DaveManuel.com · Institutional Ownership · Who Owns It
ALEXANDRIA REAL ESTATE EQ IN (ARE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
605
Reporting holders
$9.2B
Reported value
97.4%
Of shares outstanding
0.9%
Calls
1.4%
Puts
+31
Holder change
Institutions report 169,750,643 shares against 174,247,570 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.1B | 21,692,019 | 0.02% | 8q | +10.2%+$105.7M |
| NORGES BANK | $868.7M | 16,437,663 | 0.09% | 32q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $740.0M | 14,001,369 | 0.03% | 2q | +1.1%+$8.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $573.0M | 10,842,415 | 0.01% | 2q | +0.9%+$5.3M |
| STATE STREET CORP | $567.5M | 10,596,116 | 0.02% | 31q | -0.6%-$3.6M |
| AQR CAPITAL MANAGEMENT LLC | $404.2M | 7,648,039 | 0.14% | 31q | +195.0%+$267.2M |
| Invesco Ltd. | $374.2M | 7,080,302 | 0.03% | 31q | +3.7%+$13.4M |
| APG Asset Management US Inc. | $370.1M | 6,981,310 | 2.59% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $243.7M | 4,617,801 | 0.01% | 31q | +2.4%+$5.7M |
| MORGAN STANLEY | $155.8M | 2,948,869 | 0.01% | 35q | +6.0%+$8.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $151.2M | 2,861,370 | 0.02% | 31q | +6.4%+$9.1M |
| GOLDMAN SACHS GROUP INC | $142.9M | 2,703,793 | 0.01% | 31q | +20.9%+$24.7M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $124.4M | 2,353,556 | 1.06% | 31q | +16.2%+$17.4M |
| NORTHERN TRUST CORP | $123.3M | 2,333,178 | 0.01% | 31q | +3.2%+$3.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $110.1M incl. $95.0M options CALL+PUT | 286,069 | 0.01% | 31q | -44.5%-$88.2M |
| DIMENSIONAL FUND ADVISORS LP | $109.4M | 2,068,746 | 0.02% | 31q | -9.9%-$12.1M |
| JPMORGAN CHASE & CO | $79.6M | 1,425,576 | 0.00% | 31q | -60.5%-$122.0M |
| Bank of New York Mellon Corp | $79.3M | 1,499,585 | 0.01% | 31q | +33.8%+$20.0M |
| Legal & General Group Plc | $76.6M | 1,450,268 | 0.02% | 31q | +2.3%+$1.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $73.8M | 1,396,722 | 0.03% | 2q | +77.1%+$32.1M |
| BNP PARIBAS FINANCIAL MARKETS | $68.0M | 1,286,866 | 0.02% | 31q | +39.3%+$19.2M |
| TOWN LANE MANAGEMENT LP | $66.1M | 1,250,000 | 58.96% | 3q | +44.3%+$20.3M |
| HSBC HOLDINGS PLC | $64.5M | 1,208,572 | 0.03% | 31q | +15.2%+$8.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $64.5M | 1,219,759 | 0.01% | 14q | -8.8%-$6.2M |
| BANK OF AMERICA CORP /DE/ | $61.5M | 1,163,976 | 0.00% | 31q | +37.5%+$16.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $59.2M | 1,119,564 | 0.01% | 31q | -5.6%-$3.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | $57.0M | 1,077,936 | 0.03% | 31q | -21.9%-$15.9M |
| UBS Group AG | $51.3M | 970,508 | 0.01% | 31q | +104.4%+$26.2M |
| Clal Insurance Enterprises Holdings Ltd | $49.2M | 918,000 | 0.22% | 5q | HELD |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $48.3M | 913,300 | 0.14% | 2q | -25.2%-$16.3M |
