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Alexandria Real Estate Equities, Inc.

ARE Real Estate
$43.29 $-3.13 (-6.74%)
Market Cap: $7.5 B
Gurus Holding
5
Popularity Rank
#1863
% of Shares Held
1.04%
Net Activity (Q4 2025)
-$81.7 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 Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $77.7 M.

Top institutional holders include Paul Tudor Jones and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $81.7 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Cliff Asness reduced exposure by 77.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$41.92 M
Total Buy Value
New Buys 2
Additions 1
-$123.62 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
3

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

Major holders include Paul Tudor Jones ($31.16 M), Cliff Asness ($28.59 M), Joel Greenblatt ($10.93 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.79 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $81.7 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited ARE. The total reported sell value was $123.62 M.

Yes, 2 managers opened new positions in ARE, and 1 increased their existing holdings. The total reported buy value was $41.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% New Buy 636,640 $31.16 M Q4 2025
0.02% Reduce -77.2% 584,282 $28.59 M Q4 2025
0.04% Add 26.9% 223,259 $10.93 M Q4 2025
0.04% Reduce -1.1% 178,127 $8.72 M Q4 2025
0.04% New Buy 172,549 $8.44 M Q4 2025
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