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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $152.18 M.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $51.44 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 302.1%. Conversely, Renaissance Technologies reduced exposure by 84.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.14% | Add 26.2% | 2,564,915 | $211.68 M | Q3 2025 | |
| 0.04% | New Buy | 289,090 | $24.09 M | Q3 2025 | |
| 0.08% | Add 15.4% | 180,157 | $15.01 M | Q3 2025 | |
| 0.06% | Add 302.1% | 175,924 | $14.66 M | Q3 2025 | |
| 0.00% | Reduce -84.5% | 23,900 | $1.99 M | Q3 2025 | |
| 0.00% | Reduce -48.6% | 6,013 | $501,123 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Alexandria Real Estate Equities, Inc. (ARE)
Top Guru holders include Cliff Asness ($211.68 M), Steven Cohen ($24.09 M), Chris Davis ($15.01 M). Collectively, tracked Gurus hold 3.24 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $51.44 M, with 4 Gurus buying and 3 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 1 Gurus sold out of ARE completely. Total sell value was $29.54 M.
Yes, 1 Gurus opened new positions in ARE, and 3 added to their existing holdings. Total buy value was $80.98 M.