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 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5+ 19.23% |
$580 - $854
|
31
$3.02K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5New |
$580 - $854
|
5
$488
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$580 - $854
|
5
$488
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.77% |
$464 - $683
|
521
$50.8K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.04% |
$348 - $512
|
6.84K
$667K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3+ 300.0% |
$348 - $512
|
4
$390
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.82% |
$348 - $512
|
370
$36.1K
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2+ 0.06% |
$232 - $342
|
3.27K
$319K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2New |
$232 - $342
|
2
$195
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 1.18% |
$116 - $171
|
86
$8.39K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 1.94% |
$232 - $342
|
101
$9.85K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 1.83% |
$348 - $512
|
161
$15.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 18.75% |
$348 - $512
|
13
$1.27K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7- 15.56% |
$812 - $1.2K
|
38
$3.71K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 43.75% |
$812 - $1.2K
|
9
$878
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7- 8.86% |
$812 - $1.2K
|
72
$7.02K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-8- 19.51% |
$928 - $1.37K
|
33
$3.22K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-9- 0.2% |
$1.04K - $1.54K
|
4.54K
$443K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10- 22.22% |
$1.16K - $1.71K
|
35
$3.41K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17- 0.2% |
$1.97K - $2.9K
|
8.66K
$845K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-19- 6.35% |
$2.21K - $3.25K
|
280
$27.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-20- 2.01% |
$2.32K - $3.42K
|
974
$95K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-24- 0.78% |
$2.79K - $4.1K
|
3.04K
$296K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-30- 0.02% |
$3.48K - $5.12K
|
182K
$17.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-31- 44.29% |
$3.6K - $5.3K
|
39
$3.8K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-35- 0.15% |
$4.06K - $5.98K
|
22.8K
$2.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39- 34.82% |
$4.53K - $6.66K
|
73
$7.12K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-46- 1.53% |
$5.34K - $7.86K
|
2.96K
$289K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47- 37.3% |
$5.45K - $8.03K
|
79
$7.71K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-48- 0.61% |
$5.57K - $8.2K
|
7.84K
$765K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-48- 33.57% |
$5.57K - $8.2K
|
95
$9.27K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-57- 1.01% |
$6.62K - $9.74K
|
5.61K
$547K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-60- 18.4% |
$6.96K - $10.2K
|
266
$25.9K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-63- 14.45% |
$7.31K - $10.8K
|
373
$36.4K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-69- 5.5% |
$8.01K - $11.8K
|
1.19K
$116K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-82- 1.85% |
$9.52K - $14K
|
4.35K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-86- 3.54% |
$9.98K - $14.7K
|
2.35K
$229K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-89- 3.93% |
$10.3K - $15.2K
|
2.17K
$212K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-95- 79.17% |
$11K - $16.2K
|
25
$2.44K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-97- 1.42% |
$11.3K - $16.6K
|
6.73K
$657K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-98- 12.61% |
$11.4K - $16.7K
|
679
$66.2K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-100- 22.03% |
$11.6K - $17.1K
|
354
$34.5K
|
|
|
May 11, 2023
Q1 2023
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-110- 9.57% |
$12.8K - $18.8K
|
1.04K
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-119- 1.95% |
$13.8K - $20.3K
|
5.98K
$584K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-123- 87.23% |
$14.3K - $21K
|
18
$1.76K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-133- 46.5% |
$15.4K - $22.7K
|
153
$14.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-147- 5.15% |
$17.1K - $25.1K
|
2.71K
$264K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-151- 79.06% |
$17.5K - $25.8K
|
40
$3.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-156- 7.22% |
$18.1K - $26.6K
|
2.01K
$196K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-158- 5.08% |
$18.3K - $27K
|
2.95K
$288K
|