Purchases and Sales Made in Q3 2023 in Alexandria Real Estate Equities, Inc. (ARE)
This table provides information about the institutional ownership of Alexandria Real Estate Equities, Inc. (ARE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
131New |
$12.9K - $16.7K
|
131
$13K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
123+ 0.27% |
$12.1K - $15.7K
|
46.1K
$4.57M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
116+ 3.89% |
$11.4K - $14.8K
|
3.1K
$307K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
115+ 32.86% |
$11.3K - $14.6K
|
465
$46.1K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
111+ 61.67% |
$10.9K - $14.1K
|
291
$28.9K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
102+ 5.01% |
$10K - $13K
|
2.14K
$212K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.34% |
$9.85K - $12.7K
|
29.6K
$2.93M
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
89+ 0.39% |
$8.77K - $11.3K
|
22.7K
$2.25M
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
82+ 59.42% |
$8.08K - $10.4K
|
220
$21.8K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
74+ 45.12% |
$7.29K - $9.42K
|
238
$23.6K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
70New |
$6.9K - $8.91K
|
70
$6.94K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
68+ 377.78% |
$6.7K - $8.66K
|
86
$8.53K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
67+ 4.41% |
$6.6K - $8.53K
|
1.59K
$157K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
60+ 1.06% |
$5.91K - $7.64K
|
5.71K
$566K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
55New |
$5.42K - $7K
|
55
$5.45K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
55+ 137.5% |
$5.42K - $7K
|
95
$9.42K
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
50+ 0.1% |
$4.93K - $6.37K
|
50K
$4.96M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$4.93K - $6.37K
|
50
$4.96K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50New |
$4.93K - $6.37K
|
50
$4.96K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$4.93K - $6.37K
|
50
$4.96K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
48+ 208.7% |
$4.73K - $6.11K
|
71
$7.04K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 342.86% |
$4.73K - $6.11K
|
62
$6.15K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
46+ 25.56% |
$4.53K - $5.86K
|
226
$22.4K
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
41+ 1.61% |
$4.04K - $5.22K
|
2.59K
$257K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
39New |
$3.84K - $4.97K
|
39
$3.87K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
37+ 17.62% |
$3.64K - $4.71K
|
247
$24.5K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33+ 31.73% |
$3.25K - $4.2K
|
137
$13.6K
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
33+ 1.55% |
$3.25K - $4.2K
|
2.16K
$214K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 28.7% |
$3.05K - $3.95K
|
139
$13.8K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 3.85% |
$2.76K - $3.57K
|
756
$75K
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
22+ 0.1% |
$2.17K - $2.8K
|
21.7K
$2.16M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
20New |
$1.97K - $2.55K
|
20
$1.98K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
20+ 12.58% |
$1.97K - $2.55K
|
179
$17.8K
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
19+ 0.38% |
$1.87K - $2.42K
|
5.03K
$499K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
18+ 0.35% |
$1.77K - $2.29K
|
5.12K
$507K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
17New |
$1.67K - $2.16K
|
17
$1.69K
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
15+ 0.05% |
$1.48K - $1.91K
|
29.3K
$2.91M
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 1.13% |
$1.08K - $1.4K
|
984
$97.6K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
11New |
$1.08K - $1.4K
|
11
$1.09K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$985 - $1.27K
|
10
$992
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 225.0% |
$887 - $1.15K
|
13
$1.29K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 27.27% |
$887 - $1.15K
|
42
$4.17K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 9.09% |
$887 - $1.15K
|
108
$10.7K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
9+ 0.05% |
$887 - $1.15K
|
16.5K
$1.63M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 80.0% |
$788 - $1.02K
|
18
$1.79K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 300.0% |
$591 - $764
|
8
$793
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 3.97% |
$493 - $637
|
131
$13K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 100.0% |
$493 - $637
|
10
$992
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 15.63% |
$493 - $637
|
37
$3.67K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 7.81% |
$493 - $637
|
69
$6.84K
|