ARE
Alexandria Real Estate Equities, Inc. · Real Estate · REIT - Office
Señales de momentum (gestores comparables):
amplitud de titulares +15.4% ·
flujo de acciones +4.9% ·
nuevas posiciones netas +13.3%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 180.14K | $7.35M | n/a | −1 |
| Q2 2026 | 135 | -2 | 124.43M | $6.58B | +8 | −11 |
| Q1 2026 | 141 | -3 | 103.73M | $4.82B | +11 | −15 |
| Q4 2025 | 144 | -1 | 135.95M | $6.66B | +3 | −3 |
| Q3 2025 | 19 | -1 | 79.30M | $6.62B | +1 | −3 |
| Q2 2025 | 18 | 0 | 86.22M | $6.27B | +2 | −2 |
| Q1 2025 | 15 | +2 | 38.19M | $3.55B | +3 | −1 |
| Q4 2024 | 13 | -1 | 36.41M | $3.56B | +2 | −3 |
| Q3 2024 | 13 | -2 | 22.62M | $2.69B | n/a | −2 |
| Q2 2024 | 15 | n/a | 22.53M | $2.63B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (pasivo) | 16.46M | 0.0% | $1.52B | 0.2% | Held | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 10.69M | +1.6% | $1.00B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 4.24M | +2.4% | $390.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Capital World Investors ✦ | 3.43M | +2.5% | $317.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 1.52M | +511.9% | $140.42M | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 6 | T. Rowe Price ✦ | 1.23M | +79.0% | $114.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 7 | Arrowstreet Capital ✦ | 352.60K | -15.8% | $32.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Point72 Asset Management ✦ | 81.60K | Nuevo | $7.55M | 0.0% | New | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 78.37K | -23.6% | $7.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 40.23K | +9.6% | $3.72M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 11 | Renaissance Technologies ✦ | 24.00K | Nuevo | $2.22M | 0.0% | New | 1 | SEC ↗ |
| 12 | Millennium Management ✦ | 18.26K | -95.4% | $1.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Adage Capital Partners ✦ | 10.60K | Nuevo | $980,606 | 0.0% | New | 1 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 7.45K | +126.2% | $689,200 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Marshall Wace ✦ | 2.93K | -90.7% | $271,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Point72 Asset Management | $7.55M | 0.0% |
| Renaissance Technologies | $2.22M | 0.0% |
| Adage Capital Partners | $980,606 | 0.0% |
Posición cerrada
| Two Sigma Investments | $1.48M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 563 tenedores, 144.98M acciones, $6.46B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Officer, Director · Executive Chairman · 5.00K acc. @ 49.68 · $248,400
Officer, Director · Executive Chairman · 5.00K acc. @ 46.28 · $231,400
Ventas en mercado abierto (S)
Officer · 16.81K acc. · $849,073
Officer · 10.00K acc. · $509,300
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología