ARE

ALEXANDRIA REAL ESTATE EQUITIES, INC.

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0001035443
$53.17 +0.76% $9.3B
Insider Buying Cluster (3 insiders)31 New Institutional Positions19 Institutional ExitsCongressional Activity (2)
Vol
Market Cap$9.3B
Cap SizeMid Cap
Analyst ConsensusSell (27%)
Inst. Holders50 funds
Inst. Value$4.9B
Inst. Activity31 buys / 19 sells
Insider Activity5B / 2S
Insider Net $$1.6M
SEC Reports5
Congressional3 trades
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001035443·Prev Close $52.77

Recent Activity

Jun 11, 2026 SEC
6 institutions accumulated $302.1M in ARE during Q3 (led by UBS AM +$139.4M, Morgan Stanley +$90.9M, and Point72 new $24
INST-CLUSTER — Impact 4/10
Jun 9, 2026 Insider
Binda Marc E sold 2,000 shares
CFO & Treasurer @ $54.00 ($108.0K)
Jun 5, 2026 short_volume
Short Volume: ARE — 55.7% short (0.5M / 0.9M)
Short: 484,533 | Exempt: 335 | TRF Vol: 870,009 | Short Ratio: 55.7% | Off-exchange volume (dark poo
May 29, 2026 Insider
Moglia Peter M surrendered for taxes 1,067 shares
Chief Executive Officer @ $49.68 ($53.0K)
May 6, 2026 Insider
MARCUS JOEL S bought 3,989 shares
Executive Chairman @ $45.99 ($183.5K)
Apr 27, 2026 SEC
Alexandria Real Estate Equities reported 1Q26 revenue of $671.0M, missing the $695.5M consensus by 3.5%, as same propert
8-K — Impact 6/10
Apr 1, 2026 SEC
Alexandria Real Estate Equities, Inc. (ARE) has filed a definitive proxy statement (DEFA14A) for its 2026 annual meeting
DEFA14A — Impact 2/10
Inst.
Legal & General Group — TRIM
1,417,789 shares ($65.8M)

Price Targets

$51.50 -3.1% upside Hold
Current $53.17 Low $42.00 Median $51.00 High $70.00 14 analysts
$42.00 $70.00

Analyst Ratings

Sell27% buy · 22 analysts
1Strong Buy
5Buy
14Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 BMO Capital MAINTAIN Market Perform → Market Perform
Jun 11, 2026 Morgan Stanley DOWNGRADE Equal-Weight → Underweight
May 26, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 5, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
May 4, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.12 $0.12 — $0.12 -75% YoY 1
Next Q $-0.05 $-0.05 — $-0.05 -110% YoY 1
Current FY $1.85 $0.81 — $2.34 122% YoY 5
Next FY $-0.88 $-0.88 — $-0.88 1

Top Institutional Holders

FundValueMove
BlackRock, Inc.$914.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$642.9M
STATE STREET CORP$502.5M
VANGUARD CAPITAL MANAGEMENT LLC$498.7M
Invesco Ltd.$316.9M

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026Binda MarcSELL$108.0K
May 29, 2026Moglia PeterF$53.0K
May 6, 2026MARCUS JOELBUY$183.5K
May 5, 2026MARCUS JOELBUY$86.4K
May 4, 2026MARCUS JOELBUY$410.2K

