ARENYSEReal Estate Investment TrustsFiscal year ends December 31
ALEXANDRIA REAL ESTATE EQUITIES, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$40.63−0.99 (-2.38%)
Close on Oct 19, 2026
- Market cap
- $6.94B
- P/E (TTM)
- –
- Dividend yield
- 11.52%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
97.4%
170M of 174M shares
Institutional holders
596
107 new, 72 sold out
Net institutional buying
21M
In Q2 2026
Insider trades, 12 months
12 buys · 6 sales
Net bought $1.29M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Norges Bank (The Central Bank Of Norway) | 16,455,665 | 9.47% | 13G (passive) amendment | Dec 31, 2023 |
| BlackRock, Inc. | 15,113,497 | 8.70% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Portfolio Management | 13,870,311 | 8.00% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 12,248,344 | 7.06% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | – | 6.60% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ARE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,692,019 | 12.45% | $1.15B | +2,000,751 | 0.02% |
| Norges Bank | 16,437,663 | 9.43% | $868.73M | New | 0.09% |
| Vanguard Portfolio Management LLC | 14,001,369 | 8.04% | $739.97M | +151,818 | 0.03% |
| Vanguard Capital Management LLC | 10,842,415 | 6.22% | $573.02M | +99,856 | 0.01% |
| State Street Corp | 10,596,116 | 6.08% | $567.54M | −66,347 | 0.02% |
| Aqr Capital Management LLC | 7,648,039 | 4.39% | $404.20M | +5,055,492 | 0.14% |
| Invesco Ltd. | 7,080,302 | 4.06% | $374.19M | +253,935 | 0.03% |
| APG Asset Management US Inc. | 6,981,310 | 4.01% | $370.08M | – | 2.59% |
| Geode Capital Management, LLC | 4,617,801 | 2.65% | $243.65M | +108,780 | 0.01% |
| Morgan Stanley | 2,948,869 | 1.69% | $155.85M | +167,368 | 0.01% |
| Charles Schwab Investment Management Inc | 2,861,370 | 1.64% | $151.22M | +173,119 | 0.02% |
| Goldman Sachs Group Inc | 2,703,793 | 1.55% | $142.90M | +467,069 | 0.01% |
| Centersquare Investment Management LLC | 2,353,556 | 1.35% | $124.39M | +328,664 | 1.06% |
| Northern Trust Corp | 2,333,178 | 1.34% | $123.31M | +72,435 | 0.01% |
| Dimensional Fund Advisors LP | 2,068,746 | 1.19% | $109.35M | −228,476 | 0.02% |
| Bank of New York Mellon Corp | 1,499,585 | 0.86% | $79.25M | +378,594 | 0.01% |
| Legal & General Group Plc | 1,450,268 | 0.83% | $76.65M | +32,479 | 0.02% |
| JPMorgan Chase & Co | 1,425,576 | 0.82% | $79.63M | −2,184,328 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 1,396,722 | 0.80% | $73.82M | +607,877 | 0.03% |
| Bnp Paribas Arbitrage, Snc | 1,286,866 | 0.74% | $68.01M | +362,875 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 596 | 170M | 97.4% | 107 / 232 | 191 / 72 | 37M | 16M |
| Q1 2026 | 571 | 149M | 85.3% | 89 / 222 | 196 / 107 | 40M | 33M |
| Q4 2025 | 599 | 167M | 95.9% | 106 / 189 | 240 / 194 | 41M | 25M |
| Q3 2025 | 704 | 152M | 87.0% | 116 / 312 | 198 / 73 | 15M | 25M |
| Q2 2025 | 666 | 162M | 92.9% | 111 / 287 | 200 / 105 | 14M | 16M |
