Purchases and Sales Made in Q4 2023 in Alexandria Real Estate Equities, Inc. (ARE)
This table provides information about the institutional ownership of Alexandria Real Estate Equities, Inc. (ARE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
175+ 0.64% |
$16K - $23.5K
|
27.4K
$2.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
174New |
$15.9K - $23.4K
|
174
$17.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
171+ 275.81% |
$15.7K - $23K
|
233
$23.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
170New |
$15.6K - $22.9K
|
170
$17.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
160+ 122.14% |
$14.7K - $21.5K
|
291
$29.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
159+ 1.72% |
$14.6K - $21.4K
|
9.39K
$961K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
154+ 46.11% |
$14.1K - $20.7K
|
488
$49.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150+ 340.91% |
$13.7K - $20.2K
|
194
$19.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146New |
$13.4K - $19.6K
|
146
$14.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
146+ 0.15% |
$13.4K - $19.6K
|
98.4K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
119+ 3.87% |
$10.9K - $16K
|
3.19K
$326K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
114+ 0.35% |
$10.4K - $15.3K
|
32.3K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
109+ 1.28% |
$9.99K - $14.7K
|
8.61K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.34% |
$9.17K - $13.4K
|
29.7K
$3.03M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.23% |
$9.17K - $13.4K
|
42.8K
$4.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
99New |
$9.07K - $13.3K
|
99
$10.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
97+ 510.53% |
$8.89K - $13K
|
116
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
89+ 0.29% |
$8.16K - $12K
|
30.4K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
89+ 4.14% |
$8.16K - $12K
|
2.24K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
85+ 116.44% |
$7.79K - $11.4K
|
158
$16.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
85+ 29.21% |
$7.79K - $11.4K
|
376
$38.4K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
85New |
$7.79K - $11.4K
|
85
$8.69K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
78New |
$7.15K - $10.5K
|
78
$7.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73+ 0.66% |
$6.69K - $9.81K
|
11.1K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69New |
$6.32K - $9.28K
|
69
$7.06K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65New |
$5.96K - $8.74K
|
65
$6.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
59New |
$5.41K - $7.93K
|
59
$6.03K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
54+ 2.7% |
$4.95K - $7.26K
|
2.05K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
54+ 300.0% |
$4.95K - $7.26K
|
72
$7.36K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50+ 25.0% |
$4.58K - $6.72K
|
250
$25.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
48+ 50.53% |
$4.4K - $6.45K
|
143
$14.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48+ 20.34% |
$4.4K - $6.45K
|
284
$29K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
43New |
$3.94K - $5.78K
|
43
$4.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
42New |
$3.85K - $5.65K
|
42
$4.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
40New |
$3.67K - $5.38K
|
40
$4.09K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 13.68% |
$3.57K - $5.24K
|
324
$33.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
38+ 0.14% |
$3.48K - $5.11K
|
27.4K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
36+ 1.34% |
$3.3K - $4.84K
|
2.73K
$279K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
36+ 0.79% |
$3.3K - $4.84K
|
4.61K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
35+ 0.71% |
$3.21K - $4.71K
|
4.95K
$506K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
33+ 0.55% |
$3.02K - $4.44K
|
6.01K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
31+ 182.35% |
$2.84K - $4.17K
|
48
$4.91K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
30+ 1.47% |
$2.75K - $4.03K
|
2.07K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
28+ 11.34% |
$2.57K - $3.76K
|
275
$28.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 180.0% |
$2.47K - $3.63K
|
42
$4.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
25+ 0.44% |
$2.29K - $3.36K
|
5.69K
$581K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 156.25% |
$2.29K - $3.36K
|
41
$4.19K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$1.92K - $2.82K
|
21
$2.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
20New |
$1.83K - $2.69K
|
20
$2.05K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20+ 0.98% |
$1.83K - $2.69K
|
2.07K
$211K
|