Alexandria Real Estate Equities Inc (ARE) Ownership

108.02 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Alexandria Real Estate Equities Inc (ARE), owning a total of 26.1 million shares. Combined, the top 30 institutional holders of ARE own 82.58% of the company with a total of 144.3 million shares.

In the latest ownership report on September 30th 2024, the top 30 institutional holders decreased their combined ownership of ARE by 0.9 million shares. 3 institutions bought 132,248 total additional shares and increased their ownership by an average of 1.46%. However 6 institutions sold 1,064,284 total shares and decreased their ownership by an average of 4.48%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Alexandria Real Estate Equities decreased by a net total of -932,036 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.934%	0.029%	26,099,373	7,461	2024-09-30
Principal Financial Group Inc	2.674%	-13.767%	4,673,834	-746,197	2024-09-30
Canada Pension Plan Investment Board	2.360%	1.273%	4,125,165	51,853	2024-09-30
Geode Capital Management, LLC	2.311%	-0.162%	4,038,820	-6,542	2024-09-30
Victory Capital Management Inc.	2.075%	-4.187%	3,625,848	-158,430	2024-09-30
Charles Schwab Investment Management Inc	1.402%	3.067%	2,450,902	72,934	2024-09-30
Dimensional Fund Advisors, Inc.	1.343%	-2.450%	2,347,114	-58,956	2024-09-30
Northern Trust Corp	0.874%	-4.695%	1,527,993	-75,277	2024-09-30
Massachusetts Financial Services Company	0.645%	-1.648%	1,126,977	-18,882	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.934%	0.029%	26,099,373	7,461	2024-09-30
BlackRock Inc	9.725%	1.376%	16,996,398	230,636	2024-06-30
NORGES BANK	9.417%	0.011%	16,457,471	1,806	2024-06-30
State Street Corporation	6.098%	-6.794%	10,666,460	-777,490	2024-03-31
State Street Corp	5.992%	-1.822%	10,472,174	-194,286	2024-06-30
Apg Investments Us Inc	4.090%	-1.516%	7,146,939	-110,000	2024-06-30
Principal Financial Group Inc	2.674%	-13.767%	4,673,834	-746,197	2024-09-30
Canada Pension Plan Investment Board	2.360%	1.273%	4,125,165	51,853	2024-09-30
Amvescap Plc.	2.356%	1.896%	4,117,864	76,639	2024-06-30
Geode Capital Management, LLC	2.311%	-0.162%	4,038,820	-6,542	2024-09-30
Victory Capital Management Inc.	2.075%	-4.187%	3,625,848	-158,430	2024-09-30
Morgan Stanley - Brokerage Accounts	1.983%	-4.873%	3,464,998	-177,480	2024-06-30
JPMorgan Chase & Co	1.574%	2.340%	2,750,883	62,901	2024-06-30
Legal & General Group PLC	1.546%	-0.445%	2,701,371	-12,068	2024-06-30
Charles Schwab Investment Management Inc	1.402%	3.067%	2,450,902	72,934	2024-09-30
Dimensional Fund Advisors, Inc.	1.343%	-2.450%	2,347,114	-58,956	2024-09-30
Goldman Sachs Group Inc	1.326%	19.442%	2,316,626	377,078	2024-06-30
Nuveen Asset Management, LLC	1.240%	71.154%	2,168,295	901,424	2023-12-31
T. Rowe Price Associates, Inc.	0.986%	-3.674%	1,705,194	-65,030	2023-03-31
Deutsche Bank AG	0.973%	393.960%	1,701,229	1,356,823	2024-03-31
M&G PLC	0.949%	4.913%	1,659,092	77,686	2024-06-30
M&G INVESTMENT MANAGEMENT LTD	0.961%	-18.660%	1,653,660	-379,351	2023-12-31
CenterSquare Investment Management LLC	0.914%	9.175%	1,599,848	134,453	2023-09-30
Northern Trust Corp	0.874%	-4.695%	1,527,993	-75,277	2024-09-30
FMR Inc	0.862%	0.729%	1,508,541	10,914	2023-09-30
CI Investments Inc	0.842%	9.729%	1,457,504	129,227	2022-12-31
UBS Asset Mgmt Americas Inc	0.760%	-1.451%	1,329,231	-19,573	2024-03-31
BAMCO Inc	0.688%	-2.404%	1,203,016	-29,633	2024-03-31
Bank of New York Mellon Corp	0.677%	-10.387%	1,183,431	-137,165	2024-06-30
Massachusetts Financial Services Company	0.645%	-1.648%	1,126,977	-18,882	2024-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Alexandria Real Estate Equities Inc (ARE), owning a total of 6.2 million shares. Combined, the top 30 mutual fund holders of ARE own 33.69% of the company with a total of 58.7 million shares.

