Alexandria Real Estate EquitARE

13F holders, Q3 2024 (September 30)
654holders −21
59new positions
83sold out
8famous investors
$118.74avg. 13F price*

At the end of Q3 2024, 654 institutions reported holding Alexandria Real Estate Equit (ARE) in their 13F filings, down 21 from Q2 2024. 59 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock, Inc. ($2.1B) and Norges Bank ($2.0B). 8 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Alexandria Real Estate Equit
Sector
Real Estate
CUSIP
015271109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 649Q1 2024Q2 2024: 675Q2 2024Q3 2024: 654Q3 2024Q4 2024: 658Q4 2024Q1 2025: 670Q1 2025Q2 2025: 665Q2 2025Q3 2025: 704Q3 2025Q4 2025: 600Q4 2025Q1 2026: 571Q1 2026Q2 2026: 598Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions59$67.0M
Exits83$225.6M

All 13F filers, Q2 2024 → Q3 2024: 7,301,781 shares bought and 9,932,835 shares sold, net −2,631,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 654 holders

Vanguard Group Inc. 0.06% Add +0.0% 26,099,373 $3.1B
BlackRock, Inc. 0.04% — 17,366,179 $2.1B
Norges Bank 0.27% No change 16,457,471 $2.0B
State Street Corp. 0.05% Add +1.1% 10,585,038 $1.3B
APG Asset Management US Inc. 5.55% Reduce -2.1% 6,999,794 $819.7M
Principal Financial Group Inc. 0.30% Reduce -13.8% 4,673,834 $555.0M
Canada Pension Plan Investment Board 0.46% Add +1.3% 4,125,165 $489.9M
Geode Capital Management, LLC 0.04% Reduce -0.2% 4,038,820 $478.1M
Invesco Ltd. 0.09% Reduce -7.7% 3,799,663 $451.2M
Victory Capital Management Inc. 0.42% Reduce -4.2% 3,625,848 $430.6M
JPMorgan Chase & Co. 0.03% Reduce -4.0% 2,641,717 $313.7M
Charles Schwab Investment Management Inc. 0.06% Add +3.1% 2,450,902 $291.0M
Legal & General Group Plc 0.08% Reduce -2.6% 2,424,664 $287.9M
Dimensional Fund Advisors LP 0.07% Reduce -2.5% 2,347,114 $278.7M
Goldman Sachs Group Inc. 0.05% Reduce -14.2% 1,988,758 $236.2M
M&G PLC 1.21% Reduce -1.5% 1,633,857 $194.4M
Morgan Stanley 0.01% Reduce -11.1% 1,541,016 $183.0M
Northern Trust Corp. 0.03% Reduce -4.7% 1,527,993 $181.4M
Bank of America Corp. 0.01% Add +24.1% 1,274,549 $151.4M
Bank of New York Mellon Corp 0.03% Reduce -2.1% 1,158,633 $137.6M
Massachusetts Financial Services Co. 0.04% Reduce -1.6% 1,126,977 $133.8M
Nuveen Asset Management, LLC 0.03% Reduce -11.1% 962,022 $114.7M
HSBC Holdings PLC 0.07% Add +98.8% 948,566 $112.6M
Centersquare Investment Management LLC 1.05% Add +24.2% 939,002 $111.5M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +0.5% 860,716 $102.2M
NFJ Investment Group, LLC 2.95% Reduce -6.8% 849,493 $100.9M
Baron Capital (BAMCO) 0.26% Reduce -19.6% 840,155 $99.8M
Schroder Investment Management Group 0.10% Add +30.1% 792,304 $94.9M
CCLA Investment Management 1.45% No change 809,068 $94.1M
Amundi 0.03% Add +2.3% 806,097 $93.3M
Crawford Investment Counsel Inc. 1.59% Add +9.3% 782,571 $92.9M
Alliancebernstein L.P. 0.03% Add +10.6% 760,012 $90.3M
Macquarie Group Ltd. 0.09% Reduce -1.8% 738,947 $87.7M
T. Rowe Price Associates Inc. 0.01% Reduce -16.8% 677,146 $80.4M
Citadel Advisors 0.08% Add +1655.9% 625,539 $74.3M
DAVENPORT & Co LLC 0.44% Add +44.4% 620,955 $74.1M
Thrivent Financial for Lutherans 0.14% Reduce -42.0% 609,557 $72.4M
Clearbridge Investments, LLC 0.06% Add +56.4% 598,406 $71.1M
UBS Group AG 0.02% Add +20.4% 595,369 $70.7M
Federated Hermes, Inc. 0.15% Add +68554.5% 577,384 $68.6M
UniSuper Management Pty Ltd 0.48% Add +0.2% 533,090 $63.3M
Deutsche Bank AG 0.03% Add +25.0% 523,209 $62.1M
Bessemer Group Inc. 0.10% Reduce -31.1% 494,004 $58.7M
Earnest Partners LLC 0.25% Add +2.7% 476,598 $56.6M
Fort Washington Investment Advisors Inc. 0.34% Reduce -2.3% 472,640 $56.1M
Swiss National Bank 0.04% No change 466,200 $55.4M
Wells Fargo & Company 0.01% Add +87.1% 452,593 $53.7M
STRS Ohio 0.20% Add +0.1% 446,079 $53.0M
Lasalle Investment Management Securities LLC 1.99% Add +1.2% 437,344 $51.9M
BNP Paribas Financial Markets 0.05% Add +114.9% 435,416 $51.7M
Envestnet Asset Management Inc. 0.02% Add +80.5% 420,958 $50.0M
FMR LLC 0.00% Reduce -21.9% 419,328 $49.8M
Prudential Financial Inc. 0.07% Reduce -52.1% 391,517 $46.5M
Jennison Associates LLC 0.03% Reduce -64.7% 391,475 $46.5M
Bank of Montreal 0.02% Add +15.5% 361,412 $43.7M
CI Investments Inc. 0.15% Reduce -36.6% 342,567 $40.7M
National Bank of Canada 0.05% Add +350.1% 341,357 $40.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +8.5% 337,796 $40.1M
Royal Bank of Canada 0.01% Add +78.7% 328,298 $39.0M
Barclays PLC 0.02% Reduce -3.7% 326,338 $38.8M
CANADA LIFE ASSURANCE Co 0.07% Reduce -10.0% 315,032 $37.4M
CBRE Investment Management Listed Real Assets LLC 0.59% Reduce -62.5% 311,565 $37.0M
Ameriprise Financial Inc. 0.01% Add +11.7% 309,620 $36.8M
Rhumbline Advisers 0.03% Reduce -2.4% 305,106 $36.2M
California Public Employees Retirement System 0.02% Reduce -1.7% 296,382 $35.2M
