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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 710 | 33K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust | 703 | 32.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Real Estate Fund Rydex Variable Trust | 686 | 31.8K $ | 0.93 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 654 | 26.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Storebrand USA Plus Storebrand Asset Management AS | 628 | 277.7K SEK | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gotham Enhanced 500 ETF Tidal Trust I | 607 | 28.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 572 | 26.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust | 555 | 22.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 540 | 25.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust | 524 | 21.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 510 | 23.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 500 | 23.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor SMID Cap Value ETF Harbor ETF Trust | 466 | 18.9K $ | 0.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 460 | 21.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nova Fund Rydex Series Funds | 442 | 20.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Dynamic Funds | 423 | 19.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 416 | 19.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| CYBER HORNET S&P 500 Index Funds | 410 | 19K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Real Estate Fund Rydex Series Funds | 376 | 17.5K $ | 0.91 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI ESG U.S. ETF PIMCO Equity Series | 356 | 16.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P 500 Fund Rydex Series Funds | 348 | 16.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRABULL PROFUND ProFunds | 326 | 13.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LoCorr Strategic Allocation Fund LoCorr Investment Trust | 325 | 15.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 322 | 17.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 311 | 12.6K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | 310 | 14.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MML Managed Volatility Fund MML SERIES INVESTMENT FUND | 280 | 13K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Conservative Values ETF ETF Opportunities Trust | 230 | 9.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 226 | 10.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Variable Trust | 207 | 9.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Ex-Energy ETF ProShares Trust | 206 | 11.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares S&P 500 ex S&P 100 ETF iShares Trust | 191 | 8.9K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 182 | 7.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 155 | 7.2K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 145 | 5.9K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 141 | 5.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 130 | 6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 130 | 6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 120 | 4.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 109 | 4.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 106 | 5.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 106 | 4.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP LARGE CAP VALUE ProFunds | 100 | 4.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Farm Growth Fund Advisers Investment Trust | 100 | 4.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 100 | 4.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BULL PROFUND ProFunds | 99 | 4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 98 | 43.3K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 98 | 4.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BULL ProFunds | 93 | 4.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 90 | 4.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 3% Capped ETF iShares Trust | 80 | 3.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust S&P 500 Diversified Free Cash Flow ETF First Trust Exchange-Traded Fund | 76 | 3.5K $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 70 | 3.8K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 69 | 3.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 57 | 2.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 38 | 1.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 32 | 1.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 18 | 835.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 14 | 649.9 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 12 | 486.1 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 11 | 594.4 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 11 | 445.6 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 10 | 405.1 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 9 | 417.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 9 | 364.6 $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 4 | 216.2 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 1 | 46.4 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 1 | 46.4 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 1 | 46.4 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 1 | 40.5 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| GESIURIS CAT PATRIMONIS, SICAV, S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 258.3K € | 0.42 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 152K € | 0.01 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA INFRAESTRUCTURAS, FI IBERCAJA GESTION, SGIIC, S.A. | 149.2K € | 0.77 % | as of Dec 31, 2025 ↗ | ||
| GESIURIS HEALTHCARE & INNOVATION FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 133.3K € | 0.75 % | as of Dec 31, 2025 ↗ | ||
| GESIURIS PATRIMONIAL, FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 129.2K € | 0.46 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 120.8K € | 0.01 % | as of Dec 31, 2025 ↗ | ||
| BALTIA GLOBAL,FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 113.1K € | 2.01 % | as of Dec 31, 2025 ↗ | ||
| COMPAÑIA GENERAL DE INVERSIONES SICAV SA GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 104.2K € | 0.42 % | as of Dec 31, 2025 ↗ | ||
| GESIURIS IURISFOND, FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 50K € | 0.31 % | as of Dec 31, 2025 ↗ | ||
| OCCIDENT PATRIMONIO, FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 45.8K € | 0.52 % | as of Dec 31, 2025 ↗ | ||
| AMMUS GESTIO, SICAV, S.A. URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL | 44.5K € | 0.94 % | as of Dec 31, 2025 ↗ | ||
| DEMOCRATIC CAPITAL, SICAV, S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 33.3K € | 0.91 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 32K € | 0.01 % | as of Dec 31, 2025 ↗ | ||
| INTELLIGENT DATA & BOTS, SICAV, S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 25.4K € | 0.15 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 15K € | 0.02 % | as of Dec 31, 2025 ↗ | ||
| GOOD VALUE SICAV SA GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 12.7K € | 0.15 % | as of Dec 31, 2025 ↗ | ||
| BANKINTER MULTI-ASSET INVESTMENT, FI BANKINTER MULTI-ASSET INVESTMENT/US INVESTMENT BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 8.5K € | 0.09 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 466 | +13 | 60,817,715 | +11.1 % |
| 2026Q1 | 453 | -72 | 54,753,393 | -1.8 % |
| 2025Q4 | 525 | -36 | 55,733,662 | -3.1 % |
| 2025Q3 | 561 | -18 | 57,518,432 | -3.5 % |
| 2025Q2 | 579 | +23 | 59,604,897 | +0.0 % |
| 2025Q1 | 556 | -56 | 59,580,244 | +0.7 % |
| 2024Q4 | 612 | -29 | 59,166,603 | -6.1 % |
| 2024Q3 | 641 | -7 | 63,039,353 | -2.6 % |
| 2024Q2 | 648 | +8 | 64,727,693 | +11.9 % |
| 2024Q1 | 640 | +17 | 57,860,850 | -9.3 % |
| 2023Q4 | 623 | 63,787,318 |
Institutional managers
557 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 19,691,268 | 914.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 10,662,463 | 502.5M $ | as of Mar 31, 2026 |
| APG Asset Management US Inc. | 6,981,310 | 302.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 6,826,367 | 316.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 4,509,021 | 209M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 3,609,904 | 167.1M $ | as of Mar 31, 2026 |
| Capital World Investors | 3,228,259 | 149.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,781,501 | 129.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,688,251 | 124.8M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 2,592,547 | 120.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,297,222 | 106.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,260,743 | 104.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,236,724 | 103.8M $ | as of Mar 31, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2,024,892 | 94M $ | as of Mar 31, 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 1,511,273 | 70.2M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 1,417,789 | 65.8M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,379,323 | 64M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,336,870 | 62.1M $ | as of Mar 31, 2026 |
| Freestone Grove Partners LP | 1,221,712 | 56.7M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1,221,640 | 56.7M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,185,583 | 55K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,120,991 | 52M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 1,049,020 | 48.8M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 1,015,056 | 47.1M $ | as of Mar 31, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | 991,351 | 46M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 8.70 % | 15,113,497 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 8.00 % | 13,870,311 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 7.06 % | 12,248,344 | as 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.
Cite this page
Titelia. "Fund shareholders of Alexandria Real Estate Equities, Inc.". https://titelia.com/en/stocks/alexandria-real-estate-equities-inc-US0152711091