Chris Davis's ARE Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 180,157 shares of Alexandria Real Estate Equities, Inc. (ARE) worth $15.01 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chris Davis has maintained a long-term strategic position in ARE, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 46,800 shares. Largest reduction occurred in Q4 2014, reducing 225,425 shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's Alexandria Real Estate Equities (ARE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alexandria Real Estate Equities (ARE) Trades by Chris Davis
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +433,631 | Add 0.00% | 433,630 | $65.72 |
| Q3 2013 | -26,566 | Reduce 6.13% | 407,064 | $63.85 |
| Q4 2013 | +14,640 | Add 3.60% | 421,704 | $63.62 |
| Q1 2014 | +39,654 | Add 9.40% | 461,358 | $72.56 |
| Q2 2014 | -70,284 | Reduce 15.23% | 391,074 | $77.64 |
| Q3 2014 | +46,800 | Add 11.97% | 437,874 | $73.75 |
| Q4 2014 | -225,425 | Reduce 51.48% | 212,449 | $88.74 |
| Q1 2015 | +22,905 | Add 10.78% | 235,354 | $98.04 |
| Q2 2015 | -68,852 | Reduce 29.25% | 166,502 | $87.46 |
| Q3 2015 | -71,447 | Reduce 42.91% | 95,055 | $84.67 |
| Q1 2016 | -104 | Reduce 0.11% | 94,951 | $90.89 |
| Q2 2016 | +252 | Add 0.27% | 95,203 | $103.52 |
| Q3 2016 | +3 | Add 0.00% | 95,206 | $108.77 |
| Q4 2016 | +2,021 | Add 2.12% | 97,227 | $111.13 |
| Q1 2017 | +321 | Add 0.33% | 97,548 | $110.52 |
| Q2 2017 | -8 | Reduce 0.01% | 97,540 | $120.47 |
| Q3 2017 | -90 | Reduce 0.09% | 97,450 | $118.97 |
| Q4 2017 | +350 | Add 0.36% | 97,800 | $130.59 |
| Q1 2018 | +74 | Add 0.08% | 97,874 | $124.89 |
| Q2 2018 | -228 | Reduce 0.23% | 97,646 | $126.17 |
| Q3 2018 | +8,851 | Add 9.06% | 106,497 | $125.79 |
| Q4 2018 | +10,500 | Add 9.86% | 116,997 | $115.24 |
| Q1 2019 | +2,220 | Add 1.90% | 119,217 | $142.56 |
| Q2 2019 | -5,280 | Reduce 4.43% | 113,937 | $141.09 |
| Q3 2019 | +4,990 | Add 4.38% | 118,927 | $154.04 |
| Q4 2019 | -550 | Reduce 0.46% | 118,377 | $161.58 |
| Q1 2020 | -7,180 | Reduce 6.07% | 111,197 | $137.06 |
| Q2 2020 | -20,320 | Reduce 18.27% | 90,877 | $162.25 |
| Q3 2020 | +2,360 | Add 2.60% | 93,237 | $160.00 |
| Q4 2020 | -16,180 | Reduce 17.35% | 77,057 | $178.22 |
| Q1 2021 | -6,360 | Reduce 8.25% | 70,697 | $164.31 |
| Q2 2021 | -1,600 | Reduce 2.26% | 69,097 | $181.95 |
| Q4 2021 | +12,470 | Add 18.05% | 81,567 | $222.96 |
| Q1 2022 | +14,650 | Add 17.96% | 96,217 | $201.25 |
| Q2 2022 | +3,330 | Add 3.46% | 99,547 | $145.03 |
| Q4 2022 | +13,010 | Add 13.07% | 112,557 | $145.67 |
| Q1 2023 | +930 | Add 0.83% | 113,487 | $125.59 |
| Q2 2023 | +2,760 | Add 2.43% | 116,247 | $113.49 |
| Q3 2023 | +3,160 | Add 2.72% | 119,407 | $100.10 |
| Q4 2023 | +24,570 | Add 20.58% | 143,977 | $126.77 |
| Q1 2024 | -2,320 | Reduce 1.61% | 141,657 | $128.91 |
| Q2 2024 | -141,657 | Sold Out | 141,657 | $0.00 |
| Q3 2024 | +142,057 | New Buy | 142,057 | $118.75 |
| Q4 2024 | +8,140 | Add 5.73% | 150,197 | $97.55 |
| Q1 2025 | +1,120 | Add 0.75% | 151,317 | $92.51 |
| Q2 2025 | +4,870 | Add 3.22% | 156,187 | $72.63 |
| Q3 2025 | +23,970 | Add 15.35% | 180,157 | $83.34 |
Chris Davis's Alexandria Real Estate Equities Investment FAQs
Chris Davis first purchased Alexandria Real Estate Equities, Inc. (ARE) in Q2 2013, acquiring 433,630 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held Alexandria Real Estate Equities, Inc. (ARE) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's largest addition to Alexandria Real Estate Equities, Inc. (ARE) was in Q2 2013, adding 433,630 shares worth $28.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chris Davis's firm, Davis Selected Advisers, owns 180,157 shares of Alexandria Real Estate Equities, Inc. (ARE), valued at approximately $15.01 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Alexandria Real Estate Equities, Inc. (ARE) represents approximately 0.08% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's peak holding in Alexandria Real Estate Equities, Inc. (ARE) was 461,358 shares, as reported at the end of Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.