| Q1 2025 | 669 | 164M | 93.9% | 93 / 295 | 213 / 75 | 9M | 10M |
| Q4 2024 | 658 | 166M | 95.0% | 101 / 239 | 260 / 86 | 18M | 15M |
| Q3 2024 | 654 | 163M | 93.7% | 69 / 265 | 251 / 83 | 25M | 10M |
| Q2 2024 | 675 | 166M | 95.2% | 99 / 255 | 251 / 69 | 5M | 13M |
| Q1 2024 | 649 | 174M | 99.9% | 69 / 270 | 222 / 68 | 13M | 10M |
| Q4 2023 | 653 | 173M | 99.4% | 148 / 243 | 208 / 57 | 13M | 8M |
| Q3 2023 | 569 | 168M | 96.5% | 52 / 253 | 195 / 74 | 8M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ARE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 5,927,298 | 3.40% | $304.96M | 0.42% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 5,531,606 | 3.17% | $292.35M | 0.01% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 4,062,703 | 2.33% | $214.71M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,993,269 | 2.29% | $211.04M | 0.11% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 3,561,872 | 2.04% | $183.26M | 0.19% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,531,742 | 1.45% | $133.80M | 0.20% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 2,150,361 | 1.23% | $113.65M | 0.01% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 1,995,961 | 1.15% | $99.16M | 0.01% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF | 1,506,737 | 0.86% | $79.63M | 1.08% | Jun 30, 2026 |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | 1,314,309 | 0.75% | $69.46M | 0.86% | Jun 30, 2026 |
| Invesco Equity and Income Fund | 1,221,325 | 0.70% | $60.68M | 0.47% | May 31, 2026 |
| Schwab U.S. REIT ETF | 1,103,472 | 0.63% | $54.82M | 0.55% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 1,040,215 | 0.60% | $53.52M | 0.49% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 850,221 | 0.49% | $44.93M | 0.01% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 705,005 | 0.40% | $37.26M | 0.07% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joel S. Marcus | Executive Chairman, Director | 597,724 | 0.34% | Sep 15, 2026 |
| Bret E. Gossett | EVP - Co-RMD | 52,370 | 0.03% | Sep 17, 2026 |
| Jenna R. Foger | EVP - Co-Lead - Life Science | 67,272 | 0.04% | Sep 17, 2026 |
| Blake L. Stevens | Regional Market Director | 29,064 | 0.02% | Sep 17, 2026 |
| John Hart Cole | Co-President, & Co-RMD | 106,731 | 0.06% | Sep 17, 2026 |
| Hallie E. Kuhn | EVP - Cap Market & Co-Lead -LS | 47,387 | 0.03% | Sep 17, 2026 |
| Gregory Calvin Thomas | EVP - CTO | 31,928 | 0.02% | Sep 17, 2026 |
| Michael E. Boss | Co-Regional Market Director | 51,345 | 0.03% | Sep 17, 2026 |
| Jesse J. Nelson | EVP - RMD | 95,033 | 0.05% | Sep 17, 2026 |
| Kristina Fukuzaki-Carlson | EVP - Business Operations | 39,152 | 0.02% | Sep 15, 2026 |
| Peter M. Moglia | Chief Executive Officer | 371,954 | 0.21% | Sep 2, 2026 |
| Andres Gavinet | Chief Accounting Officer | 102,516 | 0.06% | Sep 2, 2026 |
| Marc E. Binda | CFO & Treasurer | 188,264 | 0.11% | Jun 11, 2026 |
| Madeleine Thorp Alsbrook | EVP - Talent Management | 38,781 | 0.02% | Apr 2, 2026 |
