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Alexandria Real Estate Equities, Inc.

ARE Real Estate
$48.37 +$0.52 (1.09%)
Market Cap: $8.43 B
Gurus Holding
7
Popularity Rank
#1054
% of Shares Held
2.68%
Net Activity (Q1 2026)
+$133.28 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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $225.7 M.

Top institutional holders include Cliff Asness and HOTCHKIS & WILEY.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $133.28 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 343.7%. Conversely, Paul Tudor Jones reduced exposure by 89.3%.

Key Holders

Top 5 by Value

$120.35 M
$56.71 M
$12.73 M
$8.39 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$159.66 M
Total Buy Value
New Buys 2
Additions 4
-$26.38 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
6

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

Major holders include Cliff Asness ($120.35 M), HOTCHKIS & WILEY ($56.71 M), Joel Greenblatt ($12.73 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 4.67 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $133.28 M, with 6 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited ARE. The total reported sell value was $26.38 M.

Yes, 2 managers opened new positions in ARE, and 4 increased their existing holdings. The total reported buy value was $159.66 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 343.7% 2,592,547 $120.35 M Q1 2026
0.17% New Buy 1,221,640 $56.71 M Q1 2026
0.04% Add 22.8% 274,218 $12.73 M Q1 2026
0.06% Add 27.5% 220,050 $10.21 M Q1 2026
0.04% Add 1.5% 180,807 $8.39 M Q1 2026
0.01% New Buy 108,480 $5.04 M Q1 2026
0.01% Reduce -89.3% 68,397 $3.17 M Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form