Alexandria Real Estate EquitARE

13F holders, Q2 2025 (June 30)
665holders −5
103new positions
105sold out
8famous investors
$72.84avg. 13F price*

At the end of Q2 2025, 665 institutions reported holding Alexandria Real Estate Equit (ARE) in their 13F filings, down 5 from Q1 2025. 103 opened new positions and 105 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.4B) and Norges Bank ($1.2B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions103$144.7M
Exits105$91.1M

All 13F filers, Q1 2025 → Q2 2025: 13,390,398 shares bought and 15,558,628 shares sold, net −2,168,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 665 holders

Vanguard Group Inc. 0.03% Add +0.1% 26,080,971 $1.9B
BlackRock, Inc. 0.03% Add +8.3% 19,345,357 $1.4B
Norges Bank 0.15% No change 16,457,471 $1.2B
State Street Corp. 0.03% Add +1.7% 10,873,745 $803.9M
APG Asset Management US Inc. 3.73% Reduce -2.0% 6,693,105 $498.6M
Geode Capital Management, LLC 0.02% Add +1.9% 4,318,035 $312.4M
JPMorgan Chase & Co. 0.02% Reduce -50.1% 4,281,230 $310.9M
Capital World Investors 0.04% Add +10.6% 3,797,792 $275.8M
Invesco Ltd. 0.05% Add +16.8% 3,676,318 $267.0M
Charles Schwab Investment Management Inc. 0.03% Add +4.9% 2,655,204 $192.8M
Northern Trust Corp. 0.02% Reduce -9.1% 2,475,101 $179.8M
Legal & General Group Plc 0.04% Reduce -4.2% 2,278,128 $165.5M
Dimensional Fund Advisors LP 0.04% Reduce -5.3% 2,167,509 $157.4M
AQR Capital Management 0.12% Add +34.0% 2,033,247 $145.6M
Morgan Stanley 0.01% Add +16.7% 1,908,024 $138.6M
Principal Financial Group Inc. 0.07% Add +8.9% 1,831,404 $133.0M
Goldman Sachs Group Inc. 0.02% Reduce -1.1% 1,829,024 $132.8M
Canada Pension Plan Investment Board 0.11% Reduce -52.0% 1,803,227 $131.0M
Bank of America Corp. 0.01% Reduce -9.6% 1,314,373 $95.5M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +26.1% 1,183,811 $86.0M
Lasalle Investment Management Securities LLC 3.49% Add +89.2% 1,175,406 $85.4M
PGGM Investments 1.42% Add +11.0% 1,130,962 $82.1M
Bank of New York Mellon Corp 0.02% Reduce -0.1% 1,106,017 $80.3M
BNP Paribas Financial Markets 0.05% Add +63.7% 948,333 $68.9M
T. Rowe Price Associates Inc. 0.01% Reduce -24.9% 927,021 $67.3M
Amundi 0.02% Add +2.9% 800,479 $64.4M
UBS Group AG 0.01% Reduce -19.0% 857,566 $62.3M
DAVENPORT & Co LLC 0.34% Add +1796.2% 835,789 $60.8M
CCLA Investment Management 0.99% Add +4.7% 833,308 $60.5M
Federated Hermes, Inc. 0.11% Reduce -11.4% 810,346 $58.9M
Millennium Management 0.05% Add +4241.2% 792,696 $57.6M
Deutsche Bank AG 0.02% Add +8.4% 778,102 $56.5M
Arrowstreet Capital, Limited Partnership 0.04% Add +114.8% 757,533 $55.0M
NFJ Investment Group, LLC 1.84% Add +25.7% 728,446 $52.9M
Analyst IMS Investment Management Services Ltd. 1.79% Add +48.3% 721,671 $52.4M
First Financial Bankshares Inc 1.07% Add +96.0% 660,182 $47.9M
Raymond James Financial Inc. 0.02% Add +45.6% 606,412 $44.0M
HSBC Holdings PLC 0.03% Reduce -27.9% 606,026 $43.9M
Nuveen, LLC 0.01% Reduce -26.9% 593,967 $43.1M
Envestnet Asset Management Inc. 0.01% Reduce -3.0% 549,884 $39.9M
Centersquare Investment Management LLC 0.41% Add +4.8% 548,418 $39.8M
M&G PLC 0.23% Reduce -62.5% 543,685 $39.7M
Fort Washington Investment Advisors Inc. 0.22% Add +1.1% 536,812 $39.0M
Clearbridge Investments, LLC 0.03% Add +0.8% 532,149 $38.6M
Wells Fargo & Company 0.01% Reduce -8.4% 515,551 $37.4M
Crawford Investment Counsel Inc. 0.63% Reduce -17.5% 499,022 $36.2M
Earnest Partners LLC 0.16% Reduce -2.2% 494,562 $35.9M
Swiss National Bank 0.02% Add +6.7% 473,400 $34.4M
STRS Ohio 0.12% Add +0.9% 452,235 $32.8M
Balyasny Asset Management L.P. 0.07% Add +592.4% 444,451 $32.3M
Royal Bank of Canada 0.01% Reduce -10.6% 434,468 $31.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +9.9% 416,102 $30.2M
CANADA LIFE ASSURANCE Co 0.05% Reduce -21.8% 409,548 $29.8M
Bank of Montreal 0.01% Add +10.7% 406,318 $29.5M
Clal Insurance Enterprises Holdings Ltd 0.28% New 386,000 $28.5M
Barclays PLC 0.01% Add +21.1% 363,631 $26.4M
LPL Financial LLC 0.01% Add +20.0% 353,083 $25.6M
Alliancebernstein L.P. 0.01% Add +18.3% 343,027 $24.9M
Rhumbline Advisers 0.02% Add +2.6% 340,939 $24.8M
Citadel Advisors 0.02% Add +334.1% 340,209 $24.7M
CI Investments Inc. 0.09% Add +0.1% 334,155 $24.3M
California Public Employees Retirement System 0.01% Add +7.8% 313,565 $22.8M
Randolph Co Inc 2.22% New 298,640 $21.7M
Asset Management One Co., Ltd. 0.07% Reduce -0.4% 287,702 $20.9M
Public Employees Retirement System of Ohio 0.07% Reduce -0.1% 272,593 $19.8M
Nomura Asset Management Co. Ltd. 0.05% Add +2.7% 270,726 $19.7M
Qube Research & Technologies Ltd 0.03% New 258,919 $18.8M
New York State Common Retirement Fund 0.02% Reduce -0.3% 253,478 $18.4M
Tudor Investment Corporation 0.14% Add +120.3% 250,326 $18.2M
Aberdeen Group plc 0.03% Add +4.8% 246,690 $17.7M
