Purchases and Sales Made in Q1 2024 in Alexandria Real Estate Equities, Inc. (ARE)
This table provides information about the institutional ownership of Alexandria Real Estate Equities, Inc. (ARE) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 1.22% |
$113 - $130
|
83
$6.4K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 1.12% |
$113 - $130
|
90
$6.94K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 1.69% |
$113 - $130
|
60
$4.62K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.73% |
$226 - $260
|
271
$20.9K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3- 0.1% |
$338 - $389
|
3.02K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5- 0.02% |
$564 - $649
|
25.6K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6- 75.0% |
$677 - $779
|
2
$154
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10- 4.88% |
$1.13K - $1.3K
|
195
$15K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-10- 0.15% |
$1.13K - $1.3K
|
6.48K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-12- 75.0% |
$1.35K - $1.56K
|
4
$308
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16- 1.77% |
$1.8K - $2.08K
|
888
$68.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 17.89% |
$1.92K - $2.21K
|
78
$6.01K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 24.64% |
$1.92K - $2.21K
|
52
$4.01K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-20- 20.2% |
$2.26K - $2.6K
|
79
$6.09K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-20- 0.21% |
$2.26K - $2.6K
|
9.37K
$722K
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-27- 0.04% |
$3.04K - $3.5K
|
60.9K
$4.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-27- 19.71% |
$3.04K - $3.5K
|
110
$8.48K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-36- 1.94% |
$4.06K - $4.67K
|
1.82K
$140K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-36- 0.47% |
$4.06K - $4.67K
|
7.58K
$584K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-37- 1.18% |
$4.17K - $4.8K
|
3.11K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-39- 7.53% |
$4.4K - $5.06K
|
479
$36.9K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-47- 39.17% |
$5.3K - $6.1K
|
73
$5.63K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-47- 97.92% |
$5.3K - $6.1K
|
1
$77.1
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-55- 1.36% |
$6.2K - $7.14K
|
3.99K
$308K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-58- 4.85% |
$6.54K - $7.53K
|
1.14K
$87.8K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-60- 83.33% |
$6.77K - $7.79K
|
12
$925
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-60- 0.7% |
$6.77K - $7.79K
|
8.55K
$659K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-61- 0.47% |
$6.88K - $7.91K
|
12.8K
$987K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-70- 2.67% |
$7.89K - $9.08K
|
2.55K
$197K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-79- 1.72% |
$8.91K - $10.3K
|
4.53K
$349K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-83- 1.33% |
$9.36K - $10.8K
|
6.14K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-86- 0.66% |
$9.7K - $11.2K
|
13K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-89- 1.89% |
$10K - $11.5K
|
4.63K
$357K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-89- 38.2% |
$10K - $11.5K
|
144
$11.1K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-101- 94.39% |
$11.4K - $13.1K
|
6
$462
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-102- 4.79% |
$11.5K - $13.2K
|
2.03K
$156K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-106- 3.17% |
$12K - $13.8K
|
3.24K
$249K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-106- 0.1% |
$12K - $13.8K
|
102K
$7.85M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-112- 6.03% |
$12.6K - $14.5K
|
1.75K
$135K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-114- 1.75% |
$12.9K - $14.8K
|
6.4K
$493K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-122- 28.84% |
$13.8K - $15.8K
|
301
$23.2K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-126- 0.19% |
$14.2K - $16.3K
|
65.3K
$5.03M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
SELL
|
- |
-143- 2.38% |
$16.1K - $18.6K
|
5.86K
$452K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-144- 15.19% |
$16.2K - $18.7K
|
804
$62K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-145- 3.71% |
$16.4K - $18.8K
|
3.76K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-157- 5.33% |
$17.7K - $20.4K
|
2.79K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-158- 0.14% |
$17.8K - $20.5K
|
109K
$8.4M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-163- 5.15% |
$18.4K - $21.1K
|
3K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-170- 0.19% |
$19.2K - $22.1K
|
87.2K
$6.72M
|