| Analyst IMS Investment Management Services Ltd. | $48.2M | 911,994 | 1.12% | 12q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $47.3M | 895,783 | 0.01% | 2q | HELD |
| DEUTSCHE BANK AG\ | $46.4M | 877,167 | 0.01% | 34q | -3.5%-$1.7M |
| EARNEST PARTNERS LLC | $45.8M | 867,494 | 0.17% | 31q | +57.0%+$16.6M |
| CITADEL ADVISORS LLC | $45.7M incl. $37.5M options CALL+PUT | 155,090 | 0.01% | 31q | -19.0%-$10.7M |
| STRS OHIO | $45.4M | 859,355 | 0.17% | 31q | +6.8%+$2.9M |
| SG Americas Securities, LLC | $42.1M | 797,315 | 0.02% | 31q | +99.5%+$21.0M |
| MILLENNIUM MANAGEMENT LLC | $36.1M incl. $480.9K options CALL | 673,733 | 0.01% | 31q | -14.7%-$6.2M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $34.9M | 660,777 | 0.13% | 3q | +153.6%+$21.1M |
| PGGM Investments | $33.6M | 636,465 | 0.83% | 8q | -14.4%-$5.7M |
| BANK OF MONTREAL /CAN/ | $29.0M | 548,804 | 0.01% | 31q | +12.9%+$3.3M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $28.8M | 545,366 | 0.14% | 26q | +0.5%+$148.6K |
| CITIGROUP INC | $28.7M | 543,924 | 0.01% | 31q | -46.4%-$24.9M |
| Balyasny Asset Management L.P. | $28.3M | 536,294 | 0.04% | new | NEW |
| Quantinno Capital Management LP | $28.2M | 533,710 | 0.03% | 12q | -28.6%-$11.3M |
| CAPITAL FUND MANAGEMENT S.A. | $27.4M incl. $6.0M options CALL+PUT | 404,951 | 0.12% | 13q | +779.4%+$24.3M |
| Sumitomo Mitsui Trust Group, Inc. | $26.5M | 501,350 | 0.02% | 31q | -49.4%-$25.9M |
| MACKENZIE FINANCIAL CORP | $24.9M | 470,283 | 0.02% | 31q | +1474.5%+$23.3M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $24.5M | 462,906 | 0.03% | 6q | +70.3%+$10.1M |
| Amundi | $24.1M | 456,633 | 0.01% | 21q | -9.2%-$2.4M |
| PRUDENTIAL FINANCIAL INC | $23.8M | 450,333 | 0.03% | 32q | +184.7%+$15.4M |
| Russell Investments Group, Ltd. | $23.7M | 448,996 | 0.02% | 31q | +154.4%+$14.4M |
| FMR LLC | $23.6M | 446,873 | 0.00% | 31q | -21.6%-$6.5M |
| AMERICAN CENTURY COMPANIES INC | $23.3M | 441,676 | 0.01% | new | NEW |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $22.5M | 425,705 | 0.21% | 18q | -56.2%-$28.9M |
| Caisse de depot et placement du Quebec | $21.9M | 413,689 | 0.03% | 2q | +1058.8%+$20.0M |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $21.5M | 407,553 | 0.77% | 31q | -73.0%-$58.3M |
| IMC-Chicago, LLC | $21.1M CALL+PUT | options only | 0.01% | 7q | OPTIONS |
| IEQ CAPITAL, LLC | $20.0M | 378,579 | 0.09% | 11q | +299.7%+$15.0M |
| NEW YORK STATE COMMON RETIREMENT FUND | $19.1M | 362,183 | 0.02% | 31q | +44.4%+$5.9M |
| Allianz Asset Management GmbH | $19.1M | 361,016 | 0.02% | 40q | +92.7%+$9.2M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $18.5M | 350,923 | 0.25% | 5q | -11.4%-$2.4M |
| Nuveen, LLC | $18.0M | 340,348 | 0.00% | 6q | HELD |
| BAMCO INC /NY/ | $17.8M | 336,176 | 0.03% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $17.8M | 335,958 | 0.01% | 31q | +7.3%+$1.2M |