Congressional Trades

2 members: 2 buys, 1 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
Michael McCaulRBUY$100,001 - $250,000
Michael McCaulRSELL$100,001 - $250,000
50 institutional holders with $4.9B total value (106,208,707 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 31 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.19,691,268$914.1M18.6%
2VANGUARD PORTFOLIO MANAGEMENT LLC13,849,551$642.9M13.1%
3STATE STREET CORP10,662,463$502.5M10.2%
4VANGUARD CAPITAL MANAGEMENT LLC10,742,559$498.7M10.1%
5Invesco Ltd.6,826,367$316.9M6.4%
6APG Asset Management US Inc.6,981,310$302.2M6.1%
7Capital World Investors3,228,259$149.9M3.0%
8MORGAN STANLEY2,781,501$129.1M2.6%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,688,251$124.8M2.5%
10DIMENSIONAL FUND ADVISORS LP2,297,222$106.6M2.2%
11GOLDMAN SACHS GROUP INC2,236,724$103.8M2.1%
12Legal & General Group Plc1,417,789$65.8M1.3%TRIM -27.4%
13CANADA PENSION PLAN INVESTMENT BOARD1,379,323$64.0M1.3%
14SUSQUEHANNA INTERNATIONAL GROUP, LLP1,227,900$57.0M1.2%
15Freestone Grove Partners LP1,221,712$56.7M1.2%
16HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,221,640$56.7M1.2%NEW
17HSBC HOLDINGS PLC1,049,020$48.8M1.0%
18CITIGROUP INC1,015,056$47.1M1.0%
19Sumitomo Mitsui Trust Group, Inc.991,351$46.0M0.9%TRIM -30.0%
20DUFF & PHELPS INVESTMENT MANAGEMENT CO972,721$45.2M0.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Legal & General Group PlcTRIM1,952,6011,417,789-27.4%$65.8M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCNEW1,221,640$56.7M2026-Q1
Sumitomo Mitsui Trust Group, Inc.TRIM1,415,876991,351-30.0%$46.0M2026-Q1
BANK OF AMERICA CORP /DE/ADD546,184846,385+55.0%$39.3M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW788,845$36.6M2026-Q1
FMR LLCADD400,028569,683+42.4%$26.4M2026-Q1
AmundiTRIM754,630502,882-33.4%$23.3M2026-Q1
Nuveen, LLCTRIM555,855340,307-38.8%$15.8M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.TRIM436,551313,069-28.3%$14.5M2026-Q1
LAZARD ASSET MANAGEMENT LLCNEW291,687$13.5M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED6,148271,826+4321.4%$12.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCDOUBLED70,777239,235+238.0%$11.1M2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INCADD172,549220,050+27.5%$10.2M2026-Q1
AMERIPRISE FINANCIAL INCADD131,822164,981+25.2%$7.7M2026-Q1
PRUDENTIAL FINANCIAL INCADD122,654158,192+29.0%$7.3M2026-Q1
FIRST TRUST ADVISORS LPADD78,981138,853+75.8%$6.4M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD87,619133,209+52.0%$6.2M2026-Q1
Holocene Advisors, LPDOUBLED30,326109,828+262.2%$5.1M2026-Q1
STIFEL FINANCIAL CORPADD48,44693,105+92.2%$4.3M2026-Q1
Cerity Partners LLCDOUBLED14,13886,457+511.5%$4.0M2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED37,11485,293+129.8%$4.0M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM254,27972,595-71.5%$3.4M2026-Q1
CWM, LLCDOUBLED9,93173,145+636.5%$3.4M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED16,64872,556+335.8%$3.4M2026-Q1
Mariner, LLCDOUBLED8,55568,643+702.4%$3.2M2026-Q1
24 unique insiders with 50 transactions. Net insider value: $1.6M ($1.8M bought, $133.8K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026Binda Marc ECFO & TreasurerSELL2,000$54.00$108.0K
May 29, 2026Moglia Peter MChief Executive OfficerTAX W/H1,067$49.68$53.0K
May 6, 2026MARCUS JOEL SExecutive ChairmanBUY3,989$45.99$183.5K
May 5, 2026MARCUS JOEL SExecutive ChairmanBUY2,062$41.89$86.4K
May 4, 2026MARCUS JOEL SExecutive ChairmanBUY10,000$41.02$410.2K
Apr 30, 2026Moglia Peter MChief Executive OfficerTAX W/H1,069$40.51$43.3K
Apr 30, 2026Thomas Gregory CalvinEVP - CTOBUY3,500$41.00$143.5K
Apr 17, 2026Kuhn Hallie E.EVP - Cap Market & Co-Lead -LSSELL536$48.20$25.8K
Apr 15, 2026Woronoff Michael ADirectorAWARD407
Apr 15, 2026KLEIN RICHARD HUNTERDirectorAWARD112
Apr 15, 2026Cain James PDirectorAWARD145
Apr 15, 2026Hash SteveDirectorAWARD343
Apr 15, 2026McGrath Sheila K.DirectorAWARD129
Mar 31, 2026Gavinet AndresChief Accounting OfficerAWARD32,314
Mar 31, 2026Clem Jackie B.General Counsel & SecretaryAWARD21,543
Mar 31, 2026Boss Michael E.Co-Regional Market DirectorAWARD21,543
Mar 31, 2026Dean Gary D.EVP, Real Estate Legal AffairsAWARD16,157
Mar 31, 2026Thomas Gregory CalvinEVP - CTOAWARD10,772
Mar 31, 2026Hakman JosephCo-Chief Operating OfficerAWARD32,314
Mar 31, 2026Kuhn Hallie E.EVP - Cap Market & Co-Lead -LSAWARD21,543
