Public record / Tickers / ARE

ARE — ALEXANDRIA REAL ESTATE EQUITIES, INC.

Both disclosure regimes on one name: who in Congress filed about ARE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
19
all PTR rows naming ARE
Members · 12m
1
2 buys · 1 sells · by trade date
Latest PTR
05-08
filed 2026-05-08
13F holders
480
top-480 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $50.0K–$100K

Purchase · traded 2023-03-06 → filed 2023-04-17. Ranked over every ARE row by the provable lower bound, never a point estimate.

1 member · 2 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

6 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ARE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ARE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 04-14 +24d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 2025-12-19 +24d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
2025-08-20Ritchie Torres D–NY-15PurchaseTraded 2024-09-26 LATE·328d$1K–$15K
2025-06-09Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-15 +25d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 19 ↗

Members active in ARE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ARE in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2

1 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+50,959 sh
2026-05-14Caxton Associates 13Fnew+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of ARE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$914M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$643M1
3STATE STREET CORP$503M1
4VANGUARD CAPITAL MANAGEMENT LLC$499M1
5Invesco Ltd.$317M1
6APG Asset Management US Inc.$302M1
7Capital World Investors$150M1
8MORGAN STANLEY$129M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$125M1
10AQR CAPITAL MANAGEMENT LLC$120M1
11DIMENSIONAL FUND ADVISORS LP$107M1
12NORTHERN TRUST CORP$105M1
13Legal & General Group Plc$65.8M1
14CANADA PENSION PLAN INVESTMENT BOARD$64.0M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$62.1M1
16Freestone Grove Partners LP$56.7M1
17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$56.7M1
18HSBC HOLDINGS PLC$48.8M1
19CITIGROUP INC$47.1M1
20DUFF & PHELPS INVESTMENT MANAGEMENT CO$45.2M1
21DEUTSCHE BANK AG\$42.2M1
22VANGUARD FIDUCIARY TRUST CO$41.5M1
23TOWN LANE MANAGEMENT LP$40.2M1
24BANK OF AMERICA CORP /DE/$39.3M1
25MILLENNIUM MANAGEMENT LLC$36.7M1
26ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$36.6M1
27Quantinno Capital Management LP$34.7M1
28FMR LLC$26.4M1
29EARNEST PARTNERS LLC$25.7M1
30SUSQUEHANNA INTERNATIONAL GROUP, LLP$23.9M1
31Amundi$23.3M1
32ALLIANCEBERNSTEIN L.P.$23.1M1
33BANK OF MONTREAL /CAN/$22.6M1
34WORLDQUANT MILLENNIUM ADVISORS LLC$22.4M1
35UBS Group AG$22.0M1
36TOCQUEVILLE ASSET MANAGEMENT L.P.$18.4M1
37Connor, Clark & Lunn Investment Management Ltd.$16.5M1
38Nuveen, LLC$15.8M1
39Vanguard Global Advisers, LLC$15.3M1
40Mitsubishi UFJ Asset Management Co., Ltd.$14.5M1
41Swiss National Bank$14.3M1
42LAZARD ASSET MANAGEMENT LLC$13.5M1
43Gotham Asset Management, LLC$12.7M1
44CI INVESTMENTS INC.$12.7M1
45HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.6M1
46Gradient Investments LLC$12.2M1
47JACOBS LEVY EQUITY MANAGEMENT, INC$12.1M1
48BNP Paribas Asset Management Holding S.A.$12.1M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.8M1
