Titelia

Fund shareholders of Alexandria Real Estate Equities, Inc.

ISIN US0152711091 · United States · LEI MGCJBT4MKTQBVLNUIS88

Fund shareholders
488
Of which ETFs
135 353 other funds
Value held
2.8B $ 1.4M € · 19.8M SEK
Share of capital
34.9 % of 174.2M shares on Jul 15, 2026

488 funds hold this company: 487 declare it in a regulatory filing, and this table serves those page by page; 1 more is read from the report its fund publishes, and is not in it.

FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 5,774,824233.9M $0.33 %3.31 %as of Apr 30, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 5,504,766255.5M $0.01 %3.16 %as of Mar 31, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,996,004185.5M $0.11 %2.29 %as of Mar 31, 2026
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 3,965,727184.1M $0.01 %2.28 %as of Mar 31, 2026
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 3,364,350136.3M $0.16 %1.93 %as of Apr 30, 2026
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,544,574118.1M $0.19 %1.46 %as of Mar 31, 2026
iShares Core S&P 500 ETF iShares Trust 2,004,12493M $0.01 %1.15 %as of Mar 31, 2026
American Funds Fundamental Investors American Funds Fundamental Investors 1,980,92992M $0.06 %1.14 %as of Mar 31, 2026
Fidelity 500 Index Fund Fidelity Concord Street Trust 1,979,463107M $0.01 %1.14 %as of Feb 28, 2026
American Balanced Fund American Balanced Fund 1,603,13574.4M $0.03 %0.92 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 1,480,45468.7M $0.98 %0.85 %as of Mar 31, 2026
State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 1,289,60059.9M $0.82 %0.74 %as of Mar 31, 2026
Invesco Equity and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 1,120,95560.6M $0.46 %0.64 %as of Feb 28, 2026
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 1,076,02358.1M $0.60 %0.62 %as of Feb 28, 2026
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 1,023,39741.5M $0.39 %0.59 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 881,06840.9M $0.01 %0.51 %as of Mar 31, 2026
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 749,83030.4M $0.44 %0.43 %as of Apr 30, 2026
iShares Russell Mid-Cap ETF iShares Trust 658,11930.5M $0.06 %0.38 %as of Mar 31, 2026
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 635,31825.7M $0.05 %0.36 %as of Apr 30, 2026
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 586,92823.8M $0.31 %0.34 %as of Apr 30, 2026
Invesco Growth and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 564,40530.5M $0.70 %0.32 %as of Feb 28, 2026
iShares Core U.S. REIT ETF iShares Trust 557,76422.6M $0.60 %0.32 %as of Apr 30, 2026
iShares U.S. Real Estate ETF iShares Trust 492,86422.9M $0.58 %0.28 %as of Mar 31, 2026
iShares Global REIT ETF iShares Trust 457,74618.5M $0.39 %0.26 %as of Apr 30, 2026
JNL/Goldman Sachs 4 Fund JNL Series Trust 435,36920.2M $0.43 %0.25 %as of Mar 31, 2026
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 419,94922.7M $0.17 %0.24 %as of Feb 28, 2026
iShares Russell 1000 Value ETF iShares Trust 395,89018.4M $0.03 %0.23 %as of Mar 31, 2026
Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust 385,80815.6M $0.86 %0.22 %as of Apr 30, 2026
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 349,14214.1M $0.01 %0.20 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 328,77015.3M $0.01 %0.19 %as of Mar 31, 2026
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 327,44513.3M $0.42 %0.19 %as of Apr 30, 2026
iShares Residential and Multisector Real Estate ETF iShares Trust 315,01114.6M $1.86 %0.18 %as of Mar 31, 2026
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 305,00714.2M $0.13 %0.18 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 292,57915.8M $0.01 %0.17 %as of Feb 28, 2026
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 286,87615.5M $0.22 %0.16 %as of Feb 28, 2026
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 281,69413.1M $0.77 %0.16 %as of Mar 31, 2026
Dimensional Global Real Estate ETF Dimensional ETF Trust 279,11511.3M $0.32 %0.16 %as of Apr 30, 2026
iShares S&P 500 Value ETF iShares Trust 266,41112.4M $0.03 %0.15 %as of Mar 31, 2026
iShares Russell Mid-Cap Value ETF iShares Trust 246,79711.5M $0.08 %0.14 %as of Mar 31, 2026
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 236,68511M $0.48 %0.14 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 230,92712.5M $0.01 %0.13 %as of Feb 28, 2026
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 221,5249M $0.46 %0.13 %as of Apr 30, 2026
Dimensional US Real Estate ETF Dimensional ETF Trust 205,6808.3M $0.49 %0.12 %as of Apr 30, 2026
JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust 204,79411.1M $2.19 %0.12 %as of Feb 28, 2026
Poplar Forest Partners Fund Advisors Series Trust 204,0009.5M $2.84 %0.12 %as of Mar 31, 2026
Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II 195,42310.6M $3.93 %0.11 %as of Feb 28, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 194,7099M $0.01 %0.11 %as of Mar 31, 2026
AQR Managed Futures Strategy Fund AQR Funds 193,5639M $0.30 %0.11 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 182,0968.5M $0.03 %0.10 %as of Mar 31, 2026
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 178,3278.3M $0.65 %0.10 %as of Mar 31, 2026
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 173,6197M $0.06 %0.10 %as of Apr 30, 2026