Mar 31, 2026Gossett Bret E.EVP - Co-RMDAWARD11,849
Mar 31, 2026Alsbrook Madeleine ThorpEVP - Talent ManagementAWARD16,157
Mar 31, 2026Mitchell Joshua J.Regional Market DirectorAWARD12,926
Mar 31, 2026Woronoff Michael ADirectorAWARD915
Mar 31, 2026Fukuzaki-Carlson KristinaEVP - Business OperationsAWARD16,157
Mar 31, 2026Stevens Blake L.Regional Market DirectorAWARD10,772
Mar 31, 2026Foger Jenna R.EVP - Co-Lead - Life ScienceAWARD21,543
Mar 31, 2026Moglia Peter MChief Executive OfficerTAX W/H1,067$46.42$49.5K
Mar 31, 2026Lee Orraparn C.EVP - AccountingAWARD21,543
Mar 31, 2026Nelson Jesse J.EVP - RMDAWARD43,085
Mar 13, 2026Clem Jackie B.General Counsel & SecretaryTAX W/H1,103$48.41$53.4K
Mar 13, 2026Hakman JosephCo-Chief Operating OfficerTAX W/H2,029$48.41$98.2K
Mar 13, 2026Dean Gary D.EVP, Real Estate Legal AffairsTAX W/H1,016$48.41$49.2K
Mar 13, 2026Mitchell Joshua J.Regional Market DirectorTAX W/H586$48.41$28.4K
Mar 13, 2026Alsbrook Madeleine ThorpEVP - Talent ManagementTAX W/H1,087$48.41$52.6K
Mar 13, 2026Cole John HartCo-President, & Co-RMDTAX W/H1,289$48.41$62.4K
Mar 13, 2026Fukuzaki-Carlson KristinaEVP - Business OperationsTAX W/H1,179$48.41$57.1K
Mar 13, 2026Stevens Blake L.Regional Market DirectorTAX W/H456$48.41$22.1K
Mar 13, 2026Boss Michael E.Co-Regional Market DirectorTAX W/H797$48.41$38.6K
Mar 13, 2026Thomas Gregory CalvinEVP - CTOTAX W/H693$48.41$33.5K
Mar 13, 2026Nelson Jesse J.EVP - RMDTAX W/H1,897$48.41$91.8K
Mar 13, 2026Gossett Bret E.EVP - Co-RMDTAX W/H688$48.41$33.3K
Mar 13, 2026Kuhn Hallie E.EVP - Cap Market & Co-Lead -LSTAX W/H858$48.41$41.5K
Mar 13, 2026Foger Jenna R.EVP - Co-Lead - Life ScienceTAX W/H688$48.41$33.3K
Mar 13, 2026Lee Orraparn C.EVP - AccountingTAX W/H1,024$48.41$49.6K
Feb 27, 2026Moglia Peter MChief Executive OfficerTAX W/H1,069$54.04$57.8K
Feb 12, 2026MARCUS JOEL SExecutive ChairmanBUY17,300$53.74$929.7K
Jan 30, 2026Moglia Peter MChief Executive OfficerTAX W/H1,067$54.64$58.3K
Jan 23, 2026Thomas Gregory CalvinEVP - CTOD1,120
Jan 23, 2026Thomas Gregory CalvinEVP - CTOTAX W/H133$59.69$7.9K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (27% buy). Based on 22 analysts: 1 strong buy, 5 buy, 14 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$51.50 mean target -3.1% upside Hold (2.94)
$42.00 Low $70.00 High
MetricValue
Current Price$53.17
Target Low$42.00
Target Mean$51.50
Target Median$51.00
Target High$70.00
# Analysts14
RecommendationHold (2.94)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.12 $0.12 $0.12 -75.0% $0.7B -13.9% 1
Next Q
2026-09-30
$-0.05 $-0.05 $-0.05 -110.0% $0.6B -14.2% 1
Current FY
2026-12-31
$1.85 $0.81 $2.34 121.9% 2↑ 0↓ $2.7B -12.4% 5
Next FY
2027-12-31
$-0.88 $-0.88 $-0.88 $2.7B 1.0% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.120
7d ago$0.000+0.120
30d ago$0.000+0.120
60d ago$0.000+0.120
90d ago$0.000+0.120
9 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jun 11, 2026 Morgan Stanley DOWNGRADE Equal-Weight Underweight
May 26, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 5, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
May 4, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 4, 2026 Baird DOWNGRADE Outperform Neutral
May 1, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 29, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Mar 25, 2026 BMO Capital DOWNGRADE Outperform Market Perform
Mar 10, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 10, 2026 RBC Capital REITERATE Sector Perform Sector Perform
Feb 10, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 30, 2026 Jefferies MAINTAIN Hold Hold
Jan 14, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 9, 2026 Morgan Stanley INITIATE Equal-Weight
Dec 16, 2025 Jefferies MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202615142027%
May 1, 202625132032%
Apr 1, 202625141032%
Mar 1, 202626131036%
Feb 1, 202626121038%
Jan 1, 202625111037%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 2 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 14, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Alexandria Real Estate Equities IncMay 11, 2026 (28d)
Mar 23, 2026Michael McCaulRHOUSEBUY$100,001 - $250,000Alexandria Real Estate Equities IncApr 10, 2026 (19d)
Feb 6, 2026Michael McCaulRHOUSESELL$100,001 - $250,000Alexandria Real Estate Equities IncMar 12, 2026 (35d)