| LAZARD ASSET MANAGEMENT LLC | $17.6M | 332,109 | 0.03% | 2q | +13.9%+$2.1M |
| Vanguard Global Advisers, LLC | $17.0M | 322,213 | 0.01% | 2q | -2.3%-$402.9K |
| CANADA LIFE ASSURANCE Co | $16.5M | 312,692 | 0.03% | 29q | +2.9%+$460.7K |
| Swiss National Bank | $16.5M | 312,700 | 0.01% | 31q | +1.6%+$259.0K |
| RHUMBLINE ADVISERS | $16.5M | 311,729 | 0.01% | 31q | -3.0%-$501.0K |
| PRINCIPAL FINANCIAL GROUP INC | $15.5M | 292,385 | 0.01% | 31q | +18.6%+$2.4M |
| ALLIANCEBERNSTEIN L.P. | $15.0M | 322,825 | 0.00% | 31q | -31.7%-$7.0M |
| BARCLAYS PLC | $15.0M | 283,014 | 0.00% | 31q | -16.5%-$3.0M |
| Gradient Investments LLC | $14.6M | 276,944 | 0.20% | 15q | +5.0%+$699.1K |
| Mariner, LLC | $14.5M | 274,718 | 0.02% | 16q | +300.2%+$10.9M |
| Solel Partners LP | $14.2M | 268,008 | 2.41% | new | NEW |
| Squarepoint Ops LLC | $14.0M incl. $11.9M options CALL+PUT | 41,475 | 0.02% | 15q | +477.2%+$11.6M |
| WELLS FARGO & COMPANY/MN | $14.0M | 265,477 | 0.00% | 31q | +48.1%+$4.6M |
| NOMURA ASSET MANAGEMENT CO LTD | $13.8M | 260,330 | 0.03% | 31q | +4.7%+$613.6K |
| California Public Employees Retirement System | $13.2M | 250,622 | 0.01% | 31q | -1.3%-$174.8K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $13.2M | 250,126 | 0.04% | 7q | +1.0%+$127.6K |
| ENVESTNET ASSET MANAGEMENT INC | $13.0M | 246,866 | 0.00% | 31q | +3.2%+$403.3K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $13.0M | 246,326 | 0.01% | 31q | -5.1%-$702.9K |
| AMERIPRISE FINANCIAL INC | $12.9M | 244,281 | 0.00% | 31q | +48.1%+$4.2M |
| NAN FUNG TRINITY (HK) LTD | $12.6M | 238,981 | 1.25% | 4q | HELD |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $12.4M | 235,566 | 0.10% | 3q | +7.1%+$820.0K |
| Cerity Partners LLC | $12.2M | 230,222 | 0.01% | 11q | +166.3%+$7.6M |
| Connor, Clark & Lunn Investment Management Ltd. | $12.0M | 227,272 | 0.02% | 3q | -36.0%-$6.8M |
| Asset Management One Co., Ltd. | $11.8M | 223,829 | 0.03% | 31q | +0.7%+$84.0K |
| SEI INVESTMENTS CO | $11.7M | 221,506 | 0.01% | 31q | +19.4%+$1.9M |
| Quinn Opportunity Partners LLC | $11.3M | 214,000 | 0.52% | 5q | +6.5%+$687.0K |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $11.2M | 212,431 | 1.29% | 13q | +17.6%+$1.7M |
| GROUP ONE TRADING LLC | $11.2M incl. $9.4M options CALL+PUT | 35,008 | 0.02% | 14q | +77.8%+$4.9M |
| ROYAL BANK OF CANADA | $10.9M | 206,925 | 0.00% | 31q | +32.0%+$2.7M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $10.3M | 194,915 | 0.05% | 31q | +33.1%+$2.6M |
| Heitman Real Estate Securities LLC | $10.2M | 193,941 | 0.66% | 18q | +205.5%+$6.9M |
| JANE STREET GROUP, LLC | $9.9M CALL+PUT | options only | 0.00% | 26q | OPTIONS |
| Ceredex Value Advisors LLC | $9.8M | 185,900 | 0.28% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9.6M | 180,839 | 0.01% | 31q | -1.6%-$157.4K |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $9.4M | 178,107 | 0.13% | 31q | HELD |
