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Institutional Ownership · SEC Form 13F

Who owns Alexandria Real Estate Equities (ARE)


Which tracked institutional funds hold ARE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ARE company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

547
Institutional holders
164M
Shares held (tracked funds)
96.4%
Of shares outstanding

How the tape is positioned

184 tracked funds added or opened ARE while 109 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ARE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ARE more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ARE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 547 tracked filers holding ARE, 313 increased or opened the position and 303 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ARE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 31

  • BALYASNY ASSET MANAGEMENT L.P.$28M
  • AMERICAN CENTURY COMPANIES INC$23M
  • BAMCO INC /NY/$18M
  • Solel Partners LP$14M
  • Ceredex Value Advisors LLC$10M
  • Indivisible Partners$8M

Full exits 57

  • Capital World Investors$150M
  • Freestone Grove Partners LP$57M
  • Clal Insurance Enterprises Holdings Ltd$43M
  • Analyst IMS Investment Management Services Ltd.$43M
  • PGGM Investments$35M
  • Amundi$23M

Largest adds

  • BlackRock, Inc.$568M
  • AQR CAPITAL MANAGEMENT LLC$284M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$97M
  • VANGUARD CAPITAL MANAGEMENT LLC$74M
  • APG Asset Management US Inc.$68M
  • Invesco Ltd.$66M

