Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ALEXANDRIA REAL ESTATE EQ IN · common stock · Q1 2026 · 9 members disclosed ARE ↗

13F filers reporting this class for the quarter ended 2026-03-31: 402
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $5.6B
holders whose share count rose or who opened the position (new + add), by shares: 227
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 70

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of ARE ranked by reported value, 1–25 of 480 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$914M	19,691,268	−600,514	TRIM
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$643M	13,849,551	—	NO PRIOR
3	STATE STREET CORP	$503M	10,662,463	−685,729	TRIM
4	VANGUARD CAPITAL MANAGEMENT LLC	$499M	10,742,559	—	NO PRIOR
5	Invesco Ltd.	$317M	6,826,367	+793,063	ADD
6	APG Asset Management US Inc.	$302M	6,981,310	+288,205	ADD
7	Capital World Investors	$150M	3,228,259	−492,697	TRIM
8	MORGAN STANLEY	$129M	2,781,501	+256,784	ADD
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$125M	2,688,251	+132,459	ADD
10	AQR CAPITAL MANAGEMENT LLC	$120M	2,592,547	+2,008,265	ADD
11	DIMENSIONAL FUND ADVISORS LP	$107M	2,297,222	+52,733	ADD
12	NORTHERN TRUST CORP	$105M	2,260,743	−555,140	TRIM
13	Legal & General Group Plc	$65.8M	1,417,789	−534,812	TRIM
14	CANADA PENSION PLAN INVESTMENT BOARD	$64.0M	1,379,323	−247,124	TRIM
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$62.1M	1,336,870	−526,475	TRIM
16	Freestone Grove Partners LP	$56.7M	1,221,712	−252,411	TRIM
17	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$56.7M	1,221,640	+1,221,640	NEW
18	HSBC HOLDINGS PLC	$48.8M	1,049,020	−1,063,302	TRIM
19	CITIGROUP INC	$47.1M	1,015,056	+568,776	ADD
20	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$45.2M	972,721	+972,721	NEW
21	DEUTSCHE BANK AG\	$42.2M	909,209	−159,149	TRIM
22	VANGUARD FIDUCIARY TRUST CO	$41.5M	893,798	—	NO PRIOR
23	TOWN LANE MANAGEMENT LP	$40.2M	866,266	+116,266	ADD
24	BANK OF AMERICA CORP /DE/	$39.3M	846,385	+300,201	ADD
25	MILLENNIUM MANAGEMENT LLC	$36.7M	789,864	+401,498	ADD

Show all 480 holders

13F holders of ARE ranked by reported value, 26–480 of 480 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$36.6M	788,845	+788,845	NEW
27	Quantinno Capital Management LP	$34.7M	747,919	+332,006	ADD
28	FMR LLC	$26.4M	569,683	+169,655	ADD
29	EARNEST PARTNERS LLC	$25.7M	552,568	+108,853	ADD
30	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$23.9M	515,280	+120,122	ADD
31	Amundi	$23.3M	502,882	−251,748	TRIM
32	ALLIANCEBERNSTEIN L.P.	$23.1M	472,833	+113,656	ADD
33	BANK OF MONTREAL /CAN/	$22.6M	485,920	+72,814	ADD
34	WORLDQUANT MILLENNIUM ADVISORS LLC	$22.4M	481,788	+51,791	ADD
35	UBS Group AG	$22.0M	474,863	−179,400	TRIM
36	TOCQUEVILLE ASSET MANAGEMENT L.P.	$18.4M	395,899	+26,559	ADD
37	Connor, Clark & Lunn Investment Management Ltd.	$16.5M	355,029	−1,483	TRIM
38	Nuveen, LLC	$15.8M	340,307	−215,548	TRIM
39	Vanguard Global Advisers, LLC	$15.3M	329,836	—	NO PRIOR
40	Mitsubishi UFJ Asset Management Co., Ltd.	$14.5M	313,069	−123,482	TRIM
41	Swiss National Bank	$14.3M	307,800	−96,600	TRIM
42	LAZARD ASSET MANAGEMENT LLC	$13.5M	291,687	+291,687	NEW
43	Gotham Asset Management, LLC	$12.7M	274,218	+50,959	ADD
44	CI INVESTMENTS INC.	$12.7M	272,561	−19,050	TRIM
45	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$12.6M	271,826	+265,678	ADD
46	Gradient Investments LLC	$12.2M	263,716	+5,878	ADD
