- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 16 May 2025
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 5 listed it in both
- Shares listed
- 8,694,368
- combined, among listed positions
- Reported value
- $804m
- combined, at the quarter end
Among the 95 comparable managers: 6 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 Q1 2025
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital World Investors | 3,434,183 | $318m | 0.05% | Added | +82,481 | 12 May 2025 (the filing on sec.gov) |
| Invesco Ltd | 3,147,743 | $291m | 0.06% | Added | n.a. | 12 May 2025 (the filing on sec.gov) |
| AQR Capital Management LLC | 1,517,842 | $140m | 0.14% | Added | n.a. | 15 May 2025 (the filing on sec.gov) |
| Arrowstreet Capital LP | 352,595 | $33m | under 0.1% | Trimmed | -66,420 | 14 May 2025 (the filing on sec.gov) |
| Tudor Investment Corp | 113,645 | $11m | under 0.1% | Added | +26,928 | 15 May 2025 (the filing on sec.gov) |
| Schonfeld Strategic Advisors LLC | 67,133 | $6.2m | under 0.1% | Trimmed | -116,807 | 15 May 2025 (the filing on sec.gov) |
| Holocene Advisors LP | 52,394 | $4.8m | under 0.1% | Added | +2,249 | 15 May 2025 (the filing on sec.gov) |
| Caxton Associates LLP | 8,833 | $817k | under 0.1% | New | new | 16 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Capital World Investorsexisting position · 3,434,183 shares now+82,481
- Tudor Investment Corpexisting position · 113,645 shares now+26,928
- Caxton Associates LLPnew position · 8,833 shares now+8,833
- Holocene Advisors LPexisting position · 52,394 shares now+2,249
Reductions
- Schonfeld Strategic Advisors LLCexisting position · 67,133 shares now-116,807
- Arrowstreet Capital LPexisting position · 352,595 shares now-66,420
New positions and exits
New (1)
Exited (1)
- MFS Investment Managementwas $81m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 5 | $57m | n.a. | n.a. |
| Q3 2013 | 6 | $72m | n.a. | n.a. |
| Q4 2013 | 2 | $36m | n.a. | n.a. |
| Q1 2014 | 4 | $137m | n.a. | n.a. |
| Q2 2014 | 5 | $178m | n.a. | n.a. |
| Q3 2014 | 4 | $134m | n.a. | n.a. |
| Q4 2014 | 5 | $530m | n.a. | n.a. |
| Q1 2015 | 4 | $698m | n.a. | n.a. |
| Q2 2015 | 4 | $666m | n.a. | n.a. |
| Q3 2015 | 8 | $697m | n.a. | n.a. |
| Q4 2015 | 5 | $340m | n.a. | n.a. |
| Q1 2016 | 3 | $316m | n.a. | n.a. |
| Q2 2016 | 3 | $497m | n.a. | n.a. |
| Q3 2016 | 5 | $487m | n.a. | n.a. |
| Q4 2016 | 9 | $417m | n.a. | n.a. |
| Q1 2017 | 9 | $709m | n.a. | n.a. |
| Q2 2017 | 9 | $842m | n.a. | n.a. |
| Q3 2017 | 10 | $736m | n.a. | n.a. |
| Q4 2017 | 10 | $1.1bn | n.a. | n.a. |
| Q1 2018 | 11 | $1.3bn | n.a. | n.a. |
| Q2 2018 | 13 | $1.4bn | n.a. | n.a. |
| Q3 2018 | 12 | $1.4bn | n.a. | n.a. |
| Q4 2018 | 11 | $1.1bn | n.a. | n.a. |
| Q1 2019 | 9 | $1.6bn | n.a. | n.a. |
| Q2 2019 | 18 | $2.2bn | n.a. | n.a. |
| Q3 2019 | 14 | $2.3bn | n.a. | n.a. |
| Q4 2019 | 14 | $2.6bn | n.a. | n.a. |
| Q1 2020 | 15 | $2.1bn | n.a. | n.a. |
| Q2 2020 | 11 | $2.2bn | n.a. | n.a. |
| Q3 2020 | 16 | $2.8bn | n.a. | n.a. |
| Q4 2020 | 10 | $2.5bn | n.a. | n.a. |
| Q1 2021 | 13 | $2.0bn | n.a. | n.a. |
| Q2 2021 | 15 | $2.9bn | n.a. | n.a. |
| Q3 2021 | 13 | $3.5bn | n.a. | n.a. |
| Q4 2021 | 13 | $3.8bn | n.a. | n.a. |
| Q1 2022 | 16 | $2.6bn | n.a. | n.a. |
| Q2 2022 | 15 | $1.4bn | n.a. | n.a. |
| Q3 2022 | 11 | $1.2bn | n.a. | n.a. |
| Q4 2022 | 8 | $910m | n.a. | n.a. |
| Q1 2023 | 10 | $782m | n.a. | n.a. |
| Q2 2023 | 9 | $573m | n.a. | n.a. |
| Q3 2023 | 8 | $498m | n.a. | n.a. |
| Q4 2023 | 4 | $690m | 3 | 3 |
| Q1 2024 | 6 | $800m | 6 | 1 |
| Q2 2024 | 8 | $786m | 5 | 3 |
| Q3 2024 | 8 | $742m | 5 | 3 |
| Q4 2024 | 10 | $505m | 6 | 4 |
| Q1 2025 | 8 | $804m | 6 | 3 |
| Q2 2025 | 8 | $534m | 8 | 0 |
| Q3 2025 | 7 | $922m | 4 | 2 |
| Q4 2025 | 5 | $295m | 21 | 11 |
| Q1 2026 | 6 | $341m | 14 | 17 |
| Q2 2026 | 6 | $861m | 10 | 19 |
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 →