Arrowstreet Capital, Limited Partnership 0.03% Add +459.8% 293,645 $34.9M
Raymond James & Associates 0.02% Add +501.1% 290,857 $34.5M
Asset Management One Co., Ltd. 0.12% Reduce -1.7% 288,212 $34.2M
Border to Coast Pensions Partnership Ltd 0.66% Reduce -12.7% 275,000 $32.6M
Millennium Management 0.03% Reduce -34.4% 264,707 $31.4M
Parnassus Investments, LLC 0.07% Reduce -26.1% 264,524 $31.4M
New York State Common Retirement Fund 0.04% Reduce -4.2% 251,384 $29.9M
First Financial Bankshares Inc 0.63% Reduce -1.5% 250,876 $29.8M
National Pension Service 0.03% Reduce -4.2% 245,120 $29.1M
HighTower Advisors, LLC 0.04% Add +0.8% 241,743 $28.8M
Nomura Asset Management Co. Ltd. 0.09% Add +0.1% 242,256 $28.8M
California State Teachers Retirement System 0.03% Reduce -1.7% 233,237 $27.7M
Adelante Capital Management LLC 1.73% Reduce -48.3% 225,014 $26.7M
Ceredex Value Advisors LLC 0.52% Reduce -40.4% 220,400 $26.5M
Citigroup Inc. 0.02% Reduce -25.9% 221,899 $26.4M
AXA S.A. 0.07% Reduce -6.0% 208,379 $24.7M
Balyasny Asset Management L.P. 0.06% Add +1.2% 204,339 $24.3M
Guggenheim Capital LLC 0.16% Reduce -1.6% 194,402 $23.1M
Impax Asset Management Group plc 0.09% Reduce -6.2% 191,483 $22.7M
Van Lanschot Kempen Investment Management N.V. 0.23% Add +58.0% 188,714 $22.4M
Analyst IMS Investment Management Services Ltd. 0.82% Add +5.7% 179,958 $21.4M
LPL Financial LLC 0.01% Add +414.6% 178,898 $21.2M
Tudor Investment Corporation 0.23% Reduce -28.6% 177,944 $21.1M
Worldquant Millennium Advisors LLC 0.15% Add +8.1% 170,308 $20.2M
KBC Group NV 0.06% Add +315.9% 169,350 $20.1M
State of New Jersey Common Pension Fund D 0.08% No change 164,066 $19.5M
MBB Public Markets I LLC 1.63% Reduce -13.1% 161,779 $19.2M
Russell Investments Group, Ltd. 0.03% Reduce -55.8% 157,470 $18.7M
State Board of Administration of Florida Retirement System 0.04% Reduce -5.3% 155,657 $18.5M
TD Asset Management Inc 0.02% Add +0.2% 147,468 $17.8M
DekaBank Deutsche Girozentrale 0.03% Reduce -4.8% 147,014 $17.4M
PNC Financial Services Group, Inc. 0.01% Add +17.4% 146,300 $17.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -2.4% 145,680 $17.3M
Aberdeen Group plc 0.03% Reduce -57.6% 143,540 $17.0M
Triodos Investment Management BV 1.34% New 143,250 $17.0M
Davis Selected Advisers 0.09% Add +0.3% 142,057 $16.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -6.6% 141,430 $16.8M
TD Waterhouse Canada Inc. 0.13% Add +7.7% 141,153 $16.5M
New York State Teachers Retirement System 0.03% Reduce -12.4% 131,837 $15.7M
Tredje AP-fonden 0.14% Add +27.0% 131,503 $15.6M
Los Angeles Capital Management LLC 0.06% Add +513.0% 126,733 $15.0M
Retirement Systems of Alabama 0.06% Reduce -1.5% 124,372 $14.8M
Lazard Asset Management LLC 0.02% Reduce -19.3% 122,780 $14.6M
Manufacturers Life Insurance Company, The 0.01% Add +0.8% 121,648 $14.4M
Castle Hook Partners LP 0.43% New 120,578 $14.3M
Natixis Advisors, LLC 0.03% Add +10.0% 120,098 $14.3M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +81.0% 120,000 $14.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -44.9% 113,870 $13.5M
Public Employees Retirement Association of Colorado 0.05% No change 110,917 $13.2M
Qube Research & Technologies Ltd 0.02% Add +603.4% 110,623 $13.1M
Corient Private Wealth LP 0.02% Add +0.4% 106,215 $12.6M
Allianz Asset Management GmbH 0.02% Add +2.6% 106,180 $12.6M
Swedbank AB 0.02% No change 105,608 $12.5M
Gradient Investments LLC 0.26% Reduce -19.9% 105,185 $12.5M
Aristotle Atlantic Partners, LLC 0.39% Add +3.1% 104,524 $12.4M
Pictet Asset Management Holding SA 0.01% Add +2.4% 103,943 $12.3M
Sei Investments Co. 0.02% Add +632.2% 103,202 $12.3M
State of Alaska, Department of Revenue 0.13% Reduce -1.9% 102,534 $12.2M
State of Wisconsin Investment Board 0.03% Add +5.2% 102,322 $12.2M
Employees Retirement System of Texas 0.12% Add +7.5% 100,000 $11.9M
Robeco Institutional Asset Management B.V. 0.02% Reduce -10.2% 99,206 $11.8M
DNB Asset Management AS 0.05% Add +279.5% 97,704 $11.6M
Renaissance Technologies 0.02% Reduce -13.9% 93,800 $11.1M
Resona Asset Management Co.,Ltd. 0.06% Reduce -5.5% 86,143 $10.4M
B&I Capital AG 3.00% Reduce -6.0% 87,067 $10.3M
Hutchinson Capital Management 1.96% Reduce -0.6% 86,915 $10.3M
Handelsbanken Fonder AB 0.04% Add +0.9% 86,000 $10.2M
Whittier Trust Co. 0.14% Add +3.8% 85,108 $10.1M
NorthCoast Asset Management LLC 0.07% Add +9.1% 84,968 $10.1M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.9% 83,470 $9.9M
First Trust Advisors LP 0.01% Add +85.1% 83,139 $9.9M
Leeward Investments, LLC - MA 0.45% Reduce -20.2% 82,628 $9.8M
Jane Street Group, LLC 0.02% Reduce -67.7% 82,161 $9.8M
Franklin Resources Inc. 0.00% Reduce -41.0% 81,236 $9.7M
Stifel Financial Corp. 0.01% Add +93.6% 81,413 $9.7M
Socorro Asset Management LP 3.70% Add +0.3% 79,041 $9.4M
