Public record / Tickers / ARE

ARE — ALEXANDRIA REAL ESTATE EQUITIES, INC.†

Both disclosure regimes on one name: who in Congress filed about ARE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
19
all PTR rows naming ARE
Members · 12m
1
2 buys · 1 sells · by trade date
Latest PTR
05-08
filed 2026-05-08
13F holders
480
top-480 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $50.0K–$100K

BUY · traded 2023-03-06 → filed 2023-04-17. Ranked over every ARE row by the provable lower bound, never a point estimate.

1 member · 2 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ARE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ARE
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 04-14 +24d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 2025-12-19 +24d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 11-18 +27d$1K–$15K
2025-08-20Ritchie Torres D–NY-15BUYTraded 2024-09-26 LATE·328d$1K–$15K
2025-06-09Robert P. Bresnahan, Jr. R–PA-8SELLTraded 05-15 +25d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 19 ↗

Members active in ARE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing ARE in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · ARE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ALEXANDRIA REAL ESTATE EQ IN

Merged timeline of congressional filings and notable-manager moves on ARE
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+50,959 sh
2026-05-14Caxton Associates 13FNEW+95,890 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of ARE for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$914M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$643M1
3STATE STREET CORP$503M1
4VANGUARD CAPITAL MANAGEMENT LLC$499M1
5Invesco Ltd.$317M1
6APG Asset Management US Inc.$302M1
7Capital World Investors$150M1
8MORGAN STANLEY$129M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$125M1
10AQR CAPITAL MANAGEMENT LLC$120M1
11DIMENSIONAL FUND ADVISORS LP$107M1
12NORTHERN TRUST CORP$105M1
13Legal & General Group Plc$65.8M1
14CANADA PENSION PLAN INVESTMENT BOARD$64.0M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$62.1M1
16Freestone Grove Partners LP$56.7M1
17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$56.7M1
18HSBC HOLDINGS PLC$48.8M1
19CITIGROUP INC$47.1M1
20DUFF & PHELPS INVESTMENT MANAGEMENT CO$45.2M1
21DEUTSCHE BANK AG\$42.2M1
22VANGUARD FIDUCIARY TRUST CO$41.5M1
23TOWN LANE MANAGEMENT LP$40.2M1
24BANK OF AMERICA CORP /DE/$39.3M1
25MILLENNIUM MANAGEMENT LLC$36.7M1
26ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$36.6M1
27Quantinno Capital Management LP$34.7M1
28FMR LLC$26.4M1
29EARNEST PARTNERS LLC$25.7M1
30SUSQUEHANNA INTERNATIONAL GROUP, LLP$23.9M1
31Amundi$23.3M1
32ALLIANCEBERNSTEIN L.P.$23.1M1
33BANK OF MONTREAL /CAN/$22.6M1
34WORLDQUANT MILLENNIUM ADVISORS LLC$22.4M1
35UBS Group AG$22.0M1
36TOCQUEVILLE ASSET MANAGEMENT L.P.$18.4M1
37Connor, Clark & Lunn Investment Management Ltd.$16.5M1
38Nuveen, LLC$15.8M1
39Vanguard Global Advisers, LLC$15.3M1
40Mitsubishi UFJ Asset Management Co., Ltd.$14.5M1
41Swiss National Bank$14.3M1
42LAZARD ASSET MANAGEMENT LLC$13.5M1
43Gotham Asset Management, LLC$12.7M1
44CI INVESTMENTS INC.$12.7M1
45HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.6M1
46Gradient Investments LLC$12.2M1
47JACOBS LEVY EQUITY MANAGEMENT, INC$12.1M1
48BNP Paribas Asset Management Holding S.A.$12.1M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.8M1
50NOMURA ASSET MANAGEMENT CO LTD$11.5M1
51PRINCIPAL FINANCIAL GROUP INC$11.4M1
52ENVESTNET ASSET MANAGEMENT INC$11.1M1
