13FPulse
AR

ARE ALEXANDRIA REAL ESTATE EQUIT

2026Q2 · CUSIP 015271109 · Sector: REITs

Normal

Fund flows are within the usual range

Funds that own it
579
Institutions that reported holding it to the SEC
Net increase in holders
+11
Last quarter 568 → now 579
How unusual is that
Above average
Stronger buying than 71% of US stocks
What the filings say, in one paragraph

579 funds held ARE at the end of 2026Q2, up 11 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $2.8B(YoY -8.4%), return on equity is -6.6%. ARE has had 18 buying rushes in its history, and the price moved +0.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=249 2013Q4: holders=250 2014Q1: holders=258 2014Q2: holders=255 2014Q3: holders=265 2014Q4: holders=271 2015Q1: holders=277 2015Q2: holders=280 2015Q3: holders=297 2015Q4: holders=294 2016Q1: holders=285 2016Q2: holders=318 2016Q3: holders=323 2016Q4: holders=323 2017Q1: holders=350 2017Q2: holders=350 2017Q3: holders=375 2017Q4: holders=403 2018Q1: holders=424 2018Q2: holders=443 2018Q3: holders=429 2018Q4: holders=437 2019Q1: holders=446 2019Q2: holders=460 2019Q3: holders=448 2019Q4: holders=455 2020Q1: holders=476 2020Q2: holders=505 2020Q3: holders=547 2020Q4: holders=539 2021Q1: holders=551 2021Q2: holders=555 2021Q3: holders=567 2021Q4: holders=604 2022Q1: holders=632 2022Q2: holders=611 2022Q3: holders=618 2022Q4: holders=631 2023Q1: holders=616 2023Q2: holders=593 2023Q3: holders=568 2023Q4: holders=651 2024Q1: holders=647 2024Q2: holders=674 2024Q3: holders=652 2024Q4: holders=659 2025Q1: holders=671 2025Q2: holders=667 2025Q3: holders=702 2025Q4: holders=599 2026Q1: holders=568 2026Q2: holders=579 -103 -51.5 +0 +51.5 +103 224481738 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 18 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 10% +6.6% -3.0%
2024Q2 Top 10% -4.6% -14.8%
2023Q4 Top 5% +5.2% -1.0%
2022Q3 Top 20% +10.6% -20.0%
2022Q1 Top 10% +5.8% -5.2%
2021Q4 Top 20% -15.1% -10.1%
2021Q3 Top 20% -9.8% -23.0%
2020Q3 Top 5% +2.7% +8.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
253
Change in large funds
+17
Total value they hold
$8.9B
Funds buying for the first time
106
Funds that sold out entirely
95
Price change that quarter
+14.4%
Funds holding puts (bearish)
10
Funds holding calls (bullish)
12

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-6.06
EPS YoY
Revenue (TTM)
$2.8B
Revenue YoY
-8.4%
Net margin
-36.1%
ROE
-6.6%
Debt ratio
44.6%
FCF (TTM)
Dividend (TTM)
$3.48
Quarterly Revenue & EPS
2021-09-30: EPS 0.67 2021-12-31: EPS 0.50 2022-03-31: EPS -0.96 2022-06-30: EPS 1.67 2022-09-30: EPS 2.11 2022-12-31: EPS 0.36 2023-03-31: EPS 0.44 2023-06-30: EPS 0.51 2023-09-30: EPS 0.13 2023-12-31: EPS -0.54 2024-03-31: EPS 0.97 2024-06-30: EPS 0.25 2024-09-30: EPS 0.96 2024-12-31: EPS -0.38 2025-03-31: EPS -0.07 2025-06-30: EPS -0.64 2025-09-30: EPS -1.38 2025-12-31: EPS -6.35 2026-03-31: EPS 2.10 2026-06-30: EPS -0.43 0M 396M 792M $M -6.98 -2.33 2.32 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 62 20 111 202 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.