Recent Reddit Threads

Jun 5, 2026
short_volume
Short Volume: ARE — 55.7% short (0.5M / 0.9M)
Short: 484,533 | Exempt: 335 | TRF Vol: 870,009 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ARE — 63.8% short (0.4M / 0.7M)
Short: 445,720 | Exempt: 3,024 | TRF Vol: 698,480 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: ARE — 71.2% short (0.9M / 1.3M)
Short: 905,732 | Exempt: 60 | TRF Vol: 1,272,974 | Short Ratio: 71.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ARE — 1.9M shares, 40,062 trades
Week starting 2026-05-18. Total ATS volume: 1,853,495 shares across 40,062 trades.
May 15, 2026
short_volume
Short Volume: ARE — 57.0% short (0.3M / 0.5M)
Short: 301,436 | Exempt: 3,630 | TRF Vol: 528,909 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: ARE — 55.3% short (0.3M / 0.6M)
Short: 318,374 | Exempt: 0 | TRF Vol: 575,939 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ARE — 57.6% short (0.3M / 0.5M)
Short: 299,939 | Exempt: 0 | TRF Vol: 520,983 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: ARE — 2.1M shares, 44,568 trades
Week starting 2026-05-11. Total ATS volume: 2,121,318 shares across 44,568 trades.
May 4, 2026
short_volume
Short Volume: ARE — 59.8% short (0.5M / 0.8M)
Short: 501,350 | Exempt: 13,276 | TRF Vol: 838,317 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: ARE — 3.4M shares, 54,897 trades
Week starting 2026-05-04. Total ATS volume: 3,390,032 shares across 54,897 trades.
May 1, 2026
short_interest
FTD: ARE — 168,828 shares ($6.8M) failed to deliver
Settlement: 20260501, Price: $40.51, FTD Value: $6,839,222.28, ALEXANDRIA REAL EST EQ INC
May 1, 2026
short_volume
Short Volume: ARE — 60.5% short (0.5M / 0.8M)
Short: 490,116 | Exempt: 236 | TRF Vol: 809,835 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: ARE — 56.3% short (0.5M / 0.8M)
Short: 473,636 | Exempt: 2,765 | TRF Vol: 840,635 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: ARE — 59.2% short (0.9M / 1.5M)
Short: 867,653 | Exempt: 17,599 | TRF Vol: 1,466,369 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: ARE — 63.3% short (1.5M / 2.4M)
Short: 1,538,573 | Exempt: 57,373 | TRF Vol: 2,430,499 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)