Filing Research | ARE - ALEXANDRIA REAL ESTATE EQUIT Institutional Holdings

Snapshot holdings

50 / 125 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	545.4KSH	$28.8M
2	Gradient Investments LLC	Shares	276.9KSH	$14.6M
3	NAN FUNG TRINITY (HK) Ltd	Shares	239.0KSH	$12.6M
4	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	212.4KSH	$11.2M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	194.9KSH	$10.3M
6	Fideuram Asset Management (Ireland) dac	Shares	204.0KSH	$9.1M
7	QSM Asset Management Ltd	Shares	112.8KSH	$6.1M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	139.7KSH	$6.0M
9	Vert Asset Management LLC	Shares	80.1KSH	$4.2M
10	Robeco Institutional Asset Management B.V.	Shares	79.9KSH	$4.2M
11	Police & Firemen's Retirement System of New Jersey	Shares	77.3KSH	$4.1M
12	Abundance Wealth Counselors	Shares	75.0KSH	$4.0M
13	Merit Financial Group, LLC	Shares	69.1KSH	$3.7M
14	BANQUE PICTET & CIE SA	Shares	65.3KSH	$3.5M
15	TMB Capital Partners, LLC	Shares	54.5KSH	$2.9M
16	Leibman Financial Services, Inc.	Shares	50.8KSH	$2.7M
17	Oak Thistle LLC	Shares	46.8KSH	$2.5M
18	Czech National Bank	Shares	44.6KSH	$2.4M
19	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	43.1KSH	$2.3M
20	Y-Intercept (Hong Kong) Ltd	Shares	40.6KSH	$2.1M
21	DAVENPORT & Co LLC	Shares	40.5KSH	$2.1M
22	Vanderbilt University	Shares	39.2KSH	$2.1M
23	Mirae Asset Global Investments Co., Ltd.	Shares	36.8KSH	$1.9M
24	Taylor Frigon Capital Management LLC	Shares	35.3KSH	$1.9M
25	IFM Investors Pty Ltd	Shares	28.2KSH	$1.5M
26	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	25.2KSH	$1.3M
27	HBW ADVISORY SERVICES LLC	Shares	24.4KSH	$1.3M
28	PensionDanmark Pensionsforsikringsaktieselskab	Shares	21.8KSH	$1.2M
29	Apollon Wealth Management, LLC	Shares	21.2KSH	$1.1M
30	Diversified Trust Co	Shares	19.5KSH	$1.0M
31	Blackhawk Capital Partners, LLC	Shares	18.6KSH	$985.3K
32	Telos Capital Management, Inc.	Shares	18.2KSH	$959.8K
33	NAPLES GLOBAL ADVISORS, LLC	Shares	17.2KSH	$920.8K
34	Brookwood Investment Group LLC	Shares	14.4KSH	$758.9K
35	Sequoia Financial Advisors, LLC	Shares	12.7KSH	$671.8K
36	NorthCrest Asset Manangement, LLC	Shares	13.8KSH	$668.9K
37	FLAGSHIP HARBOR ADVISORS, LLC	Shares	10.7KSH	$565.0K
38	Farther Finance Advisors, LLC	Shares	10.3KSH	$548.7K
39	Investors Research Corp	Shares	10.4KSH	$548.1K
40	Sivia Capital Partners, LLC	Shares	10.1KSH	$531.9K
41	SUMMITRY LLC	Shares	9.1KSH	$481.9K
42	HARTFORD INVESTMENT MANAGEMENT CO	Shares	8.5KSH	$449.1K
43	Ninety One UK Ltd	Shares	8.4KSH	$446.1K
44	MIZUHO SECURITIES USA LLC	Shares	9.4KSH	$437.7K
45	Louisiana State Employees Retirement System	Shares	8.0KSH	$422.8K
46	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.6KSH	$408.3K
47	WADDELL & ASSOCIATES, LLC	Shares	7.4KSH	$393.0K
48	Plan A Wealth LLC	Shares	7.2KSH	$380.3K
49	GAMMA Investing LLC	Shares	6.8KSH	$357.0K
50	D.A. DAVIDSON & CO.	Shares	6.3KSH	$331.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 136 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac added	Shares	+164.8K	+$6.9M	$9.1M
2	QSM Asset Management Ltd new	Shares	+112.8K	+$6.1M	$6.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+93.5K	+$4.2M	$6.0M