47	JACOBS LEVY EQUITY MANAGEMENT, INC	$12.1M	260,593	+237,953	ADD
48	BNP Paribas Asset Management Holding S.A.	$12.1M	259,626	−2,271	TRIM
49	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$11.8M	253,929	−73,894	TRIM
50	NOMURA ASSET MANAGEMENT CO LTD	$11.5M	248,720	−37,219	TRIM
51	PRINCIPAL FINANCIAL GROUP INC	$11.4M	246,507	−120,280	TRIM
52	ENVESTNET ASSET MANAGEMENT INC	$11.1M	239,235	+239,235	NEW
53	NAN FUNG TRINITY (HK) Ltd	$11.1M	238,981	0	NO CHANGE
54	Man Group plc	$11.0M	236,589	+149,177	ADD
55	Asset Management One Co., Ltd.	$10.3M	222,240	−60,059	TRIM
56	D. E. Shaw & Co., Inc.	$9.1M	195,695	−321,342	TRIM
57	CITADEL ADVISORS LLC	$8.9M	191,403	−675,204	TRIM
58	Focus Partners Wealth	$8.8M	189,144	+19,962	ADD
59	Allianz Asset Management GmbH	$8.7M	187,338	−10,301	TRIM
60	SEI INVESTMENTS CO	$8.6M	185,487	+10,116	ADD
61	WELLS FARGO & COMPANY/MN	$8.3M	179,254	+34,789	ADD
62	Corient Private Wealth LLC	$7.9M	172,077	+96,912	ADD
63	MACQUARIE GROUP LTD	$7.7M	166,470	−16,736	TRIM
64	Robeco Institutional Asset Management B.V.	$7.6M	162,682	+10,736	ADD
65	PRUDENTIAL FINANCIAL INC	$7.3M	158,192	+35,538	ADD
66	ROYAL BANK OF CANADA	$7.3M	156,772	+156,772	NEW
67	Vanguard Investments Australia, Ltd.	$7.2M	154,352	—	NO PRIOR
68	State of New Jersey Common Pension Fund D	$7.1M	151,916	−555	TRIM
69	VANGUARD ASSET MANAGEMENT, Ltd	$6.9M	148,559	—	NO PRIOR
70	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.8M	146,411	+37,462	ADD
71	Oak Thistle LLC	$6.6M	142,311	+118,913	ADD
72	Lighthouse Investment Partners, LLC	$6.5M	141,016	+18,920	ADD
73	NUANCE INVESTMENTS, LLC	$6.5M	140,637	−50,843	TRIM
74	FIRST TRUST ADVISORS LP	$6.4M	138,853	+59,872	ADD
75	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$6.4M	138,396	−18,592	TRIM
76	STATE OF WISCONSIN INVESTMENT BOARD	$6.2M	133,209	+45,590	ADD
77	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$6.2M	132,651	+2,470	ADD
78	OPPENHEIMER ASSET MANAGEMENT INC.	$6.1M	131,020	+131,020	NEW
79	Voss Capital, LP	$5.8M	125,000	+125,000	NEW
80	Zurcher Kantonalbank (Zurich Cantonalbank)	$5.6M	120,530	+120,530	NEW
81	Retirement Systems of Alabama	$5.6M	120,101	+86	ADD
82	Creative Planning	$5.5M	118,846	+65,481	ADD
83	LPL Financial LLC	$5.5M	118,686	+30,113	ADD
84	FIRST FINANCIAL BANKSHARES INC	$5.4M	116,813	+17,152	ADD
85	RAYMOND JAMES FINANCIAL INC	$5.1M	110,467	+15,230	ADD
86	Holocene Advisors, LP	$5.1M	109,828	+79,502	ADD
87	Point72 Asset Management, L.P.	$5.0M	108,480	+108,480	NEW
88	TMB Capital Partners, LLC	$4.9M	106,126	−339,500	TRIM
89	NATIONAL BANK OF CANADA /FI/	$4.7M	102,128	+3,350	ADD
90	DISCOVERY CAPITAL MANAGEMENT, LLC / CT	$4.6M	100,000	+100,000	NEW
91	TT Capital Management LLC	$4.5M	96,493	+14,970	ADD
92	CAXTON ASSOCIATES LLP	$4.5M	95,890	+95,890	NEW
93	IEQ CAPITAL, LLC	$4.4M	94,707	+87,380	ADD
94	CIBC Bancorp USA Inc.	$4.3M	93,192	—	NO PRIOR
95	STIFEL FINANCIAL CORP	$4.3M	93,105	+44,659	ADD
96	Y-Intercept (Hong Kong) Ltd	$4.2M	91,155	+91,155	NEW
97	Aberdeen Group plc	$4.2M	89,475	−141,419	TRIM
98	Cerity Partners LLC	$4.0M	86,457	+72,319	ADD
99	IMC-Chicago, LLC	$4.0M	85,989	+41,378	ADD
100	Weiss Asset Management LP	$3.7M	79,100	+79,100	NEW
101	Chevy Chase Trust Holdings, LLC	$3.6M	76,838	−2,021	TRIM
102	Daiwa Securities Group Inc.	$3.5M	75,686	−9,819	TRIM
103	Eurizon Capital SGR S.p.A.	$3.5M	74,721	−6,381	TRIM
104	Vert Asset Management LLC	$3.5M	74,376	+246	ADD
105	Universal- Beteiligungs- und Servicegesellschaft mbH	$3.4M	72,595	−181,684	TRIM