50NOMURA ASSET MANAGEMENT CO LTD$11.5M1
51PRINCIPAL FINANCIAL GROUP INC$11.4M1
52ENVESTNET ASSET MANAGEMENT INC$11.1M1
53NAN FUNG TRINITY (HK) Ltd$11.1M1
54Man Group plc$11.0M1
55Asset Management One Co., Ltd.$10.3M1
56D. E. Shaw & Co., Inc.$9.1M1
57CITADEL ADVISORS LLC$8.9M1
58Focus Partners Wealth$8.8M1
59Allianz Asset Management GmbH$8.7M1
60SEI INVESTMENTS CO$8.6M1
61WELLS FARGO & COMPANY/MN$8.3M1
62Corient Private Wealth LLC$7.9M1
63MACQUARIE GROUP LTD$7.7M1
64Robeco Institutional Asset Management B.V.$7.6M1
65PRUDENTIAL FINANCIAL INC$7.3M1
66ROYAL BANK OF CANADA$7.3M1
67Vanguard Investments Australia, Ltd.$7.2M1
68State of New Jersey Common Pension Fund D$7.1M1
69VANGUARD ASSET MANAGEMENT, Ltd$6.9M1
70COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.8M1
71Oak Thistle LLC$6.6M1
72Lighthouse Investment Partners, LLC$6.5M1
73NUANCE INVESTMENTS, LLC$6.5M1
74FIRST TRUST ADVISORS LP$6.4M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.4M1
76STATE OF WISCONSIN INVESTMENT BOARD$6.2M1
77MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.2M1
78OPPENHEIMER ASSET MANAGEMENT INC.$6.1M1
79Voss Capital, LP$5.8M1
80Zurcher Kantonalbank (Zurich Cantonalbank)$5.6M1
81Retirement Systems of Alabama$5.6M1
82Creative Planning$5.5M1
83LPL Financial LLC$5.5M1
84FIRST FINANCIAL BANKSHARES INC$5.4M1
85RAYMOND JAMES FINANCIAL INC$5.1M1
86Holocene Advisors, LP$5.1M1
87Point72 Asset Management, L.P.$5.0M1
88TMB Capital Partners, LLC$4.9M1
89NATIONAL BANK OF CANADA /FI/$4.7M1
90DISCOVERY CAPITAL MANAGEMENT, LLC / CT$4.6M1
91TT Capital Management LLC$4.5M1
92CAXTON ASSOCIATES LLP$4.5M1
93IEQ CAPITAL, LLC$4.4M1
94CIBC Bancorp USA Inc.$4.3M1
95STIFEL FINANCIAL CORP$4.3M1
96Y-Intercept (Hong Kong) Ltd$4.2M1
97Aberdeen Group plc$4.2M1
98Cerity Partners LLC$4.0M1
99IMC-Chicago, LLC$4.0M1
100Weiss Asset Management LP$3.7M1
101Chevy Chase Trust Holdings, LLC$3.6M1
102Daiwa Securities Group Inc.$3.5M1
103Eurizon Capital SGR S.p.A.$3.5M1
104Vert Asset Management LLC$3.5M1
105Universal- Beteiligungs- und Servicegesellschaft mbH$3.4M1
106CWM, LLC$3.4M1
107NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.4M1
108Janus Henderson Group Ltd.$3.4M1
109Bayhunt Capital LLC$3.3M1
110Resona Asset Management Co.,Ltd.$3.3M1
111Mariner, LLC$3.2M1
112APG Asset Management N.V.$3.2M1
113NEW ENGLAND ASSET MANAGEMENT INC$3.1M1
114UniSuper Management Pty Ltd$3.0M1
115FRANKLIN RESOURCES INC$2.9M1
116HEITMAN REAL ESTATE SECURITIES LLC$2.9M1
117BANQUE PICTET & CIE SA$2.8M1
118TWO SIGMA INVESTMENTS, LP$2.8M1
119FLAX POND CAPITAL, LLC$2.7M1
120NEXPOINT ASSET MANAGEMENT, L.P.$2.6M1
121GSI Capital Advisors LLC$2.6M1
122Calamos Advisors LLC$2.6M1
123OSAIC HOLDINGS, INC.$2.5M1
124NEOS Investment Management LLC$2.5M1
125DAVENPORT & Co LLC$2.4M1
126Fideuram Asset Management (Ireland) dac$2.2M1
127TORONTO DOMINION BANK$2.2M1
128Leibman Financial Services, Inc.$2.1M1
129XTX Topco Ltd$2.1M1
130PUBLIC SECTOR PENSION INVESTMENT BOARD$2.1M1
131Metis Global Partners, LLC$2.0M1
132BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.0M1
133Vident Advisory, LLC$2.0M1
134Sumitomo Mitsui DS Asset Management Company, Ltd$2.0M1
135FIL Ltd$2.0M1
136Arizona State Retirement System$2.0M1