California State Teachers Retirement System 0.02% Add +10.1% 238,140 $17.3M
Heitman Real Estate Securities LLC 1.23% Reduce -40.0% 237,915 $17.3M
Citigroup Inc. 0.01% Add +9.4% 237,615 $17.3M
Triodos Investment Management BV 1.25% Add +29.8% 229,800 $16.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +31.1% 210,068 $15.3M
Adelante Capital Management LLC 1.08% Add +115.0% 202,726 $14.7M
AXA S.A. 0.04% Add +15.4% 202,507 $14.7M
Macquarie Group Ltd. 0.02% Reduce -0.8% 199,283 $14.5M
CBRE Investment Management Listed Real Assets LLC 0.21% Add +0.9% 189,510 $13.8M
Tredje AP-fonden 0.11% Add +35.6% 187,793 $13.6M
FMR LLC 0.00% Reduce -36.4% 185,554 $13.5M
Ieq Capital, LLC 0.08% Add +131.1% 180,799 $13.1M
Prudential Financial Inc. 0.02% Reduce -16.1% 131,853 $12.8M
Senvest Management, LLC 0.42% New 171,134 $12.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -90.2% 161,657 $11.7M
State Board of Administration of Florida Retirement System 0.02% Add +1.2% 160,037 $11.6M
Allianz Asset Management GmbH 0.02% Reduce -16.1% 158,837 $11.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +65.7% 157,394 $11.4M
Swedbank AB 0.01% Add +26.9% 157,258 $11.4M
Davis Selected Advisers 0.06% Add +3.2% 156,187 $11.3M
Baron Capital (BAMCO) 0.03% Reduce -20.5% 156,006 $11.3M
Renaissance Technologies 0.01% Add +543.9% 154,544 $11.2M
State of New Jersey Common Pension Fund D 0.04% Reduce -1.5% 151,830 $11.0M
Border to Coast Pensions Partnership Ltd 0.20% Reduce -25.0% 150,000 $10.9M
DekaBank Deutsche Girozentrale 0.02% Add +113.4% 147,014 $10.5M
Robeco Institutional Asset Management B.V. 0.02% Reduce -13.7% 138,995 $10.1M
Sei Investments Co. 0.01% Add +3.3% 138,271 $10.0M
New York State Teachers Retirement System 0.02% Reduce -0.1% 137,796 $10.0M
Cerity Partners LLC 0.02% Add +100.6% 137,741 $10.0M
Natixis Advisors, LLC 0.02% Add +4.4% 136,904 $9.9M
First Trust Advisors LP 0.01% Add +4.2% 134,955 $9.8M
PNC Financial Services Group, Inc. 0.01% Add +2.2% 134,930 $9.8M
Russell Investments Group, Ltd. 0.01% Reduce -9.2% 130,128 $9.5M
Quantinno Capital Management LP 0.04% Add +13.3% 126,687 $9.2M
Stifel Financial Corp. 0.01% Reduce -0.3% 125,318 $9.1M
TD Asset Management Inc 0.01% Reduce -18.6% 121,328 $8.8M
Retirement Systems of Alabama 0.03% Reduce -1.6% 120,670 $8.8M
Hahn Capital Management LLC 4.09% Add +74.4% 119,313 $8.7M
Aviva PLC 0.02% Add +6.2% 115,896 $8.4M
Thompson Investment Management, Inc. 1.19% Add +228.8% 115,489 $8.4M
Handelsbanken Fonder AB 0.03% Reduce -6.7% 111,992 $8.1M
River Road Asset Management, LLC 0.10% Add +72.4% 105,609 $8.1M
Squarepoint Ops LLC 0.02% Add +67.9% 109,600 $8.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -4.3% 109,521 $8.0M
Lazard Asset Management LLC 0.01% Reduce -46.1% 109,046 $7.9M
National Bank of Canada 0.01% Reduce -7.4% 107,621 $7.8M
Hutchinson Capital Management 1.38% Reduce -3.6% 104,174 $7.6M
State of Alaska, Department of Revenue 0.08% Reduce -0.6% 101,252 $7.4M
Ameriprise Financial Inc. 0.00% Reduce -20.6% 100,213 $7.3M
Washington Trust Advisors, Inc. 0.58% Add +16.8% 98,792 $7.2M
Employees Retirement System of Texas 0.07% Reduce -0.0% 95,949 $7.0M
Aristotle Atlantic Partners, LLC 0.21% Reduce -4.8% 95,426 $6.9M
ABN AMRO Bank N.V. 0.09% Add +4.7% 93,977 $6.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +2.6% 93,328 $6.8M
Toronto Dominion Bank 0.01% Add +23.5% 92,579 $6.7M
Korea Investment CORP 0.01% Reduce -19.3% 90,562 $6.6M
Creative Planning 0.01% Add +429.1% 89,996 $6.5M
State of Wisconsin Investment Board 0.02% Reduce -3.5% 89,658 $6.5M
Resona Asset Management Co.,Ltd. 0.03% Reduce -6.6% 86,170 $6.3M
NorthCoast Asset Management LLC 0.03% Reduce -2.8% 86,065 $6.3M
Susquehanna International Group, LLP 0.01% Reduce -6.4% 83,499 $6.1M
Danske Bank A/S 0.01% Add +9.0% 83,193 $6.0M
Chilton Capital Management LLC 0.22% Add +8.7% 80,307 $5.9M
Van Eck Associates Corp. 0.01% Add +4.2% 81,497 $5.9M
Chevy Chase Trust Holdings, LLC 0.02% Add +0.7% 81,320 $5.9M
Treasurer of the State of North Carolina 0.02% Add +2.1% 80,116 $5.8M
Truist Financial Corp. 0.01% Reduce -3.6% 78,643 $5.7M
Daiwa Securities Group Inc. 0.02% Add +2.7% 78,569 $5.7M
UniSuper Management Pty Ltd 0.04% Reduce -79.8% 76,338 $5.5M
APG Asset Management N.V. 0.02% Add +2.8% 88,100 $5.5M
Victory Capital Management Inc. 0.00% Reduce -81.6% 75,024 $5.4M
Leeward Investments, LLC - MA 0.29% Reduce -2.4% 74,937 $5.4M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +5.8% 73,590 $5.3M
State of Tennessee, Department of Treasury 0.02% Add +63.5% 73,138 $5.3M
TD Waterhouse Canada Inc. 0.04% Reduce -59.1% 68,862 $5.1M
Vestcor Inc 0.15% Add +385.2% 70,219 $5.1M
Westwood Holdings Group Inc. 0.04% New 70,139 $5.1M
Royal London Asset Management Ltd. 0.01% Reduce -6.0% 68,953 $5.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +117.1% 64,372 $5.0M