| Joshua J. Mitchell | Regional Market Director | 25,049 | 0.01% | Apr 2, 2026 |
| Gary D. Dean | EVP, Real Estate Legal Affairs | 68,314 | 0.04% | Apr 2, 2026 |
| Joseph Hakman | Co-Chief Operating Officer | 99,160 | 0.06% | Apr 2, 2026 |
| Jackie B. Clem | General Counsel & Secretary | 73,044 | 0.04% | Apr 2, 2026 |
| Orraparn C. Lee | EVP - Accounting | 68,768 | 0.04% | Apr 2, 2026 |
| Hunter Kass | Co-President and RMD | 237,635 | 0.14% | Jan 27, 2026 |
| Lawrence J. Diamond | Co-Chief Operating Officer | 159,890 | 0.09% | Jan 27, 2026 |
| Daniel J. Ryan | Co-President and RMD | 217,609 | 0.12% | Dec 17, 2025 |
| Vincent Ciruzzi | Chief Development Officer | 72,820 | 0.04% | Jan 3, 2025 |
| Sheila K. McGrath | Director | 12,205 | 0.01% | Jul 17, 2026 |
| James P. Cain | Director | 13,427 | 0.01% | Jul 17, 2026 |
| Michael A. Woronoff | Director | 29,905 | 0.02% | Jul 17, 2026 |
| Richard Hunter Klein | Director | 21,866 | 0.01% | Jul 17, 2026 |
| Steve Hash | Director | 30,997 | 0.02% | Jul 17, 2026 |
| Maria C. Freire | Director | 10,946 | 0.01% | Jan 20, 2026 |
| Claire Aldridge | Director | 4,493 | 0.00% | Jan 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jesse J. Nelson EVP - RMD | Sep 15, 2026 | Tax withholding | −3,611 | $52.93 | $191.13K | 95,033 |
| Michael E. Boss Co-Regional Market Director | Sep 15, 2026 | Tax withholding | −1,462 | $52.93 | $77.38K | 51,345 |
| Gregory Calvin Thomas EVP - CTO | Sep 15, 2026 | Tax withholding | −1,096 | $52.93 | $58.01K | 31,928 |
| Hallie E. Kuhn EVP - Cap Market & Co-Lead -LS | Sep 15, 2026 | Tax withholding | −914 | $52.93 | $48.38K | 47,387 |
| John Hart Cole Co-President, & Co-RMD | Sep 15, 2026 | Tax withholding | −2,208 | $52.93 | $116.87K | 106,731 |
| Blake L. Stevens Regional Market Director | Sep 15, 2026 | Tax withholding | −471 | $52.93 | $24.93K | 29,064 |
| Jenna R. Foger EVP - Co-Lead - Life Science | Sep 15, 2026 | Tax withholding | −1,086 | $52.93 | $57.48K | 67,272 |
| Bret E. Gossett EVP - Co-RMD | Sep 15, 2026 | Tax withholding | −584 | $52.93 | $30.91K | 52,370 |
| Kristina Fukuzaki-Carlson EVP - Business Operations | Sep 11, 2026 | Sale | −16,810 | $50.51 | $849.07K | 39,152 |
| Joel S. Marcus Executive Chairman, Director | Sep 11, 2026 | Buy | +5,000 | $49.68 | $248.40K | 597,724 |
| Andres Gavinet Chief Accounting Officer | Aug 31, 2026 | Sale | −10,000 | $50.93 | $509.30K | 102,516 |
| Peter M. Moglia Chief Executive Officer | Aug 31, 2026 | Tax withholding | −1,068 | $51.29 | $54.78K | 371,954 |
| Joel S. Marcus Executive Chairman, Director | Aug 17, 2026 | Buy | +5,000 | $46.28 | $231.40K | 592,724 |
| Peter M. Moglia Chief Executive Officer | Jul 31, 2026 | Tax withholding | −1,068 | $51.45 | $54.95K | 373,022 |
| James P. Cain Director | Jul 15, 2026 | Award | +144 | – | – | 13,427 |
| Michael A. Woronoff Director | Jul 15, 2026 | Award | +415 | – | – | 28,505 |