137Czech National Bank$2.0M1
138NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.9M1
139STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
140TWINBEECH CAPITAL LP$1.9M1
141QVIDTVM Management LLC$1.9M1
142Inspire Investing, LLC$1.8M1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.8M1
144MERCER GLOBAL ADVISORS INC /ADV$1.8M1
145Cetera Investment Advisers$1.8M1
146CREDIT AGRICOLE S A$1.8M1
147Mirae Asset Global Investments Co., Ltd.$1.7M1
148Tredje AP-fonden$1.7M1
149Merit Financial Group, LLC$1.7M1
150Vinva Investment Management Ltd$1.7M1
151CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.7M1
152CIBC Asset Management Inc$1.6M1
153Paralel Advisors LLC$1.6M1
154Abundance Wealth Counselors$1.6M1
155Stamos Capital Partners, L.P.$1.6M1
156NATIXIS$1.6M1
157BOOTHBAY FUND MANAGEMENT, LLC$1.6M1
158Taylor Frigon Capital Management LLC$1.6M1
159FOX RUN MANAGEMENT, L.L.C.$1.5M1
160GUGGENHEIM CAPITAL LLC$1.5M1
161Pictet Asset Management Holding SA$1.5M1
162FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.5M1
163VOYA INVESTMENT MANAGEMENT LLC$1.5M1
164Federation des caisses Desjardins du Quebec$1.4M1
165Vanderbilt University$1.4M1
166MACKENZIE FINANCIAL CORP$1.4M1
167ProShare Advisors LLC$1.4M1
168JUPITER ASSET MANAGEMENT LTD$1.4M1
169Utah Retirement Systems$1.3M1
170New Age Alpha Advisors, LLC$1.3M1
171IFM Investors Pty Ltd$1.3M1
172Summit Trail Advisors, LLC$1.3M1
173Engineers Gate Manager LP$1.3M1
174ADVOCATE GROUP LLC$1.3M1
175TD ASSET MANAGEMENT INC$1.2M1
176M&T BANK CORP$1.2M1
177AIA Group Ltd$1.2M1
178CM Management, LLC$1.2M1
179SIMPLEX TRADING, LLC$1.2M1
180VICTORY CAPITAL MANAGEMENT INC$1.1M1
181NISSAY ASSET MANAGEMENT CORP /JAPAN$1.1M1
182Woodline Partners LP$1.1M1
183HBW ADVISORY SERVICES LLC$1.1M1
184Tidal Investments LLC$1.1M1
185Beacon Pointe Advisors, LLC$1.0M1
186Presima Securities ULC$1.0M1
187Perigon Wealth Management, LLC$975K1
188Pathstone Holdings, LLC$973K1
189Vanguard Personalized Indexing Management, LLC$958K1
190Mattson Financial Services, LLC$946K1
191Swiss Life Asset Management Ltd$930K1
192GROUP ONE TRADING LLC$914K1
193ADAR1 Capital Management, LLC$905K1
194Telos Capital Management, Inc.$888K1
195MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$854K1
196NAPLES GLOBAL ADVISORS, LLC$845K1
197Brevan Howard Capital Management LP$842K1
198UNITED CAPITAL FINANCIAL ADVISORS, LLC$834K1
199XPONANCE LLC$833K1
200OREGON PUBLIC EMPLOYEES RETIREMENT FUND$830K1
201Americana Partners, LLC$798K1
202Chicago Capital, LLC$796K1
203MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$769K1
204TRUIST FINANCIAL CORP$765K1
205Walleye Trading LLC$728K1
206LMR Partners LLP$723K1
207Atria Investments, Inc$722K1
208FIFTH THIRD BANCORP$721K1
209Norinchukin Bank, The$714K1
210Rafferty Asset Management, LLC$713K1
211Fairtree Asset Management (Pty) Ltd$703K1
212COMMONWEALTH EQUITY SERVICES, LLC$665K1
213Investment Research Partners LLC$664K1
214Cascade Investment Advisors, Inc.$651K1
215ASR Vermogensbeheer N.V.$635K1
216Brookwood Investment Group LLC$632K1
217Caprock Group, LLC$631K1
218Cambria Investment Management, L.P.$618K1
219Caption Management, LLC$603K1
220CRAWFORD INVESTMENT COUNSEL INC$603K1
221PERSONAL CFO SOLUTIONS, LLC$596K1
222Sequoia Financial Advisors, LLC$592K1