106	CWM, LLC	$3.4M	73,145	+63,214	ADD
107	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$3.4M	72,729	+72,729	NEW
108	Janus Henderson Group Ltd.	$3.4M	72,556	+55,908	ADD
109	Bayhunt Capital LLC	$3.3M	66,932	+66,932	NEW
110	Resona Asset Management Co.,Ltd.	$3.3M	70,742	−18,589	TRIM
111	Mariner, LLC	$3.2M	68,643	+60,088	ADD
112	APG Asset Management N.V.	$3.2M	78,626	−2,497	TRIM
113	NEW ENGLAND ASSET MANAGEMENT INC	$3.1M	66,850	+6,025	ADD
114	UniSuper Management Pty Ltd	$3.0M	65,174	−6,570	TRIM
115	FRANKLIN RESOURCES INC	$2.9M	63,499	−11,055	TRIM
116	HEITMAN REAL ESTATE SECURITIES LLC	$2.9M	63,483	−4,110	TRIM
117	BANQUE PICTET & CIE SA	$2.8M	61,206	0	NO CHANGE
118	TWO SIGMA INVESTMENTS, LP	$2.8M	60,870	+55,150	ADD
119	FLAX POND CAPITAL, LLC	$2.7M	57,460	+60	ADD
120	NEXPOINT ASSET MANAGEMENT, L.P.	$2.6M	56,000	0	NO CHANGE
121	GSI Capital Advisors LLC	$2.6M	55,937	−195	TRIM
122	Calamos Advisors LLC	$2.6M	54,959	+6,298	ADD
123	OSAIC HOLDINGS, INC.	$2.5M	53,410	−215	TRIM
124	NEOS Investment Management LLC	$2.5M	53,090	+15,140	ADD
125	DAVENPORT & Co LLC	$2.4M	51,275	−2,030	TRIM
126	Fideuram Asset Management (Ireland) dac	$2.2M	39,278	+31,975	ADD
127	TORONTO DOMINION BANK	$2.2M	47,289	−43,714	TRIM
128	Leibman Financial Services, Inc.	$2.1M	45,031	−4,266	TRIM
129	XTX Topco Ltd	$2.1M	44,573	+44,573	NEW
130	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.1M	44,270	+4,640	ADD
131	Metis Global Partners, LLC	$2.0M	43,782	−21,339	TRIM
132	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.0M	43,529	+38,150	ADD
133	Vident Advisory, LLC	$2.0M	43,107	+12,791	ADD
134	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.0M	43,089	−8,716	TRIM
135	FIL Ltd	$2.0M	42,873	+5,070	ADD
136	Arizona State Retirement System	$2.0M	42,708	−33	TRIM
137	Czech National Bank	$2.0M	42,478	+1,463	ADD
138	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.9M	40,841	+5,696	ADD
139	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.9M	40,718	0	NO CHANGE
140	TWINBEECH CAPITAL LP	$1.9M	40,670	+40,670	NEW
141	QVIDTVM Management LLC	$1.9M	40,000	0	NO CHANGE
142	Inspire Investing, LLC	$1.8M	39,234	+16,632	ADD
143	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.8M	46,206	+15,988	ADD
144	MERCER GLOBAL ADVISORS INC /ADV	$1.8M	38,665	+24,052	ADD
145	Cetera Investment Advisers	$1.8M	38,096	+17,065	ADD
146	CREDIT AGRICOLE S A	$1.8M	38,003	−12,516	TRIM
147	Mirae Asset Global Investments Co., Ltd.	$1.7M	37,677	+3,771	ADD
148	Tredje AP-fonden	$1.7M	37,126	−275,891	TRIM
149	Merit Financial Group, LLC	$1.7M	37,115	+15,314	ADD
150	Vinva Investment Management Ltd	$1.7M	25,344	+25,344	NEW
151	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$1.7M	35,700	+35,700	NEW
152	CIBC Asset Management Inc	$1.6M	35,361	−1,824	TRIM
153	Paralel Advisors LLC	$1.6M	35,000	0	NO CHANGE
154	Abundance Wealth Counselors	$1.6M	34,958	+13,720	ADD
155	Stamos Capital Partners, L.P.	$1.6M	34,904	+3,572	ADD
156	NATIXIS	$1.6M	34,824	+28,468	ADD
157	BOOTHBAY FUND MANAGEMENT, LLC	$1.6M	34,753	+30,305	ADD
158	Taylor Frigon Capital Management LLC	$1.6M	34,531	−340	TRIM
159	FOX RUN MANAGEMENT, L.L.C.	$1.5M	33,443	+33,443	NEW
160	GUGGENHEIM CAPITAL LLC	$1.5M	32,498	+18,756	ADD
161	Pictet Asset Management Holding SA	$1.5M	32,223	−35,508	TRIM
162	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$1.5M	32,102	+32,102	NEW
163	VOYA INVESTMENT MANAGEMENT LLC	$1.5M	31,904	−42	TRIM
164	Federation des caisses Desjardins du Quebec	$1.4M	30,268	+3,477	ADD
