Purchases and Sales Made in Q2 2023 in Alexandria Real Estate Equities, Inc. (ARE)
This table provides information about the institutional ownership of Alexandria Real Estate Equities, Inc. (ARE) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
82+ 0.44% |
$8.94K - $10.3K
|
18.6K
$1.88M
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
69+ 4.75% |
$7.53K - $8.64K
|
1.52K
$154K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
64New |
$6.98K - $8.02K
|
64
$6.46K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
57+ 0.49% |
$6.22K - $7.14K
|
11.7K
$1.18M
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
53+ 6.17% |
$5.78K - $6.64K
|
912
$92K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
50+ 1000.0% |
$5.45K - $6.26K
|
55
$5.55K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
47+ 0.84% |
$5.13K - $5.89K
|
5.65K
$570K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
38+ 0.18% |
$4.15K - $4.76K
|
21.7K
$2.19M
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
36+ 0.24% |
$3.93K - $4.51K
|
15.2K
$1.54M
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 144.0% |
$3.93K - $4.51K
|
61
$6.16K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30New |
$3.27K - $3.76K
|
30
$3.03K
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
29+ 0.14% |
$3.16K - $3.63K
|
20.6K
$2.08M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
26+ 0.4% |
$2.84K - $3.26K
|
6.57K
$664K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
25+ 7.69% |
$2.73K - $3.13K
|
350
$35.3K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
24+ 30.0% |
$2.62K - $3.01K
|
104
$10.5K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23New |
$2.51K - $2.88K
|
23
$2.32K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 0.71% |
$2.29K - $2.63K
|
2.98K
$301K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20New |
$2.18K - $2.5K
|
20
$2.02K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 22.78% |
$1.96K - $2.25K
|
97
$9.79K
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
15+ 0.74% |
$1.64K - $1.88K
|
2.05K
$207K
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
15+ 9.09% |
$1.64K - $1.88K
|
180
$18.2K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.3% |
$1.64K - $1.88K
|
4.97K
$501K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 63.64% |
$1.53K - $1.75K
|
36
$3.63K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 13.68% |
$1.42K - $1.63K
|
108
$10.9K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12New |
$1.31K - $1.5K
|
12
$1.21K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$1.09K - $1.25K
|
10
$1.01K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 0.93% |
$982 - $1.13K
|
973
$98.2K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 1.15% |
$654 - $751
|
527
$53.2K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
6+ 2.14% |
$654 - $751
|
286
$28.9K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6New |
$654 - $751
|
6
$606
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 2.54% |
$654 - $751
|
242
$24.4K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$545 - $626
|
5
$505
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
5+ 3.25% |
$545 - $626
|
159
$16K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5New |
$545 - $626
|
5
$505
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4+ 100.0% |
$436 - $501
|
8
$807
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4New |
$436 - $501
|
4
$404
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3+ 0.08% |
$327 - $376
|
3.8K
$383K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3New |
$327 - $376
|
3
$303
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.8% |
$327 - $376
|
376
$37.9K
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$218 - $250
|
1.87K
$189K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 5.56% |
$218 - $250
|
38
$3.84K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.22% |
$109 - $125
|
83
$8.38K
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 1.16% |
$109 - $125
|
87
$8.78K
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 1.43% |
$218 - $250
|
138
$13.9K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3- 13.04% |
$327 - $376
|
20
$2.02K
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.04% |
$327 - $376
|
6.84K
$690K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 3.96% |
$436 - $501
|
97
$9.79K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-5- 0.09% |
$545 - $626
|
5.45K
$550K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6- 75.0% |
$654 - $751
|
2
$202
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6- 15.79% |
$654 - $751
|
32
$3.23K
|