53NAN FUNG TRINITY (HK) Ltd$11.1M1
54Man Group plc$11.0M1
55Asset Management One Co., Ltd.$10.3M1
56D. E. Shaw & Co., Inc.$9.1M1
57CITADEL ADVISORS LLC$8.9M1
58Focus Partners Wealth$8.8M1
59Allianz Asset Management GmbH$8.7M1
60SEI INVESTMENTS CO$8.6M1
61WELLS FARGO & COMPANY/MN$8.3M1
62Corient Private Wealth LLC$7.9M1
63MACQUARIE GROUP LTD$7.7M1
64Robeco Institutional Asset Management B.V.$7.6M1
65PRUDENTIAL FINANCIAL INC$7.3M1
66ROYAL BANK OF CANADA$7.3M1
67Vanguard Investments Australia, Ltd.$7.2M1
68State of New Jersey Common Pension Fund D$7.1M1
69VANGUARD ASSET MANAGEMENT, Ltd$6.9M1
70COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.8M1
71Oak Thistle LLC$6.6M1
72Lighthouse Investment Partners, LLC$6.5M1
73NUANCE INVESTMENTS, LLC$6.5M1
74FIRST TRUST ADVISORS LP$6.4M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.4M1
76STATE OF WISCONSIN INVESTMENT BOARD$6.2M1
77MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.2M1
78OPPENHEIMER ASSET MANAGEMENT INC.$6.1M1
79Voss Capital, LP$5.8M1
80Zurcher Kantonalbank (Zurich Cantonalbank)$5.6M1
81Retirement Systems of Alabama$5.6M1
82Creative Planning$5.5M1
83LPL Financial LLC$5.5M1
84FIRST FINANCIAL BANKSHARES INC$5.4M1
85RAYMOND JAMES FINANCIAL INC$5.1M1
86Holocene Advisors, LP$5.1M1
87Point72 Asset Management, L.P.$5.0M1
88TMB Capital Partners, LLC$4.9M1
89NATIONAL BANK OF CANADA /FI/$4.7M1
90DISCOVERY CAPITAL MANAGEMENT, LLC / CT$4.6M1
91TT Capital Management LLC$4.5M1
92CAXTON ASSOCIATES LLP$4.5M1
93IEQ CAPITAL, LLC$4.4M1
94CIBC Bancorp USA Inc.$4.3M1
95STIFEL FINANCIAL CORP$4.3M1
96Y-Intercept (Hong Kong) Ltd$4.2M1
97Aberdeen Group plc$4.2M1
98Cerity Partners LLC$4.0M1
99IMC-Chicago, LLC$4.0M1
100Weiss Asset Management LP$3.7M1
101Chevy Chase Trust Holdings, LLC$3.6M1
102Daiwa Securities Group Inc.$3.5M1
103Eurizon Capital SGR S.p.A.$3.5M1
104Vert Asset Management LLC$3.5M1
105Universal- Beteiligungs- und Servicegesellschaft mbH$3.4M1
106CWM, LLC$3.4M1
107NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.4M1
108Janus Henderson Group Ltd.$3.4M1
109Bayhunt Capital LLC$3.3M1
110Resona Asset Management Co.,Ltd.$3.3M1
111Mariner, LLC$3.2M1
112APG Asset Management N.V.$3.2M1
113NEW ENGLAND ASSET MANAGEMENT INC$3.1M1
114UniSuper Management Pty Ltd$3.0M1
115FRANKLIN RESOURCES INC$2.9M1
116HEITMAN REAL ESTATE SECURITIES LLC$2.9M1
117BANQUE PICTET & CIE SA$2.8M1
118TWO SIGMA INVESTMENTS, LP$2.8M1
119FLAX POND CAPITAL, LLC$2.7M1
120NEXPOINT ASSET MANAGEMENT, L.P.$2.6M1
121GSI Capital Advisors LLC$2.6M1
122Calamos Advisors LLC$2.6M1
123OSAIC HOLDINGS, INC.$2.5M1
124NEOS Investment Management LLC$2.5M1
125DAVENPORT & Co LLC$2.4M1
126Fideuram Asset Management (Ireland) dac$2.2M1
127TORONTO DOMINION BANK$2.2M1
128Leibman Financial Services, Inc.$2.1M1
129XTX Topco Ltd$2.1M1
130PUBLIC SECTOR PENSION INVESTMENT BOARD$2.1M1
131Metis Global Partners, LLC$2.0M1
132BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.0M1
133Vident Advisory, LLC$2.0M1
134Sumitomo Mitsui DS Asset Management Company, Ltd$2.0M1
135FIL Ltd$2.0M1
136Arizona State Retirement System$2.0M1
137Czech National Bank$2.0M1
138NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.9M1
139STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
140TWINBEECH CAPITAL LP$1.9M1
141QVIDTVM Management LLC$1.9M1
142Inspire Investing, LLC$1.8M1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.8M1
144MERCER GLOBAL ADVISORS INC /ADV$1.8M1
145Cetera Investment Advisers$1.8M1
146CREDIT AGRICOLE S A$1.8M1
147Mirae Asset Global Investments Co., Ltd.$1.7M1