165	Vanderbilt University	$1.4M	29,972	−13,903	TRIM
166	MACKENZIE FINANCIAL CORP	$1.4M	29,868	+23,592	ADD
167	ProShare Advisors LLC	$1.4M	29,664	−6,419	TRIM
168	JUPITER ASSET MANAGEMENT LTD	$1.4M	29,635	−2,174	TRIM
169	Utah Retirement Systems	$1.3M	28,376	0	NO CHANGE
170	New Age Alpha Advisors, LLC	$1.3M	28,365	+2,159	ADD
171	IFM Investors Pty Ltd	$1.3M	28,219	−25,010	TRIM
172	Summit Trail Advisors, LLC	$1.3M	27,780	+7,660	ADD
173	Engineers Gate Manager LP	$1.3M	27,762	+27,762	NEW
174	ADVOCATE GROUP LLC	$1.3M	27,336	−15,097	TRIM
175	TD ASSET MANAGEMENT INC	$1.2M	26,866	−20,724	TRIM
176	M&T BANK CORP	$1.2M	25,538	+3,997	ADD
177	AIA Group Ltd	$1.2M	25,407	−2,158	TRIM
178	CM Management, LLC	$1.2M	25,000	−5,000	TRIM
179	SIMPLEX TRADING, LLC	$1.2M	24,790	+24,790	NEW
180	VICTORY CAPITAL MANAGEMENT INC	$1.1M	24,757	−116,354	TRIM
181	NISSAY ASSET MANAGEMENT CORP /JAPAN	$1.1M	24,630	−18,930	TRIM
182	Woodline Partners LP	$1.1M	24,466	−2,074	TRIM
183	HBW ADVISORY SERVICES LLC	$1.1M	23,332	+4,646	ADD
184	Tidal Investments LLC	$1.1M	22,800	+22,800	NEW
185	Beacon Pointe Advisors, LLC	$1.0M	22,355	+4,870	ADD
186	Presima Securities ULC	$1.0M	22,027	0	NO CHANGE
187	Perigon Wealth Management, LLC	$975K	20,997	+20,997	NEW
188	Pathstone Holdings, LLC	$973K	20,794	+2,950	ADD
189	Vanguard Personalized Indexing Management, LLC	$958K	20,643	−2,320	TRIM
190	Mattson Financial Services, LLC	$946K	20,372	+366	ADD
191	Swiss Life Asset Management Ltd	$930K	20,024	−17,831	TRIM
192	GROUP ONE TRADING LLC	$914K	19,687	−3,952	TRIM
193	ADAR1 Capital Management, LLC	$905K	19,500	+3,200	ADD
194	Telos Capital Management, Inc.	$888K	19,131	−369	TRIM
195	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$854K	18,391	−11,015	TRIM
196	NAPLES GLOBAL ADVISORS, LLC	$845K	17,963	−2,149	TRIM
197	Brevan Howard Capital Management LP	$842K	18,146	−16,064	TRIM
198	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$834K	17,970	+17,970	NEW
199	XPONANCE LLC	$833K	17,952	−5,147	TRIM
200	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$830K	17,874	+17,874	NEW
201	Americana Partners, LLC	$798K	17,186	+5,104	ADD
202	Chicago Capital, LLC	$796K	17,139	+5,151	ADD
203	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$769K	16,559	−114	TRIM
204	TRUIST FINANCIAL CORP	$765K	16,476	+7,060	ADD
205	Walleye Trading LLC	$728K	15,679	+12,760	ADD
206	LMR Partners LLP	$723K	15,566	+15,566	NEW
207	Atria Investments, Inc	$722K	15,563	+6,589	ADD
208	FIFTH THIRD BANCORP	$721K	15,540	+4,127	ADD
209	Norinchukin Bank, The	$714K	15,386	−273	TRIM
210	Rafferty Asset Management, LLC	$713K	15,349	−4,762	TRIM
211	Fairtree Asset Management (Pty) Ltd	$703K	15,147	0	NO CHANGE
212	COMMONWEALTH EQUITY SERVICES, LLC	$665K	14,320	−8,680	TRIM
213	Investment Research Partners LLC	$664K	14,309	+2,614	ADD
214	Cascade Investment Advisors, Inc.	$651K	14,017	+3,885	ADD
215	ASR Vermogensbeheer N.V.	$635K	13,679	+194	ADD
216	Brookwood Investment Group LLC	$632K	13,611	−186	TRIM
217	Caprock Group, LLC	$631K	13,285	−4,886	TRIM
218	Cambria Investment Management, L.P.	$618K	13,307	+13,307	NEW
219	Caption Management, LLC	$603K	13,000	+10,336	ADD
220	CRAWFORD INVESTMENT COUNSEL INC	$603K	12,982	−32,844	TRIM
221	PERSONAL CFO SOLUTIONS, LLC	$596K	12,634	+12,634	NEW
222	Sequoia Financial Advisors, LLC	$592K	12,758	+3,709	ADD
223	HighTower Advisors, LLC	$576K	12,400	+2,618	ADD
224	Havemeyer Place LP	$576K	12,402	+12,402	NEW
