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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 2,104 | $153.0K | 0.00% | −446,951−99.5% | Reduced |
| Westpac Banking Corp | 2,085 | $151.4K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,074 | $150.6K | 0.01% | +264+14.6% | Added |
| Cetera Trust Company, N.A | 1,905 | $138.4K | 0.08% | +630+49.4% | Added |
| Exchange Traded Concepts, LLC | 1,873 | $136.0K | 0.00% | −3,844−67.2% | Reduced |
| Centaurus Financial, Inc. | 1,725 | $125.0K | 0.01% | +1,725 | New |
| Private Wealth Asset Management, LLC | 1,701 | $123.5K | 0.02% | −5−0.3% | Reduced |
| Covestor Ltd | 1,641 | $119.0K | 0.07% | +1,509+1,143.2% | Added |
| IFP Advisors, Inc | 1,624 | $118.0K | 0.00% | +1,432+745.8% | Added |
| Principal Securities, Inc. | 1,525 | $110.8K | 0.00% | −495−24.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,500 | $109.6K | 0.01% | +371+32.9% | Added |
| Ameritas Investment Partners, Inc. | 1,453 | $105.5K | 0.00% | −124−7.9% | Reduced |
| CX Institutional | 1,445 | $105.0K | 0.00% | +175+13.8% | Added |
| Manchester Capital Management LLC | 1,388 | $100.8K | 0.01% | −6−0.4% | Reduced |
| Bryn Mawr Trust Co | 1,375 | $99.9K | 0.00% | +1,046+317.9% | Added |
| Versant Capital Management, Inc | 1,340 | $97.3K | 0.01% | −707−34.5% | Reduced |
| True Wealth Design, LLC | 1,326 | $96.3K | 0.03% | +355+36.6% | Added |
| Global Retirement Partners, LLC | 1,291 | $93.8K | 0.00% | +1,291 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $88.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,201 | $87.2K | 0.00% | +403+50.5% | Added |
| Ostrum Asset Management | 1,189 | $86.4K | 0.00% | −34−2.8% | Reduced |
| Umb Bank N A | 1,180 | $85.7K | 0.00% | +826+233.3% | Added |
| Massmutual Trust Co FSB | 1,168 | $84.8K | 0.00% | +647+124.2% | Added |
| Mount Yale Investment Advisors, LLC | 1,112 | $80.8K | 0.01% | +1,112 | New |
| GeoWealth Management, LLC | 1,106 | $80.3K | 0.00% | −1,377−55.5% | 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 |
| Ronald Blue Trust, Inc. | 1,079 | $78.4K | 0.00% | −517−32.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,069 | $77.6K | 0.00% | +1,069 | New |
| Clearstead Advisors, LLC | 1,049 | $76.2K | 0.00% | +436+71.1% | Added |
| Motco | 967 | $73.9K | 0.01% | +286+42.0% | Added |
| Gitterman Wealth Management, LLC | 994 | $72.2K | 0.02% | +994 | New |
| Private Trust Co NA | 986 | $71.6K | 0.01% | +61+6.6% | Added |
| Addison Advisors LLC | 931 | $67.6K | 0.02% | +98+11.8% | Added |
| Tompkins Financial Corp | 900 | $65.4K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 874 | $63.5K | 0.02% | +874 | New |
| Atlantic Union Bankshares Corp | 812 | $59.0K | 0.00% | +812 | New |
| Sherman Asset Management, Inc. | 766 | $55.6K | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 750 | $54.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 743 | $54.0K | 0.00% | −1,089−59.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 675 | $49.0K | 0.04% | +548+431.5% | Added |
| Signaturefd, LLC | 660 | $47.9K | 0.00% | −1,670−71.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $45.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 590 | $42.9K | 0.00% | +90+18.0% | Added |
| Farther Finance Advisors, LLC | 494 | $35.9K | 0.00% | −590−54.4% | Reduced |
| Global X Japan Co., Ltd. | 493 | $35.8K | 0.00% | +67+15.7% | Added |
| Skopos Labs, Inc. | 491 | $35.7K | 0.00% | −220−30.9% | Reduced |
| Sentry Investment Management LLC | 447 | $34.0K | 0.02% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 454 | $33.0K | 0.00% | +454 | New |
