Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALEXANDRIA REAL ESTATE EQ IN (ARE)

566 + Investors. Track Smart Money conviction in ARE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -101
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — ARE

Based on 545 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ARE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
545 funds currently hold this stock — 84% of the 3.0-year high of 646 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
57 fewer hedge funds hold ARE compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 41% buying

287 buying421 selling
Last quarter: 421 funds reduced or exited vs 287 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 93 → 103 → 116 → 101. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
353 out of 545 hedge funds have held ARE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +12%, value -35%

Value
-34%
Shares
+11%
Last quarter: funds added +12% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

86 → 93 → 103 → 116 → 101 new funds/Q
New funds entering each quarter: 93 → 103 → 116 → 101. A growing number of institutions are discovering ARE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Of 566 current holders: 379 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
41 of 545 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in ARE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ARE

How many hedge funds hold ARE — quarterly history vs. share price
Quarterly hedge fund ownership of ARE vs. share price

Market Analysis: ARE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARE

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

80 top-rated funds 4 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: ARE
2026 Q1 Stats Unlock in 19 days 566 + Investors

Track Smart Money conviction in ARE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 566 668 -15.27%
13F Shares 167M 149M 11.54%
Total Value $8.06B $12.32B -34.55%
New Positions 103 118 -15
Increased Positions 213 324 -111
Closed Positions 205 81 +124
Reduced Positions 244 208 +36
Total Calls 14 14 -
Total Puts 11 14 -21.43%
PUT/CALL Ratio 0.79 1.0 Neutral

Statistics: ARE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

566 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ARE. Verified SEC 13F-HR filings.

Top 25 institutional holders of ARE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Leibman Financial Services, Inc. 1.53% 45,031 $2.1M
2 Analyst IMS Investment Management Services Ltd. 1.29% 916,294 $43K
3 Vert Asset Management LLC 1.10% 74,376 $3.5M
4 THOMPSON INVESTMENT MANAGEMENT, INC. 1.08% 180,636 $8.4M
5 Taylor Frigon Capital Management LLC 0.91% 34,531 $1.6M
6 Oak Thistle LLC 0.64% 142,311 $6.6M
7 Pensionfund PDN 0.50% 18,700 —
8 Pensionfund Sabic 0.49% 8,750 —
9 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.47% 972,721 $45.2M
10 Cascade Investment Advisors, Inc. 0.39% 14,017 $651K
11 Investment Research Partners LLC 0.27% 14,309 $664K
12 Vanderbilt University 0.26% 29,972 $1.4M
13 INVESTED ADVISORS 0.26% 5,538 $257K
14 Abundance Wealth Counselors 0.23% 34,958 $1.6M
15 ADVOCATE GROUP LLC 0.20% 27,336 $1.3M
16 Gradient Investments LLC 0.19% 263,716 $12.2M
17 STRS OHIO 0.15% 804,837 $37.4M
18 CFC Planning Co LLC 0.14% 4,329 $201K
19 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.14% 542,555 $25.2M
20 Marex Group plc 0.13% 41,271 $4.8M
21 Pathway Financial Advisers, LLC 0.13% 9,536 $443K
22 Washington Trust Advisors, Inc. 0.12% 32,383 $1.5M
23 Investors Research Corp 0.09% 10,669 $495K
24 Inspire Investing, LLC 0.09% 24,075 $1.1M
25 HARBOR CAPITAL ADVISORS, INC. 0.09% 22,701 $1K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ALEXANDRIA REAL ESTATE EQ IN (ARE)

What does the Smart Money Trend signal show for ARE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ARE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ARE?

More sellers than buyers — 41% buying: Last quarter: 421 funds reduced or exited vs 287 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ARE holders?

Elite ownership — 59% AUM from top-100 funds: 41 of 545 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in ARE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ARE?

65% of holders stayed for 2+ years: 353 out of 545 hedge funds have held ARE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.