223HighTower Advisors, LLC$576K1
224Havemeyer Place LP$576K1
225Blackhawk Capital Partners, LLC$552K1
226FIRST FOUNDATION ADVISORS$531K1
227INCEPTIONR LLC$496K1
228Investors Research Corp$495K1
229Chicago Partners Investment Group LLC$493K1
230MAI Capital Management$493K1
231AlphaCore Capital LLC$482K1
232Access Investment Management LLC$473K1
233OPPENHEIMER & CO INC$469K1
234DRW Securities, LLC$469K1
235FLAGSHIP HARBOR ADVISORS, LLC$459K1
236Mitsubishi UFJ Trust & Banking Corp$449K1
237COLDSTREAM CAPITAL MANAGEMENT INC$444K1
238Pathway Financial Advisers, LLC$443K1
239HB Wealth Management, LLC$440K1
240MIZUHO SECURITIES USA LLC$438K1
241FOUNDATIONS INVESTMENT ADVISORS, LLC$436K1
242TD Waterhouse Canada Inc.$434K1
243Legacy Capital Group California, Inc.$409K1
244Brown Financial Advisors$402K1
245Kera Capital Partners, Inc.$394K1
246Equitable Holdings, Inc.$385K1
247Maryland State Retirement & Pension System$376K1
248Ensign Peak Advisors, Inc$375K1
249DoubleLine ETF Adviser LP$373K1
250Rockefeller Capital Management L.P.$373K1
251Pasadena Private Wealth, LLC$340K1
252Arax Advisory Partners$335K1
253Squarepoint Ops LLC$334K1
254Copley Financial Group, Inc.$314K1
255Allspring Global Investments Holdings, LLC$312K1
256Tower Research Capital LLC (TRC)$310K1
257Capital International Sarl$307K1
258Abel Hall, LLC$307K1
259EVOLVE PRIVATE WEALTH, LLC$297K1
260MUFG Securities EMEA plc$297K1
261Harvest Portfolios Group Inc.$296K1
262Calamos Wealth Management LLC$292K1
263Focus Partners Advisor Solutions, LLC$290K1
264VIRTUS ADVISERS, LLC$289K1
265US BANCORP \DE\$287K1
266OMERS ADMINISTRATION Corp$285K1
267STOREBRAND ASSET MANAGEMENT AS$278K1
268D.A. DAVIDSON & CO.$277K1
269Pinnacle Financial Partners, Inc.$277K1
270COMMERCE BANK$274K1
271Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$271K1
272MML INVESTORS SERVICES, LLC$270K1
273Baker Avenue Asset Management, LP$269K1
274Plan A Wealth LLC$265K1
275Pine Valley Investments Ltd Liability Co$257K1
276INVESTED ADVISORS$257K1
277U.S. Capital Wealth Advisors, LLC$255K1
278&PARTNERS$255K1
279LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$254K1
280NewEdge Advisors, LLC$248K1
281LDR Capital Management LLC$248K1
282JANE STREET GROUP, LLC$245K1
283NOMURA HOLDINGS INC$236K1
284Bull Harbor Capital LLC$235K1
285Quarry LP$235K1
286GTS SECURITIES LLC$234K1
287North Dakota State Investment Board$233K1
288NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$232K1
289TWO SIGMA SECURITIES, LLC$225K1
290INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$222K1
291Wealthspire Advisors, LLC$222K1
292PATTON FUND MANAGEMENT, INC.$218K1
293Brooklyn Investment Group$216K1
294ALPS ADVISORS INC$213K1
295Crossmark Global Holdings, Inc.$212K1
296National Philanthropic Trust$211K1
297Allworth Financial LP$208K1
298ROMAN BUTLER FULLERTON & CO$208K1
299NorthCrest Asset Manangement, LLC$202K1
300CFC Planning Co LLC$201K1
301SECURIAN ASSET MANAGEMENT, INC$193K1
302OFI INVEST ASSET MANAGEMENT$151K1
303Caitong International Asset Management Co., Ltd$142K1
304EXCHANGE TRADED CONCEPTS, LLC$133K1
305TEMA ETFS LLC$129K1
306NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$126K1
307SIGNATUREFD, LLC$116K1
308Generali Asset Management SPA SGR$103K1