Reinhart Partners, Llc. 0.35% Reduce -6.0% 77,514 $9.2M
Toronto Dominion Bank 0.02% Add +0.5% 77,257 $9.2M
Van Eck Associates Corp. 0.01% Add +14.2% 75,737 $9.1M
B. Metzler seel. Sohn & Co. Holding AG 0.09% — 76,065 $9.0M
B. Metzler seel. Sohn & Co. AG 0.09% Reduce -0.6% 76,065 $9.0M
Treasurer of the State of North Carolina 0.04% Reduce -1.2% 75,698 $9.0M
Kennedy Capital Management LLC 0.20% Reduce -10.0% 74,441 $8.8M
IFM Investors Pty Ltd 0.08% Reduce -1.5% 73,357 $8.7M
Daiwa Securities Group Inc. 0.04% Reduce -35.7% 72,429 $8.6M
Danske Bank A/S 0.03% Reduce -4.9% 72,293 $8.6M
Two Sigma Investments, LP 0.02% Reduce -16.8% 71,503 $8.5M
Motley Fool Wealth Management, LLC 0.43% Reduce -3.0% 71,487 $8.5M
Neuberger Berman Group LLC 0.01% Add +1.0% 70,031 $8.3M
Royal London Asset Management Ltd. 0.02% No change 67,302 $8.0M
Ensign Peak Advisors, Inc 0.01% No change 64,483 $7.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -1.6% 64,193 $7.6M
Storebrand Asset Management As 0.02% Add +5.0% 64,092 $7.6M
Edgemoor Investment Advisors, Inc. 0.66% Add +4.1% 63,695 $7.6M
Cibc World Markets Corp. 0.05% Add +208.1% 62,396 $7.4M
American Assets Capital Advisers, LLC 2.23% Reduce -7.5% 61,174 $7.3M
Vert Asset Management LLC 2.50% Reduce -5.5% 61,010 $7.2M
Truist Financial Corp. 0.01% Add +45.5% 60,908 $7.2M
Vident Advisory, LLC 0.18% Add +114.2% 59,887 $7.1M
Susquehanna International Group, LLP 0.01% Reduce -21.8% 59,715 $7.1M
Nisa Investment Advisors, LLC 0.04% Reduce -13.7% 56,813 $6.8M
American Century Companies Inc. 0.00% Reduce -1.6% 56,870 $6.8M
River Road Asset Management, LLC 0.09% Reduce -6.7% 56,224 $6.7M
Nexpoint Asset Management, L.P. 0.81% No change 56,000 $6.7M
Cerity Partners LLC 0.01% Add +64.2% 54,343 $6.5M
Cibc World Market Inc. 0.01% Add +1987.1% 53,848 $6.4M
Bourgeon Capital Management LLC 1.20% Add +178.0% 52,732 $6.3M
Frontier Capital Management Co. LLC 0.06% Add +12.3% 52,475 $6.2M
USS Investment Management Ltd 0.05% Add +3.4% 51,684 $6.1M
Korea Investment CORP 0.01% Add +16.8% 51,431 $6.1M
Voya Investment Management LLC 0.01% Reduce -7.5% 50,391 $6.0M
Intact Investment Management Inc. 0.20% Add +457.0% 50,130 $6.0M
Calamos Advisors LLC 0.04% Reduce -2.4% 50,073 $5.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.5% 50,000 $5.9M
Duff & Phelps Investment Management Co. 0.07% Add +9.2% 49,651 $5.9M
Achmea Investment Management B.V. 0.10% Add +343.8% 49,413 $5.9M
Squarepoint Ops LLC 0.02% Reduce -36.4% 48,822 $5.8M
State of Tennessee, Department of Treasury 0.02% Add +119.7% 47,677 $5.7M
Washington Trust Advisors, Inc. 0.48% Add +35.7% 47,004 $5.6M
Whittier Trust Co. of Nevada Inc. 0.14% Add +2.7% 45,754 $5.4M
MetLife Investment Management, LLC 0.03% Reduce -3.3% 45,510 $5.4M
Hahn Capital Management LLC 3.48% Reduce -28.3% 45,444 $5.4M
Sarasin & Partners LLP 0.05% Add +7.8% 45,256 $5.4M
Arizona State Retirement System 0.03% Add +4.3% 45,093 $5.4M
Wealthfront Advisers LLC 0.02% Reduce -10.5% 43,945 $5.2M
New York Life Investment Management LLC 0.05% Reduce -8.6% 43,560 $5.2M
State of Michigan Retirement System 0.03% Reduce -1.6% 42,418 $5.0M
Waterfront Capital Partners, LLC 0.92% New 42,069 $5.0M
AQR Capital Management 0.01% Add +2.4% 41,635 $4.9M
Holocene Advisors, LP 0.02% Add +3.0% 41,434 $4.9M
Nissay Asset Management Corp. /Japan 0.03% Add +3.7% 40,759 $4.8M
Vinva Investment Management Ltd 0.20% Add +574.1% 39,885 $4.8M
Tang Capital Management LLC 0.34% No change 40,000 $4.8M
Corebridge Financial, Inc. 0.02% Reduce -3.9% 38,785 $4.6M
FineMark National Bank & Trust 0.16% Add +0.9% 38,416 $4.6M
Assetmark, Inc. 0.01% Add +35.0% 37,691 $4.5M
CIBC Asset Management Inc 0.01% Add +67.3% 37,276 $4.4M
Michelson Medical Research Foundation, Inc. 3.12% No change 37,230 $4.4M
Metis Global Partners, LLC 0.14% Add +17.0% 36,878 $4.4M
Mutual of America Capital Management LLC 0.05% Reduce -14.9% 36,467 $4.3M
Janney Montgomery Scott LLC 0.01% New 36,311 $4.3M
Quantbot Technologies LP 0.17% New 36,196 $4.3M
Capital Fund Management S.A. 0.05% Add +18.1% 35,885 $4.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.11% Add +15.6% 35,373 $4.2M
Leibman Financial Services, Inc. 2.88% Add +40.3% 34,258 $4.1M
Forsta Ap-Fonden 0.03% Add +24.4% 34,200 $4.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +8.4% 32,634 $3.9M
Westpac Banking Corp. 0.26% Reduce -15.9% 32,111 $3.8M
Agf Management Ltd. 0.02% Add +38.8% 31,867 $3.8M
Czech National Bank 0.04% Add +5.7% 31,714 $3.8M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 31,614 $3.8M
Amalgamated Bank 0.03% Reduce -4.1% 31,512 $3.7M
BDF-Gestion 0.40% No change 21,885 $3.7M
Two Sigma Advisers, LP 0.01% Add +240.7% 31,000 $3.7M
SG Americas Securities, LLC 0.01% Reduce -34.7% 30,982 $3.7M
Thompson Investment Management, Inc. 0.52% Add +1.8% 30,699 $3.6M
