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ARE in the 13F filings

Alexandria Real Estate Equities Inc · CUSIP 015271109

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Feb 2024
latest of these filings; the earliest 8 Feb 2024
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 2 listed it in both
Shares listed
5,443,962
combined, among listed positions
Reported value
$690m
combined, at the quarter end

Among the 93 comparable managers: 3 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ARE in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
Invesco Ltd3,760,610$477m0.11%Added+1,106,52113 Feb 2024 (the filing on sec.gov)
MFS Investment Management901,528$114munder 0.1%Trimmed-20,9778 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP617,279$78munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC164,545$21m0.14%Addedn.a.14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

  • Invesco Ltdexisting position · 3,760,610 shares now+1,106,521

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ARE by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20135$57mn.a.n.a.
Q3 20136$72mn.a.n.a.
Q4 20132$36mn.a.n.a.
Q1 20144$137mn.a.n.a.
Q2 20145$178mn.a.n.a.
Q3 20144$134mn.a.n.a.
Q4 20145$530mn.a.n.a.
Q1 20154$698mn.a.n.a.
Q2 20154$666mn.a.n.a.
Q3 20158$697mn.a.n.a.
Q4 20155$340mn.a.n.a.
Q1 20163$316mn.a.n.a.
Q2 20163$497mn.a.n.a.
Q3 20165$487mn.a.n.a.
Q4 20169$417mn.a.n.a.
Q1 20179$709mn.a.n.a.
Q2 20179$842mn.a.n.a.
Q3 201710$736mn.a.n.a.
Q4 201710$1.1bnn.a.n.a.
Q1 201811$1.3bnn.a.n.a.
Q2 201813$1.4bnn.a.n.a.
Q3 201812$1.4bnn.a.n.a.
Q4 201811$1.1bnn.a.n.a.
Q1 20199$1.6bnn.a.n.a.
Q2 201918$2.2bnn.a.n.a.
Q3 201914$2.3bnn.a.n.a.
Q4 201914$2.6bnn.a.n.a.
Q1 202015$2.1bnn.a.n.a.
Q2 202011$2.2bnn.a.n.a.
Q3 202016$2.8bnn.a.n.a.
Q4 202010$2.5bnn.a.n.a.
Q1 202113$2.0bnn.a.n.a.
Q2 202115$2.9bnn.a.n.a.
Q3 202113$3.5bnn.a.n.a.
Q4 202113$3.8bnn.a.n.a.
Q1 202216$2.6bnn.a.n.a.
Q2 202215$1.4bnn.a.n.a.
Q3 202211$1.2bnn.a.n.a.
Q4 20228$910mn.a.n.a.
Q1 202310$782mn.a.n.a.
Q2 20239$573mn.a.n.a.
Q3 20238$498mn.a.n.a.
Q4 20234$690m33
Q1 20246$800m61
Q2 20248$786m53
Q3 20248$742m53
Q4 202410$505m64
Q1 20258$804m63
Q2 20258$534m80
Q3 20257$922m42
Q4 20255$295m2111
Q1 20266$341m1417
Q2 20266$861m1019

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ARE and WELL →ARE and EQIX →ARE and PLD →Choose a stock to compare with ARE →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ARE, latest filings →Back to the 13F Explorer →