225	Blackhawk Capital Partners, LLC	$552K	11,885	+5,683	ADD
226	FIRST FOUNDATION ADVISORS	$531K	11,432	−12	TRIM
227	INCEPTIONR LLC	$496K	10,683	+10,683	NEW
228	Investors Research Corp	$495K	10,669	+64	ADD
229	Chicago Partners Investment Group LLC	$493K	10,572	+2,700	ADD
230	MAI Capital Management	$493K	10,620	+2,210	ADD
231	AlphaCore Capital LLC	$482K	10,220	−719	TRIM
232	Access Investment Management LLC	$473K	10,200	−600	TRIM
233	OPPENHEIMER & CO INC	$469K	10,100	+10,100	NEW
234	DRW Securities, LLC	$469K	10,099	+4,961	ADD
235	FLAGSHIP HARBOR ADVISORS, LLC	$459K	9,890	+9,890	NEW
236	Mitsubishi UFJ Trust & Banking Corp	$449K	9,682	+9,682	NEW
237	COLDSTREAM CAPITAL MANAGEMENT INC	$444K	9,560	+3,837	ADD
238	Pathway Financial Advisers, LLC	$443K	9,536	+9,536	NEW
239	HB Wealth Management, LLC	$440K	9,471	+4,629	ADD
240	MIZUHO SECURITIES USA LLC	$438K	9,429	−1,897	TRIM
241	FOUNDATIONS INVESTMENT ADVISORS, LLC	$436K	9,402	+1,478	ADD
242	TD Waterhouse Canada Inc.	$434K	10,032	−5,254	TRIM
243	Legacy Capital Group California, Inc.	$409K	8,811	−2,949	TRIM
244	Brown Financial Advisors	$402K	8,660	−428	TRIM
245	Kera Capital Partners, Inc.	$394K	8,478	+725	ADD
246	Equitable Holdings, Inc.	$385K	7,864	+1,686	ADD
247	Maryland State Retirement & Pension System	$376K	8,096	0	NO CHANGE
248	Ensign Peak Advisors, Inc	$375K	8,085	−2,877	TRIM
249	DoubleLine ETF Adviser LP	$373K	8,042	−1,930	TRIM
250	Rockefeller Capital Management L.P.	$373K	8,027	+3,367	ADD
251	Pasadena Private Wealth, LLC	$340K	7,330	−976	TRIM
252	Arax Advisory Partners	$335K	7,223	+4,820	ADD
253	Squarepoint Ops LLC	$334K	7,185	−52,071	TRIM
254	Copley Financial Group, Inc.	$314K	6,756	−348	TRIM
255	Allspring Global Investments Holdings, LLC	$312K	7,200	−8,411	TRIM
256	Tower Research Capital LLC (TRC)	$310K	6,681	+4,508	ADD
257	Capital International Sarl	$307K	6,613	+21	ADD
258	Abel Hall, LLC	$307K	6,605	+1,226	ADD
259	EVOLVE PRIVATE WEALTH, LLC	$297K	6,393	+6,393	NEW
260	MUFG Securities EMEA plc	$297K	6,389	0	NO CHANGE
261	Harvest Portfolios Group Inc.	$296K	6,382	−3,511	TRIM
262	Calamos Wealth Management LLC	$292K	6,298	+6,298	NEW
263	Focus Partners Advisor Solutions, LLC	$290K	6,253	+6,253	NEW
264	VIRTUS ADVISERS, LLC	$289K	6,228	0	NO CHANGE
265	US BANCORP \DE\	$287K	6,187	+506	ADD
266	OMERS ADMINISTRATION Corp	$285K	6,149	+252	ADD
267	STOREBRAND ASSET MANAGEMENT AS	$278K	5,987	—	NO PRIOR
268	D.A. DAVIDSON & CO.	$277K	5,970	+5,970	NEW
269	Pinnacle Financial Partners, Inc.	$277K	5,965	+364	ADD
270	COMMERCE BANK	$274K	5,903	+5,903	NEW
271	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$271K	5,832	+5,832	NEW
272	MML INVESTORS SERVICES, LLC	$270K	5,815	+5,815	NEW
273	Baker Avenue Asset Management, LP	$269K	5,795	+5,795	NEW
274	Plan A Wealth LLC	$265K	5,719	+1,411	ADD
275	Pine Valley Investments Ltd Liability Co	$257K	5,540	+5,540	NEW
276	INVESTED ADVISORS	$257K	5,538	+722	ADD
277	U.S. Capital Wealth Advisors, LLC	$255K	5,503	+561	ADD
278	&PARTNERS	$255K	5,293	+5,293	NEW
279	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$254K	5,481	+5,481	NEW
280	NewEdge Advisors, LLC	$248K	5,346	+5,346	NEW
281	LDR Capital Management LLC	$248K	5,336	+5,336	NEW
282	JANE STREET GROUP, LLC	$245K	5,281	−48,998	TRIM
283	NOMURA HOLDINGS INC	$236K	5,087	−2,058	TRIM
284	Bull Harbor Capital LLC	$235K	5,067	—	NO PRIOR
285	Quarry LP	$235K	5,060	+4,069	ADD
286	GTS SECURITIES LLC	$234K	5,037	+5,037	NEW
287	North Dakota State Investment Board	$233K	5,014	−883	TRIM
