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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 70 | $5.08K | 0.00% | +70 | New |
| Capital Advisors, Ltd. LLC | 66 | $5.00K | 0.00% | +50+312.5% | Added |
| FSA Wealth Management LLC | 64 | $4.63K | 0.00% | +1+1.6% | Added |
| Lavaca Capital LLC | 63 | $4.58K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 58 | $4.47K | 0.00% | +58 | New |
| SJS Investment Consulting Inc. | 58 | $4.21K | 0.00% | +58 | New |
| NBT Bank N A | 56 | $4.07K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 63 | $4.00K | 0.00% | −1−1.6% | Reduced |
| Bell Investment Advisors, Inc | 51 | $3.71K | 0.00% | +20+64.5% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $3.63K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 49 | $3.56K | 0.00% | +49 | New |
| Twin Peaks Wealth Advisors, LLC | 43 | $3.17K | 0.00% | +43 | New |
| DT Investment Partners, LLC | 42 | $3.05K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 40 | $2.91K | 0.00% | +10+33.3% | Added |
| Spire Wealth Management | 37 | $2.69K | 0.00% | −615−94.3% | Reduced |
| Wealth Preservation Advisors, LLC | 37 | $2.69K | 0.00% | +37 | New |
| Abound Wealth Management | 36 | $2.62K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 33 | $2.46K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 33 | $2.40K | 0.00% | +33 | New |
| Kozak & Associates, Inc. | 31 | $2.38K | 0.00% | +1+3.3% | Added |
| Financial Network Wealth Advisors LLC | 31 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 30 | $2.19K | 0.00% | −350−92.1% | Reduced |
| Princeton Global Asset Management LLC | 29 | $2.11K | 0.00% | +29 | New |
| Hughes Financial Services, LLC | 27 | $1.99K | 0.00% | +17+170.0% | Added |
| Bogart Wealth, LLC | 25 | $1.82K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $1.60K | 0.00% | −18−45.0% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $1.55K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.45K | 0.00% | +5+33.3% | Added |
| NVWM, LLC | 20 | $1.45K | 0.00% | +10+100.0% | Added |
| Activest Wealth Management | 19 | $1.38K | 0.00% | +13+216.7% | Added |
| Crewe Advisors LLC | 19 | $1.38K | 0.00% | +19 | New |
| Colonial Trust Co | 17 | $1.24K | 0.00% | −49−74.2% | Reduced |
| GFG Capital, LLC | 17 | $1.24K | 0.00% | +17 | New |
| Darwin Advisors, LLC | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $1.11K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 15 | $1.09K | 0.00% | −88−85.4% | Reduced |
| Main Street Group, LTD | 15 | $1.09K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 14 | $1.02K | 0.00% | +14 | New |
| Quest 10 Wealth Builders, Inc. | 10 | $741 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10 | $726 | 0.00% | −17−63.0% | Reduced |
| Ameritas Advisory Services, LLC | 10 | $705 | 0.00% | +10 | New |
| Sierra Ocean, LLC | 9 | $654 | 0.00% | −29−76.3% | Reduced |
| Millstone Evans Group, LLC | 9 | $654 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 9 | $654 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $654 | 0.00% | +8+800.0% | Added |
| Stephens Consulting, LLC | 9 | $654 | 0.00% | +9 | New |
| Clark Wealth Partners | 8 | $581 | 0.00% | +2+33.3% | Added |
| Key Financial Inc | 7 | $508 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $469 | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 6 | $436 | 0.00% | −36−85.7% | Reduced |
| Bokf, NA | 6 | $436 | 0.00% | −9−60.0% | Reduced |
| TFC Financial Management | 6 | $436 | 0.00% | +1+20.0% | Added |
| Quaker Wealth Management, LLC | 6 | $436 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 5 | $408 | 0.00% | −20−80.0% | Reduced |
| ORG Partners LLC | 5 | $370 | 0.00% | −5−50.0% | Reduced |
| Bear Mountain Capital, Inc. | 4 | $323 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $291 | 0.00% | +2+100.0% | Added |
| MCF Advisors LLC | 3 | $248 | 0.00% | −235−98.7% | Reduced |
| Montag A & Associates Inc | 0 | $238 | 0.00% | 0 | New |
| Newbridge Financial Services Group, Inc. | 3 | $218 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $218 | 0.00% | +3 | New |
| Copeland Capital Management, LLC | 1 | $104 | 0.00% | −2,040−100.0% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Gillson Capital LP | 0 | $0 | 0.00% | −136,600−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −95,628−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −81,596−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −45,740−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −45,381−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −44,721−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −41,906−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −38,365−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −35,513−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −30,307−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −28,265−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −24,538−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −22,670−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −22,093−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Berkley W R Corp | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −13,259−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,533−100.0% | Sold out |
| Arbor Capital Management Inc | 0 | $0 | 0.00% | −11,226−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −9,265−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,457−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,240−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −9,152−100.0% | Sold out |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −8,206−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,037−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −6,751−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,282−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,251−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,432−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,035−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,009−100.0% | Sold out |