Atria Investments, Inc 0.04% Add +33.3% 30,262 $3.6M
Zions Bancorporation, N.A. 0.26% Add +22994.7% 30,254 $3.6M
Geneos Wealth Management Inc. 0.14% Add +35.0% 30,213 $3.6M
Ethic Inc. 0.09% Add +29.8% 27,820 $3.6M
Motley Fool Asset Management LLC 0.21% Add +1.7% 30,592 $3.6M
Chartwell Investment Partners, LLC 0.12% Reduce -8.5% 29,697 $3.5M
Garland Capital Management Inc. 2.69% Reduce -8.2% 29,405 $3.5M
Swiss Life Asset Management Ltd 0.04% Reduce -9.2% 29,422 $3.5M
Advocate Group LLC 0.62% Add +10.7% 29,008 $3.4M
Vestcor Inc 0.11% Add +321.8% 28,937 $3.4M
Verition Fund Management LLC 0.03% Add +408.4% 28,667 $3.4M
Utah Retirement Systems 0.04% Add +0.3% 28,558 $3.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +9.5% 27,729 $3.4M
ProShare Advisors LLC 0.01% Reduce -4.4% 27,913 $3.3M
Oppenheimer Asset Management Inc. 0.04% Add +5.2% 27,750 $3.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.09% Reduce -46.1% 27,651 $3.3M
Naples Global Advisors, LLC 0.30% Add +17.1% 27,331 $3.3M
Wellington Management Group LLP 0.00% Add +96.3% 27,418 $3.3M
Core Alternative Capital 0.63% Reduce -1.0% 27,346 $3.2M
Public Sector Pension Investment Board 0.02% Add +24.4% 27,183 $3.2M
Aew Capital Management L P 0.14% Add +0.4% 27,040 $3.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -12.9% 26,269 $3.1M
Peapack Gladstone Financial Corp. 0.04% Add +0.3% 26,103 $3.1M
Man Group plc 0.01% Add +297.5% 26,097 $3.1M
PGGM Investments 0.04% New 25,901 $3.1M
Yousif Capital Management, LLC 0.03% Reduce -1.3% 25,824 $3.1M
FIL Ltd 0.00% Reduce -25.8% 25,814 $3.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -1.6% 25,480 $3.0M
Orion Portfolio Solutions, LLC 0.03% Reduce -1.6% 25,480 $3.0M
Sterling Capital Management LLC 0.04% — 25,214 $3.0M
Pensionfund PDN 1.37% No change 25,200 $3.0M
Hohimer Wealth Management, LLC 0.63% Reduce -0.7% 24,786 $2.9M
Foresight Group Ltd Liability Partnership 5.64% Reduce -11.3% 32,463 $2.9M
Community Trust & Investment Co. 0.18% Add +2.7% 24,499 $2.9M
Rafferty Asset Management, LLC 0.01% Reduce -0.2% 24,353 $2.9M
Quantinno Capital Management LP 0.04% Add +84.2% 23,927 $2.8M
Janus Henderson Group PLC 0.00% No change 23,613 $2.8M
Xponance LLC 0.03% Add +1.1% 22,947 $2.7M
Twinbeech Capital LP 0.05% New 22,946 $2.7M
Meiji Yasuda Asset Management Co Ltd. 0.10% Add +441.3% 22,790 $2.7M
Truvestments Capital LLC 0.72% Add +3.3% 22,676 $2.7M
Credit Agricole S A 0.01% Add +227.8% 22,153 $2.6M
Candriam S.C.A. 0.01% Add +8.0% 21,197 $2.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -4.4% 20,850 $2.5M
ING Groep NV 0.01% Reduce -1.7% 20,821 $2.5M
US Bancorp \de 0.00% Add +23.1% 20,470 $2.4M
Bank of Nova Scotia 0.00% Add +24.7% 20,361 $2.4M
United Capital Financial Advisors, LLC 0.02% Add +4.3% 20,281 $2.4M
MML Investors Services, LLC 0.01% Add +217.9% 20,087 $2.4M
Commerzbank Aktiengesellschaft 0.06% Add +2.4% 19,716 $2.3M
Knights of Columbus Asset Advisors LLC 0.15% Reduce -54.9% 19,717 $2.3M
M&T Bank Corp 0.01% Reduce -6.1% 19,351 $2.3M
Cetera Investment Advisers 0.01% Add +77.1% 19,239 $2.3M
Tower Research Capital LLC (TRC) 0.06% Reduce -1.4% 19,045 $2.3M
Inspire Investing, LLC 0.23% Reduce -0.5% 18,921 $2.2M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 18,700 $2.2M
Taylor Frigon Capital Management LLC 1.09% Add +0.3% 18,432 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.6% 18,297 $2.2M
Curi Capital, LLC 0.05% Add +0.3% 18,163 $2.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% — 17,588 $2.1M
Tidal Investments LLC 0.02% Add +26.6% 16,808 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -0.2% 16,395 $2.0M
Gotham Asset Management 0.02% Reduce -19.3% 16,138 $1.9M
Green Alpha Advisors, LLC 1.48% Reduce -1.6% 15,858 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +220.7% 15,858 $1.9M
Natixis 0.01% Reduce -6.1% 15,765 $1.9M
Captrust Financial Advisors 0.01% Add +6.7% 15,498 $1.8M
Creative Planning 0.00% Add +14.5% 15,415 $1.8M
Ossiam 0.04% Reduce -17.5% 15,247 $1.8M
D. E. Shaw & Co. 0.00% Add +46.4% 15,013 $1.8M
Ashton Thomas Private Wealth, LLC 0.09% Add +22.0% 14,916 $1.8M
Vanguard Personalized Indexing Management, LLC 0.03% Add +1.5% 14,651 $1.7M
Elo Mutual Pension Insurance Co 0.04% Reduce -9.3% 13,981 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -58.7% 13,896 $1.6M
Mackenzie Financial Corp. 0.00% Reduce -3.9% 13,678 $1.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.17% New 13,543 $1.6M
Naviter Wealth, LLC 0.22% Add +7.2% 13,343 $1.6M
Norinchukin Bank, The 0.04% Add +5.4% 13,392 $1.6M
Abundance Wealth Counselors 0.33% Add +1.1% 13,368 $1.6M
Oregon Public Employees Retirement Fund 0.03% Reduce -1.4% 13,354 $1.6M
First Foundation Advisors 0.06% Add +9.7% 13,047 $1.5M
Illinois Municipal Retirement Fund 0.02% Reduce -22.6% 12,966 $1.5M
TD Private Client Wealth LLC 0.04% Add +5113.4% 12,825 $1.5M