309CHILTON CAPITAL MANAGEMENT LLC$90.6K1
310DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$86.4K1
311ELEVATION WEALTH PARTNERS, LLC$80.7K1
312Cetera Trust Company, N.A$77.8K1
313Ameritas Investment Partners, Inc.$67.4K1
314Steward Partners Investment Advisory, LLC$55.0K1
315Truvestments Capital LLC$53.6K1
316SJS Investment Consulting Inc.$53.4K1
317Deseret Mutual Benefit Administrators$47.3K1
318FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$46.4K1
319ASSETMARK, INC$42.8K1
320Analyst IMS Investment Management Services Ltd.$42.5K1
321Wealth Enhancement Trust Services, Inc.$39.9K1
322UMB Bank, n.a.$38.4K1
323Bank Julius Baer & Co. Ltd, Zurich$34.8K1
324Hilltop National Bank$34.8K1
325Larson Financial Group LLC$33.6K1
326QUADRANT CAPITAL GROUP LLC$30.5K1
327FEDERATED HERMES, INC.$30.4K1
328Owl Creek Wealth Partners LLC$30.0K1
329MATHER GROUP, LLC.$28.3K1
330Addison Advisors LLC$25.6K1
331True Wealth Design, LLC$24.4K1
332Global X Japan Co., Ltd.$22.0K1
333MidFirst Bank$19.7K1
334Parkside Financial Bank & Trust$18.8K1
335PROSPERITY BANCSHARES INC$17.4K1
336Cromwell Holdings LLC$17.2K1
337Pinnacle Wealth Planning Services, Inc.$14.7K1
338CANADA LIFE ASSURANCE Co$14.1K1
339Sachetta, LLC$13.0K1
340CVA Family Office, LLC$12.5K1
341MV CAPITAL MANAGEMENT, INC.$10.5K1
342Clearstead Trust, LLC$10.0K1
343HM PAYSON & CO$9.3K1
344EASTERN BANK$9.3K1
345Orion Capital Management LLC$9.3K1
346JONES FINANCIAL COMPANIES LLLP$8.3K1
347Manchester Capital Management LLC$7.1K1
348Clearstead Advisors, LLC$7.0K1
349DekaBank Deutsche Girozentrale$6.9K1
350Bayforest Capital Ltd$6.8K1
351Kilter Group LLC$6.7K1
352Evelyn Partners Investment Management LLP$5.6K1
353Blue Trust, Inc.$5.0K1
354Signature Equity Partners, LLC$4.9K1
355ALGERT GLOBAL LLC$4.8K1
356State of Alaska, Department of Revenue$4.7K1
357Transamerica Financial Advisors, LLC$4.7K1
358STANCE CAPITAL LLC$4.6K1
359Spire Wealth Management$3.7K1
360Atlantic Union Bankshares Corp$3.5K1
361Treasurer of the State of North Carolina$3.4K1
362Pacific Center for Financial Services$2.3K1
363Virginia Estate & Retirement Planning Advisors Inc.$2.1K1
364Smartleaf Asset Management LLC$1.9K1
365Westfuller Advisors, LLC$1.9K1
366Abound Wealth Management$1.7K1
367Physician Wealth Advisors, Inc.$1.6K1
368JPL Wealth Management, LLC$1.6K1
369Medallion Wealth Advisors, LLC$1.5K1
370Vestcor Inc$1.4K1
371Penserra Capital Management LLC$1.3K1
372Clayton Financial Group LLC$1.3K1
373Johnson Financial Group, Inc.$1.3K1
374SUMMIT SECURITIES GROUP LLC$1.2K1
375Bell Investment Advisors, Inc$9751
376Prestige Wealth Management Group LLC$8961
377MCGUIRE CAPITAL ADVISORS INC$8361
378Darwin Wealth Management, LLC$7421
379SouthState Bank Corp$6971
380Private Wealth Management Group, LLC$6501
381Caldwell Trust Co$6501
382PEAPACK GLADSTONE FINANCIAL CORP$5511
383FINANCIAL CONSULATE, INC$5111
384TFC Financial Management, Inc.$5111
385Rialto Wealth Management, LLC$4651
386Destiny Wealth Partners, LLC$4641
387HRT FINANCIAL LP$4631
388SHP Wealth Management$4181
389Raleigh Capital Management Inc.$4091
390KBC Group NV$3711
391Quaker Wealth Management, LLC$3251
392Annis Gardner Whiting Capital Advisors, LLC$2831
393GSA CAPITAL PARTNERS LLP$2701
394PARK AVENUE SECURITIES LLC$2511
395Key FInancial Inc$1391
