Alexandria Real Estate Equities, Inc.
US ˙ NYSE ˙ US0152711091

SecurityARE / Alexandria Real Estate Equities, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership440 shares
Latest Disclosed Value $ 20,425
IFP Advisors, Inc reports 55.78% decrease in ownership of ARE / Alexandria Real Estate Equities, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 440 shares of Alexandria Real Estate Equities, Inc. (US:ARE) valued at $20,425 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 995 shares of Alexandria Real Estate Equities, Inc.. This represents a change in shares of -55.78% during the quarter. The current value of the position is $22,559 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 440 -555 -55.78 20 -58.33 0.0004
2026-02-06 2025-12-31 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 995 -647 -39.40 49 -64.71 0.0011
2026-02-06 2025-09-30 13F/A-1 ALEXANDRIA REAL ESTATE EQ INCOM cs 015271109 1,642 18 1.11 137 16.24 0.0036
2025-12-02 2025-09-30 13F ALEXANDRIA REAL ESTATE EQ INCOM cs 015271109 1,642 18 137 0.0035
2025-07-24 2025-06-30 13F ALEXANDRI A REAL ESTATE EQ IN cs 015271109 1,624 1,432 745.83 118 588.24 0.0034
2025-05-05 2025-03-31 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 192 23 13.61 18 6.25 0.0005
2025-02-04 2024-12-31 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 169 -10 -5.59 16 -23.81 0.0005
2025-02-04 2024-09-30 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 179 -6 -3.24 21 0.00 0.0008
2024-07-30 2024-06-30 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 185 93 101.09 22 90.91 0.0009
2024-07-30 2024-03-31 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 92 50 119.05 12 120.00 0.0005
2024-01-09 2023-12-31 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 42 27 180.00 5 400.00 0.0003
2023-10-12 2023-09-30 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 15 -21 -58.33 1 -75.00 0.0001
2023-08-14 2023-06-30 13F/A-1 ALEXANDRIA REAL ESTATE EQ IN cs 015271109 36 14 63.64 4 100.00 0.0002
2023-08-04 2023-06-30 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 36 14 3 0.0002
2023-04-18 2023-03-31 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 22 -830 -97.42 2 0.0001
2023-02-07 2022-12-31 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 852 -46 -5.12 0 -100.00 0.0022
2022-11-08 2022-09-30 13F ALEXANDRIA REAL ESTATE EQ IN cs 015271109 898 156 21.02 94 16.05 0.0024
2022-09-06 2022-06-30 13F/A-1 ALEXANDRIA REAL ESTATE EQ IN cs 015271109 742 0 0.00 81 0.00 0.0026
2022-09-06 2022-03-31 13F/A-1 ALEXANDRIA REAL ESTATE EQ IN cs 015271109 742 697 1,548.89 81 636.36 0.0026
2022-08-08 2022-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM Stock 015271109 71 26 10 0.0002
2022-01-12 2021-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM Stock 015271109 45 25 125.00 11 83.33 0.0002
2021-10-06 2021-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM Stock 015271109 20 1 5.26 6 100.00 0.0001
2021-07-13 2021-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM Stock 015271109 19 1 5.56 3 50.00 0.0001
2021-04-30 2021-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM Stock 015271109 18 -52 -74.29 2 -84.62 0.0000
2021-01-25 2020-12-31 13F RYDEX VT INVRSS P 500STRAT Stock 015271109 70 -4 -5.41 13 8.33 0.0005
2020-10-29 2020-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM Stock 015271109 74 -14 -15.91 12 -14.29 0.0007
2020-08-05 2020-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM Stock 015271109 88 -33 -27.27 14 -17.65 0.0011
2020-05-12 2020-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM Stock 015271109 121 13 12.04 17 0.00 0.0017
2020-01-17 2019-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM Stock 015271109 108 0 0.00 17 6.25 0.0013
2019-11-07 2019-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM Stock 015271109 108 14 14.89 16 23.08 0.0011
2019-05-15 2019-03-31 13F ALEXANDRIA REAL ESTATEEQUITIES Stock 015271109 94 -269 -74.10 13 -68.29 0.0018
2019-06-03 2018-12-31 13F/A-10 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 363 -714 -66.30 41 -69.63 0.0025
2019-01-23 2018-12-31 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 363 -714 41 0.0025
2019-06-03 2018-09-30 13F/A-9 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 1,077 -16 -1.46 135 -2.17 0.0055
2018-10-25 2018-09-30 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 1,077 -16 135 0.0055
2019-06-03 2018-06-30 13F/A-8 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 1,093 67 6.53 138 2.99 0.0058
2018-08-07 2018-06-30 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 1,093 0 138
2019-06-03 2018-03-31 13F/A-7 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 1,026 0 0.00 134 0.00 0.0061
2018-05-09 2018-03-31 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 1,093 67 137
2019-06-03 2017-12-31 13F/A-6 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 1,026 -894 -46.56 134 -41.23 0.0061
2018-01-24 2017-12-31 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 1,026 -894 134
2017-10-30 2017-09-30 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 1,920 14 0.73 228 -0.87 0.0091
2019-06-03 2017-06-30 13F/A-5 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 1,906 1,594 510.90 230 576.47 0.0097
2017-07-31 2017-06-30 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 1,906 1,594 230
2019-06-03 2017-03-31 13F/A-4 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 312 36 13.04 34 9.68 0.0015
2017-04-26 2017-03-31 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 312 36 34
2019-06-03 2016-12-31 13F/A-3 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 276 -89 -24.38 31 -22.50 0.0015
2017-02-14 2016-12-31 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 276 -89 31
2016-11-04 2016-09-30 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 365 53 16.99 40 25.00 0.0021
2019-06-03 2016-06-30 13F/A-2 ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 312 218 231.91 32 146.15 0.0018
2016-08-22 2016-06-30 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 312 218 32
2019-06-03 2016-03-31 13F/A-1 ALEXANDRIA REAL ESTATEEQUITIES Stock 015271109 94 -278 -74.73 13 -61.76 0.0018
2016-05-02 2016-03-31 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 372 0 34
2016-02-11 2015-12-31 13F ALEXANDRIA REAL ESTATE EQ INC COM REIT 015271109 372 372 34 0.0023
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.