MIdWestOne Financial Group, Inc. 0.21% Add +17.7% 12,760 $1.5M
Kavar Capital Partners Group, LLC 0.23% Reduce -13.8% 12,388 $1.5M
Nordea Investment Management AB 0.00% Add +0.2% 12,188 $1.5M
Sheaff Brock Investment Advisors, LLC 0.13% Reduce -0.6% 12,181 $1.4M
Pathway Financial Advisers, LLC 0.65% Reduce -2.7% 11,989 $1.4M
Fifth Third Bancorp 0.01% Reduce -7.3% 11,786 $1.4M
Telos Capital Management, Inc. 0.15% Add +2.9% 11,747 $1.4M
Presima Securities ULC 0.31% Add +0.9% 11,725 $1.4M
Pacer Advisors, Inc. 0.00% Add +5.1% 11,637 $1.4M
First Hawaiian Bank 0.04% Add +32.5% 11,570 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -7.1% 11,478 $1.4M
DoubleLine ETF Adviser LP 0.32% New 11,118 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.5% 11,029 $1.3M
Groupama Asset Managment 0.03% Reduce -3.7% 25,593 $1.3M
Avitas Wealth Management LLC 0.18% Add +1.5% 10,910 $1.3M
Kentucky Retirement Systems 0.04% Reduce -8.6% 10,846 $1.3M
Infrastructure Capital Advisors, LLC 0.21% Add +173.2% 10,799 $1.3M
Mariner, LLC 0.00% Reduce -3.2% 10,654 $1.3M
Malaga Cove Capital, LLC 0.50% Reduce -0.2% 10,504 $1.2M
Y-Intercept (Hong Kong) Ltd 0.08% Reduce -53.3% 10,371 $1.2M
Quadrature Capital Ltd 0.03% New 10,343 $1.2M
Stamos Capital Partners, L.P. 0.28% Reduce -6.9% 10,150 $1.2M
Mizuho Securities USA LLC 0.03% Reduce -16.7% 10,095 $1.2M
Cascade Investment Advisors, Inc. 0.76% Add +1.3% 10,075 $1.2M
Scientech Research LLC 0.24% New 10,009 $1.2M
Inspire Trust Co, N.A. 0.33% Add +17.6% 10,000 $1.2M
Copeland Capital Management, LLC 0.02% Reduce -2.8% 9,941 $1.2M
Maryland State Retirement & Pension System 0.02% Reduce -27.3% 9,896 $1.2M
Heitman Real Estate Securities LLC 0.06% Reduce -93.5% 9,789 $1.2M
Hartford Investment Management Co. 0.04% Reduce -3.4% 9,694 $1.2M
Mattson Financial Services, LLC 0.41% Reduce -0.7% 9,725 $1.1M
Opinicus Capital, Inc. 0.91% Reduce -3.3% 9,532 $1.1M
Kingswood Wealth Advisors, LLC 0.08% Reduce -1.4% 9,524 $1.1M
Amica Mutual Insurance Co. 0.11% No change 9,466 $1.1M
Arbor Capital Management Inc. 1.05% Add +9.7% 9,474 $1.1M
LMCG Investments, LLC 0.07% Reduce -55.9% 9,361 $1.1M
Pasadena Private Wealth, LLC 0.23% Add +1.7% 9,286 $1.1M
Pensionfund Sabic 0.34% Reduce -15.5% 9,250 $1.1M
Fulton Bank, N.A. 0.04% Add +288.3% 9,095 $1.1M
Rakuten Investment Management, Inc. 0.01% Add +32.1% 8,852 $1.1M
Brevan Howard Capital Management LP 0.05% Add +323.2% 9,019 $1.1M
Callan Capital, LLC 0.07% Reduce -0.1% 8,835 $1.0M
Hilton Capital Management, LLC 0.08% Reduce -5.8% 8,800 $1.0M
Louisiana State Employees Retirement System 0.02% Reduce -1.1% 8,800 $1.0M
Securian Asset Management, Inc. 0.03% Reduce -4.5% 8,566 $1.0M
Raymond James Financial Services Advisors, Inc. 0.00% Add +4.9% 8,065 $958K
Ieq Capital, LLC 0.01% Add +29.9% 7,965 $946K
Commonwealth Equity Services, LLC 0.00% Reduce -47.2% 7,853 $933K
Paloma Partners Management Co 0.06% New 7,817 $928K
Harvest Portfolios Group Inc. 0.03% Add +92.4% 7,755 $921K
New Mexico Educational Retirement Board 0.03% Reduce -2.5% 7,700 $914K
GTS Securities LLC 0.02% New 7,603 $903K
Vontobel Holding Ltd. 0.00% Reduce -1.7% 7,543 $896K
Edgestream Partners, L.P. 0.04% Reduce -40.7% 7,475 $888K
Engineers Gate Manager LP 0.02% Reduce -56.5% 7,393 $878K
Commerce Bank 0.01% Reduce -0.4% 7,328 $870K
Abn Amro Investment Solutions 0.01% Add +10.2% 7,138 $848K
E. Ohman J:or Asset Management AB 0.02% No change 7,100 $843K
Main Management ETF Advisors, LLC 0.04% New 6,984 $829K
Aviva PLC 0.00% Reduce -0.4% 6,645 $789K
Osaic Holdings, Inc. 0.00% Reduce -50.0% 6,632 $788K
O'shaughnessy Asset Management, LLC 0.01% Add +7.2% 6,474 $777K
Raleigh Capital Management Inc. 0.30% Add +3932.5% 6,452 $766K
Avantax Advisory Services, Inc. 0.00% Reduce -18.6% 6,246 $742K
Flagship Harbor Advisors, LLC 0.04% Add +30.3% 6,086 $723K
Marex Group Ltd 0.02% Reduce -85.5% 5,971 $709K
J. W. Coons Advisors, LLC 0.13% No change 5,945 $706K
Legacy Capital Group California, Inc. 0.23% Reduce -5.2% 5,878 $698K
Capital Square, LLC 0.42% Add +2.1% 5,811 $690K
Whalen Wealth Management Inc. 0.49% Reduce -3.6% 5,801 $689K
XTX Topco Ltd 0.05% Add +15.9% 5,800 $689K
Sandy Spring Bank 0.03% Reduce -8.3% 5,761 $684K
OMERS ADMINISTRATION Corp 0.01% Reduce -33.5% 5,755 $683K
Schonfeld Strategic Advisors LLC 0.01% Reduce -90.3% 5,736 $681K
Wealth Alliance, LLC 0.08% New 5,733 $681K
Verdence Capital Advisors LLC 0.05% New 5,608 $666K
Oppenheimer & Co. Inc. 0.01% No change 5,508 $654K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 5,358 $636K
Spirit of America Management Corp. 0.13% Reduce -9.3% 5,350 $635K
BBJS Financial Advisors, LLC 0.22% Reduce -0.6% 5,308 $630K
&partners 0.01% New 5,276 $625K
Investment Management Corp of Ontario 0.01% Add +48.0% 5,241 $622K
Cwm, LLC 0.00% Add +15.6% 5,225 $620K