American Century Companies Inc. 0.00% Add +15.8% 68,004 $4.9M
Vert Asset Management LLC 1.79% Reduce -6.4% 67,747 $4.9M
Pictet Asset Management Holding SA 0.00% Reduce -17.1% 65,985 $4.8M
HRT Financial LP 0.02% Add +171.6% 65,898 $4.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -41.2% 64,646 $4.7M
Cwm, LLC 0.02% Add +87.2% 64,596 $4.7M
Quinn Opportunity Partners LLC 0.40% New 63,616 $4.6M
Thrivent Financial for Lutherans 0.01% Reduce -56.3% 61,375 $4.5M
Banque Pictet & Cie SA 0.05% Reduce -3.2% 61,206 $4.4M
Commonwealth Equity Services, LLC 0.01% Add +209.1% 61,056 $4.4M
TT Capital Management LLC 3.58% Add +35.5% 60,843 $4.4M
Cibc World Markets Corp. 0.03% Reduce -2.1% 60,442 $4.4M
Holocene Advisors, LP 0.01% Add +12.6% 58,977 $4.3M
IFM Investors Pty Ltd 0.04% Reduce -8.8% 58,394 $4.2M
KLP Kapitalforvaltning As 0.02% Reduce -35.8% 55,790 $4.1M
Nexpoint Asset Management, L.P. 0.39% No change 56,000 $4.1M
Zions Bancorporation, National Association 0.22% Add +0.4% 55,580 $4.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +2.7% 55,327 $4.0M
Osaic Holdings, Inc. 0.01% Add +2.4% 54,983 $4.0M
Motley Fool Wealth Management, LLC 0.23% Reduce -15.3% 53,241 $3.9M
B&I Capital AG 1.30% Add +44.0% 52,593 $3.8M
Algert Global LLC 0.08% New 52,410 $3.8M
Edgemoor Investment Advisors, Inc. 0.33% Reduce -10.7% 52,408 $3.8M
Wealthfront Advisers LLC 0.01% Add +25.1% 52,079 $3.8M
Calamos Advisors LLC 0.02% No change 50,637 $3.7M
Nuance Investments, LLC 0.29% Add +7.5% 50,573 $3.7M
Cibc World Market Inc. 0.01% Add +1.1% 50,533 $3.7M
Advocate Group LLC 0.63% Add +30.6% 48,845 $3.5M
Capital Fund Management S.A. 0.04% New 48,393 $3.5M
Assetmark, Inc. 0.01% Add +0.1% 47,443 $3.4M
Nicholas Company, Inc. 0.06% Add +14.9% 47,055 $3.4M
B. Metzler seel. Sohn & Co. AG 0.03% Add +4.8% 46,203 $3.4M
Van Lanschot Kempen Investment Management N.V. 0.03% Reduce -64.6% 46,145 $3.4M
Arizona State Retirement System 0.02% Add +0.1% 45,532 $3.3M
CIBC Asset Management Inc 0.01% Reduce -4.9% 45,402 $3.3M
Forsta Ap-Fonden 0.02% Add +21.6% 45,000 $3.3M
Voya Investment Management LLC 0.00% Reduce -3.9% 44,638 $3.2M
Ensign Peak Advisors, Inc 0.01% Reduce -36.4% 44,589 $3.2M
Leibman Financial Services, Inc. 2.48% Add +5.4% 44,503 $3.2M
Gotham Asset Management 0.02% Add +487.3% 43,755 $3.2M
Two Sigma Advisers, LP 0.01% New 43,700 $3.2M
Nissay Asset Management Corp. /Japan 0.02% Add +3.9% 43,459 $3.2M
Storebrand Asset Management As 0.01% Reduce -31.9% 42,838 $3.1M
Commerzbank Aktiengesellschaft 0.07% Add +21.0% 42,060 $3.1M
Wellington Management Group LLP 0.00% Add +4.5% 42,051 $3.1M
DNB Asset Management AS 0.01% Reduce -15.9% 41,847 $3.0M
State of Michigan Retirement System 0.02% No change 41,818 $3.0M
Metis Global Partners, LLC 0.08% Add +61.4% 41,506 $3.0M
Cetera Investment Advisers 0.01% Add +37.7% 41,279 $3.0M
MAI Capital Management 0.02% Add +3356.9% 40,930 $3.0M
Tang Capital Management LLC 0.15% No change 40,000 $2.9M
USS Investment Management Ltd 0.02% Add +0.8% 39,561 $2.9M
Sarasin & Partners LLP 0.03% No change 39,424 $2.9M
Atria Investments, Inc 0.03% Add +3.3% 39,157 $2.8M
Nisa Investment Advisors, LLC 0.01% Reduce -22.4% 37,368 $2.8M
Czech National Bank 0.02% Add +6.4% 37,633 $2.7M
FineMark National Bank & Trust 0.09% Add +1.3% 37,513 $2.7M
Mariner, LLC 0.00% Add +140.3% 37,509 $2.7M
Swiss Life Asset Management Ltd 0.02% Add +19.8% 36,767 $2.7M
Palouse Capital Management, Inc. 1.79% New 36,754 $2.7M
Weiss Asset Management LP 0.05% Add +88.7% 36,370 $2.6M
FIL Ltd 0.00% Add +950.7% 35,691 $2.6M
Brevan Howard Capital Management LP 0.03% Add +556.4% 35,445 $2.6M
Agf Management Ltd. 0.01% Reduce -1.7% 35,063 $2.5M
Franklin Resources Inc. 0.00% Reduce -40.9% 34,406 $2.5M
Vident Advisory, LLC 0.03% Reduce -8.2% 34,095 $2.5M
New Age Alpha Advisors, LLC 0.11% Reduce -17.8% 33,426 $2.4M
Morgan Dempsey Capital Management LLC 1.00% Reduce -1.3% 32,472 $2.4M
Walleye Trading LLC 0.06% New 32,900 $2.4M
Intact Investment Management Inc. 0.08% Reduce -28.0% 32,600 $2.4M
Taylor Frigon Capital Management LLC 1.25% Add +74.4% 32,308 $2.3M
ProShare Advisors LLC 0.00% Add +7.8% 31,769 $2.3M
Public Sector Pension Investment Board 0.01% Reduce -23.1% 31,679 $2.3M
Gsa Capital Partners LLP 0.16% Add +163.8% 31,031 $2.3M
Amalgamated Bank 0.02% Reduce -0.5% 30,651 $2.2M
KBC Group NV 0.01% Reduce -16.2% 29,961 $2.2M
Sonora Investment Management Group, LLC 0.16% New 29,496 $2.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Add +52.4% 29,088 $2.1M
Simplex Trading, LLC 0.06% Add +1113.0% 28,881 $2.1M
Utah Retirement Systems 0.02% Reduce -0.6% 28,376 $2.1M
Naples Global Advisors, LLC 0.18% Reduce -7.7% 27,678 $2.0M
MML Investors Services, LLC 0.01% Add +2.4% 28,128 $2.0M
