Institutional Ownership Alexandria Real Estate Equities, Inc. (ARE)
This table provides information about the institutional ownership of Alexandria Real Estate Equities, Inc. (ARE). We have compiled data on the 782 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $7.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
80
shares
|
$4,067
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
72
shares
|
$3,660
0.0% of portfolio
|
Q4 2023
Added 300.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
70
shares
|
$3,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
70
shares
|
$3,558
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
68
shares
|
$3,457
0.01% of portfolio
|
Q1 2022
Reduced 80.23%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
67
shares
|
$3,406
0.0% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
66
shares
|
$3,355
0.0% of portfolio
|
Q2 2025
Added 312.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
65
shares
|
$3,304
0.0% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
63
shares
|
$3,202
0.0% of portfolio
|
Q2 2025
Added 96.88%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
60
shares
|
$3,050
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
58
shares
|
$2,948
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
56
shares
|
$2,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
55
shares
|
$2,796
0.0% of portfolio
|
Q3 2025
Added 48.65%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
52
shares
|
$2,643
0.0% of portfolio
|
Q3 2025
Reduced 26.76%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
52
shares
|
$2,643
0.0% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
50
shares
|
$2,542
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
49
shares
|
$2,491
0.0% of portfolio
|
Q3 2025
Added 32.43%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
48
shares
|
$2,440
0.0% of portfolio
|
Q3 2025
Reduced 59.66%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
42
shares
|
$2,135
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
41
shares
|
$2,084
0.0% of portfolio
|
Q3 2022
Added 64.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
37
shares
|
$1,881
0.0% of portfolio
|
Q3 2025
Added 19.35%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
36
shares
|
$1,830
0.0% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
33
shares
|
$1,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
33
shares
|
$1,677
0.0% of portfolio
|
Q4 2024
Added 120.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
31
shares
|
$1,576
0.0% of portfolio
|
Q3 2025
Added 24.0%
|
|