Jefferies Financial Group Inc. 0.01% New 5,146 $611K
Crossmark Global Holdings, Inc. 0.01% Reduce -9.4% 5,064 $602K
Exchange Traded Concepts, LLC 0.01% Add +99.6% 5,013 $595K
Demars Financial Group, LLC 0.27% Add +22.2% 4,976 $591K
Snowden Capital Advisors LLC 0.02% Add +49.9% 4,896 $588K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.5% 4,934 $586K
NEOS Investment Management LLC 0.02% Add +20.2% 4,836 $574K
Bank of Stockton 0.17% Reduce -7.0% 4,791 $569K
AlphaStar Capital Management, LLC 0.05% Add +50.0% 4,791 $569K
Freedom Investment Management, Inc. 0.04% Reduce -11.6% 4,748 $564K
Raymond James Trust N.A. 0.01% New 4,737 $563K
Lido Advisors, LLC 0.00% Add +30.5% 4,629 $550K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -9.2% 4,609 $547K
Wealth Enhancement Advisory Services, LLC 0.00% Add +30.4% 4,550 $540K
Jump Financial, LLC 0.01% Reduce -83.6% 4,468 $531K
Boston Common Asset Management, LLC 0.01% No change 4,450 $528K
Steward Partners Investment Advisory, LLC 0.00% Add +1605.8% 4,384 $521K
Profund Advisors LLC 0.02% Add +79.0% 4,365 $518K
Dynasty Wealth Management, LLC 0.02% Add +25.9% 4,316 $512K
Wahed Invest LLC 0.09% Add +11.5% 4,205 $499K
Arkadios Wealth Advisors 0.03% Add +56.3% 4,193 $498K
Legacy Wealth Asset Management, LLC 0.13% Reduce -28.5% 4,152 $493K
Hantz Financial Services, Inc. 0.01% Add +11.3% 4,121 $489K
Sumitomo Life Insurance Co. 0.01% Reduce -0.9% 4,064 $483K
MQS Management LLC 0.26% Reduce -20.1% 3,902 $463K
Huntington National Bank 0.00% Reduce -7.5% 3,863 $459K
Ellevest, Inc. 0.03% Reduce -1.9% 3,837 $456K
First Trust Direct Indexing L.P. 0.02% Add +6.5% 3,729 $443K
Atlanta Consulting Group Advisors, LLC 0.11% New 3,712 $441K
Consolidated Portfolio Review Corp 0.10% Add +59.7% 3,613 $429K
HBK Sorce Advisory LLC 0.01% Reduce -9.3% 3,606 $428K
Copley Financial Group, Inc. 0.38% — 3,540 $420K
Quantitative Investment Management, LLC 0.04% Add +66.1% 3,517 $417K
Park Avenue Securities LLC 0.00% Add +8.5% 3,504 $416K
Brown Financial Advisors 0.17% Reduce -41.4% 3,487 $414K
Fourpath Capital Management, LLC 0.08% New 3,482 $413K
Two Sigma Securities, LLC 0.03% Reduce -29.1% 3,479 $413K
Harbour Capital Advisors, LLC 0.09% Reduce -11.1% 3,589 $411K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.3% 3,425 $407K
Bleakley Financial Group, LLC 0.01% Add +89.8% 3,361 $399K
Kovack Advisors, Inc. 0.04% Reduce -12.3% 3,330 $395K
Sequoia Financial Advisors, LLC 0.00% Add +38.1% 3,238 $385K
Choreo, LLC 0.01% Add +10.6% 3,241 $383K
Benjamin Edwards Inc. 0.01% Add +64160.0% 3,213 $382K
Carmel Capital Partners, LLC 0.15% Reduce -3.0% 3,206 $381K
HB Wealth Management, LLC 0.00% Add +24.0% 3,206 $381K
Dorsey & Whitney Trust CO LLC 0.02% Add +1.2% 3,187 $378K
Assenagon Asset Management S.A. 0.00% Add +28.5% 3,162 $375K
Signaturefd, LLC 0.01% Add +2.2% 3,130 $372K
Harbor Investment Advisory, LLC 0.04% Reduce -63.1% 3,100 $368K
NorthRock Partners, LLC 0.01% Add +0.4% 3,064 $368K
Stephens Inc. 0.01% Add +32.8% 3,070 $365K
Simplex Trading, LLC 0.01% Reduce -58.8% 3,069 $364K
Steph & Co. 0.12% Add +10.3% 3,065 $364K
Walleye Trading LLC 0.01% Add +92.6% 3,063 $364K
ArrowMark Colorado Holdings LLC 0.00% No change 3,059 $363K
IHT Wealth Management, LLC 0.01% New 3,049 $360K
Cary Street Partners Investment Advisory LLC 0.01% Add +0.4% 3,019 $358K
Evergreen Capital Management LLC 0.01% Add +1.8% 2,966 $356K
Boston Trust Walden Corp 0.00% Reduce -20.8% 2,950 $350K
Empowered Funds, LLC 0.01% Add +9.8% 2,903 $345K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -3.0% 2,814 $334K
Townsquare Capital LLC 0.00% Add +24.2% 2,801 $333K
Advisor Resource Council 0.15% New 2,750 $327K
Capstone Investment Advisors, LLC 0.01% Reduce -13.9% 2,678 $318K
Private Advisor Group, LLC 0.00% Add +5.1% 2,651 $315K
Financial Management Professionals, Inc. 0.04% Add +1.5% 2,579 $306K
Banque Pictet & Cie SA 0.00% New 2,574 $306K
Moloney Securities Asset Management, LLC 0.04% New 2,557 $304K
Apollon Wealth Management, LLC 0.01% Add +29.9% 2,553 $303K
Napa Wealth Management 0.14% Add +19.2% 2,537 $301K
Next Level Private LLC 0.12% No change 2,535 $301K
HRT Financial LP 0.00% New 2,538 $301K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +6.3% 2,341 $292K
WASHINGTON TRUST Co 0.01% Add +135.4% 2,394 $284K
D.A. Davidson & Co. 0.00% Reduce -34.4% 2,370 $281K
Blue Trust, Inc. 0.00% Reduce -39.8% 2,399 $281K
Principal Securities, Inc. 0.01% Add +22.2% 2,351 $279K
Virtu Financial LLC 0.02% New 2,322 $276K
PFG Investments, LLC 0.02% Reduce -3.6% 2,305 $274K
Elevation Wealth Partners, LLC 0.12% No change 2,270 $270K
Federation des caisses Desjardins du Quebec 0.00% Add +0.4% 2,257 $268K
Keudell/Morrison Wealth Management 0.07% New 2,228 $265K
LGT Fund Management Co Ltd. 0.03% No change 2,250 $262K
Wealthspire Advisors, LLC 0.00% New 2,197 $261K