148Tredje AP-fonden$1.7M1
149Merit Financial Group, LLC$1.7M1
150Vinva Investment Management Ltd$1.7M1
151CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.7M1
152CIBC Asset Management Inc$1.6M1
153Paralel Advisors LLC$1.6M1
154Abundance Wealth Counselors$1.6M1
155Stamos Capital Partners, L.P.$1.6M1
156NATIXIS$1.6M1
157BOOTHBAY FUND MANAGEMENT, LLC$1.6M1
158Taylor Frigon Capital Management LLC$1.6M1
159FOX RUN MANAGEMENT, L.L.C.$1.5M1
160GUGGENHEIM CAPITAL LLC$1.5M1
161Pictet Asset Management Holding SA$1.5M1
162FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.5M1
163VOYA INVESTMENT MANAGEMENT LLC$1.5M1
164Federation des caisses Desjardins du Quebec$1.4M1
165Vanderbilt University$1.4M1
166MACKENZIE FINANCIAL CORP$1.4M1
167ProShare Advisors LLC$1.4M1
168JUPITER ASSET MANAGEMENT LTD$1.4M1
169Utah Retirement Systems$1.3M1
170New Age Alpha Advisors, LLC$1.3M1
171IFM Investors Pty Ltd$1.3M1
172Summit Trail Advisors, LLC$1.3M1
173Engineers Gate Manager LP$1.3M1
174ADVOCATE GROUP LLC$1.3M1
175TD ASSET MANAGEMENT INC$1.2M1
176M&T BANK CORP$1.2M1
177AIA Group Ltd$1.2M1
178CM Management, LLC$1.2M1
179SIMPLEX TRADING, LLC$1.2M1
180VICTORY CAPITAL MANAGEMENT INC$1.1M1
181NISSAY ASSET MANAGEMENT CORP /JAPAN$1.1M1
182Woodline Partners LP$1.1M1
183HBW ADVISORY SERVICES LLC$1.1M1
184Tidal Investments LLC$1.1M1
185Beacon Pointe Advisors, LLC$1.0M1
186Presima Securities ULC$1.0M1
187Perigon Wealth Management, LLC$975K1
188Pathstone Holdings, LLC$973K1
189Vanguard Personalized Indexing Management, LLC$958K1
190Mattson Financial Services, LLC$946K1
191Swiss Life Asset Management Ltd$930K1
192GROUP ONE TRADING LLC$914K1
193ADAR1 Capital Management, LLC$905K1
194Telos Capital Management, Inc.$888K1
195MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$854K1
196NAPLES GLOBAL ADVISORS, LLC$845K1
197Brevan Howard Capital Management LP$842K1
198UNITED CAPITAL FINANCIAL ADVISORS, LLC$834K1
199XPONANCE LLC$833K1
200OREGON PUBLIC EMPLOYEES RETIREMENT FUND$830K1
201Americana Partners, LLC$798K1
202Chicago Capital, LLC$796K1
203MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$769K1
204TRUIST FINANCIAL CORP$765K1
205Walleye Trading LLC$728K1
206LMR Partners LLP$723K1
207Atria Investments, Inc$722K1
208FIFTH THIRD BANCORP$721K1
209Norinchukin Bank, The$714K1
210Rafferty Asset Management, LLC$713K1
211Fairtree Asset Management (Pty) Ltd$703K1
212COMMONWEALTH EQUITY SERVICES, LLC$665K1
213Investment Research Partners LLC$664K1
214Cascade Investment Advisors, Inc.$651K1
215ASR Vermogensbeheer N.V.$635K1
216Brookwood Investment Group LLC$632K1
217Caprock Group, LLC$631K1
218Cambria Investment Management, L.P.$618K1
219Caption Management, LLC$603K1
220CRAWFORD INVESTMENT COUNSEL INC$603K1
221PERSONAL CFO SOLUTIONS, LLC$596K1
222Sequoia Financial Advisors, LLC$592K1
223HighTower Advisors, LLC$576K1
224Havemeyer Place LP$576K1
225Blackhawk Capital Partners, LLC$552K1
226FIRST FOUNDATION ADVISORS$531K1
227INCEPTIONR LLC$496K1
228Investors Research Corp$495K1
229Chicago Partners Investment Group LLC$493K1
230MAI Capital Management$493K1
231AlphaCore Capital LLC$482K1
232Access Investment Management LLC$473K1
233OPPENHEIMER & CO INC$469K1
234DRW Securities, LLC$469K1
235FLAGSHIP HARBOR ADVISORS, LLC$459K1
236Mitsubishi UFJ Trust & Banking Corp$449K1
237COLDSTREAM CAPITAL MANAGEMENT INC$444K1
238Pathway Financial Advisers, LLC$443K1
239HB Wealth Management, LLC$440K1
240MIZUHO SECURITIES USA LLC$438K1
241FOUNDATIONS INVESTMENT ADVISORS, LLC$436K1
242TD Waterhouse Canada Inc.$434K1