| Sheila K. McGrath Director | Jul 15, 2026 | Award | +128 | – | – | 12,205 |
| Richard Hunter Klein Director | Jul 15, 2026 | Award | +111 | – | – | 21,866 |
| Steve Hash Director | Jul 15, 2026 | Award | +340 | – | – | 30,997 |
| Michael A. Woronoff Director | Jun 30, 2026 | Award | +804 | – | – | 28,090 |
| Peter M. Moglia Chief Executive Officer | Jun 30, 2026 | Tax withholding | −1,068 | $52.85 | $56.44K | 374,090 |
| Marc E. Binda CFO & Treasurer | Jun 9, 2026 | Sale(10b5-1 plan) | −2,000 | $54.00 | $108.00K | 188,264 |
| Peter M. Moglia Chief Executive Officer | May 29, 2026 | Tax withholding | −1,067 | $49.68 | $53.01K | 375,158 |
| Joel S. Marcus Executive Chairman, Director | May 6, 2026 | Buy | +3,989 | $45.99 | $183.45K | 584,213 |
| Joel S. Marcus Executive Chairman, Director | May 6, 2026 | Buy | +3,511 | $46.74 | $164.10K | 587,724 |
| Joel S. Marcus Executive Chairman, Director | May 5, 2026 | Buy | +3,832 | $42.76 | $163.86K | 578,618 |
| Joel S. Marcus Executive Chairman, Director | May 5, 2026 | Buy | +1,606 | $43.70 | $70.18K | 580,224 |
| Joel S. Marcus Executive Chairman, Director | May 5, 2026 | Buy | +2,062 | $41.89 | $86.38K | 574,786 |
| Joel S. Marcus Executive Chairman, Director | May 4, 2026 | Buy | +10,000 | $41.02 | $410.20K | 572,724 |
| Gregory Calvin Thomas EVP - CTO | Apr 30, 2026 | Buy | +3,500 | $41.00 | $143.50K | 33,024 |
| Peter M. Moglia Chief Executive Officer | Apr 30, 2026 | Tax withholding | −1,069 | $40.51 | $43.31K | 376,225 |
| Hallie E. Kuhn EVP - Cap Market & Co-Lead -LS | Apr 17, 2026 | Sale(10b5-1 plan) | −536 | $48.20 | $25.84K | 48,301 |
| Steve Hash Director | Apr 15, 2026 | Award | +343 | – | – | 30,657 |
| Michael A. Woronoff Director | Apr 15, 2026 | Award | +407 | – | – | 27,286 |
| James P. Cain Director | Apr 15, 2026 | Award | +145 | – | – | 13,283 |
| Sheila K. McGrath Director | Apr 15, 2026 | Award | +129 | – | – | 12,077 |
| Richard Hunter Klein Director | Apr 15, 2026 | Award | +112 | – | – | 21,755 |
| Jackie B. Clem General Counsel & Secretary | Mar 31, 2026 | Award | +21,543 | – | – | 73,044 |
| Madeleine Thorp Alsbrook EVP - Talent Management | Mar 31, 2026 | Award | +16,157 | – | – | 38,781 |
| Kristina Fukuzaki-Carlson EVP - Business Operations | Mar 31, 2026 | Award | +16,157 | – | – | 55,962 |
| Orraparn C. Lee EVP - Accounting | Mar 31, 2026 | Award | +21,543 | – | – | 68,768 |
| Gary D. Dean EVP, Real Estate Legal Affairs | Mar 31, 2026 | Award | +16,157 | – | – | 68,314 |
| Jesse J. Nelson EVP - RMD | Mar 31, 2026 | Award | +43,085 | – | – | 98,644 |
| Andres Gavinet Chief Accounting Officer | Mar 31, 2026 | Award | +32,314 | – | – | 112,516 |
| Michael E. Boss Co-Regional Market Director | Mar 31, 2026 | Award | +21,543 | – | – | 52,807 |
| Michael A. Woronoff Director | Mar 31, 2026 | Award | +915 | – | – | 26,879 |
| Jenna R. Foger EVP - Co-Lead - Life Science | Mar 31, 2026 | Award | +21,543 | – | – | 68,358 |
