Institutional Ownership Alexandria Real Estate Equities, Inc. (ARE)
This table provides information about the institutional ownership of Alexandria Real Estate Equities, Inc. (ARE). We have compiled data on the 733 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
447
shares
|
$38,392
0.02% of portfolio
|
Q1 2025
Reduced 23.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
431
shares
|
$37,018
0.0% of portfolio
|
Q2 2025
Reduced 44.46%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
417
shares
|
$35,816
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
416
shares
|
$35,730
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
395
shares
|
$33,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
377
shares
|
$32,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
376
shares
|
$32,294
0.01% of portfolio
|
Q4 2023
Added 429.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
366
shares
|
$31,435
0.0% of portfolio
|
Q2 2025
Reduced 45.37%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
361
shares
|
$31,006
0.0% of portfolio
|
Q2 2025
Added 179.84%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
350
shares
|
$30,061
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
344
shares
|
$29,546
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
334
shares
|
$28,687
0.02% of portfolio
|
Q2 2025
Reduced 25.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
326
shares
|
$28,000
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
319
shares
|
$27,398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
312
shares
|
$26,797
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
293
shares
|
$25,165
0.01% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
284
shares
|
$24,392
0.0% of portfolio
|
Q2 2025
Reduced 67.39%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
276
shares
|
$23,705
0.0% of portfolio
|
Q2 2025
Reduced 50.71%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
265
shares
|
$22,760
0.0% of portfolio
|
Q2 2025
Reduced 41.11%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
237
shares
|
$20,355
0.0% of portfolio
|
Q2 2025
Reduced 44.63%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
231
shares
|
$19,840
0.0% of portfolio
|
Q1 2025
Added 111.93%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
220
shares
|
$18,895
0.0% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
220
shares
|
$18,895
0.0% of portfolio
|
Q2 2024
Added 214.29%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
215
shares
|
$18,466
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
203
shares
|
$17,435
0.0% of portfolio
|
Q2 2025
Added 170.67%
|