243Legacy Capital Group California, Inc.$409K1
244Brown Financial Advisors$402K1
245Kera Capital Partners, Inc.$394K1
246Equitable Holdings, Inc.$385K1
247Maryland State Retirement & Pension System$376K1
248Ensign Peak Advisors, Inc$375K1
249DoubleLine ETF Adviser LP$373K1
250Rockefeller Capital Management L.P.$373K1
251Pasadena Private Wealth, LLC$340K1
252Arax Advisory Partners$335K1
253Squarepoint Ops LLC$334K1
254Copley Financial Group, Inc.$314K1
255Allspring Global Investments Holdings, LLC$312K1
256Tower Research Capital LLC (TRC)$310K1
257Capital International Sarl$307K1
258Abel Hall, LLC$307K1
259EVOLVE PRIVATE WEALTH, LLC$297K1
260MUFG Securities EMEA plc$297K1
261Harvest Portfolios Group Inc.$296K1
262Calamos Wealth Management LLC$292K1
263Focus Partners Advisor Solutions, LLC$290K1
264VIRTUS ADVISERS, LLC$289K1
265US BANCORP \DE\$287K1
266OMERS ADMINISTRATION Corp$285K1
267STOREBRAND ASSET MANAGEMENT AS$278K1
268D.A. DAVIDSON & CO.$277K1
269Pinnacle Financial Partners, Inc.$277K1
270COMMERCE BANK$274K1
271Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$271K1
272MML INVESTORS SERVICES, LLC$270K1
273Baker Avenue Asset Management, LP$269K1
274Plan A Wealth LLC$265K1
275Pine Valley Investments Ltd Liability Co$257K1
276INVESTED ADVISORS$257K1
277U.S. Capital Wealth Advisors, LLC$255K1
278&PARTNERS$255K1
279LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$254K1
280NewEdge Advisors, LLC$248K1
281LDR Capital Management LLC$248K1
282JANE STREET GROUP, LLC$245K1
283NOMURA HOLDINGS INC$236K1
284Bull Harbor Capital LLC$235K1
285Quarry LP$235K1
286GTS SECURITIES LLC$234K1
287North Dakota State Investment Board$233K1
288NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$232K1
289TWO SIGMA SECURITIES, LLC$225K1
290INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$222K1
291Wealthspire Advisors, LLC$222K1
292PATTON FUND MANAGEMENT, INC.$218K1
293Brooklyn Investment Group$216K1
294ALPS ADVISORS INC$213K1
295Crossmark Global Holdings, Inc.$212K1
296National Philanthropic Trust$211K1
297Allworth Financial LP$208K1
298ROMAN BUTLER FULLERTON & CO$208K1
299NorthCrest Asset Manangement, LLC$202K1
300CFC Planning Co LLC$201K1
301SECURIAN ASSET MANAGEMENT, INC$193K1
302OFI INVEST ASSET MANAGEMENT$151K1
303Caitong International Asset Management Co., Ltd$142K1
304EXCHANGE TRADED CONCEPTS, LLC$133K1
305TEMA ETFS LLC$129K1
306NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$126K1
307SIGNATUREFD, LLC$116K1
308Generali Asset Management SPA SGR$103K1
309CHILTON CAPITAL MANAGEMENT LLC$90.6K1
310DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$86.4K1
311ELEVATION WEALTH PARTNERS, LLC$80.7K1
312Cetera Trust Company, N.A$77.8K1
313Ameritas Investment Partners, Inc.$67.4K1
314Steward Partners Investment Advisory, LLC$55.0K1
315Truvestments Capital LLC$53.6K1
316SJS Investment Consulting Inc.$53.4K1
317Deseret Mutual Benefit Administrators$47.3K1
318FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$46.4K1
319ASSETMARK, INC$42.8K1
320Analyst IMS Investment Management Services Ltd.$42.5K1
321Wealth Enhancement Trust Services, Inc.$39.9K1
322UMB Bank, n.a.$38.4K1
323Bank Julius Baer & Co. Ltd, Zurich$34.8K1
324Hilltop National Bank$34.8K1
325Larson Financial Group LLC$33.6K1
326QUADRANT CAPITAL GROUP LLC$30.5K1
327FEDERATED HERMES, INC.$30.4K1
328Owl Creek Wealth Partners LLC$30.0K1
329MATHER GROUP, LLC.$28.3K1
330Addison Advisors LLC$25.6K1
331True Wealth Design, LLC$24.4K1
332Global X Japan Co., Ltd.$22.0K1
333MidFirst Bank$19.7K1
334Parkside Financial Bank & Trust$18.8K1
