Purchases and Sales Made in Q1 2023 in Alexandria Real Estate Equities, Inc. (ARE)
This table provides information about the institutional ownership of Alexandria Real Estate Equities, Inc. (ARE) during Q1 2023. The information is specifically focused on institutions that hold shares of ALEXANDRIA REAL ESTATE EQUITIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
197+ 5.43% |
$22.9K - $33.7K
|
3.83K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
179+ 2.45% |
$20.8K - $30.6K
|
7.48K
$730K
|
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
177+ 2.5% |
$20.5K - $30.2K
|
7.24K
$707K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
158+ 104.64% |
$18.3K - $27K
|
309
$30.1K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
158+ 2.74% |
$18.3K - $27K
|
5.93K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
148+ 8.87% |
$17.2K - $25.3K
|
1.82K
$177K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
147+ 1.07% |
$17.1K - $25.1K
|
13.9K
$1.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
140+ 7.12% |
$16.2K - $23.9K
|
2.11K
$205K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
132+ 115.79% |
$15.3K - $22.5K
|
246
$24K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
132+ 7.68% |
$15.3K - $22.5K
|
1.85K
$180K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
127+ 3.54% |
$14.7K - $21.7K
|
3.72K
$363K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
126+ 1.19% |
$14.6K - $21.5K
|
10.7K
$1.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
122+ 27.23% |
$14.2K - $20.8K
|
570
$55.6K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
122+ 677.78% |
$14.2K - $20.8K
|
140
$13.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
102+ 6.08% |
$11.8K - $17.4K
|
1.78K
$174K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
95New |
$11K - $16.2K
|
95
$9.27K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
77+ 3.49% |
$8.94K - $13.2K
|
2.28K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
76+ 71.03% |
$8.82K - $13K
|
183
$17.9K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
67+ 3.4% |
$7.78K - $11.4K
|
2.04K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
66+ 3.1% |
$7.66K - $11.3K
|
2.2K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
62New |
$7.2K - $10.6K
|
62
$6.05K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
62+ 3.14% |
$7.2K - $10.6K
|
2.04K
$199K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
54+ 0.68% |
$6.27K - $9.22K
|
8K
$781K
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
50+ 0.09% |
$5.8K - $8.54K
|
58.6K
$5.71M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
45+ 128.57% |
$5.22K - $7.69K
|
80
$7.8K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
43+ 61.43% |
$4.99K - $7.35K
|
113
$11K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
39+ 15.06% |
$4.53K - $6.66K
|
298
$29.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
38New |
$4.41K - $6.49K
|
38
$3.71K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
36+ 1.66% |
$4.18K - $6.15K
|
2.2K
$215K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
36New |
$4.18K - $6.15K
|
36
$3.51K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
35+ 1.12% |
$4.06K - $5.98K
|
3.17K
$309K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
34New |
$3.95K - $5.81K
|
34
$3.32K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30New |
$3.48K - $5.12K
|
30
$2.93K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
28+ 0.47% |
$3.25K - $4.78K
|
6K
$585K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
27+ 1350.0% |
$3.13K - $4.61K
|
29
$2.83K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
27+ 9.06% |
$3.13K - $4.61K
|
325
$31.7K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
26+ 23.85% |
$3.02K - $4.44K
|
135
$13.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
25+ 8.22% |
$2.9K - $4.27K
|
329
$32.1K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
24+ 3.76% |
$2.79K - $4.1K
|
662
$64.6K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$2.32K - $3.42K
|
20
$1.95K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
20+ 4.07% |
$2.32K - $3.42K
|
511
$49.8K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
15New |
$1.74K - $2.56K
|
15
$1.46K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.39% |
$1.74K - $2.56K
|
3.89K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14+ 0.27% |
$1.62K - $2.39K
|
5.14K
$501K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11New |
$1.28K - $1.88K
|
11
$1.07K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11+ 0.33% |
$1.28K - $1.88K
|
3.34K
$326K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$1.16K - $1.71K
|
10
$976
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7+ 0.37% |
$812 - $1.2K
|
1.91K
$187K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6New |
$696 - $1.02K
|
6
$585
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$696 - $1.02K
|
6
$585
|