Market Cap
$8.3B
ARE
ALEXANDRIA REAL ESTATE EQUITIES, INC.
$47.61 ▲ +1.23%
Prev close $47.03Market cap$8.3B
ConsensusStrong Sell
12-mo target$52.57 (+10.4%)
▼ Bearish
Analyst conviction 1/10
Insider Selling Cluster (3 insiders)32 New Institutional Positions18 Institutional Exits Real Estate
Snapshot
The big-picture read on ARE right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (12%)
Inst. Holders
50 funds
Inst. Value
$7.6B
Inst. Activity
32 buys / 18 sells
Insider Activity
$1.7M buy / $1.5M sell
Insider Net $
$209.3K
SEC Reports
8
Congressional
3 trades
Price chart 30d -9.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 16, 2026 SEC Short Volume: ARE — 61.9% short (0.8M / 1.2M)
Short: 761,086 | Exempt: 40 | TRF Vol: 1,230,522 | Short Ratio: 61.9% | Off-exchange volume (dark po
A mixed insider cluster at Alexandria Real Estate Equities: Executive Chairman Joel Marcus bought $248K worth of shares
CLUSTER — Impact 3/10
Sep 15, 2026 Insider
Thomas Gregory Calvin surrendered for taxes 1,096 shares
EVP - CTO @ $52.93 ($58.0K)
Sep 15, 2026 Insider
Boss Michael E. surrendered for taxes 1,462 shares
Co-Regional Market Director @ $52.93 ($77.4K)
Sep 15, 2026 Insider
Aug 15, 2026 SEC Gossett Bret E. surrendered for taxes 584 shares
EVP - Co-RMD @ $52.93 ($30.9K)
Institutional activity in ARE for 2026-Q2 is mixed: 19 buyers accumulated $961.8M in new positions, led by a massive new
INST-CLUSTER — Impact 4/10
Alexandria Real Estate Equities filed its Fourth Amended Credit Agreement signature pages into escrow, establishing a $5
8-K — Impact 4/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
16,437,663 shares ($868.7M)
Analyst ratings buy % -67.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
12% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | JP Morgan | DOWNGRADE | Underweight | 55% |
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 24, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Aug 17, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 17, 2026 | Citizens | REITERATE | Market Perform | 38% |
| Aug 10, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | BNP Paribas | MAINTAIN | Underperform | — |
| Aug 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 5, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Jul 6, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 3 | 14 | 7 | 1 | 12% | |
| Aug 1, 2026 | 0 | 3 | 14 | 7 | 1 | 12% | |
| Jul 1, 2026 | 0 | 3 | 14 | 7 | 1 | 12% | |
| Jun 1, 2026 | 1 | 5 | 14 | 2 | 0 | 27% | |
| May 1, 2026 | 2 | 5 | 13 | 2 | 0 | 32% | |
| Apr 1, 2026 | 2 | 5 | 14 | 1 | 0 | 32% | |
| Mar 1, 2026 | 2 | 6 | 13 | 1 | 0 | 36% | |
| Feb 1, 2026 | 2 | 6 | 12 | 1 | 0 | 38% |
Price targets
Where 14 covering analysts think ARE trades over the next 12 months.
$52.57 +10.4% upside Buy
Current$47.61 Low$40.00 Median$52.50 High$60.00 14 analysts
$40.00$60.00
Analyst rating Hold· 3.0/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 0 bullish, 1 bearish, 3 mixed, 4 neutral · avg impact 4.3/10.
NEUTRALCLUSTER3/10
A mixed insider cluster at Alexandria Real Estate Equities: Executive Chairman Joel Marcus bought $2
Sep 16, 2026
MIXEDINST-CLUSTER4/10
Institutional activity in ARE for 2026-Q2 is mixed: 19 buyers accumulated $961.8M in new positions,
Aug 15, 2026
NEUTRAL8-K4/10
Alexandria Real Estate Equities filed its Fourth Amended Credit Agreement signature pages into escro
Jul 9, 2026
MIXEDINST-CLUSTER4/10
6 institutions accumulated $302.1M in ARE during Q3 (led by UBS AM +$139.4M, Morgan Stanley +$90.9M,
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: ARE — 61.9% short (0.8M / 1.2M)
Short: 761,086 | Exempt: 40 | TRF Vol: 1,230,522 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: ARE — 63.2% short (0.3M / 0.5M)
Short: 317,644 | Exempt: 0 | TRF Vol: 502,475 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: ARE — 58.2% short (0.3M / 0.5M)
Short: 298,782 | Exempt: 607 | TRF Vol: 513,760 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
other
Alexandria Real Estate Equities, Inc. Announces Closing of Amended and Restated $5.0 Billion Unsecured Senior Line of Credit
PASADENA, Calif., Sept. 28, 2026 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) today announced the closing of its amended and rest