4	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+2.8K	+$3.6M	$28.8M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+48.5K	+$3.5M	$10.3M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+51.4K	+$2.9M	$4.1M
7	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+31.8K	+$2.8M	$11.2M
8	Gradient Investments LLC added	Shares	+13.2K	+$2.4M	$14.6M
9	Abundance Wealth Counselors added	Shares	+40.0K	+$2.3M	$4.0M
10	Merit Financial Group, LLC added	Shares	+32.0K	+$1.9M	$3.7M
11	NAN FUNG TRINITY (HK) Ltd unchanged	Shares	0	+$1.5M	$12.6M
12	Apollon Wealth Management, LLC new	Shares	+21.2K	+$1.1M	$1.1M
13	Diversified Trust Co new	Shares	+19.5K	+$1.0M	$1.0M
14	Vert Asset Management LLC added	Shares	+5.7K	+$779.3K	$4.2M
15	Vanderbilt University added	Shares	+9.2K	+$678.1K	$2.1M
16	BANQUE PICTET & CIE SA added	Shares	+4.1K	+$611.8K	$3.5M
17	Leibman Financial Services, Inc. added	Shares	+5.8K	+$595.4K	$2.7M
18	Sivia Capital Partners, LLC new	Shares	+10.1K	+$531.9K	$531.9K
19	SUMMITRY LLC new	Shares	+9.1K	+$481.9K	$481.9K
20	NorthCrest Asset Manangement, LLC added	Shares	+9.1K	+$466.6K	$668.9K
21	Blackhawk Capital Partners, LLC added	Shares	+6.8K	+$433.6K	$985.3K
22	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+7.6K	+$408.3K	$408.3K
23	WADDELL & ASSOCIATES, LLC new	Shares	+7.4K	+$393.0K	$393.0K
24	Czech National Bank added	Shares	+2.2K	+$387.6K	$2.4M
25	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$277.1K	$2.3M
26	GREENLEAF TRUST new	Shares	+5.0K	+$263.9K	$263.9K
27	Taylor Frigon Capital Management LLC added	Shares	+758	+$262.1K	$1.9M
28	Bank Pictet & Cie (Europe) AG new	Shares	+4.5K	+$235.2K	$235.2K
29	MISSION WEALTH MANAGEMENT, LP new	Shares	+4.3K	+$227.0K	$227.0K
30	HBW ADVISORY SERVICES LLC added	Shares	+1.1K	+$206.5K	$1.3M
31	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+713	+$195.3K	$1.3M
32	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-925	+$193.4K	$1.9M
33	IFM Investors Pty Ltd unchanged	Shares	0	+$181.4K	$1.5M
34	Farther Finance Advisors, LLC added	Shares	+1.3K	+$156.2K	$548.7K
35	PensionDanmark Pensionsforsikringsaktieselskab unchanged	Shares	0	+$140.3K	$1.2M
36	IFP Advisors, Inc added	Shares	+2.6K	+$137.7K	$158.1K
37	EverSource Wealth Advisors, LLC added	Shares	+2.2K	+$132.8K	$259.2K
38	Brookwood Investment Group LLC added	Shares	+748	+$127.1K	$758.9K
39	Plan A Wealth LLC added	Shares	+1.5K	+$114.9K	$380.3K
40	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+800	+$105.9K	$565.0K
41	1620 INVESTMENT ADVISORS, INC. new	Shares	+1.9K	+$102.5K	$102.5K
42	True Wealth Design, LLC added	Shares	+1.8K	+$100.7K	$125.1K
43	Sequoia Financial Advisors, LLC trimmed	Shares	-46	+$79.6K	$671.8K
44	NAPLES GLOBAL ADVISORS, LLC trimmed	Shares	-775	+$75.3K	$920.8K
45	Telos Capital Management, Inc. trimmed	Shares	-970	+$71.8K	$959.8K
46	Louisiana State Employees Retirement System added	Shares	+100	+$56.1K	$422.8K
47	D.A. DAVIDSON & CO. added	Shares	+301	+$54.3K	$331.4K
48	Investors Research Corp trimmed	Shares	-299	+$52.8K	$548.1K
49	Crossmark Global Holdings, Inc. added	Shares	+402	+$50.6K	$262.6K
50	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-203	+$45.2K	$449.1K

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