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Alexandria Real Estate Equities, Inc.

ARE Real Estate
$53.34 +$0.04 (0.08%)
Market Cap: $9.29 B
Gurus Holding
6
Popularity Rank
#1541
% of Shares Held
5.22%
Net Activity (Q2 2026)
+$234.89 M

Guru Ownership Trend

Guru Analysis for Alexandria Real Estate Equities, Inc. (ARE)

Alexandria Real Estate Equities, Inc. (ARE), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $485.26 M.

Top institutional holders include Cliff Asness and HOTCHKIS & WILEY.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $234.89 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 195.0%. Conversely, Chris Davis reduced exposure by 55.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$268 M
Total Buy Value
New Buys 0
Additions 2
-$33.11 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Alexandria Real Estate Equities, Inc. (ARE)

Major holders include Cliff Asness ($404.2 M), HOTCHKIS & WILEY ($48.27 M), Diamond Hill Capital ($12.45 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 9.1 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $234.89 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited ARE. The total reported sell value was $33.11 M.

Yes, 0 managers opened new positions in ARE, and 2 increased their existing holdings. The total reported buy value was $268 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.14% Add 195.0% 7,648,039 $404.2 M Q2 2026
0.14% Reduce -25.2% 913,300 $48.27 M Q2 2026
0.10% Add 7.1% 235,566 $12.45 M Q2 2026
0.02% Reduce -39.5% 165,796 $8.76 M Q2 2026
0.02% Reduce -55.5% 80,467 $4.25 M Q2 2026
0.00% Reduce -20.7% 54,230 $2.87 M Q2 2026
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