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 728 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
36
shares
|
$2,840
0.0% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
34
shares
|
$2,682
0.0% of portfolio
|
Q1 2025
Added 78.95%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
33
shares
|
$2,603
0.0% of portfolio
|
Q4 2024
Added 120.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
31
shares
|
$2,445
0.0% of portfolio
|
Q1 2025
Added 106.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
31
shares
|
$2,445
0.0% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
31
shares
|
$2,445
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
30
shares
|
$2,366
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
30
shares
|
$2,366
0.0% of portfolio
|
Q1 2025
Reduced 55.22%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
27
shares
|
$2,130
0.0% of portfolio
|
Q1 2025
Reduced 34.15%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
26
shares
|
$2,051
0.0% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
25
shares
|
$1,972
0.0% of portfolio
|
Q1 2025
Reduced 24.24%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
25
shares
|
$1,972
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
21
shares
|
$1,656
0.0% of portfolio
|
Q2 2024
Reduced 98.86%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
21
shares
|
$1,656
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
20
shares
|
$1,577
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$1,577
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
20
shares
|
$1,577
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
16
shares
|
$1,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
16
shares
|
$1,262
0.0% of portfolio
|
Q1 2025
Reduced 93.5%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
16
shares
|
$1,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
16
shares
|
$1,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
15
shares
|
$1,183
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
15
shares
|
$1,183
0.0% of portfolio
|
Q1 2025
Reduced 59.46%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
15
shares
|
$1,183
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
11
shares
|
$867
0.0% of portfolio
|
Q1 2025
Reduced 63.33%
|