288	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$232K	4,990	+19	ADD
289	TWO SIGMA SECURITIES, LLC	$225K	4,847	+4,847	NEW
290	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$222K	5,120	−215	TRIM
291	Wealthspire Advisors, LLC	$222K	4,772	+4,772	NEW
292	PATTON FUND MANAGEMENT, INC.	$218K	4,702	0	NO CHANGE
293	Brooklyn Investment Group	$216K	4,643	+4,643	NEW
294	ALPS ADVISORS INC	$213K	4,579	−110	TRIM
295	Crossmark Global Holdings, Inc.	$212K	4,567	—	NO PRIOR
296	National Philanthropic Trust	$211K	4,542	—	NO PRIOR
297	Allworth Financial LP	$208K	4,481	+1,919	ADD
298	ROMAN BUTLER FULLERTON & CO	$208K	4,630	+86	ADD
299	NorthCrest Asset Manangement, LLC	$202K	4,680	+4,680	NEW
300	CFC Planning Co LLC	$201K	4,329	+4,329	NEW
301	SECURIAN ASSET MANAGEMENT, INC	$193K	4,153	0	NO CHANGE
302	OFI INVEST ASSET MANAGEMENT	$151K	3,740	−691	TRIM
303	Caitong International Asset Management Co., Ltd	$142K	3,055	+3,055	NEW
304	EXCHANGE TRADED CONCEPTS, LLC	$133K	2,857	−55	TRIM
305	TEMA ETFS LLC	$129K	2,770	+14	ADD
306	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$126K	2,713	−1,234	TRIM
307	SIGNATUREFD, LLC	$116K	2,496	+42	ADD
308	Generali Asset Management SPA SGR	$103K	2,225	+3	ADD
309	CHILTON CAPITAL MANAGEMENT LLC	$90.6K	1,952	−1,725	TRIM
310	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$86.4K	1,862	−1,922	TRIM
311	ELEVATION WEALTH PARTNERS, LLC	$80.7K	1,739	+394	ADD
312	Cetera Trust Company, N.A	$77.8K	1,675	+1,350	ADD
313	Ameritas Investment Partners, Inc.	$67.4K	1,453	0	NO CHANGE
314	Steward Partners Investment Advisory, LLC	$55.0K	1,184	−1,936	TRIM
315	Truvestments Capital LLC	$53.6K	1,155	−272	TRIM
316	SJS Investment Consulting Inc.	$53.4K	1,150	+321	ADD
317	Deseret Mutual Benefit Administrators	$47.3K	1,018	+479	ADD
318	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$46.4K	1,000	−20,488	TRIM
319	ASSETMARK, INC	$42.8K	922	−28,151	TRIM
320	Analyst IMS Investment Management Services Ltd.	$42.5K	916,294	−12,812	TRIM
321	Wealth Enhancement Trust Services, Inc.	$39.9K	860	−245	TRIM
322	UMB Bank, n.a.	$38.4K	828	−185	TRIM
323	Bank Julius Baer & Co. Ltd, Zurich	$34.8K	750	0	NO CHANGE
324	Hilltop National Bank	$34.8K	749	0	NO CHANGE
325	Larson Financial Group LLC	$33.6K	724	+360	ADD
326	QUADRANT CAPITAL GROUP LLC	$30.5K	656	+117	ADD
327	FEDERATED HERMES, INC.	$30.4K	654	−9	TRIM
328	Owl Creek Wealth Partners LLC	$30.0K	646	—	NO PRIOR
329	MATHER GROUP, LLC.	$28.3K	610	+610	NEW
330	Addison Advisors LLC	$25.6K	552	+528	ADD
331	True Wealth Design, LLC	$24.4K	526	+433	ADD
332	Global X Japan Co., Ltd.	$22.0K	473	+100	ADD
333	MidFirst Bank	$19.7K	424	−2,758	TRIM
334	Parkside Financial Bank & Trust	$18.8K	404	+113	ADD
335	PROSPERITY BANCSHARES INC	$17.4K	375	0	NO CHANGE
336	Cromwell Holdings LLC	$17.2K	364	+145	ADD
337	Pinnacle Wealth Planning Services, Inc.	$14.7K	316	+162	ADD
338	CANADA LIFE ASSURANCE Co	$14.1K	303,975	−17,365	TRIM
339	Sachetta, LLC	$13.0K	276	+209	ADD
340	CVA Family Office, LLC	$12.5K	270	+30	ADD
341	MV CAPITAL MANAGEMENT, INC.	$10.5K	226	+189	ADD
342	Clearstead Trust, LLC	$10.0K	215	+136	ADD
343	HM PAYSON & CO	$9.3K	200	−100	TRIM
344	EASTERN BANK	$9.3K	200	0	NO CHANGE
345	Orion Capital Management LLC	$9.3K	200	−580	TRIM
346	JONES FINANCIAL COMPANIES LLLP	$8.3K	178	+178	NEW
347	Manchester Capital Management LLC	$7.1K	153	+45	ADD
348	Clearstead Advisors, LLC	$7.0K	150	−366	TRIM
349	DekaBank Deutsche Girozentrale	$6.9K	147,014	0	NO CHANGE
