −31−1.2% | Reduced |
| ZRC Wealth Management, LLC | 2,270 | $164.9K | 0.07% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,207 | $160.3K | 0.01% | +522+31.0% | Added |