Sep 28, 2026
short_volume
Short Volume: ARE — 64.6% short (0.4M / 0.7M)
Short: 425,884 | Exempt: 0 | TRF Vol: 659,475 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | -100.0% | +100.0% | 1↑ 0↓ | $0.7B | 1 |
| Next Q | $-0.10 | $-0.10–$-0.10 | — | -25.0% | 0↑ 1↓ | $0.7B | 1 |
| Current FY | $1.46 | $1.19–$1.61 | 117.3% | -0.3% | 0↑ 4↓ | $2.6B | 6 |
| Next FY | $-0.81 | $-0.81–$-0.81 | — | +8.0% | 1↑ 0↓ | $2.5B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.000 | — |
| 7d ago | $-0.050 | +0.050 |
| 30d ago | $-0.050 | +0.050 |
| 60d ago | $-0.050 | +0.050 |
| 90d ago | $-0.050 | +0.050 |
Institutional ownership
Which big funds own ARE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.6B total value (143,043,116 shares) as of 2026-Q2. Top holders: BlackRock,, NORGES, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 21,692,019 | $1.1B | 15.1% | — |
| NORGES BANK | 16,437,663 | $868.7M | 11.5% | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,001,369 | $740.0M | 9.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,842,415 | $573.0M | 7.6% | — |
| STATE STREET CORP | 10,596,116 | $567.5M | 7.5% | — |
| AQR CAPITAL MANAGEMENT LLC | 7,648,039 | $404.2M | 5.3% | — |
| Invesco Ltd. | 7,080,302 | $374.2M | 4.9% | — |
| APG Asset Management US Inc. | 6,981,310 | $370.1M | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,617,801 | $243.7M | 3.2% | — |
| MORGAN STANLEY | 2,948,869 | $155.8M | 2.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 16,437,663 | — | $868.7M |
| JPMORGAN CHASE & CO | TRIM | 3,609,904 | 1,425,576 | -60.5% | $79.6M |
| Bank of New York Mellon Corp | ADD | 1,120,991 | 1,499,585 | +33.8% | $79.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 788,845 | 1,396,722 | +77.1% | $73.8M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 923,991 | 1,286,866 | +39.3% | $68.0M |
| BANK OF AMERICA CORP /DE/ | ADD | 846,385 | 1,163,976 | +37.5% | $61.5M |
| UBS Group AG | DOUBLED | 474,863 | 970,508 | +104.4% | $51.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | 1,221,640 | 913,300 | -25.2% | $48.3M |
| EARNEST PARTNERS LLC | ADD | 552,568 | 867,494 | +57.0% | $45.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | 260,593 | 660,777 | +153.6% | $34.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
23 insiders, 50 transactions. Net $209.3K — $1.7M bought, $1.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Thomas Gregory Calvin | EVP - CTO | TAX W/H | 1,096 | $52.93 | $58.0K |
| Sep 15, 2026 | Boss Michael E. | Co-Regional Market Director | TAX W/H | 1,462 | $52.93 | $77.4K |
| Sep 15, 2026 | Gossett Bret E. | EVP - Co-RMD | TAX W/H | 584 | $52.93 | $30.9K |
| Sep 15, 2026 | Foger Jenna R. | EVP - Co-Lead - Life Science | TAX W/H | 1,086 | $52.93 | $57.5K |
| Sep 15, 2026 | Kuhn Hallie E. | EVP - Cap Market & Co-Lead -LS | TAX W/H | 914 | $52.93 | $48.4K |
| Sep 15, 2026 | Stevens Blake L. | Regional Market Director | TAX W/H | 471 | $52.93 | $24.9K |
| Sep 15, 2026 | Cole John Hart | Co-President, & Co-RMD | TAX W/H | 2,208 | $52.93 | $116.9K |
| Sep 15, 2026 | Nelson Jesse J. | EVP - RMD | TAX W/H | 3,611 | $52.93 | $191.1K |
| Sep 11, 2026 | MARCUS JOEL S | Executive Chairman | BUY | 5,000 | $49.68 | $248.4K |
| Sep 11, 2026 | Fukuzaki-Carlson Kristina | EVP - Business Operations | SELL | 16,810 | $50.51 | $849.1K |
Congressional trades
ARE trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Alexandria Real Estate Equities Inc | May 11, 2026(28d) |
| Mar 23, 2026 | Michael McCaul | R | HOUSE | BUY | $100,001 - $250,000 | Alexandria Real Estate Equities Inc | Apr 10, 2026(19d) |
| Feb 6, 2026 | Michael McCaul | R | HOUSE | SELL | $100,001 - $250,000 | Alexandria Real Estate Equities Inc | Mar 12, 2026(35d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ARE.
Shares short
6,756,134
Settlement Sep 15, 2026
Change vs prior
-7.4%
Semi-monthly cycle
Days to cover
4.5
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All ARE filing & press-release reports (8)
- CLUSTER reportSep 16, 2026
- INST-CLUSTER reportAug 15, 2026
- 8-K reportJul 9, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportApr 27, 2026
- DEFA14A reportApr 1, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 26, 2026