396Synergy Investment Management, LLC$1391
3973 FACTOR INDEXING, LLC$931
398Employees Retirement System of Texas$761
399Smithfield Trust Co$71
400Avion Wealth$31
401Navigoe, LLC$11
402Capital Advisors, Ltd. LLC$01
403BANK OF NOVA SCOTIA$01
404VANGUARD GROUP INC$01
405THRIVENT FINANCIAL FOR LUTHERANS$01
406TEACHER RETIREMENT SYSTEM OF TEXAS$01
407HARBOUR INVESTMENTS, INC.$01
408HOWARD HUGHES MEDICAL INSTITUTE$01
409ROYAL LONDON ASSET MANAGEMENT LTD$01
410PRUDENTIAL PLC$01
411WELLINGTON MANAGEMENT GROUP LLP$01
412Swedbank AB$01
413VIRGINIA RETIREMENT SYSTEMS ET Al$01
414ROBERTS GLORE & CO INC /IL/$01
415ING GROEP NV$01
416WEXFORD CAPITAL LP$01
417Palouse Capital Management, Inc.$01
418CIBC WORLD MARKETS CORP$01
419SCHRODER INVESTMENT MANAGEMENT GROUP$01
420NORDEA INVESTMENT MANAGEMENT AB$01
421BALYASNY ASSET MANAGEMENT L.P.$01
422BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$01
423TANG CAPITAL MANAGEMENT LLC$01
424CIBC Private Wealth Group LLC$01
425Portolan Capital Management, LLC$01
426NORGES BANK$01
427CIBC WORLD MARKET INC.$01
428Korea Investment CORP$01
429Apollo Management Holdings, L.P.$01
430Verition Fund Management LLC$01
431Alberta Investment Management Corp$01
432TWO SIGMA ADVISERS, LP$01
433Long Pond Capital, LP$01
434TOKIO MARINE ASSET MANAGEMENT CO LTD$01
435Sarasin & Partners LLP$01
436Skandinaviska Enskilda Banken AB (publ)$01
437Edgestream Partners, L.P.$01
438Candriam S.C.A.$01
439Samalin Investment Counsel, LLC$01
440ABN AMRO Bank N.V.$01
441Alpine Global Management, LLC$01
442IQ EQ FUND MANAGEMENT (IRELAND) Ltd$01
443Lido Advisors, LLC$01
444Phoenix Financial Ltd.$01
445Castle Hook Partners LP$01
446Legacy Bridge, LLC$01
447Triodos Investment Management BV$01
448Global Retirement Partners, LLC$01
449OSSIAM$01
450Inscription Capital, LLC$01
451Osmosis Investment Management UK Ltd$01
452Monaco Asset Management SAM$01
453Investment Management Corp of Ontario$01
454Kestra Advisory Services, LLC$01
455WOLFF WIESE MAGANA LLC$01
456DV EQUITIES, LLC$01
457B. Metzler seel. Sohn & Co. AG$01
458Naviter Wealth, LLC$01
459Siemens Fonds Invest GmbH$01
460AlphaQuest LLC$01
461READYSTATE ASSET MANAGEMENT LP$01
462SageView Advisory Group, LLC$01
463Cape Investment Advisory, Inc.$01
464Dunhill Financial, LLC$01
465LECAP ASSET MANAGEMENT LTD$01
466EntryPoint Capital, LLC$01
467Susquehanna Portfolio Strategies, LLC$01
468Mowery & Schoenfeld Wealth Management, LLC$01
469Motiv8 Investments LLC$01
470Quest 10 Wealth Builders, Inc.$01
471S-Bank Fund Management Ltd$01
472Code Waechter LLC$01
473Wealth Watch Advisors, INC$01
474Aster Capital Management (DIFC) Ltd$01
475Three Seasons Wealth, LLC$01
476Investor's Fiduciary Advisor Network, LLC$01
477Rakuten Investment Management, Inc.$01
478ABN AMRO INVESTMENT SOLUTIONS$01
479Networth Advisors, LLC$01
480Eurizon SLJ Capital Ltd$01
Truncated by Public Filings. The published aggregate ranks the top 480 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ARE

RETAINED WINDOW · ACTIVE HITS

Zero hits on ARE in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for ARE · financials and macro

Financials — as filed PLANNED

ARE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ARE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing