Alexandria Real Estate Equities, Inc. (ARE) shareholders
ARENYSEReal Estate Investment TrustsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 26, 2026Score 7/3051% below fair value
$43.84−0.46 (-1.04%)
Close on Nov 13, 2026Market cap $7.64BP/E –Yield 10.68%
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 | 12.46% | $1.15B | +2,000,751 | 0.02% |
| Norges Bank | 16,437,663 | 9.44% | $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 | 6.23% | $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 | 4.07% | $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 | 85.4% | 89 / 222 | 196 / 107 | 40M | 33M |
| Q4 2025 | 599 | 167M | 95.9% | 106 / 189 | 240 / 194 | 41M | 25M |
| Q3 2025 | 704 | 152M | 87.1% | 116 / 312 | 198 / 73 | 15M | 25M |
| Q2 2025 | 666 | 162M | 93.0% | 111 / 287 | 200 / 105 | 14M | 16M |
| Q1 2025 | 669 | 164M | 94.0% | 93 / 295 | 213 / 75 | 9M | 10M |
| Q4 2024 | 658 | 166M | 95.0% | 101 / 239 | 260 / 86 | 18M | 15M |
| Q3 2024 | 654 | 163M | 93.8% | 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 | 96.6% | 52 / 253 | 195 / 74 | 8M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
479 funds held ARE in Q2 2026, 69% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 3.18% | $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 | 2.05% | $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 | 0.87% | $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 |
| Peter M. Moglia | Chief Executive Officer | 369,818 | 0.21% | Nov 3, 2026 |
| Blake L. Stevens | Regional Market Director | 28,782 | 0.02% | Nov 3, 2026 |
| Bret E. Gossett | EVP - Co-RMD | 52,370 | 0.03% | 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 |
| Jenna R. Foger | EVP - Co-Lead - Life Science | 67,272 | 0.04% | Sep 17, 2026 |
| Kristina Fukuzaki-Carlson | EVP - Business Operations | 39,152 | 0.02% | Sep 15, 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 |
| Orraparn C. Lee | EVP - Accounting | 68,768 | 0.04% | Apr 2, 2026 |
| Madeleine Thorp Alsbrook | EVP - Talent Management | 38,781 | 0.02% | Apr 2, 2026 |
| Jackie B. Clem | General Counsel & Secretary | 73,044 | 0.04% | 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 |
| Joshua J. Mitchell | Regional Market Director | 25,049 | 0.01% | Apr 2, 2026 |
| Lawrence J. Diamond | Co-Chief Operating Officer | 159,890 | 0.09% | Jan 27, 2026 |
| Hunter Kass | Co-President and RMD | 237,635 | 0.14% | 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 |
| Richard Hunter Klein | Director | 21,996 | 0.01% | Oct 19, 2026 |
| Sheila K. McGrath | Director | 12,355 | 0.01% | Oct 19, 2026 |
| Michael A. Woronoff | Director | 31,301 | 0.02% | Oct 19, 2026 |
| Steve Hash | Director | 31,395 | 0.02% | Oct 19, 2026 |
| James P. Cain | Director | 13,595 | 0.01% | Oct 19, 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 |
|---|---|---|---|---|---|---|
| Blake L. Stevens Regional Market Director | Oct 30, 2026 | Tax withholding | −282 | $40.20 | $11.34K | 28,782 |
| Peter M. Moglia Chief Executive Officer | Oct 30, 2026 | Tax withholding | −1,068 | $40.20 | $42.93K | 369,818 |
| Sheila K. McGrath Director | Oct 15, 2026 | Award | +150 | – | – | 12,355 |
| Michael A. Woronoff Director | Oct 15, 2026 | Award | +500 | – | – | 29,901 |
| James P. Cain Director | Oct 15, 2026 | Award | +168 | – | – | 13,595 |
| Steve Hash Director | Oct 15, 2026 | Award | +398 | – | – | 31,395 |
| Richard Hunter Klein Director | Oct 15, 2026 | Award | +130 | – | – | 21,996 |
| Michael A. Woronoff Director | Sep 30, 2026 | Award | +896 | – | – | 29,401 |
| Peter M. Moglia Chief Executive Officer | Sep 30, 2026 | Tax withholding | −1,068 | $47.46 | $50.69K | 370,886 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
3.80%
7M shares short
Days to cover
2.1
At 3M shares a day
Change since last report
-10.4%
From 7M shares
Short volume, 20 days
48.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Alexandria Real Estate Equities's stock actually held short. Settlement fails (shares not delivered on time) peaked at 79,490 shares on Oct 9, 2026 over the last 90 days.
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 |
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