Aew Capital Management L P 0.11% Add +8.1% 27,910 $2.0M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 27,914 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +135.9% 27,820 $2.0M
Caxton Associates LLP 0.05% Add +214.4% 27,767 $2.0M
Worldquant Millennium Advisors LLC 0.01% Reduce -6.8% 27,757 $2.0M
Marshall Wace, LLP 0.00% Add +841.0% 27,600 $2.0M
Captrust Financial Advisors 0.00% Add +31.6% 27,146 $2.0M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -39.4% 26,476 $1.9M
Natixis 0.01% Add +180.9% 26,062 $1.9M
Police & Firemen's Retirement System of New Jersey 0.02% Add +4.0% 26,028 $1.9M
Weaver C. Barksdale & Associates, Inc. 1.78% New 25,548 $1.9M
Yousif Capital Management, LLC 0.02% Add +2.5% 25,517 $1.9M
Erste Asset Management GmbH 0.02% Add +822.2% 24,900 $1.8M
Socorro Asset Management LP 0.63% No change 25,132 $1.8M
Redwood Investment Management, LLC 0.19% New 24,943 $1.8M
Stamos Capital Partners, L.P. 0.32% Add +72.8% 24,834 $1.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -1.2% 24,832 $1.8M
XTX Topco Ltd 0.07% Add +73.9% 24,662 $1.8M
Duff & Phelps Investment Management Co. 0.02% Reduce -41.4% 24,651 $1.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -18.5% 24,518 $1.8M
First Pacific Financial 0.26% New 24,490 $1.8M
Harvey Capital Management Inc. 0.41% New 23,775 $1.8M
Teacher Retirement System of Texas 0.01% Add +2.9% 23,669 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.8% 23,443 $1.7M
M&T Bank Corp 0.01% Add +23.4% 23,146 $1.7M
New York Life Investment Management LLC 0.02% Add +1.1% 23,096 $1.7M
Xponance LLC 0.01% Add +2.3% 23,052 $1.7M
Pallas Capital Advisors LLC 0.06% Add +91.3% 22,990 $1.7M
Susquehanna Portfolio Strategies, LLC 0.04% New 22,738 $1.7M
Paralel Advisors LLC 0.07% Add +55.2% 22,500 $1.6M
Rothschild Investment LLC 0.10% Add +5058.5% 22,130 $1.6M
Curi Capital, LLC 0.03% Add +14.7% 21,815 $1.6M
Corient Private Wealth LP 0.00% Reduce -4.5% 21,773 $1.6M
TD Private Client Wealth LLC 0.04% Reduce -0.1% 21,731 $1.6M
Tidal Investments LLC 0.01% Add +15.2% 21,310 $1.5M
Inspire Investing, LLC 0.17% Add +4.1% 20,870 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -16.6% 20,737 $1.5M
Abundance Wealth Counselors 0.28% Add +28.6% 19,806 $1.5M
Ossiam 0.02% Add +8.5% 20,477 $1.5M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.1% 20,378 $1.5M
SG Americas Securities, LLC 0.01% Add +309.7% 20,189 $1.5M
D. E. Shaw & Co. 0.00% New 20,177 $1.5M
Janus Henderson Group PLC 0.00% Reduce -47.7% 20,037 $1.5M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -4.8% 20,004 $1.5M
Empirical Finance, LLC 0.08% New 20,000 $1.5M
Knights of Columbus Asset Advisors LLC 0.09% No change 19,717 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +6.3% 19,631 $1.4M
Rafferty Asset Management, LLC 0.00% Add +16.2% 19,521 $1.4M
Two Sigma Investments, LP 0.00% New 19,365 $1.4M
Inspire Trust Co, N.A. 0.28% Add +26.7% 19,000 $1.4M
Merit Financial Group, LLC 0.02% Add +120.4% 18,922 $1.4M
Penserra Capital Management LLC 0.02% Add +46.4% 18,927 $1.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +6.1% 18,899 $1.4M
Gradient Investments LLC 0.02% Reduce -85.4% 18,730 $1.4M
Pensionfund PDN 0.92% No change 18,700 $1.4M
Ilmarinen Mutual Pension Insurance Co 0.01% No change 18,700 $1.4M
Generali Asset Management SPA SGR 0.03% Add +40.6% 18,343 $1.3M
Telos Capital Management, Inc. 0.13% Add +5.8% 17,841 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -50.1% 17,629 $1.3M
Teamwork Financial Advisors, LLC 0.16% Add +34.1% 17,614 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.2% 17,602 $1.3M
Core Alternative Capital 0.35% Reduce -37.1% 17,382 $1.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.11% Add +10.3% 17,351 $1.3M
American Assets Capital Advisers, LLC 1.26% Add +181.3% 17,316 $1.3M
Foresight Group Ltd Liability Partnership 0.18% Reduce -21.6% 17,055 $1.3M
Fulton Bank, N.A. 0.05% Add +4.8% 16,859 $1.2M
Mercer Global Advisors Inc. 0.00% Add +37.1% 16,736 $1.2M
Woodline Partners LP 0.01% Add +28.0% 16,654 $1.2M
NEOS Investment Management LLC 0.01% Add +54.5% 16,452 $1.2M
Ethic Inc. 0.02% Add +111.0% 16,284 $1.2M
Lansforsakringar Fondforvaltning AB (publ) 0.01% Reduce -14.3% 16,312 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Add +8.6% 15,870 $1.2M
OP Asset Management Ltd 0.02% Reduce -4.3% 16,259 $1.2M
Neuberger Berman Group LLC 0.00% Add +46.6% 16,205 $1.2M
&partners 0.01% Add +17.6% 15,899 $1.2M
Mackenzie Financial Corp. 0.00% Add +3.1% 15,845 $1.2M
Praxis Investment Management Inc. 0.07% New 15,830 $1.1M
US Bancorp \de 0.00% Reduce -4.5% 15,817 $1.1M
Norinchukin Bank, The 0.02% Add +4.3% 15,497 $1.1M
Fairtree Asset Management (Pty) Ltd 0.83% New 15,147 $1.1M
Man Group plc 0.00% Reduce -0.6% 14,915 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +73.4% 14,778 $1.1M