Showing the largest 100 of 605 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-24 | 2026-09-24 | Material agreement entered | filing |
| 2026-08-21 | 2026-08-21 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-11 | Fukuzaki-Carlson Kristina | EVP - Business Operations | Sold | 16,810 | $849.1K |
| 2026-08-31 | Gavinet Andres | Chief Accounting Officer | Sold | 10,000 | $509.3K |
| 2026-09-11 | MARCUS JOEL S | Executive Chairman | Bought | 5,000 | $248.4K |
| 2026-08-17 | MARCUS JOEL S | Executive Chairman | Bought | 5,000 | $231.4K |
| 2026-06-09 | Binda Marc E | CFO & Treasurer | Sold | 2,000 | $108.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 162 | $182.5M | 3,863,955 | 21 | 64 | 41 | 0.0% |
| Q2 2026 | 605 | $9.2B | 169,750,643 | 104 | 226 | 187 | 2.3% |
| Q1 2026 | 574 | $7.1B | 148,692,322 | 80 | 217 | 188 | 2.6% |
| Q4 2025 | 608 | $8.4B | 167,064,038 | 78 | 185 | 236 | 2.5% |
| Q3 2025 | 714 | $13.0B | 151,650,091 | 110 | 296 | 190 | 2.7% |
| Q2 2025 | 675 | $12.0B | 161,905,925 | 104 | 283 | 185 | 1.6% |
| Q1 2025 | 676 | $15.3B | 163,663,677 | 85 | 288 | 205 | 0.7% |
| Q4 2024 | 662 | $16.3B | 165,525,656 | 72 | 235 | 254 | 0.7% |
| Q3 2024 | 664 | $19.6B | 163,315,786 | 62 | 249 | 248 | 0.8% |
| Q2 2024 | 682 | $19.5B | 165,741,648 | 92 | 246 | 235 | 0.8% |
| Q1 2024 | 659 | $22.6B | 174,072,793 | 62 | 256 | 215 | 0.8% |
| Q4 2023 | 659 | $22.2B | 173,170,702 | 113 | 226 | 197 | 0.9% |
| Q3 2023 | 575 | $17.0B | 168,369,962 | 47 | 237 | 186 | 1.0% |
| Q2 2023 | 595 | $19.0B | 166,164,074 | 54 | 210 | 224 | 0.8% |
| Q1 2023 | 615 | $21.2B | 166,992,795 | 63 | 267 | 190 | 0.9% |
| Q4 2022 | 633 | $23.8B | 162,477,638 | 60 | 246 | 209 | 0.4% |
| Q3 2022 | 595 | $57.3B | 408,423,636 | 64 | 246 | 182 | 0.2% |
| Q2 2022 | 595 | $71.2B | 490,674,752 | 60 | 277 | 165 | 0.1% |
| Q1 2022 | 623 | $56.3B | 279,214,002 | 92 | 269 | 157 | 0.1% |
| Q4 2021 | 594 | $67.5B | 302,384,493 | 63 | 239 | 161 | 0.1% |
| Q3 2021 | 558 | $56.5B | 470,908,284 | 53 | 223 | 160 | 0.1% |
| Q2 2021 | 554 | $50.4B | 275,976,246 | 62 | 245 | 152 | 0.3% |
| Q1 2021 | 543 | $46.8B | 284,221,649 | 64 | 239 | 151 | 0.1% |
| Q4 2020 | 535 | $51.4B | 288,144,958 | 42 | 208 | 171 | 0.1% |
| Q3 2020 | 544 | $78.4B | 489,855,257 | 80 | 180 | 181 | 0.0% |
| Q2 2020 | 501 | $89.2B | 549,502,593 | 86 | 181 | 172 | 0.1% |
| Q1 2020 | 477 | $82.0B | 598,034,484 | 66 | 215 | 131 | 0.1% |
| Q4 2019 | 459 | $95.7B | 591,815,351 | 53 | 162 | 140 | 0.0% |
| Q3 2019 | 447 | $92.2B | 598,517,168 | 32 | 178 | 146 | 0.0% |
| Q2 2019 | 460 | $83.0B | 587,853,217 | 65 | 169 | 141 | 0.1% |
| Q1 2019 | 443 | $81.2B | 568,972,159 | 49 | 186 | 136 | 0.1% |
| Q4 2018 | 439 | $69.4B | 602,186,985 | 5 | 9 | 6 | 0.0% |