| NBC Securities, Inc. | 431 | $31.0K | 0.00% | −345−44.5% | Reduced |
| Onefund, LLC | 416 | $30.0K | 0.02% | +416 | New |
| American National Bank | 395 | $28.7K | 0.00% | +395 | New |
| Loomis Sayles & Co L P | 377 | $27.4K | 0.00% | +377 | New |
| Smartleaf Asset Management LLC | 366 | $26.9K | 0.00% | −304−45.4% | Reduced |
| GW&K Investment Management, LLC | 361 | $26.0K | 0.00% | +232+179.8% | Added |
| Heritage Wealth Advisors | 350 | $25.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 344 | $25.0K | 0.00% | +344 | New |
| Bruce G. Allen Investments, LLC | 334 | $24.3K | 0.02% | −114−25.4% | Reduced |
| Central Trust Co | 326 | $23.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $23.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 312 | $22.7K | 0.01% | +312 | New |
| Deseret Mutual Benefit Administrators | 293 | $21.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 284 | $20.6K | 0.00% | −587−67.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 276 | $20.0K | 0.00% | −284−50.7% | Reduced |
| CVA Family Office, LLC | 265 | $19.2K | 0.00% | −185−41.1% | Reduced |
| Parkside Financial Bank & Trust | 237 | $17.2K | 0.00% | −191−44.6% | Reduced |
| Smithfield Trust Co | 220 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 220 | $16.0K | 0.00% | −94−29.9% | Reduced |
| Kestra Investment Management, LLC | 166 | $15.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 208 | $15.1K | 0.00% | −23−10.0% | Reduced |
| Brown Brothers Harriman & Co | 203 | $14.7K | 0.00% | +128+170.7% | Added |
| Harbour Investments, Inc. | 193 | $14.0K | 0.00% | −1−0.5% | Reduced |
| Gables Capital Management Inc. | 190 | $13.8K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 190 | $13.8K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 174 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 177 | $12.9K | 0.00% | +90+103.4% | Added |
| Meeder Asset Management Inc | 173 | $12.6K | 0.00% | +102+143.7% | Added |
| Ameriflex Group, Inc. | 142 | $10.5K | 0.01% | +142 | New |
| Richard W. Paul & Associates, LLC | 135 | $9.80K | 0.00% | +5+3.8% | Added |
| Proathlete Wealth Management LLC | 133 | $9.72K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 131 | $9.52K | 0.00% | +87+197.7% | Added |
| Evelyn Partners Investment Management LLP | 120 | $8.72K | 0.00% | −6,487−98.2% | Reduced |
| South State Corp. | 119 | $8.64K | 0.00% | +1+0.8% | Added |
| Avion Wealth | 114 | $8.00K | 0.00% | +13+12.9% | Added |
| Aventus Investment Advisors, Inc. | 110 | $7.99K | 0.01% | +110 | New |
| Ransom Advisory, Ltd | 109 | $7.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $7.84K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 104 | $7.55K | 0.00% | −588−85.0% | Reduced |
| AdvisorNet Financial, Inc | 104 | $7.55K | 0.00% | −166−61.5% | Reduced |
| Ridgewood Investments LLC | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $7.26K | 0.01% | +100 | New |
| TCTC Holdings, LLC | 99 | $7.19K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 98 | $7.09K | 0.00% | −28,245−99.7% | Reduced |
| Pacific Center for Financial Services | 95 | $6.92K | 0.00% | +1+1.1% | Added |
| Rise Advisors, LLC | 95 | $6.88K | 0.00% | +2+2.2% | Added |
| NewSquare Capital LLC | 94 | $6.83K | 0.00% | −15−13.8% | Reduced |
| Kilter Group LLC | 80 | $5.81K | 0.00% | +80 | New |
| GPS Wealth Strategies Group, LLC | 80 | $5.81K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 80 | $5.81K | 0.00% | +80 | New |
| Sachetta, LLC | 71 | $5.17K | 0.00% | +37+108.8% | Added |