HolderBook

ALEXANDRIA REAL ESTATE EQ IN (ARE)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

16
Reporting holders
$18.7M
Reported value
0.0%
Calls
0.0%
Puts
-584
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Gradient Investments LLC$16.3M342,6170.23%16q+23.7%+$3.1M
Farther Finance Advisors, LLC$569.4K11,9980.00%16q+16.0%+$78.4K
GAMMA Investing LLC$477.3K10,0560.02%12q+48.9%+$156.7K
Investors Research Corp$476.5K10,0410.08%7q-3.2%-$15.6K
Plan A Wealth LLC$356.1K7,5020.13%6q+4.2%+$14.5K
Versant Capital Management, Inc$248.1K5,2270.02%17q+72.1%+$103.9K
Paragon Capital Management Ltd$220.2K4,6400.04%2qHELD
MassMutual Private Wealth & Trust, FSB$22.4K4730.00%23q-20.4%-$5.7K
ELEVATION WEALTH PARTNERS, LLC$20.8K4390.01%12q+53.0%+$7.2K
Wealth Enhancement Trust Services, Inc.$16.6K3500.00%4q-86.0%-$102.1K
EASTERN BANK$9.5K2000.00%4qHELD
AMERICAN NATIONAL BANK & TRUST$9.2K1930.00%6q-51.1%-$9.6K
CoreCap Advisors, LLC$5.5K1150.00%9q-64.1%-$9.7K
GoalVest Advisory LLC$4.1K870.00%newNEW
Planning Strategies Inc.$1.1K240.00%newNEW
Pensionfund PDN$88818,7000.52%32qHELD
Retirement Wealth Solutions LLC$570120.00%newNEW
Pensionfund Sabic$4158,7500.50%32qHELD
CX Institutional$1402,9590.00%7q-11.1%

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.

FiledEvent dateWhatSource
2026-09-242026-09-24Material agreement enteredfiling

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

DateInsiderRoleSideSharesValue
2026-09-11Fukuzaki-Carlson KristinaEVP - Business OperationsSold16,810$849.1K
2026-08-31Gavinet AndresChief Accounting OfficerSold10,000$509.3K
2026-05-04MARCUS JOEL SExecutive ChairmanBought10,000$410.2K
2026-05-06MARCUS JOEL SExecutive ChairmanBought7,500$347.6K ×2
2026-05-05MARCUS JOEL SExecutive ChairmanBought7,500$320.4K ×3
2026-09-11MARCUS JOEL SExecutive ChairmanBought5,000$248.4K
2026-08-17MARCUS JOEL SExecutive ChairmanBought5,000$231.4K
2026-04-30Thomas Gregory CalvinEVP - CTOBought3,500$143.5K
2026-06-09Binda Marc ECFO & TreasurerSold2,000$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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202616$18.7M393,9743650.0%
Q2 2026600$10.0B184,527,5671072241822.5%
Q1 2026569$7.1B150,127,099802131872.5%
Q4 2025603$8.4B167,212,231781852332.5%
Q3 2025710$13.0B151,703,7841092971882.7%
Q2 2025672$12.0B161,927,9451042821841.6%
Q1 2025673$15.2B163,624,190852862050.7%
Q4 2024659$16.3B165,462,177722342530.7%
Q3 2024662$19.5B163,252,298622472480.8%
Q2 2024680$19.5B165,682,392912472330.8%
Q1 2024656$22.6B174,000,580612562130.8%
Q4 2023658$22.2B173,098,8151132271950.9%
Q3 2023574$17.0B168,275,049472371851.0%
Q2 2023594$19.0B166,058,974542102230.8%
Q1 2023614$21.2B166,857,821632671890.9%
Q4 2022632$23.7B162,337,350602551960.4%
Q3 2022613$23.1B164,511,079672551870.4%
Q2 2022608$23.5B161,824,602622861650.3%
Q1 2022634$32.7B162,209,733922731620.2%
Q4 2021604$35.9B160,976,189642441630.2%
Q3 2021566$29.0B151,402,625532241650.2%
Q2 2021563$27.4B149,614,935622521520.5%
Q1 2021554$23.1B139,933,699652461520.3%
Q4 2020542$23.9B134,037,956432131720.1%
Q3 2020548$21.3B132,878,579801831820.2%
Q2 2020505$20.7B127,172,509861841730.3%
Q1 2020479$17.3B125,543,005672151330.3%
Q4 2019463$20.1B124,439,190531651410.2%
Q3 2019451$18.5B119,647,847321821460.2%
Q2 2019465$16.8B118,719,285651691440.4%
Q1 2019447$16.1B112,482,497491891370.4%
Q4 2018442$13.1B113,837,41051050.2%