Purchases and Sales Made in Q2 2024 in Alexandria Real Estate Equities, Inc. (ARE)
This table provides information about the institutional ownership of Alexandria Real Estate Equities, Inc. (ARE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38+ 26.39% |
$4.32K - $4.92K
|
182
$18.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31+ 155.0% |
$3.52K - $4.02K
|
51
$5.08K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
31+ 1.38% |
$3.52K - $4.02K
|
2.27K
$226K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
31+ 6.2% |
$3.52K - $4.02K
|
531
$52.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31New |
$3.52K - $4.02K
|
31
$3.09K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
29+ 0.31% |
$3.29K - $3.76K
|
9.35K
$931K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
28New |
$3.18K - $3.63K
|
28
$2.79K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 24.55% |
$3.07K - $3.5K
|
137
$13.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 3.23% |
$2.95K - $3.37K
|
830
$82.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
24New |
$2.73K - $3.11K
|
24
$2.39K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
24+ 3.16% |
$2.73K - $3.11K
|
784
$78.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
23+ 0.83% |
$2.61K - $2.98K
|
2.78K
$277K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
21New |
$2.38K - $2.72K
|
21
$2.09K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$2.27K - $2.59K
|
20
$1.99K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19New |
$2.16K - $2.46K
|
19
$1.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
17New |
$1.93K - $2.2K
|
17
$1.69K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
17New |
$1.93K - $2.2K
|
17
$1.69K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15New |
$1.7K - $1.94K
|
15
$1.49K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13+ 0.74% |
$1.48K - $1.68K
|
1.77K
$176K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.26% |
$1.48K - $1.68K
|
5.01K
$499K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
13New |
$1.48K - $1.68K
|
13
$1.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13+ 0.74% |
$1.48K - $1.68K
|
1.77K
$176K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11New |
$1.25K - $1.43K
|
11
$1.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11New |
$1.25K - $1.43K
|
11
$1.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 66.67% |
$1.14K - $1.3K
|
25
$2.49K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
8+ 2.95% |
$908 - $1.04K
|
279
$27.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
8+ 1.6% |
$908 - $1.04K
|
508
$50.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 1.76% |
$908 - $1.04K
|
463
$46.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7+ 18.42% |
$795 - $907
|
45
$4.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7+ 1.87% |
$795 - $907
|
381
$38K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7New |
$795 - $907
|
7
$697
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
7New |
$795 - $907
|
7
$697
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 1.52% |
$681 - $778
|
402
$40.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 4.51% |
$681 - $778
|
139
$13.8K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 11.63% |
$568 - $648
|
48
$4.78K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5New |
$568 - $648
|
5
$498
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 100.0% |
$568 - $648
|
10
$996
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5New |
$568 - $648
|
5
$498
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 3.68% |
$568 - $648
|
141
$14K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4+ 0.17% |
$454 - $518
|
2.35K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 4.6% |
$454 - $518
|
91
$9.07K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3+ 1.25% |
$341 - $389
|
243
$24.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$341 - $389
|
3
$299
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3+ 150.0% |
$341 - $389
|
5
$498
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 1.76% |
$341 - $389
|
173
$17.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
3New |
$341 - $389
|
3
$299
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 0.62% |
$341 - $389
|
488
$48.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 1.11% |
$114 - $130
|
91
$9.07K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 7.69% |
$114 - $130
|
14
$1.39K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$114 - $130
|
1
$99.6
|