Net Worth Advisory Group 0.08% — 2,197 $261K
Blue Fin Capital, Inc. 0.05% No change 2,181 $259K
Wedbush Securities Inc. 0.01% Reduce -27.2% 2,174 $258K
Horizon Investments, LLC 0.01% Reduce -6.4% 2,125 $252K
Greenleaf Trust 0.00% Reduce -1.5% 2,121 $252K
Prudential PLC 0.00% No change 2,101 $249K
Erste Asset Management GmbH 0.00% No change 2,100 $249K
KCM Investment Advisors LLC 0.01% Reduce -0.7% 2,052 $244K
Procyon Advisors, LLC 0.02% New 2,039 $242K
Resources Management Corp. /CT/ 0.03% Reduce -6.7% 2,019 $240K
Kensington Investment Counsel, LLC 0.10% New 2,021 $240K
Wolverine Trading, LLC 0.01% Reduce -83.3% 1,982 $240K
Cannell & Spears LLC 0.00% No change 2,012 $239K
Lincoln Capital Corp. 0.10% Add +15.9% 2,000 $238K
Coldstream Capital Management Inc. 0.01% Reduce -9.2% 1,999 $237K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -5.3% 1,963 $233K
GAMMA Investing LLC 0.02% Add +36.0% 1,923 $228K
Beverly Hills Private Wealth, LLC 0.05% New 1,920 $228K
Bailard, Inc. 0.01% Add +0.2% 1,864 $221K
Advisors Asset Management, Inc. 0.00% Reduce -32.3% 1,859 $221K
SPC Financial, Inc. 0.02% Reduce -5.1% 1,850 $220K
Prudent Man Advisors, LLC 0.07% No change 1,845 $219K
Aster Capital Management (DIFC) Ltd 0.05% — 1,836 $218K
Y.D. More Investments Ltd 0.02% No change 1,800 $214K
Samalin Investment Counsel, LLC 0.09% New 1,788 $212K
Cigna Investments Inc. 0.04% Reduce -2.1% 1,778 $211K
Integrated Wealth Concepts LLC 0.00% Reduce -0.9% 1,767 $210K
Cetera Trust Company, N.A 0.13% No change 1,765 $210K
American Investment Services, Inc. 0.03% No change 1,761 $209K
Ballentine Partners, LLC 0.00% Reduce -1.4% 1,741 $207K
HighPoint Advisor Group LLC 0.01% New 1,822 $202K
Adage Capital Partners Gp, L.L.C. 0.00% Reduce -89.4% 1,700 $202K
GeoWealth Management, LLC 0.01% Reduce -3.5% 1,682 $200K
Park Place Capital Corp 0.06% New 1,633 $194K
Ameritas Investment Partners, Inc. 0.01% Reduce -9.3% 1,577 $187K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +400.0% 1,500 $180K
Lanark Financial, Inc. 0.01% Add +9.7% 1,475 $175K
Optiver Holding B.V. 0.00% New 1,432 $170K
Farther Finance Advisors, LLC 0.01% Add +45.8% 1,356 $161K
Ostrum Asset Management 0.01% Add +1.2% 1,307 $155K
Paladin Wealth, LLC 0.12% — 1,202 $143K
Catalyst Funds Management Pty Ltd 0.03% Reduce -14.3% 1,200 $143K
Manchester Capital Management LLC 0.02% Reduce -4.5% 1,152 $137K
Chilton Capital Management LLC 0.01% Add +113.0% 1,131 $134K
Amica Retiree Medical Trust 0.11% — 1,114 $132K
Parallel Advisors, LLC 0.00% Add +21.3% 1,050 $125K
Arax Advisory Partners 0.01% Add +15.5% 926 $110K
Quadrant Capital Group LLC 0.01% Reduce -1.3% 860 $102K
Eagle Bay Advisors LLC 0.04% Reduce -1.1% 816 $98K
Lindbrook Capital, LLC 0.01% Reduce -4.5% 793 $94K
Addison Advisors LLC 0.03% Add +0.6% 789 $94K
Muzinich & Co., Inc. 0.07% No change 758 $90K
Motco 0.01% Reduce -13.5% 756 $90K
Smartleaf Asset Management LLC 0.01% Add +67.1% 707 $86K
HM Payson & Co. 0.00% Reduce -12.5% 700 $83K
Hilltop National Bank 0.02% No change 686 $81K
Sentry Investment Management LLC 0.03% No change 676 $80K
Brooklyn Investment Group 0.02% New 630 $75K
CIBC Private Wealth Group LLC 0.00% Reduce -3.1% 629 $75K
Alta Advisers Ltd 0.03% No change 600 $71K
Private Trust Co. NA 0.01% Add +113.6% 596 $71K
Loomis Sayles & Co. L P 0.00% Add +3129.4% 549 $65K
Carmichael Hill & Associates, Inc. 0.02% No change 527 $63K
Trust Co. of Vermont 0.00% Reduce -1.6% 500 $59K
Bruce G. Allen Investments, LLC 0.04% Reduce -0.4% 486 $58K
CVA Family Office, LLC 0.01% Add +4.5% 484 $57K
Clean Yield Group 0.02% Reduce -3.1% 475 $56K
Allworth Financial LP 0.00% Reduce -13.8% 474 $56K
Global Retirement Partners, LLC 0.00% Add +500.0% 450 $53K
Concourse Financial Group Securities, Inc. 0.00% Reduce -9.8% 426 $51K
M&R Capital Management Inc. 0.01% New 417 $50K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 410 $49K
Parkside Financial Bank & Trust 0.01% Add +1.2% 407 $48K
Jones Financial Companies LLLP 0.00% Add +169.0% 382 $46K
Wilmington Savings Fund Society, FSB 0.00% New 359 $43K
Pension & Wealth Management Advisors, Inc. 0.02% Add +0.9% 353 $42K
Heritage Wealth Advisors 0.00% Add +40.0% 350 $42K
Spire Wealth Management 0.00% Add +2.7% 345 $41K
Headlands Technologies LLC 0.00% Reduce -78.1% 331 $39K
GPS Wealth Strategies Group, LLC 0.01% Reduce -7.0% 330 $39K
CENTRAL TRUST Co 0.00% Add +0.3% 327 $39K
Versant Capital Management, Inc 0.01% Add +176.9% 324 $38K
Sachetta, LLC 0.01% Add +527.5% 320 $38K
Venturi Wealth Management, LLC 0.00% Add +144.0% 305 $36K
Rational Advisors, Inc. 0.00% Reduce -14.4% 298 $35K
Clearstead Advisors, LLC 0.00% Add +182.9% 297 $35K
Riverview Trust Co 0.03% Add +2.5% 293 $35K
Global X Japan Co., Ltd. 0.00% Reduce -21.8% 290 $34K
Harbour Investments, Inc. 0.00% Reduce -9.7% 280 $33K