Pathstone Holdings, LLC 0.00% Reduce -46.7% 14,576 $1.1M
HighTower Advisors, LLC 0.00% Add +27.8% 14,506 $1.1M
Sterling Capital Management LLC 0.01% Add +15.6% 14,384 $1.0M
Acadian Asset Management LLC 0.00% New 14,229 $1.0M
Public Employees Retirement Association of Colorado 0.00% Reduce -6.4% 13,889 $1.0M
Access Investment Management LLC 0.28% — 13,715 $996K
Nordea Investment Management AB 0.00% Add +12.6% 13,782 $995K
Brighton Jones LLC 0.03% New 13,616 $989K
ASR Vermogensbeheer N.V. 0.01% Reduce -0.3% 13,590 $987K
Pathway Financial Advisers, LLC 0.32% Add +2.4% 13,454 $977K
Federation des caisses Desjardins du Quebec 0.00% Add +230.8% 13,432 $976K
Oregon Public Employees Retirement Fund 0.02% No change 13,274 $964K
Focus Partners Wealth 0.00% Add +100.4% 13,209 $959K
Cascade Investment Advisors, Inc. 0.61% Add +11.1% 13,162 $956K
Candriam S.C.A. 0.01% Reduce -91.0% 13,161 $956K
Washburn Capital Management, Inc. 0.56% New 13,065 $949K
LDR Capital Management LLC 2.14% No change 12,918 $938K
Avanza Fonder AB 0.03% No change 12,763 $927K
Schroder Investment Management Group 0.00% Reduce -98.3% 12,589 $914K
Infrastructure Capital Advisors, LLC 0.15% Add +3.2% 12,489 $907K
Pacer Advisors, Inc. 0.00% Add +55.9% 12,357 $897K
Presima Securities ULC 0.20% Add +2.8% 12,229 $888K
First Foundation Advisors 0.03% Add +2.3% 12,227 $888K
Teachers Retirement System of the State of Kentucky 0.01% Add +1.3% 12,159 $884K
Fifth Third Bancorp 0.00% Reduce -16.7% 11,973 $870K
Versor Investments LP 0.15% Add +274.9% 11,805 $857K
Jefferies Financial Group Inc. 0.01% Reduce -7.9% 11,695 $849K
Vanderbilt University 0.16% Reduce -1.3% 11,677 $848K
Hilton Capital Management, LLC 0.07% Add +10.9% 11,573 $841K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -20.6% 11,459 $832K
Kentucky Retirement Systems 0.02% Reduce -6.2% 10,984 $798K
Investors Research Corp 0.16% Add +17580.7% 10,962 $796K
Garland Capital Management Inc. 2.52% Reduce -63.6% 10,920 $793K
Raleigh Capital Management Inc. 0.33% Add +6.1% 10,784 $783K
Mizuho Securities USA LLC 0.02% — 10,635 $772K
Oppenheimer & Co. Inc. 0.01% Add +0.6% 10,607 $770K
Guggenheim Capital LLC 0.01% Reduce -14.0% 10,577 $768K
Bank of Nova Scotia 0.00% Reduce -20.8% 10,571 $768K
Impact Partnership Wealth, LLC 0.14% New 10,528 $765K
Consolidated Portfolio Review Corp 0.10% Add +88.8% 10,319 $750K
Focus Partners Advisor Solutions, LLC 0.01% New 10,228 $743K
Harvest Portfolios Group Inc. 0.02% Add +0.6% 9,728 $707K
SummitTX Capital, L.P. 0.03% New 9,700 $705K
ING Groep NV 0.00% Add +6.5% 9,645 $701K
Flagship Harbor Advisors, LLC 0.03% Add +41.2% 9,572 $695K
Integrated Wealth Concepts LLC 0.01% Add +316.7% 9,571 $695K
Plato Investment Management Ltd 0.05% New 9,369 $678K
Quadrant Capital Group LLC 0.02% Add +4.1% 9,304 $676K
Abel Hall, LLC 0.31% Add +23.7% 9,169 $666K
Hartford Investment Management Co. 0.02% Reduce -2.7% 9,038 $656K
Verdence Capital Advisors LLC 0.04% Add +1.1% 9,012 $655K
DoubleLine ETF Adviser LP 0.21% Reduce -0.4% 8,979 $652K
Freestone Grove Partners LP 0.00% New 8,923 $648K
Naviter Wealth, LLC 0.08% Reduce -5.2% 8,606 $636K
Pensionfund Sabic 0.18% No change 8,750 $636K
Three Seasons Wealth, LLC 0.07% New 8,554 $633K
Park Avenue Securities LLC 0.01% Add +25.5% 8,673 $630K
Truvestments Capital LLC 0.12% Reduce -11.3% 8,567 $622K
Pasadena Private Wealth, LLC 0.11% Add +46.4% 8,554 $621K
AlphaCore Capital LLC 0.02% New 8,464 $614K
Quantbot Technologies LP 0.02% New 8,259 $600K
Summit Trail Advisors, LLC 0.01% New 8,056 $596K
Sequoia Financial Advisors, LLC 0.00% Add +212.1% 8,177 $594K
Schonfeld Strategic Advisors LLC 0.00% Reduce -87.8% 8,176 $594K
Wealth Alliance, LLC 0.07% Add +4.3% 8,101 $588K
Louisiana State Employees Retirement System 0.01% Reduce -2.4% 8,100 $588K
Maryland State Retirement & Pension System 0.01% No change 8,096 $588K
Main Management ETF Advisors, LLC 0.02% Add +1.7% 8,063 $586K
S-Bank Fund Management Ltd 0.09% New 7,963 $578K
Securian Asset Management, Inc. 0.02% Reduce -1.2% 7,955 $578K
Glenmede Investment Management, LP 0.00% — 7,863 $571K
Investment Management Corp of Ontario 0.01% Reduce -7.1% 7,838 $569K
Freedom Investment Management, Inc. 0.04% Add +11.5% 7,722 $561K
Sage Rhino Capital LLC 0.11% Reduce -0.5% 7,439 $540K
Horizon Investments, LLC 0.01% Add +234.4% 7,416 $539K
New Mexico Educational Retirement Board 0.02% No change 7,300 $530K
Empowered Funds, LLC 0.01% Add +11.6% 7,203 $523K
Brookwood Investment Group LLC 0.08% Add +75.9% 7,130 $518K
Legacy Capital Group California, Inc. 0.14% Reduce -2.0% 7,125 $517K
E. Ohman J:or Asset Management AB 0.01% No change 7,100 $516K
NorthRock Partners, LLC 0.01% Add +66.4% 6,928 $512K
Capital Square, LLC 0.27% Add +13.7% 6,258 $498K
Verition Fund Management LLC 0.00% Reduce -0.5% 6,716 $488K
