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. This table lists the 487 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 55,0072.2M $0.09 %0.03 %as of Apr 30, 2026 ↗
Nuance Mid Cap Value Fund Managed Portfolio Series 54,9152.2M $0.77 %0.03 %as of Apr 30, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 54,5632.5M $1.29 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 52,0212.8M $0.18 %0.03 %as of Feb 28, 2026 ↗
Global Real Estate Index Fund Northern Funds 51,7012.4M $0.35 %0.03 %as of Mar 31, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 49,8562.3M $0.14 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 49,7942M $0.01 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 49,2722.3M $0.01 %0.03 %as of Mar 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 48,6612M $0.01 %0.03 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 47,5112.2M $0.05 %0.03 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 46,7632.2M $0.17 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 45,9202.1M $0.01 %0.03 %as of Mar 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 44,8802.1M $0.01 %0.03 %as of Mar 31, 2026 ↗
BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. 43,8131.8M $0.53 %0.03 %as of Apr 30, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 43,7472.4M $0.09 %0.03 %as of Feb 28, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 43,5001.8M $0.02 %0.02 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 43,20019.1M SEK0.07 %0.02 %as of Mar 31, 2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 41,9541.9M $0.84 %0.02 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 39,4941.6M $0.01 %0.02 %as of Apr 30, 2026 ↗
VY(R) INVESCO EQUITY AND INCOME PORTFOLIO Voya Partners Inc 39,2241.8M $0.41 %0.02 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 39,0231.6M $0.03 %0.02 %as of Apr 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 38,5741.8M $0.12 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 36,1031.5M $0.01 %0.02 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 36,0932M $0.02 %0.02 %as of Feb 28, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 35,6391.9M $0.03 %0.02 %as of Feb 28, 2026 ↗
Stock Index Fund Northern Funds 35,3761.6M $0.01 %0.02 %as of Mar 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 35,0461.6M $0.01 %0.02 %as of Mar 31, 2026 ↗
SRH REIT Covered Call ETF Elevation Series Trust 35,0001.4M $2.79 %0.02 %as of Apr 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 34,8521.4M $0.01 %0.02 %as of Apr 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 34,4631.6M $0.01 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 33,9001.6M $0.01 %0.02 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Large Cap Fundamental Value Fund HOTCHKIS & WILEY FUNDS/DE/ 33,8001.6M $0.44 %0.02 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 32,8391.3M $0.01 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 32,7061.3M $0.05 %0.02 %as of Apr 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 32,3071.5M $0.01 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 32,2951.3M $0.09 %0.02 %as of Apr 30, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 32,1981.5M $0.05 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 31,9151.5M $0.01 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 31,4371.3M $0.20 %0.02 %as of Apr 30, 2026 ↗
Thompson LargeCap Fund Thompson IM Funds, Inc. 30,9001.7M $0.80 %0.02 %as of Feb 28, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 30,7981.4M $0.04 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 30,7681.4M $0.01 %0.02 %as of Mar 31, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 30,1181.4M $0.28 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 29,7001.2M $0.05 %0.02 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 29,1531.4M $0.08 %0.02 %as of Mar 31, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 29,0441.3M $0.57 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 28,3171.5M $0.01 %0.02 %as of Feb 28, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 28,3001.3M $0.04 %0.02 %as of Mar 31, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 28,2571.3M $0.73 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 28,0901.3M $0.07 %0.02 %as of Mar 31, 2026 ↗
AAM S&P 500 High Dividend Value ETF ETF Series Solutions 28,0231.1M $1.26 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 27,9851.5M $0.02 %0.02 %as of Feb 28, 2026 ↗
Hoya Capital High Dividend Yield ETF ETF Series Solutions 27,8061.5M $1.51 %0.02 %as of Feb 28, 2026 ↗
CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II 27,1631.3M $0.90 %0.02 %as of Mar 31, 2026 ↗
AB All Market Real Return Portfolio AB BOND FUND, INC. 26,6801.1M $0.13 %0.02 %as of Apr 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 26,6331.1M $0.17 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 26,5871.4M $0.01 %0.02 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 26,4471.2M $0.01 %0.02 %as of Mar 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 26,3801.2M $0.01 %0.02 %as of Mar 31, 2026 ↗
Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I 25,9671.4M $0.05 %0.01 %as of Feb 28, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 25,3781M $0.34 %0.01 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 25,3161M $0.03 %0.01 %as of Apr 30, 2026 ↗
GLOBAL REAL ESTATE FUND VALIC Co I 25,2331.4M $0.44 %0.01 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 25,0801.2M $0.02 %0.01 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 24,8961.2M $1.10 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 24,4451.1M $0.02 %0.01 %as of Mar 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 24,2491.1M $0.01 %0.01 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 23,7691.1M $0.01 %0.01 %as of Mar 31, 2026 ↗
S&P 500 Pure Value Fund Rydex Series Funds 23,5581.1M $1.82 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 23,4001.3M $0.16 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 22,633916.9K $0.15 %0.01 %as of Apr 30, 2026 ↗
Thompson MidCap Fund Thompson IM Funds, Inc. 22,2801.2M $2.06 %0.01 %as of Feb 28, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 21,8891M $0.01 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 21,762881.6K $0.12 %0.01 %as of Apr 30, 2026 ↗
VY(R) INVESCO GROWTH AND INCOME PORTFOLIO Voya Investors Trust 21,7611M $0.63 %0.01 %as of Mar 31, 2026 ↗
NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust 21,541999.9K $0.44 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 20,960973K $0.49 %0.01 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 20,695960.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 20,561832.9K $0.26 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 20,5471.1M $0.01 %0.01 %as of Feb 28, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 19,913924.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage Global Fund, Inc. BlackRock Advantage Global Fund, Inc. 19,806919.4K $0.17 %0.01 %as of Mar 31, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 19,804919.3K $0.59 %0.01 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 19,520906.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 19,437787.4K $0.06 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 19,432787.2K $0.10 %0.01 %as of Apr 30, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 19,245779.6K $0.42 %0.01 %as of Apr 30, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 19,200891.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I 19,126887.8K $0.67 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 19,0161M $0.02 %0.01 %as of Feb 28, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 18,593863.1K $0.19 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 17,446942.8K $0.01 %0.01 %as of Feb 28, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 17,262699.3K $0.05 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 16,659773.3K $0.09 %0.01 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 16,632772.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
Cultivar ETF ETF Opportunities Trust 16,514669K $1.73 %0.01 %as of Apr 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 16,099747.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 16,026866K $0.21 %0.01 %as of Feb 28, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 15,941740K $0.01 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 15,605724.4K $0.01 %0.01 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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.

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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 table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because 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
Cite this page

Titelia. "Fund shareholders of Alexandria Real Estate Equities, Inc.". https://titelia.com/en/stocks/alexandria-real-estate-equities-inc-US0152711091