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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
95
shares
|
$8,159
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
95
shares
|
$8,159
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
94
shares
|
$8,073
0.0% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
80
shares
|
$6,871
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
80
shares
|
$6,871
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
80
shares
|
$6,871
0.0% of portfolio
|
Q1 2025
Reduced 75.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
72
shares
|
$6,184
0.0% of portfolio
|
Q4 2023
Added 300.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
71
shares
|
$6,098
0.0% of portfolio
|
Q2 2025
Added 108.82%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
70
shares
|
$6,012
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
68
shares
|
$5,840
0.01% of portfolio
|
Q1 2022
Reduced 80.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
66
shares
|
$5,668
0.0% of portfolio
|
Q2 2025
Added 312.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
64
shares
|
$5,496
0.0% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
63
shares
|
$5,411
0.0% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
63
shares
|
$5,411
0.0% of portfolio
|
Q2 2025
Added 96.88%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
60
shares
|
$5,153
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
58
shares
|
$4,981
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
58
shares
|
$4,981
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
56
shares
|
$4,809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
51
shares
|
$4,380
0.0% of portfolio
|
Q2 2025
Added 64.52%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$4,294
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
49
shares
|
$4,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
43
shares
|
$3,693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
42
shares
|
$3,607
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
41
shares
|
$3,521
0.0% of portfolio
|
Q3 2022
Added 64.0%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
37
shares
|
$3,177
0.0% of portfolio
|
Q2 2025
New holding
|