Crawford Fund Management, LLC 0.28% Reduce -85.9% 6,658 $484K
Capital International Sarl 0.01% Add +35.2% 6,592 $479K
Opinicus Capital, Inc. 0.35% Reduce -3.3% 6,280 $456K
Procyon Advisors, LLC 0.04% Reduce -8.2% 6,274 $456K
Sivia Capital Partners, LLC 0.15% New 6,249 $454K
Benjamin Edwards Inc. 0.01% Add +24.5% 6,244 $454K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +234.3% 6,141 $446K
GC Wealth Management RIA, LLC 0.04% New 6,116 $444K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -79.0% 6,090 $442K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +6.8% 6,046 $439K
J. W. Coons Advisors, LLC 0.10% No change 5,945 $432K
Dynasty Wealth Management, LLC 0.01% Add +24.0% 5,929 $431K
OMERS ADMINISTRATION Corp 0.00% No change 5,897 $428K
Allstate Corp. 0.03% Reduce -75.2% 5,803 $421K
Arkadios Wealth Advisors 0.01% Add +8.4% 5,736 $417K
Prudential PLC 0.00% New 5,675 $412K
First Bank & Trust 0.07% Reduce -53.7% 5,610 $407K
Fourpath Capital Management, LLC 0.06% No change 5,559 $404K
Pinnacle Financial Partners Inc 0.01% New 5,470 $397K
Jain Global LLC 0.01% Reduce -94.9% 5,402 $392K
AlphaStar Capital Management, LLC 0.03% New 5,357 $389K
Investor's Fiduciary Advisor Network, LLC 0.14% Add +5.9% 5,234 $380K
CFC Planning Co LLC 0.37% New 5,226 $380K
Snowden Capital Advisors LLC 0.01% Add +5.4% 5,023 $371K
Peapack Gladstone Financial Corp. 0.01% Reduce -79.5% 5,041 $366K
Leonteq Securities AG 0.02% New 5,000 $363K
O'shaughnessy Asset Management, LLC 0.00% Add +37.9% 4,990 $362K
SYM FINANCIAL Corp 0.04% New 4,947 $359K
Kestra Advisory Services, LLC 0.00% Add +38.5% 4,944 $359K
Foundations Investment Advisors, LLC 0.01% New 4,927 $358K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 4,912 $357K
Kera Capital Partners, Inc. 0.07% Add +69.2% 4,735 $344K
EverSource Wealth Advisors, LLC 0.02% Add +427.1% 4,702 $342K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.6% 4,680 $340K
Wahed Invest LLC 0.05% Add +4.6% 4,663 $339K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -6.5% 4,662 $339K
Code Waechter LLC 0.24% Add +74.4% 4,635 $337K
HUB Investment Partners, LLC 0.01% New 4,631 $336K
Prelude Capital Management, LLC 0.03% New 4,630 $336K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Add +67.6% 4,563 $331K
Coldstream Capital Management Inc. 0.01% Add +77.2% 4,530 $329K
Ofi Invest Asset Management 0.01% Add +0.4% 5,304 $328K
Clear Harbor Asset Management, LLC 0.02% New 4,441 $323K
Advisory Services Network, LLC 0.01% New 4,218 $322K
Evoke Wealth, LLC 0.01% New 4,314 $319K
Hantz Financial Services, Inc. 0.01% Reduce -0.2% 4,370 $317K
Spirit of America Management Corp. 0.07% No change 4,350 $316K
Kingswood Wealth Advisors, LLC 0.02% Reduce -15.4% 4,345 $316K
PEAK6 LLC 0.01% Add +12.8% 4,344 $316K
Equitable Holdings, Inc. 0.00% New 4,278 $311K
Chicago Partners Investment Group LLC 0.01% New 3,663 $304K
AIA Group Ltd 0.01% Add +26.5% 4,175 $303K
Steward Partners Investment Advisory, LLC 0.00% Add +9.5% 4,130 $300K
Two Sigma Securities, LLC 0.04% New 4,079 $296K
Tocqueville Asset Management L.P. 0.00% New 4,074 $296K
Parallel Advisors, LLC 0.01% Add +130.1% 3,948 $287K
Tower Research Capital LLC (TRC) 0.01% Reduce -62.6% 3,936 $286K
Stephens Inc. 0.00% Add +41.0% 3,915 $284K
Lido Advisors, LLC 0.00% Reduce -31.1% 3,843 $284K
Allworth Financial LP 0.00% Add +648.0% 3,912 $284K
Phillips Wealth Planners LLC 0.26% New 3,686 $284K
Commerce Bank 0.00% Add +4.5% 3,891 $283K
Roman Butler Fullerton & Co. 0.08% New 3,376 $277K
Waddell & Associates, LLC 0.03% New 3,798 $276K
Avantax Advisory Services, Inc. 0.00% Add +9.9% 3,796 $276K
Sumitomo Life Insurance Co. 0.02% Reduce -4.2% 3,773 $274K
NewEdge Advisors, LLC 0.00% Add +18.9% 3,732 $271K
Engineers Gate Manager LP 0.00% Reduce -61.7% 3,700 $269K
waypoint wealth counsel 0.13% New 3,667 $266K
Intech Investment Management LLC 0.00% Reduce -0.9% 3,657 $266K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -8.2% 3,632 $264K
QSV Equity Investors LLC 0.26% No change 3,470 $252K
Pension & Wealth Management Advisors, Inc. 0.08% Add +10.8% 3,460 $251K
Boothbay Fund Management, LLC 0.01% Reduce -74.2% 3,447 $250K
Huntington National Bank 0.00% Add +12.9% 3,418 $248K
Mufg Securities Americas Inc. 0.02% Add +25.1% 3,412 $248K
Sage Investment Counsel LLC 0.29% Reduce -3.3% 3,409 $248K
Jones Financial Companies LLLP 0.00% Add +39.2% 3,297 $242K
Full Sail Capital, LLC 0.01% New 3,323 $241K
National Pension Service 0.00% Reduce -17.6% 3,307 $240K
Gries Financial LLC 0.04% New 3,293 $239K
Plan A Wealth LLC 0.14% New 3,291 $239K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.3% 3,281 $238K
Orion Porfolio Solutions, LLC 0.00% Add +16.5% 3,276 $238K
Independent Financial Group, LLC 0.01% New 3,240 $235K
NorthCrest Asset Manangement, LLC 0.01% New 3,002 $231K