Invesco V.I. Growth and Income Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 172,0268M $0.64 %0.10 %as of Mar 31, 2026
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 171,9008M $1.22 %0.10 %as of Mar 31, 2026
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 159,0758.6M $0.01 %0.09 %as of Feb 28, 2026
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 158,4187.4M $0.03 %0.09 %as of Mar 31, 2026
BlackRock Real Estate Securities Fund BlackRock Funds 158,2656.4M $1.47 %0.09 %as of Apr 30, 2026
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 157,7898.5M $0.75 %0.09 %as of Feb 28, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 157,4356.4M $0.01 %0.09 %as of Apr 30, 2026
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 150,4676.1M $0.42 %0.09 %as of Apr 30, 2026
S&P 500 Index Master Portfolio Master Investment Portfolio 143,9916.7M $0.01 %0.08 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 142,7595.8M $0.01 %0.08 %as of Apr 30, 2026
AQR Long-Short Equity Fund AQR Funds 130,1066M $0.07 %0.07 %as of Mar 31, 2026
iShares Core S&P U.S. Value ETF iShares Trust 129,9496M $0.03 %0.07 %as of Mar 31, 2026
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 128,0106.9M $0.03 %0.07 %as of Feb 28, 2026
iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust 126,2896.8M $0.30 %0.07 %as of Feb 28, 2026
Invesco V.I. Equity and Income Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 122,0925.7M $0.41 %0.07 %as of Mar 31, 2026
iShares Russell 1000 ETF iShares Trust 121,8815.7M $0.01 %0.07 %as of Mar 31, 2026
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 114,6475.3M $0.49 %0.07 %as of Mar 31, 2026
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 113,7395.3M $0.47 %0.07 %as of Mar 31, 2026
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 113,5705.3M $0.09 %0.07 %as of Mar 31, 2026
Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 113,4005.3M $1.32 %0.07 %as of Mar 31, 2026
DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds 112,2315.2M $0.65 %0.06 %as of Mar 31, 2026
Large Cap Index Master Portfolio Master Investment Portfolio 102,8214.8M $0.01 %0.06 %as of Mar 31, 2026
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 100,8354.7M $0.75 %0.06 %as of Mar 31, 2026
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 99,5835.4M $0.03 %0.06 %as of Feb 28, 2026
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 98,2714.6M $0.01 %0.06 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 97,6604.5M $0.01 %0.06 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 91,2893.7M $0.01 %0.05 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 90,5384.9M $0.01 %0.05 %as of Feb 28, 2026
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 89,7344.8M $0.02 %0.05 %as of Feb 28, 2026
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 87,6483.6M $0.04 %0.05 %as of Apr 30, 2026
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 85,1134M $1.16 %0.05 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 82,6153.8M $0.01 %0.05 %as of Mar 31, 2026
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 81,5744.4M $0.03 %0.05 %as of Feb 28, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 80,7113.3M $0.01 %0.05 %as of Apr 30, 2026
PIMCO All Asset: Multi-Real Fund PIMCO Funds 79,3143.7M $0.17 %0.05 %as of Mar 31, 2026
Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS 78,1364.2M $0.63 %0.04 %as of Feb 28, 2026
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 76,9303.1M $0.03 %0.04 %as of Apr 30, 2026
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 76,6003.1M $0.08 %0.04 %as of Apr 30, 2026
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 74,3763.5M $0.75 %0.04 %as of Mar 31, 2026
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 69,7332.8M $0.02 %0.04 %as of Apr 30, 2026
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 69,2283.2M $0.91 %0.04 %as of Mar 31, 2026
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 68,8983.2M $1.31 %0.04 %as of Mar 31, 2026
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 66,0212.7M $0.02 %0.04 %as of Apr 30, 2026
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 63,4522.9M $0.01 %0.04 %as of Mar 31, 2026
Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust 61,2752.8M $0.71 %0.04 %as of Mar 31, 2026
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 60,7882.5M $2.51 %0.03 %as of Apr 30, 2026
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 60,2692.4M $0.12 %0.03 %as of Apr 30, 2026
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 60,0422.4M $0.02 %0.03 %as of Apr 30, 2026
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 58,8002.7M $0.01 %0.03 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II 3.93 %as of Feb 28, 2026
NEOS Long/Short Equity Income ETF NEOS ETF Trust 3.92 %as of Mar 31, 2026
Poplar Forest Partners Fund Advisors Series Trust 2.84 %as of Mar 31, 2026
SRH REIT Covered Call ETF Elevation Series Trust 2.79 %as of Apr 30, 2026
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 2.51 %as of Apr 30, 2026
ALPS REIT Dividend Dogs ETF ALPS ETF TRUST 2.40 %as of Feb 28, 2026
U.S. Diversified Real Estate ETF ETF Series Solutions 2.35 %as of Feb 28, 2026
JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust 2.19 %as of Feb 28, 2026
Thompson MidCap Fund Thompson IM Funds, Inc. 2.06 %as of Feb 28, 2026
BALTIA GLOBAL,FI RENTA 4 GESTORA, S.G.I.I.C., S.A. 2.01 %as of Dec 31, 2025

