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 |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
10
shares
|
$788
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
10
shares
|
$788
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
10
shares
|
$788
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
10
shares
|
$788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
9
shares
|
$710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
9
shares
|
$710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
7
shares
|
$552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
7
shares
|
$552
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6
shares
|
$473
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
6
shares
|
$473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
6
shares
|
$473
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6
shares
|
$473
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
6
shares
|
$473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
5
shares
|
$394
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5
shares
|
$394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5
shares
|
$394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
5
shares
|
$394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$394
0.0% of portfolio
|
Q2 2022
Reduced 88.37%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
5
shares
|
$394
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
4
shares
|
$315
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3
shares
|
$236
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3
shares
|
$236
0.0% of portfolio
|
Q2 2025
Reduced 98.74%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3
shares
|
$236
0.0% of portfolio
|
Q2 2023
Reduced 95.83%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
2
shares
|
$157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2
shares
|
$157
0.0% of portfolio
|
Q1 2025
New holding
|