ArrowMark Colorado Holdings LLC 0.00% No change 3,059 $222K
Transcend Capital Advisors, LLC 0.02% New 3,055 $222K
Mattson Financial Services, LLC 0.06% Reduce -68.2% 3,041 $221K
Evergreen Capital Management LLC 0.01% Reduce -26.6% 2,979 $220K
Cresset Asset Management, LLC 0.00% Add +2.3% 2,966 $219K
Flaharty Asset Management, LLC 0.03% New 3,000 $218K
Thrive Wealth Management, LLC 0.04% Reduce -1.2% 2,985 $217K
Samalin Investment Counsel, LLC 0.08% New 2,953 $215K
Neo Ivy Capital Management 0.07% New 2,948 $214K
Patton Fund Management, Inc. 0.05% New 2,902 $211K
Roberts Glore & Co. Inc. 0.06% New 2,886 $210K
Kaufman Rossin Wealth, LLC 0.13% New 2,780 $202K
AE Wealth Management LLC 0.00% Add +0.4% 2,755 $200K
GF Fund Management Co. LTD. 0.00% Reduce -7.8% 2,748 $200K
Essential Partners LLC 0.08% — 2,705 $196K
Park Place Capital Corp 0.04% Reduce -1.2% 2,528 $188K
Elevation Wealth Partners, LLC 0.07% No change 2,270 $165K
Anchor Investment Management, LLC 0.01% Add +31.0% 2,207 $160K
Bessemer Group Inc. 0.00% Reduce -99.5% 2,104 $153K
Westpac Banking Corp. 0.01% No change 2,085 $151K
Siemens Fonds Invest GmbH 0.01% Add +14.6% 2,074 $151K
Cetera Trust Company, N.A 0.08% Add +49.4% 1,905 $138K
Exchange Traded Concepts, LLC 0.00% Reduce -67.2% 1,873 $136K
Centaurus Financial, Inc. 0.01% New 1,725 $125K
Private Wealth Asset Management, LLC 0.02% Reduce -0.3% 1,701 $124K
Covestor Ltd 0.07% Add +1143.2% 1,641 $119K
IFP Advisors, Inc 0.00% Add +745.8% 1,624 $118K
Principal Securities, Inc. 0.00% Reduce -24.5% 1,525 $111K
Arax Advisory Partners 0.01% Add +32.9% 1,500 $110K
Ameritas Investment Partners, Inc. 0.00% Reduce -7.9% 1,453 $106K
CX Institutional 0.00% Add +13.8% 1,445 $105K
Manchester Capital Management LLC 0.01% Reduce -0.4% 1,388 $101K
Wilmington Savings Fund Society, FSB 0.00% Add +317.9% 1,375 $100K
Versant Capital Management, Inc 0.01% Reduce -34.5% 1,340 $97K
True Wealth Design, LLC 0.03% Add +36.6% 1,326 $96K
Global Retirement Partners, LLC 0.00% — 1,291 $94K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 1,200 $88K
HM Payson & Co. 0.00% Add +50.5% 1,201 $87K
Ostrum Asset Management 0.00% Reduce -2.8% 1,189 $86K
UMB Bank, n.a. 0.00% Add +233.3% 1,180 $86K
MassMutual Private Wealth & Trust, FSB 0.00% Add +124.2% 1,168 $85K
Elevation Point Wealth Partners, LLC 0.01% New 1,112 $81K
GeoWealth Management, LLC 0.00% Reduce -55.5% 1,106 $80K
FNY Investment Advisers, LLC 0.03% No change 1,100 $79K
Resources Management Corp. /CT/ 0.01% Reduce -34.5% 1,081 $79K
Blue Trust, Inc. 0.00% Reduce -32.4% 1,079 $78K
Canada Post Corp Registered Pension Plan 0.00% New 1,069 $78K
Clearstead Advisors, LLC 0.00% Add +71.1% 1,049 $76K
Motco 0.01% Add +42.0% 967 $74K
Gitterman Wealth Management, LLC 0.02% New 994 $72K
Private Trust Co. NA 0.01% Add +6.6% 986 $72K
Addison Advisors LLC 0.02% Add +11.8% 931 $68K
Tompkins Financial Corp. 0.01% No change 900 $65K
Hilltop National Bank 0.02% — 874 $63K
Atlantic Union Bankshares Corp 0.00% New 812 $59K
Sherman Asset Management, Inc. 0.05% No change 766 $56K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 750 $54K
GAMMA Investing LLC 0.00% Reduce -59.4% 743 $54K
Caitong International Asset Management Co., Ltd 0.04% Add +431.5% 675 $49K
Signaturefd, LLC 0.00% Reduce -71.7% 660 $48K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 620 $45K
Trust Co. of Vermont 0.00% Add +18.0% 590 $43K
Farther Finance Advisors, LLC 0.00% Reduce -54.4% 494 $36K
Global X Japan Co., Ltd. 0.00% Add +15.7% 493 $36K
Brooklyn Investment Group 0.00% Reduce -30.9% 491 $36K
Sentry Investment Management LLC 0.02% No change 447 $34K
MUFG Securities EMEA plc 0.00% New 454 $33K
Lanark Financial, Inc. 0.00% Reduce -44.5% 431 $31K
CYBER HORNET ETFs LLC 0.02% New 416 $30K
American National Bank & Trust 0.00% New 395 $29K
Loomis Sayles & Co. L P 0.00% New 377 $27K
Smartleaf Asset Management LLC 0.00% Reduce -45.4% 366 $27K
GW&K Investment Management, LLC 0.00% Add +179.8% 361 $26K
Heritage Wealth Advisors 0.00% No change 350 $25K
Sound Income Strategies, LLC 0.00% New 344 $25K
Bruce G. Allen Investments, LLC 0.02% Reduce -25.4% 334 $24K
CENTRAL TRUST Co 0.00% No change 326 $24K
Tsfg, LLC 0.00% No change 319 $23K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 312 $23K
Deseret Mutual Benefit Administrators 0.01% No change 293 $21K
Larson Financial Group LLC 0.00% Reduce -67.4% 284 $21K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -50.7% 276 $20K
CVA Family Office, LLC 0.00% Reduce -41.1% 265 $19K
Parkside Financial Bank & Trust 0.00% Reduce -44.6% 237 $17K
Smithfield Trust Co 0.00% No change 220 $16K
Whittier Trust Co. 0.00% Reduce -29.9% 220 $16K
CIBC Private Wealth Group LLC 0.00% Reduce -10.0% 208 $15K
Brown Brothers Harriman & Co. 0.00% Add +170.7% 203 $15K