Largest trims

  • NORGES BANK$654M
  • JPMORGAN CHASE & CO$87M
  • LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$49M
  • DUFF & PHELPS INVESTMENT MANAGEMENT CO$23M
  • WORLDQUANT MILLENNIUM ADVISORS LLC$22M
  • Sumitomo Mitsui Trust Group, Inc.$20M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added21,692,019$1.1B13.9%2026-Q2
NORGES BANK trimmed16,437,663$869M10.6%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added14,001,369$740M9.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added10,842,415$573M7.0%2026-Q2
STATE STREET CORP trimmed10,596,116$568M6.9%2026-Q2
AQR CAPITAL MANAGEMENT LLC added7,648,039$404M4.9%2026-Q2
Invesco Ltd. added7,080,302$374M4.5%2026-Q2
APG Asset Management US Inc.6,981,310$370M4.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added4,617,801$244M3.0%2026-Q2
MORGAN STANLEY added2,948,869$156M1.9%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,861,370$151M1.8%2026-Q2
GOLDMAN SACHS GROUP INC added2,703,793$143M1.7%2026-Q2
CENTERSQUARE INVESTMENT MANAGEMENT LLC added2,353,556$124M1.5%2026-Q2
NORTHERN TRUST CORP added2,333,178$123M1.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed2,068,746$109M1.3%2026-Q2
Bank of New York Mellon Corp added1,499,585$79M1.0%2026-Q2
Legal & General Group Plc added1,450,268$77M0.9%2026-Q2
JPMORGAN CHASE & CO trimmed1,425,576$80M1.0%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,396,722$74M0.9%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added1,286,866$68M0.8%2026-Q2
TOWN LANE MANAGEMENT LP added1,250,000$66M0.8%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed1,219,759$64M0.8%2026-Q2
HSBC HOLDINGS PLC added1,208,572$64M0.8%2026-Q2
BANK OF AMERICA CORP /DE/ added1,163,976$62M0.7%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed1,119,564$59M0.7%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD trimmed1,077,936$57M0.7%2026-Q2
UBS Group AG added970,508$51M0.6%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed913,300$48M0.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO added895,783$47M0.6%2026-Q2
DEUTSCHE BANK AG\ trimmed877,167$46M0.6%2026-Q2
EARNEST PARTNERS LLC added867,494$46M0.6%2026-Q2
STRS OHIO added859,355$45M0.6%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed673,733$36M0.4%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC added660,777$35M0.4%2026-Q2
BANK OF MONTREAL /CAN/ added548,804$29M0.4%2026-Q2
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added545,366$29M0.4%2026-Q2
CITIGROUP INC trimmed543,924$29M0.3%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added536,294$28M0.3%2026-Q2
Quantinno Capital Management LP trimmed533,710$28M0.3%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed501,350$26M0.3%2026-Q2
MACKENZIE FINANCIAL CORP added470,283$25M0.3%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added462,906$24M0.3%2026-Q2
PRUDENTIAL FINANCIAL INC added450,333$24M0.3%2026-Q2
Russell Investments Group, Ltd. added448,996$24M0.3%2026-Q2
FMR LLC added446,873$24M0.3%2026-Q2
AMERICAN CENTURY COMPANIES INC added441,676$23M0.3%2026-Q2
DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed425,705$22M0.3%2026-Q2
Caisse de depot et placement du Quebec added413,689$22M0.3%2026-Q2
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC trimmed407,553$22M0.3%2026-Q2
CAPITAL FUND MANAGEMENT S.A. added404,951$21M0.3%2026-Q2
IEQ CAPITAL, LLC added378,579$20M0.2%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added362,183$19M0.2%2026-Q2
TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed350,923$19M0.2%2026-Q2
Nuveen, LLC added340,348$18M0.2%2026-Q2
BAMCO INC /NY/ added336,176$18M0.2%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added335,958$18M0.2%2026-Q2
LAZARD ASSET MANAGEMENT LLC added332,109$18M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed322,825$15M0.2%2026-Q2
Vanguard Global Advisers, LLC trimmed322,213$17M0.2%2026-Q2
Swiss National Bank added312,700$17M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed311,729$16M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added292,385$15M0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed286,069$15M0.2%2026-Q2
BARCLAYS PLC trimmed283,014$15M0.2%2026-Q2
Gradient Investments LLC added276,944$15M0.2%2026-Q2
Mariner, LLC added274,718$15M0.2%2026-Q2
Solel Partners LP new268,008$14M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added265,477$14M0.2%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD added260,330$14M0.2%2026-Q2
California Public Employees Retirement System trimmed250,622$13M0.2%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added250,126$13M0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added246,866$13M0.2%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed246,326$13M0.2%2026-Q2
AMERIPRISE FINANCIAL INC added244,281$13M0.2%2026-Q2
NAN FUNG TRINITY (HK) LTD238,981$13M0.2%2026-Q2
Diamond Hill Capital Management, LLC (Investment Advisor) added235,566$12M0.2%2026-Q2
Cerity Partners LLC added230,222$12M0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed227,272$12M0.1%2026-Q2
Asset Management One Co., Ltd. added223,829$12M0.1%2026-Q2
SEI INVESTMENTS CO added221,506$12M0.1%2026-Q2
Allianz Asset Management GmbH added214,952$11M0.1%2026-Q2
Quinn Opportunity Partners LLC added214,000$11M0.1%2026-Q2
THOMPSON INVESTMENT MANAGEMENT, INC. added212,431$11M0.1%2026-Q2
ROYAL BANK OF CANADA added206,925$11M0.1%2026-Q2
Fideuram Asset Management (Ireland) dac added204,046$9M0.1%2026-Q2
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added194,915$10M0.1%2026-Q2
Heitman Real Estate Securities LLC added193,941$10M0.1%2026-Q2
Ceredex Value Advisors LLC trimmed185,900$10M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed180,839$10M0.1%2026-Q2
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC178,107$9M0.1%2026-Q2
Gotham Asset Management, LLC trimmed165,796$9M0.1%2026-Q2
CITADEL ADVISORS LLC added155,090$8M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added154,416$8M0.1%2026-Q2
Vanguard Investments Australia, Ltd. added154,373$8M0.1%2026-Q2
State of New Jersey Common Pension Fund D151,916$8M0.1%2026-Q2
Indivisible Partners new144,584$8M0.1%2026-Q2
OPPENHEIMER ASSET MANAGEMENT INC. added144,452$8M0.1%2026-Q2
ALGERT GLOBAL LLC added144,310$8M0.1%2026-Q2
Creative Planning added144,134$8M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added136,483$7M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership