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 710 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
56
shares
|
$6,143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
56
shares
|
$6,143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
50
shares
|
$5,485
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
49
shares
|
$5,375
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
46
shares
|
$5,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
43
shares
|
$4,717
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
41
shares
|
$4,497
0.0% of portfolio
|
Q3 2022
Added 64.0%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
40
shares
|
$4,388
0.0% of portfolio
|
Q1 2023
Reduced 79.06%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
36
shares
|
$3,949
0.0% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
36
shares
|
$3,949
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
33
shares
|
$3,620
0.0% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
31
shares
|
$3,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
26
shares
|
$2,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
26
shares
|
$2,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
25
shares
|
$2,742
0.0% of portfolio
|
Q3 2024
Added 78.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
24
shares
|
$2,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
23
shares
|
$2,523
0.0% of portfolio
|
Q3 2024
Added 43.75%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
21
shares
|
$2,303
0.0% of portfolio
|
Q2 2024
Reduced 98.86%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
21
shares
|
$2,303
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
20
shares
|
$2,194
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
20
shares
|
$2,194
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
20
shares
|
$2,194
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
19
shares
|
$2,084
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
17
shares
|
$1,864
0.0% of portfolio
|
Q2 2024
Reduced 89.44%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
17
shares
|
$1,864
0.0% of portfolio
|
Q3 2024
Reduced 29.17%
|