Who holds AREticker 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 · COM · quarter ended 2026-03-31 · 9 members disclosed ARE ↗

402

holders13F filers reporting this class for the quarter ended 2026-03-31

$5.6B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

227

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ARE ranked by reported value
#	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
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	BANK OF NOVA SCOTIA	—	—	−15,415	exit
404	VANGUARD GROUP INC	—	—	−25,820,691	exit
405	THRIVENT FINANCIAL FOR LUTHERANS	—	—	−9,460	exit
406	TEACHER RETIREMENT SYSTEM OF TEXAS	—	—	−5,170	exit
407	HARBOUR INVESTMENTS, INC.	—	—	−251	exit
408	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−33	exit
409	ROYAL LONDON ASSET MANAGEMENT LTD	—	—	−62,388	exit
410	PRUDENTIAL PLC	—	—	−13,762	exit
411	WELLINGTON MANAGEMENT GROUP LLP	—	—	−11,678	exit
412	Swedbank AB	—	—	−164,390	exit
413	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−15,690	exit
414	ROBERTS GLORE & CO INC /IL/	—	—	−4,192	exit
415	ING GROEP NV	—	—	−6,102	exit
416	WEXFORD CAPITAL LP	—	—	−2,144	exit
417	Palouse Capital Management, Inc.	—	—	−28,414	exit
418	CIBC WORLD MARKETS CORP	—	—	−60,774	exit
419	SCHRODER INVESTMENT MANAGEMENT GROUP	—	—	−7,370	exit
420	NORDEA INVESTMENT MANAGEMENT AB	—	—	−15,038	exit
421	BALYASNY ASSET MANAGEMENT L.P.	—	—	−127,913	exit
422	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	—	—	−27,583	exit
423	TANG CAPITAL MANAGEMENT LLC	—	—	−40,000	exit
424	CIBC Private Wealth Group LLC	—	—	−18	exit
425	Portolan Capital Management, LLC	—	—	−43,555	exit
426	NORGES BANK	—	—	−16,457,471	exit
427	CIBC WORLD MARKET INC.	—	—	−50,200	exit
428	Korea Investment CORP	—	—	−76,955	exit
429	Apollo Management Holdings, L.P.	—	—	−144,700	exit
430	Verition Fund Management LLC	—	—	−9,293	exit
431	Alberta Investment Management Corp	—	—	−24,000	exit
432	TWO SIGMA ADVISERS, LP	—	—	−111,500	exit
433	Long Pond Capital, LP	—	—	−479,200	exit
434	TOKIO MARINE ASSET MANAGEMENT CO LTD	—	—	−9,790	exit
435	Sarasin & Partners LLP	—	—	−13,682	exit
436	Skandinaviska Enskilda Banken AB (publ)	—	—	−9,648	exit
437	Edgestream Partners, L.P.	—	—	−41,763	exit
438	Candriam S.C.A.	—	—	−11,517	exit
439	Samalin Investment Counsel, LLC	—	—	−5,388	exit
440	ABN AMRO Bank N.V.	—	—	−94,023	exit
441	Alpine Global Management, LLC	—	—	−4,103	exit
442	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	—	—	−13,700	exit
443	Lido Advisors, LLC	—	—	−4,685	exit
444	Phoenix Financial Ltd.	—	—	−25,200	exit
445	Castle Hook Partners LP	—	—	−38,137	exit
446	Legacy Bridge, LLC	—	—	−21	exit
447	Triodos Investment Management BV	—	—	−225,800	exit
448	Global Retirement Partners, LLC	—	—	−611	exit
449	OSSIAM	—	—	−21,819	exit
450	Inscription Capital, LLC	—	—	−8,298	exit
451	Osmosis Investment Management UK Ltd	—	—	−24,620	exit
452	Monaco Asset Management SAM	—	—	−134,500	exit
453	Investment Management Corp of Ontario	—	—	−14,568	exit
454	Kestra Advisory Services, LLC	—	—	−6,020	exit
455	WOLFF WIESE MAGANA LLC	—	—	−30	exit
456	DV EQUITIES, LLC	—	—	−216	exit
457	B. Metzler seel. Sohn & Co. AG	—	—	−17,377	exit
458	Naviter Wealth, LLC	—	—	−4,089	exit
459	Siemens Fonds Invest GmbH	—	—	−2,172	exit
460	AlphaQuest LLC	—	—	−4,857	exit
461	READYSTATE ASSET MANAGEMENT LP	—	—	−9,071	exit
462	SageView Advisory Group, LLC	—	—	−184	exit
463	Cape Investment Advisory, Inc.	—	—	−28	exit
464	Dunhill Financial, LLC	—	—	−19	exit
465	LECAP ASSET MANAGEMENT LTD	—	—	−40,995	exit
466	EntryPoint Capital, LLC	—	—	−4,673	exit
467	Susquehanna Portfolio Strategies, LLC	—	—	−32,292	exit
468	Mowery & Schoenfeld Wealth Management, LLC	—	—	−18	exit
469	Motiv8 Investments LLC	—	—	−78	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

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ARE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

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

new + add vs trim + exit, by shares · $ = 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 rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed ARE — the congressional view ↗