Chris Davis's ARE Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 178,127 shares of Alexandria Real Estate Equities, Inc. (ARE) worth $8.72 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 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 2024, adding 142,057 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,030 | Reduce 1.13% | 178,127 | $48.94 |
| Q3 2025 | +23,970 | Add 15.35% | 180,157 | $83.34 |
| Q2 2025 | +4,870 | Add 3.22% | 156,187 | $72.63 |
| Q1 2025 | +1,120 | Add 0.75% | 151,317 | $92.51 |
| Q4 2024 | +8,140 | Add 5.73% | 150,197 | $97.55 |
| Q3 2024 | +142,057 | New Buy | 142,057 | $118.75 |
| Q2 2024 | -141,657 | Sold Out | 0 | $0.00 |
| Q1 2024 | -2,320 | Reduce 1.61% | 141,657 | $128.91 |
| Q4 2023 | +24,570 | Add 20.58% | 143,977 | $126.77 |
| Q3 2023 | +3,160 | Add 2.72% | 119,407 | $100.10 |
| Q2 2023 | +2,760 | Add 2.43% | 116,247 | $113.49 |
| Q1 2023 | +930 | Add 0.83% | 113,487 | $125.59 |
| Q4 2022 | +13,010 | Add 13.07% | 112,557 | $145.67 |
| Q2 2022 | +3,330 | Add 3.46% | 99,547 | $145.03 |
| Q1 2022 | +14,650 | Add 17.96% | 96,217 | $201.25 |
| Q4 2021 | +12,470 | Add 18.05% | 81,567 | $222.96 |
| Q2 2021 | -1,600 | Reduce 2.26% | 69,097 | $181.95 |
| Q1 2021 | -6,360 | Reduce 8.25% | 70,697 | $164.31 |
| Q4 2020 | -16,180 | Reduce 17.35% | 77,057 | $178.22 |
| Q3 2020 | +2,360 | Add 2.60% | 93,237 | $160.00 |
| Q2 2020 | -20,320 | Reduce 18.27% | 90,877 | $162.25 |
| Q1 2020 | -7,180 | Reduce 6.07% | 111,197 | $137.06 |
| Q4 2019 | -550 | Reduce 0.46% | 118,377 | $161.58 |
| Q3 2019 | +4,990 | Add 4.38% | 118,927 | $154.04 |
| Q2 2019 | -5,280 | Reduce 4.43% | 113,937 | $141.09 |
| Q1 2019 | +2,220 | Add 1.90% | 119,217 | $142.56 |
| Q4 2018 | +10,500 | Add 9.86% | 116,997 | $115.24 |
| Q3 2018 | +8,851 | Add 9.06% | 106,497 | $125.79 |
| Q2 2018 | -228 | Reduce 0.23% | 97,646 | $126.17 |
| Q1 2018 | +74 | Add 0.08% | 97,874 | $124.89 |
| Q4 2017 | +350 | Add 0.36% | 97,800 | $130.59 |
| Q3 2017 | -90 | Reduce 0.09% | 97,450 | $118.97 |
| Q2 2017 | -8 | Reduce 0.01% | 97,540 | $120.47 |
| Q1 2017 | +321 | Add 0.33% | 97,548 | $110.52 |
| Q4 2016 | +2,021 | Add 2.12% | 97,227 | $111.13 |
| Q3 2016 | +3 | Add 0.00% | 95,206 | $108.77 |
| Q2 2016 | +252 | Add 0.27% | 95,203 | $103.52 |
| Q1 2016 | -104 | Reduce 0.11% | 94,951 | $90.89 |
| Q3 2015 | -71,447 | Reduce 42.91% | 95,055 | $84.67 |
| Q2 2015 | -68,852 | Reduce 29.25% | 166,502 | $87.46 |
| Q1 2015 | +22,905 | Add 10.78% | 235,354 | $98.04 |
| Q4 2014 | -225,425 | Reduce 51.48% | 212,449 | $88.74 |
| Q3 2014 | +46,800 | Add 11.97% | 437,874 | $73.75 |
| Q2 2014 | -70,284 | Reduce 15.23% | 391,074 | $77.64 |
| Q1 2014 | +39,654 | Add 9.40% | 461,358 | $72.56 |
| Q4 2013 | +14,640 | Add 3.60% | 421,704 | $63.62 |
| Q3 2013 | -26,566 | Reduce 6.13% | 407,064 | $63.85 |
| Q2 2013 | +433,630 | Add 0.00% | 433,630 | $65.72 |
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 51 quarters since Q2 2013.
Chris Davis's largest addition to Alexandria Real Estate Equities, Inc. (ARE) was in Q2 2013, adding 433,630 shares worth $28.5 M.
According to the latest 13F filing for Q4 2025, Chris Davis's firm, Davis Selected Advisers, owns 178,127 shares of Alexandria Real Estate Equities, Inc. (ARE), valued at approximately $8.72 M.
As of the Q4 2025 filing, Alexandria Real Estate Equities, Inc. (ARE) represents approximately 0.04% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in Alexandria Real Estate Equities, Inc. (ARE) was 461,358 shares, as reported at the end of Q1 2014.