Leonteq Securities AG 0.00% Add +4.6% 272 $32K
Rothschild Investment LLC 0.00% Reduce -4.9% 271 $32K
UMB Bank, n.a. 0.00% Reduce -3.3% 261 $31K
Ashton Thomas Securities, LLC 0.01% New 254 $30K
Quent Capital, LLC 0.00% Add +38.9% 243 $29K
Deseret Mutual Benefit Administrators 0.01% No change 241 $29K
MCF Advisors LLC 0.00% Add +20.3% 231 $28K
Smithfield Trust Co 0.00% No change 220 $26K
Catalyst Capital Advisors LLC 0.00% New 212 $25K
Mather Group, Llc. 0.00% Reduce -12.8% 212 $25K
Capital Advisors, Ltd. LLC 0.00% Reduce -20.3% 200 $24K
Quarry LP 0.01% Add +13.1% 199 $24K
Gables Capital Management Inc. 0.01% No change 190 $23K
EverSource Wealth Advisors, LLC 0.00% Add +3.9% 189 $22K
IFP Advisors, Inc 0.00% Reduce -3.2% 179 $21K
Wiser Advisor Group LLC 0.03% Add +1.2% 175 $21K
American National Bank & Trust 0.00% New 173 $21K
Cohen & Steers, Inc. 0.00% Reduce -15.9% 169 $20K
International Assets Investment Management, LLC 0.00% New 160 $19K
MV Capital Management, Inc. 0.00% Reduce -0.6% 158 $19K
Larson Financial Group LLC 0.00% Add +668.4% 146 $17K
Rise Advisors, LLC 0.01% Add +1.4% 140 $17K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -3.5% 136 $16K
Pinnacle Bancorp, Inc. 0.00% No change 137 $16K
Covestor Ltd 0.01% Reduce -13.7% 120 $14K
Private Wealth Management Group, LLC 0.01% Reduce -0.8% 117 $14K
NewEdge Advisors, LLC 0.00% Reduce -94.1% 112 $13K
GW&K Investment Management, LLC 0.00% Add +20.9% 110 $13K
Ransom Advisory, Ltd 0.01% No change 109 $13K
Farmers & Merchants Investments Inc. 0.00% No change 108 $13K
Meeder Asset Management Inc. 0.00% Add +1.9% 106 $13K
Ridgewood Investments LLC 0.01% New 100 $12K
HHM Wealth Advisors, LLC 0.00% Add +66.7% 100 $12K
Avion Wealth 0.00% Reduce -7.4% 100 $11K
Pacific Center for Financial Services 0.00% Add +1.1% 92 $11K
Crewe Advisors LLC 0.00% No change 87 $10K
True Wealth Design, LLC 0.00% New 85 $10K
Fortitude Family Office, LLC 0.00% Add +97.6% 83 $10K
Richard W. Paul & Associates, LLC 0.00% New 79 $9K
Jamison Private Wealth Management, Inc. 0.00% Add +87.2% 73 $9K
FinTrust Capital Advisors, LLC 0.00% No change 72 $9K
Aspire Private Capital, LLC 0.00% New 68 $8K
Glen Eagle Advisors, LLC 0.00% No change 67 $8K
FSA Wealth Management LLC 0.00% — 61 $7K
First Horizon Advisors, Inc. 0.00% Add +18.8% 57 $7K
Security National Bank 0.00% Reduce -99.7% 56 $7K
DT Investment Partners, LLC 0.00% Add +300.0% 56 $7K
NBT Bank, N.A. 0.00% New 56 $7K
Ascentis Independent Advisors 0.00% New 56 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $6K
Colonial Trust Co / SC 0.00% Add +8.9% 49 $6K
Earned Wealth Advisors, LLC 0.00% New 46 $5K
Rosenberg Matthew Hamilton 0.00% No change 43 $5K
West Branch Capital LLC 0.00% No change 40 $5K
Abound Wealth Management 0.00% No change 36 $4K
Bell Investment Advisors, Inc 0.00% Reduce -12.2% 36 $4K
Coppell Advisory Solutions LLC 0.00% No change 31 $4K
Continuum Advisory, LLC 0.00% Add +120.0% 33 $4K
Grove Bank & Trust 0.00% New 26 $3K
ORG Partners LLC 0.00% New 26 $3K
Dunhill Financial, LLC 0.00% Add +78.6% 25 $3K
CoreCap Advisors, LLC 0.00% New 24 $3K
Avior Wealth Management, LLC 0.00% Add +43.8% 23 $3K
Prestige Wealth Management Group LLC 0.00% No change 21 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 20 $2K
Operose Advisors LLC 0.00% No change 20 $2K
Godsey & Gibb, Inc. 0.00% No change 20 $2K
Aspect Partners, LLC 0.00% No change 19 $2K
Salem Investment Counselors Inc. 0.00% No change 17 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 17 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -29.2% 17 $2K
Darwin Wealth Management, LLC 0.00% New 16 $2K
Wolff Wiese Magana LLC 0.00% Reduce -40.0% 15 $2K
Sanctuary Wealth Management, L.L.C. 0.00% New 15 $2K
Raffa Wealth Management, LLC 0.00% No change 14 $2K
Caldwell Trust Co 0.00% No change 14 $2K
Carolinas Wealth Consulting LLC 0.00% No change 10 $1K
Penserra Capital Management LLC 0.00% No change 15 $1K
AdvisorNet Financial, Inc 0.00% Reduce -42.9% 8 $950
Key Financial Inc 0.00% Add +133.3% 7 $831
Cornerstone Planning Group LLC 0.00% Add +133.3% 7 $782
ClariVest Asset Management LLC 0.00% No change 6 $698
Voisard Asset Management Group, Inc. 0.00% New 5 $594
Highline Wealth Partners LLC 0.00% Reduce -50.0% 5 $594
TFC Financial Management, Inc. 0.00% No change 5 $594
Bokf, NA 0.00% Reduce -20.0% 4 $462
Bear Mountain Capital, Inc. 0.00% No change 3 $364
Ruedi Wealth Management, Inc. 0.00% Reduce -60.0% 2 $238
GHP Investment Advisors, Inc. 0.00% New 2 $238
Sound Income Strategies, LLC 0.00% Reduce -99.8% 2 $238
Clear Point Advisors Inc. 0.00% New 1 $124
WestEnd Advisors, LLC 0.00% New 1 $119
Cape Investment Advisory, Inc. 0.00% No change 1 $119

"% of holder's portfolio" is ARE's weight in each manager's 13F, not the share of Alexandria Real Estate Equit the manager owns.