Harbour Investments, Inc. 0.00% Reduce -0.5% 193 $14K
Gables Capital Management Inc. 0.01% No change 190 $14K
Smallwood Wealth Investment Management, LLC 0.01% No change 190 $14K
Cohen & Steers, Inc. 0.00% No change 174 $13K
Private Wealth Management Group, LLC 0.00% Add +103.5% 177 $13K
Meeder Asset Management Inc. 0.00% Add +143.7% 173 $13K
Ameriflex Group, Inc. 0.01% New 142 $11K
Richard W. Paul & Associates, LLC 0.00% Add +3.9% 135 $10K
Proathlete Wealth Management LLC 0.00% No change 133 $10K
Clearstead Trust, LLC 0.00% Add +197.7% 131 $10K
Evelyn Partners Investment Management LLP 0.00% Reduce -98.2% 120 $9K
SouthState Bank Corp 0.00% Add +0.8% 119 $9K
Avion Wealth 0.00% Add +12.9% 114 $8K
Aventus Investment Advisors, Inc. 0.01% — 110 $8K
Ransom Advisory, Ltd 0.00% No change 109 $8K
Farmers & Merchants Investments Inc. 0.00% No change 108 $8K
Summit Securities Group LLC 0.00% Reduce -85.0% 104 $8K
AdvisorNet Financial, Inc 0.00% Reduce -61.5% 104 $8K
Vision Financial Markets LLC 0.01% New 100 $7K
Ridgewood Investments LLC 0.00% No change 100 $7K
TCTC Holdings, LLC 0.00% No change 99 $7K
Geneos Wealth Management Inc. 0.00% Reduce -99.7% 98 $7K
Pacific Center for Financial Services 0.00% Add +1.1% 95 $7K
Rise Advisors, LLC 0.00% Add +2.1% 95 $7K
NewSquare Capital LLC 0.00% Reduce -13.8% 94 $7K
Kilter Group LLC 0.00% New 80 $6K
Tidemark, LLC 0.00% New 80 $6K
GPS Wealth Strategies Group, LLC 0.00% No change 80 $6K
Sachetta, LLC 0.00% Add +108.8% 71 $5K
Creekmur Asset Management LLC 0.00% New 70 $5K
Capital Advisors, Ltd. LLC 0.00% Add +312.5% 66 $5K
FSA Wealth Management LLC 0.00% Add +1.6% 64 $5K
Lavaca Capital LLC 0.00% No change 63 $5K
Dogwood Wealth Management LLC 0.00% New 58 $4K
SJS Investment Consulting Inc. 0.00% New 58 $4K
NBT Bank, N.A. 0.00% No change 56 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -1.6% 63 $4K
Bell Investment Advisors, Inc 0.00% Add +64.5% 51 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $4K
High Note Wealth, LLC 0.00% New 49 $4K
Twin Peaks Wealth Advisors, LLC 0.00% New 43 $3K
DT Investment Partners, LLC 0.00% No change 42 $3K
WealthTrak Capital Management LLC 0.00% Add +33.3% 40 $3K
Wealth Preservation Advisors, LLC 0.00% New 37 $3K
Spire Wealth Management 0.00% Reduce -94.3% 37 $3K
Abound Wealth Management 0.00% No change 36 $3K
Medallion Wealth Advisors, LLC 0.00% No change 33 $2K
Howard Hughes Medical Institute 0.00% New 33 $2K
Kozak & Associates, Inc. 0.00% Add +3.3% 31 $2K
Financial Network Wealth Advisors LLC 0.00% No change 31 $2K
Cromwell Holdings LLC 0.00% Reduce -92.1% 30 $2K
Princeton Global Asset Management LLC 0.00% New 29 $2K
Hughes Financial Services, LLC 0.00% Add +170.0% 27 $2K
Bogart Wealth, LLC 0.00% No change 25 $2K
CoreCap Advisors, LLC 0.00% Reduce -45.0% 22 $2K
Prestige Wealth Management Group LLC 0.00% No change 21 $2K
Wolff Wiese Magana LLC 0.00% Add +33.3% 20 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 20 $1K
Nvwm, LLC 0.00% Add +100.0% 20 $1K
Godsey & Gibb, Inc. 0.00% No change 20 $1K
Activest Wealth Management 0.00% Add +216.7% 19 $1K
Crewe Advisors LLC 0.00% New 19 $1K
GFG Capital, LLC 0.00% New 17 $1K
Colonial Trust Co / SC 0.00% Reduce -74.2% 17 $1K
Darwin Wealth Management, LLC 0.00% No change 16 $1K
Financial Management Professionals, Inc. 0.00% New 15 $1K
MV Capital Management, Inc. 0.00% Reduce -85.4% 15 $1K
Main Street Group, LTD 0.00% New 15 $1K
Raffa Wealth Management, LLC 0.00% No change 14 $1K
Silicon Valley Capital Partners 0.00% New 14 $1K
Caldwell Trust Co 0.00% No change 14 $1K
Quest 10 Wealth Builders, Inc. 0.00% No change 10 $741
First Horizon Advisors, Inc. 0.00% Reduce -63.0% 10 $726
Ameritas Advisory Services, LLC 0.00% New 10 $705
Principia Wealth Advisory, LLC 0.00% Add +800.0% 9 $654
Sierra Ocean, LLC 0.00% Reduce -76.3% 9 $654
Millstone Evans Group, LLC 0.00% No change 9 $654
Kiker Wealth Management, LLC 0.00% No change 9 $654
Stephens Consulting, LLC 0.00% New 9 $654
Clark Wealth Partners 0.00% Add +33.3% 8 $581
Key Financial Inc 0.00% No change 7 $508
Cornerstone Planning Group LLC 0.00% New 6 $469
Quaker Wealth Management, LLC 0.00% — 6 $436
TFC Financial Management, Inc. 0.00% Add +20.0% 6 $436
Fortitude Family Office, LLC 0.00% Reduce -85.7% 6 $436
Bokf, NA 0.00% Reduce -60.0% 6 $436
Dunhill Financial, LLC 0.00% Reduce -80.0% 5 $408
ORG Partners LLC 0.00% Reduce -50.0% 5 $370
Bear Mountain Capital, Inc. 0.00% No change 4 $323
American Capital Advisory, LLC 0.00% Add +100.0% 4 $291
MCF Advisors LLC 0.00% Reduce -98.7% 3 $248
Parkworth Wealth Management, Inc. 0.00% New 3 $218
NFSG Corp 0.00% New 3 $218
Copeland Capital Management, LLC 0.00% Reduce -100.0% 1 $104
Cape Investment Advisory, Inc. 0.00% No change 1 $73

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