In the latest ownership report on October 31st 2024, the top 30 fund holders increased their combined ownership of ARE by 56 thousand shares. 9 funds bought 93,129 total additional shares and increased their ownership by an average of 0.48%. However 3 funds sold 36,664 total shares and decreased their ownership by an average of 0.21%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Alexandria Real Estate Equities increased by a net total of 56,465 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.546%	-0.274%	6,196,151	-17,002	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.152%	-0.353%	5,508,478	-19,538	2024-10-31
Vanguard Institutional 500 Index Trust	2.361%	1.163%	4,125,594	47,416	2024-10-31
Vanguard Mid Cap Index Institutional	2.124%	0.182%	3,711,374	6,724	2024-10-31
SPDR® S&P 500® ETF Trust	1.086%	0.526%	1,898,168	9,936	2024-10-31
iShares Core S&P 500 ETF	0.992%	0.154%	1,733,290	2,668	2024-10-31
Vanguard Value Index Inv	0.850%	0.255%	1,485,658	3,780	2024-10-31
Principal Equity Income A	0.723%	0.000%	1,262,913	0	2024-10-31
Vanguard Mid-Cap Value ETF	0.688%	0.379%	1,203,022	4,536	2024-10-31
The Real Estate Select Sector SPDR®	0.646%	1.069%	1,128,145	11,934	2024-10-31
Invesco S&P 500® Equal Weight ETF	0.596%	0.459%	1,042,240	4,760	2024-10-31
Vanguard Institutional Index I	0.566%	-0.013%	988,514	-124	2024-10-31
Vanguard Real Estate II Index	0.522%	0.151%	912,980	1,375	2024-10-31
Schwab US REIT ETF™	0.510%	0.000%	891,799	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.546%	-0.274%	6,196,151	-17,002	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.152%	-0.353%	5,508,478	-19,538	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.082%	7.308%	5,355,254	364,702	2023-03-31
Vanguard Institutional 500 Index Trust	2.361%	1.163%	4,125,594	47,416	2024-10-31
Vanguard 500 Index Investor	2.191%	0.489%	3,791,759	18,453	2023-08-31
Vanguard Mid Cap Index Institutional	2.124%	0.182%	3,711,374	6,724	2024-10-31
Victory Sycamore Established Value R	1.296%	-9.581%	2,265,000	-240,000	2024-09-30
Fidelity 500 Index	1.095%	-1.302%	1,913,835	-25,248	2024-09-30
SPDR® S&P 500® ETF Trust	1.086%	0.526%	1,898,168	9,936	2024-10-31
SPDR® S&P 500 ETF Trust	1.055%	0.227%	1,845,319	4,185	2024-04-30
Fidelity® 500 Index	1.044%	0.640%	1,814,635	11,546	2023-11-30
iShares Core S&P 500 ETF	0.992%	0.154%	1,733,290	2,668	2024-10-31
Vanguard Value Index Inv	0.850%	0.255%	1,485,658	3,780	2024-10-31
Principal Equity Income A	0.723%	0.000%	1,262,913	0	2024-10-31
Vanguard Mid-Cap Value ETF	0.688%	0.379%	1,203,022	4,536	2024-10-31
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.668%	2.273%	1,167,487	25,947	2024-09-30
The Real Estate Select Sector SPDR®	0.646%	1.069%	1,128,145	11,934	2024-10-31
JPM US Equity Income-MA	0.644%	102,518.000%	1,118,537	1,117,447	2023-09-30
Principal Real Estate Securities R5	0.615%	-5.148%	1,074,955	-58,338	2024-09-30
Invesco S&P 500® Equal Weight ETF	0.596%	0.459%	1,042,240	4,760	2024-10-31
AMOne Shinko US-REIT Open	0.575%	72.341%	1,004,101	421,475	2024-03-05
Vanguard Institutional Index I	0.566%	-0.013%	988,514	-124	2024-10-31
JPM US Equity Income-Composite	0.545%	-2.149%	952,722	-20,927	2024-09-30
JPMorgan Equity Income I	0.545%	-0.564%	952,722	-5,407	2024-09-30
Real Estate Select Sector SPDR®	0.531%	0.000%	928,647	0	2024-04-30
Vanguard Real Estate II Index	0.522%	0.151%	912,980	1,375	2024-10-31
DFA Real Estate Securities I	0.521%	-3.095%	911,883	-29,123	2024-05-31
Schwab US REIT ETF™	0.510%	0.000%	891,799	0	2024-10-31
M&G (Lux) Global Listed Infras L USD Acc	0.467%	-7.944%	811,325	-70,010	2023-11-30
Baron Growth Retail	0.457%	0.000%	750,000	0	2022-09-30