350	Bayforest Capital Ltd	$6.8K	147	+147	NEW
351	Kilter Group LLC	$6.7K	145	+103	ADD
352	Evelyn Partners Investment Management LLP	$5.6K	120	0	NO CHANGE
353	Blue Trust, Inc.	$5.0K	108	+2	ADD
354	Signature Equity Partners, LLC	$4.9K	105	+105	NEW
355	ALGERT GLOBAL LLC	$4.8K	103,990	−17,920	TRIM
356	State of Alaska, Department of Revenue	$4.7K	100,725	+950	ADD
357	Transamerica Financial Advisors, LLC	$4.7K	99	+98	ADD
358	STANCE CAPITAL LLC	$4.6K	99	+99	NEW
359	Spire Wealth Management	$3.7K	80	−15	TRIM
360	Atlantic Union Bankshares Corp	$3.5K	75	−95	TRIM
361	Treasurer of the State of North Carolina	$3.4K	73,429	+1,563	ADD
362	Pacific Center for Financial Services	$2.3K	50	−47	TRIM
363	Virginia Estate & Retirement Planning Advisors Inc.	$2.1K	46	—	NO PRIOR
364	Smartleaf Asset Management LLC	$1.9K	42	−91	TRIM
365	Westfuller Advisors, LLC	$1.9K	41	+34	ADD
366	Abound Wealth Management	$1.7K	36	−12	TRIM
367	Physician Wealth Advisors, Inc.	$1.6K	34	−31	TRIM
368	JPL Wealth Management, LLC	$1.6K	34	+34	NEW
369	Medallion Wealth Advisors, LLC	$1.5K	33	—	NO PRIOR
370	Vestcor Inc	$1.4K	30,626	+26,965	ADD
371	Penserra Capital Management LLC	$1.3K	28,871	+793	ADD
372	Clayton Financial Group LLC	$1.3K	28	+19	ADD
373	Johnson Financial Group, Inc.	$1.3K	27	−326	TRIM
374	SUMMIT SECURITIES GROUP LLC	$1.2K	26	−2,706	TRIM
375	Bell Investment Advisors, Inc	$975	21	−77	TRIM
376	Prestige Wealth Management Group LLC	$896	19	+19	NEW
377	MCGUIRE CAPITAL ADVISORS INC	$836	18	0	NO CHANGE
378	Darwin Wealth Management, LLC	$742	16	0	NO CHANGE
379	SouthState Bank Corp	$697	15	+5	ADD
380	Private Wealth Management Group, LLC	$650	14	+14	NEW
381	Caldwell Trust Co	$650	14	0	NO CHANGE
382	PEAPACK GLADSTONE FINANCIAL CORP	$551	11,861	+100	ADD
383	FINANCIAL CONSULATE, INC	$511	11	+11	NEW
384	TFC Financial Management, Inc.	$511	11	+11	NEW
385	Rialto Wealth Management, LLC	$465	10	0	NO CHANGE
386	Destiny Wealth Partners, LLC	$464	10	+10	NEW
387	HRT FINANCIAL LP	$463	9,983	+9,983	NEW
388	SHP Wealth Management	$418	9	+9	NEW
389	Raleigh Capital Management Inc.	$409	9	0	NO CHANGE
390	KBC Group NV	$371	7,988	−15,928	TRIM
391	Quaker Wealth Management, LLC	$325	7	−1	TRIM
392	Annis Gardner Whiting Capital Advisors, LLC	$283	6	+6	NEW
393	GSA CAPITAL PARTNERS LLP	$270	5,807	−13,465	TRIM
394	PARK AVENUE SECURITIES LLC	$251	5,408	+5,408	NEW
395	Key FInancial Inc	$139	3	0	NO CHANGE
396	Synergy Investment Management, LLC	$139	3	+3	NEW
397	3 FACTOR INDEXING, LLC	$93	2	—	NO PRIOR
398	Employees Retirement System of Texas	$76	1,640	+1,640	NEW
399	Smithfield Trust Co	$7	150	0	NO CHANGE
400	Avion Wealth	$3	86	−7	TRIM
401	Navigoe, LLC	$1	30	−25	TRIM
402	Capital Advisors, Ltd. LLC	$0	5	+5	NEW
403	VANGUARD GROUP INC	—	—	—	n/c
404	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
405	CIBC WORLD MARKETS CORP	—	—	—	n/c
406	CIBC Private Wealth Group LLC	—	—	—	n/c
407	Global Retirement Partners, LLC	—	—	—	n/c
408	DV EQUITIES, LLC	—	—	—	n/c
409	SageView Advisory Group, LLC	—	—	—	n/c
410	Motiv8 Investments LLC	—	—	—	n/c
411	BANK OF NOVA SCOTIA	—	—	−15,415	EXIT
412	THRIVENT FINANCIAL FOR LUTHERANS	—	—	−9,460	EXIT
413	TEACHER RETIREMENT SYSTEM OF TEXAS	—	—	−5,170	EXIT
414	HARBOUR INVESTMENTS, INC.	—	—	−251	EXIT
415	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−33	EXIT
416	ROYAL LONDON ASSET MANAGEMENT LTD	—	—	−62,388	EXIT
417	PRUDENTIAL PLC	—	—	−13,762	EXIT
418	WELLINGTON MANAGEMENT GROUP LLP	—	—	−11,678	EXIT