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2466+1360,817,715+11.1 %
2026Q1453-7254,753,393-1.8 %
2025Q4525-3655,733,662-3.1 %
2025Q3561-1857,518,432-3.5 %
2025Q2579+2359,604,897+0.0 %
2025Q1556-5659,580,244+0.7 %
2024Q4612-2959,166,603-6.1 %
2024Q3641-763,039,353-2.6 %
2024Q2648+864,727,693+11.9 %
2024Q1640+1757,860,850-9.3 %
2023Q462363,787,318

Institutional managers

557 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.19,691,268914.1M $as of Mar 31, 2026
STATE STREET CORP10,662,463502.5M $as of Mar 31, 2026
APG Asset Management US Inc.6,981,310302.2M $as of Mar 31, 2026
Invesco Ltd.6,826,367316.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC4,509,021209M $as of Mar 31, 2026
JPMORGAN CHASE & CO3,609,904167.1M $as of Mar 31, 2026
Capital World Investors3,228,259149.9M $as of Mar 31, 2026
MORGAN STANLEY2,781,501129.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,688,251124.8M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC2,592,547120.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,297,222106.6M $as of Mar 31, 2026
NORTHERN TRUST CORP2,260,743104.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,236,724103.8M $as of Mar 31, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC2,024,89294M $as of Mar 31, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC1,511,27370.2M $as of Mar 31, 2026
Legal & General Group Plc1,417,78965.8M $as of Mar 31, 2026
CANADA PENSION PLAN INVESTMENT BOARD1,379,32364M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,336,87062.1M $as of Mar 31, 2026
Freestone Grove Partners LP1,221,71256.7M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,221,64056.7M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/1,185,58355K $as of Mar 31, 2026
Bank of New York Mellon Corp1,120,99152M $as of Mar 31, 2026
HSBC HOLDINGS PLC1,049,02048.8M $as of Mar 31, 2026
CITIGROUP INC1,015,05647.1M $as of Mar 31, 2026
Sumitomo Mitsui Trust Group, Inc.991,35146M $as of Mar 31, 2026

Declared shareholders of Alexandria Real Estate Equities, Inc.

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
BlackRock, Inc. 8.70 %15,113,497as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 8.00 %13,870,311as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 7.06 %12,248,344as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Alexandria Real Estate Equities, Inc.

320 funds declare 937 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND17141.8M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND9133.3M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND16107.6M $as of Mar 31, 2026
Core Fixed Income Fund681.2M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF1847M $as of Feb 28, 2026
PGIM Total Return Bond Fund241.2M $as of Apr 30, 2026
Strategic Advisers Fidelity Core Income Fund337.7M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF735.4M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND634.5M $as of Mar 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF634.5M $as of Feb 28, 2026
Fidelity Investment Grade Bond Central Fund234.1M $as of Mar 31, 2026
PGIM Short-Term Corporate Bond Fund232.9M $as of Mar 31, 2026
JPMorgan Ultra-Short Income ETF130.3M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND330.2M $as of Apr 30, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND226.2M $as of Apr 30, 2026
AST Multi-Sector Fixed Income Portfolio223.6M $as of Mar 31, 2026
Fidelity Series Investment Grade Bond Fund123.1M $as of Feb 28, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND122.5M $as of Apr 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND321.6M $as of Feb 28, 2026
Schwab 5-10 Year Corporate Bond ETF619M $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1819M $as of Feb 28, 2026
AST Investment Grade Bond Portfolio118.9M $as of Mar 31, 2026
Fidelity U.S. Bond Index Fund318.3M $as of Feb 28, 2026
Allspring Core Plus Bond Fund218M $as of Feb 28, 2026
EQ/Intermediate Corporate Bond Portfolio416.6M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Alexandria Real Estate Equities, Inc.". https://titelia.com/en/stocks/alexandria-real-estate-equities-inc-US0152711091