| Hallie E. Kuhn EVP - Cap Market & Co-Lead -LS | Mar 31, 2026 | Award | +21,543 | – | – | 48,837 |
| Blake L. Stevens Regional Market Director | Mar 31, 2026 | Award | +10,772 | – | – | 29,535 |
| Gregory Calvin Thomas EVP - CTO | Mar 31, 2026 | Award | +10,772 | – | – | 29,524 |
| Bret E. Gossett EVP - Co-RMD | Mar 31, 2026 | Award | +11,849 | – | – | 52,954 |
| Joshua J. Mitchell Regional Market Director | Mar 31, 2026 | Award | +12,926 | – | – | 25,049 |
| Peter M. Moglia Chief Executive Officer | Mar 31, 2026 | Tax withholding | −1,067 | $46.42 | $49.53K | 377,294 |
| Joseph Hakman Co-Chief Operating Officer | Mar 31, 2026 | Award | +32,314 | – | – | 99,160 |
| Michael E. Boss Co-Regional Market Director | Mar 13, 2026 | Tax withholding | −797 | $48.41 | $38.58K | 31,264 |
| Joshua J. Mitchell Regional Market Director | Mar 13, 2026 | Tax withholding | −586 | $48.41 | $28.37K | 12,123 |
| Madeleine Thorp Alsbrook EVP - Talent Management | Mar 13, 2026 | Tax withholding | −1,087 | $48.41 | $52.62K | 22,624 |
| Jenna R. Foger EVP - Co-Lead - Life Science | Mar 13, 2026 | Tax withholding | −688 | $48.41 | $33.31K | 46,815 |
| Orraparn C. Lee EVP - Accounting | Mar 13, 2026 | Tax withholding | −1,024 | $48.41 | $49.57K | 47,225 |
| Joseph Hakman Co-Chief Operating Officer | Mar 13, 2026 | Tax withholding | −2,029 | $48.41 | $98.22K | 66,846 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kristina Fukuzaki-Carlson Officer | Sep 11, 2026 | 16,810 | $849.13K | Sep 11, 2026 | Restricted Stock Vesting |
| Andres Gavinet Officer | Aug 31, 2026 | 10,000 | $509.34K | Aug 31, 2026 | Restricted Stock Vesting |
| Marc E. Binda Officer | Jun 9, 2026 | 2,000 | $108.00K | Jun 9, 2026 | Restricted Stock Vesting |
| Hallie E. Kuhn Officer | Apr 17, 2026 | 536 | $25.84K | Apr 17, 2026 | Restricted Stock Vesting |
| Bret E. Gossett Officer, Director | Feb 27, 2026 | 4,702 | $251.81K | Feb 27, 2026 | Restricted Stock Vesting |
| Madeleine Thorp Alsbrook Officer | Dec 16, 2025 | 3,486 | $160.88K | Dec 16, 2025 | Restricted Stock Vesting |
| Vincent Ciruzzi FORMER OFFICER | Feb 27, 2025 | 10,582 | $1.07M | Feb 27, 2025 | Restricted Stock Vesting |
| Peter M. Moglia Officer | Dec 16, 2024 | 10,000 | $1.02M | Dec 16, 2024 | Restricted Stock Vesting |
| Madeleine Thorp Alsbrook Officer | Dec 16, 2024 | 4,360 | $446.20K | Dec 16, 2024 | Restricted Stock Vesting |
| Daniel J. Ryan Officer | Dec 11, 2024 | 10,000 | $1.03M | Dec 11, 2024 | Restricted Stock Vesting |
| Andres Gavinet Officer | Dec 11, 2024 | 7,765 | $801.59K | Dec 11, 2024 | Restricted Stock Vesting |
| Andres Gavinet Officer | Dec 10, 2024 | 10,000 | $1.05M | Dec 10, 2024 | Restricted Stock Vesting |
| Hunter Kass Officer | Dec 9, 2024 | 5,000 | $530.65K | Dec 9, 2024 | Restricted Stock Vesting |
| Vincent Ciruzzi Officer | Sep 13, 2024 | 6,941 | $855.75K | Sep 13, 2024 | Restricted Stock Vesting |
| Orraparn C. Lee Officer | Mar 13, 2024 | 3,000 | $380.01K | Mar 13, 2024 | Restricted Stock Vesting |