419	Swedbank AB	—	—	−164,390	EXIT
420	ROBERTS GLORE & CO INC /IL/	—	—	−4,192	EXIT
421	ING GROEP NV	—	—	−6,102	EXIT
422	WEXFORD CAPITAL LP	—	—	−2,144	EXIT
423	Palouse Capital Management, Inc.	—	—	−28,414	EXIT
424	SCHRODER INVESTMENT MANAGEMENT GROUP	—	—	−7,370	EXIT
425	NORDEA INVESTMENT MANAGEMENT AB	—	—	−15,038	EXIT
426	BALYASNY ASSET MANAGEMENT L.P.	—	—	−127,913	EXIT
427	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	—	—	−27,583	EXIT
428	TANG CAPITAL MANAGEMENT LLC	—	—	−40,000	EXIT
429	Portolan Capital Management, LLC	—	—	−43,555	EXIT
430	NORGES BANK	—	—	−16,457,471	EXIT
431	CIBC WORLD MARKET INC.	—	—	−50,200	EXIT
432	Korea Investment CORP	—	—	−76,955	EXIT
433	Apollo Management Holdings, L.P.	—	—	−144,700	EXIT
434	Verition Fund Management LLC	—	—	−9,293	EXIT
435	Alberta Investment Management Corp	—	—	−24,000	EXIT
436	TWO SIGMA ADVISERS, LP	—	—	−111,500	EXIT
437	Long Pond Capital, LP	—	—	−479,200	EXIT
438	TOKIO MARINE ASSET MANAGEMENT CO LTD	—	—	−9,790	EXIT
439	Sarasin & Partners LLP	—	—	−13,682	EXIT
440	Skandinaviska Enskilda Banken AB (publ)	—	—	−9,648	EXIT
441	Edgestream Partners, L.P.	—	—	−41,763	EXIT
442	Candriam S.C.A.	—	—	−11,517	EXIT
443	Samalin Investment Counsel, LLC	—	—	−5,388	EXIT
444	ABN AMRO Bank N.V.	—	—	−94,023	EXIT
445	Alpine Global Management, LLC	—	—	−4,103	EXIT
446	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	—	—	−13,700	EXIT
447	Lido Advisors, LLC	—	—	−4,685	EXIT
448	Phoenix Financial Ltd.	—	—	−25,200	EXIT
449	Castle Hook Partners LP	—	—	−38,137	EXIT
450	Legacy Bridge, LLC	—	—	−21	EXIT
451	Triodos Investment Management BV	—	—	−225,800	EXIT
452	OSSIAM	—	—	−21,819	EXIT
453	Inscription Capital, LLC	—	—	−8,298	EXIT
454	Osmosis Investment Management UK Ltd	—	—	−24,620	EXIT
455	Monaco Asset Management SAM	—	—	−134,500	EXIT
456	Investment Management Corp of Ontario	—	—	−14,568	EXIT
457	Kestra Advisory Services, LLC	—	—	−6,020	EXIT
458	WOLFF WIESE MAGANA LLC	—	—	−30	EXIT
459	B. Metzler seel. Sohn & Co. AG	—	—	−17,377	EXIT
460	Naviter Wealth, LLC	—	—	−4,089	EXIT
461	Siemens Fonds Invest GmbH	—	—	−2,172	EXIT
462	AlphaQuest LLC	—	—	−4,857	EXIT
463	READYSTATE ASSET MANAGEMENT LP	—	—	−9,071	EXIT
464	Cape Investment Advisory, Inc.	—	—	−28	EXIT
465	Dunhill Financial, LLC	—	—	−19	EXIT
466	LECAP ASSET MANAGEMENT LTD	—	—	−40,995	EXIT
467	EntryPoint Capital, LLC	—	—	−4,673	EXIT
468	Susquehanna Portfolio Strategies, LLC	—	—	−32,292	EXIT
469	Mowery & Schoenfeld Wealth Management, LLC	—	—	−18	EXIT
470	Quest 10 Wealth Builders, Inc.	—	—	−2	EXIT
471	S-Bank Fund Management Ltd	—	—	−17,673	EXIT
472	Code Waechter LLC	—	—	−5,152	EXIT
473	Wealth Watch Advisors, INC	—	—	−28	EXIT
474	Aster Capital Management (DIFC) Ltd	—	—	−116	EXIT
475	Three Seasons Wealth, LLC	—	—	−4,331	EXIT
476	Investor's Fiduciary Advisor Network, LLC	—	—	−4,771	EXIT
477	Rakuten Investment Management, Inc.	—	—	−20,467	EXIT
478	ABN AMRO INVESTMENT SOLUTIONS	—	—	−6,754	EXIT
479	Networth Advisors, LLC	—	—	−9	EXIT
480	Eurizon SLJ Capital Ltd	—	—	−63	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ARE

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $17.2M held
Trimming: 0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · ALEXANDRIA REAL ESTATE EQ IN

Merged timeline of congressional filings and notable-manager moves on ARE
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+50,959 sh
2026-05-14	Caxton Associates 13F	NEW	+95,890 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.