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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
55+ 16.98% |
$6.2K - $7.14K
|
379
$36.8K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
54+ 0.04% |
$6.09K - $7.01K
|
151K
$14.6M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 119.05% |
$5.64K - $6.49K
|
92
$8.93K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
50+ 50.0% |
$5.64K - $6.49K
|
150
$14.6K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
47+ 0.95% |
$5.3K - $6.1K
|
5K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47+ 1.64% |
$5.3K - $6.1K
|
2.92K
$283K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
47+ 2.61% |
$5.3K - $6.1K
|
1.85K
$179K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
41+ 14.8% |
$4.62K - $5.32K
|
318
$30.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35New |
$3.95K - $4.54K
|
35
$3.4K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
35+ 1.68% |
$3.95K - $4.54K
|
2.12K
$205K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32New |
$3.61K - $4.15K
|
32
$3.1K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
30New |
$3.38K - $3.89K
|
30
$2.91K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 3.74% |
$3.27K - $3.76K
|
804
$78K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24New |
$2.71K - $3.11K
|
24
$2.33K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
23New |
$2.59K - $2.98K
|
23
$2.23K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
21+ 0.32% |
$2.37K - $2.72K
|
6.6K
$641K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 5.32% |
$2.26K - $2.6K
|
396
$38.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 500.0% |
$2.26K - $2.6K
|
24
$2.33K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 3.41% |
$1.69K - $1.95K
|
455
$44.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15+ 88.24% |
$1.69K - $1.95K
|
32
$3.1K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15+ 65.22% |
$1.69K - $1.95K
|
38
$3.69K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13New |
$1.47K - $1.69K
|
13
$1.26K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
13+ 2.75% |
$1.47K - $1.69K
|
485
$47.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 4.0% |
$1.24K - $1.43K
|
286
$27.7K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
10New |
$1.13K - $1.3K
|
10
$970
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
8+ 0.37% |
$902 - $1.04K
|
2.18K
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
7New |
$789 - $908
|
7
$679
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6New |
$677 - $779
|
6
$582
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 1.4% |
$677 - $779
|
434
$42.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 3.0% |
$677 - $779
|
206
$20K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 3.82% |
$564 - $649
|
136
$13.2K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 9.76% |
$451 - $519
|
45
$4.37K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4New |
$451 - $519
|
4
$388
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 30.0% |
$338 - $389
|
13
$1.26K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 20.0% |
$338 - $389
|
18
$1.75K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 1.9% |
$338 - $389
|
161
$15.6K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 3.57% |
$338 - $389
|
87
$8.44K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.64% |
$226 - $260
|
314
$30.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.13% |
$226 - $260
|
1.54K
$150K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 18.18% |
$226 - $260
|
13
$1.26K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 4.88% |
$226 - $260
|
43
$4.17K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 20.0% |
$113 - $130
|
6
$582
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 1.69% |
$113 - $130
|
60
$5.82K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 1.12% |
$113 - $130
|
90
$8.73K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 1.22% |
$113 - $130
|
83
$8.05K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.73% |
$226 - $260
|
271
$26.3K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3- 0.1% |
$338 - $389
|
3.02K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5- 0.02% |
$564 - $649
|
25.6K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6- 75.0% |
$677 - $779
|
2
$194
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10- 4.88% |
$1.13K - $1.3K
|
195
$18.9K
|