335PROSPERITY BANCSHARES INC$17.4K1
336Cromwell Holdings LLC$17.2K1
337Pinnacle Wealth Planning Services, Inc.$14.7K1
338CANADA LIFE ASSURANCE Co$14.1K1
339Sachetta, LLC$13.0K1
340CVA Family Office, LLC$12.5K1
341MV CAPITAL MANAGEMENT, INC.$10.5K1
342Clearstead Trust, LLC$10.0K1
343HM PAYSON & CO$9.3K1
344EASTERN BANK$9.3K1
345Orion Capital Management LLC$9.3K1
346JONES FINANCIAL COMPANIES LLLP$8.3K1
347Manchester Capital Management LLC$7.1K1
348Clearstead Advisors, LLC$7.0K1
349DekaBank Deutsche Girozentrale$6.9K1
350Bayforest Capital Ltd$6.8K1
351Kilter Group LLC$6.7K1
352Evelyn Partners Investment Management LLP$5.6K1
353Blue Trust, Inc.$5.0K1
354Signature Equity Partners, LLC$4.9K1
355ALGERT GLOBAL LLC$4.8K1
356State of Alaska, Department of Revenue$4.7K1
357Transamerica Financial Advisors, LLC$4.7K1
358STANCE CAPITAL LLC$4.6K1
359Spire Wealth Management$3.7K1
360Atlantic Union Bankshares Corp$3.5K1
361Treasurer of the State of North Carolina$3.4K1
362Pacific Center for Financial Services$2.3K1
363Virginia Estate & Retirement Planning Advisors Inc.$2.1K1
364Smartleaf Asset Management LLC$1.9K1
365Westfuller Advisors, LLC$1.9K1
366Abound Wealth Management$1.7K1
367Physician Wealth Advisors, Inc.$1.6K1
368JPL Wealth Management, LLC$1.6K1
369Medallion Wealth Advisors, LLC$1.5K1
370Vestcor Inc$1.4K1
371Penserra Capital Management LLC$1.3K1
372Clayton Financial Group LLC$1.3K1
373Johnson Financial Group, Inc.$1.3K1
374SUMMIT SECURITIES GROUP LLC$1.2K1
375Bell Investment Advisors, Inc$9751
376Prestige Wealth Management Group LLC$8961
377MCGUIRE CAPITAL ADVISORS INC$8361
378Darwin Wealth Management, LLC$7421
379SouthState Bank Corp$6971
380Private Wealth Management Group, LLC$6501
381Caldwell Trust Co$6501
382PEAPACK GLADSTONE FINANCIAL CORP$5511
383FINANCIAL CONSULATE, INC$5111
384TFC Financial Management, Inc.$5111
385Rialto Wealth Management, LLC$4651
386Destiny Wealth Partners, LLC$4641
387HRT FINANCIAL LP$4631
388SHP Wealth Management$4181
389Raleigh Capital Management Inc.$4091
390KBC Group NV$3711
391Quaker Wealth Management, LLC$3251
392Annis Gardner Whiting Capital Advisors, LLC$2831
393GSA CAPITAL PARTNERS LLP$2701
394PARK AVENUE SECURITIES LLC$2511
395Key FInancial Inc$1391
396Synergy Investment Management, LLC$1391
3973 FACTOR INDEXING, LLC$931
398Employees Retirement System of Texas$761
399Smithfield Trust Co$71
400Avion Wealth$31
401Navigoe, LLC$11
402Capital Advisors, Ltd. LLC$01
403BANK OF NOVA SCOTIA— value not disclosed1
404VANGUARD GROUP INC— value not disclosed1
405THRIVENT FINANCIAL FOR LUTHERANS— value not disclosed1
406TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
407HARBOUR INVESTMENTS, INC.— value not disclosed1
408HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
409ROYAL LONDON ASSET MANAGEMENT LTD— value not disclosed1
410PRUDENTIAL PLC— value not disclosed1
411WELLINGTON MANAGEMENT GROUP LLP— value not disclosed1
412Swedbank AB— value not disclosed1
413VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
414ROBERTS GLORE & CO INC /IL/— value not disclosed1
415ING GROEP NV— value not disclosed1
416WEXFORD CAPITAL LP— value not disclosed1
417Palouse Capital Management, Inc.— value not disclosed1
418CIBC WORLD MARKETS CORP— value not disclosed1
419SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
420NORDEA INVESTMENT MANAGEMENT AB— value not disclosed1
421BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
422BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp— value not disclosed1
423TANG CAPITAL MANAGEMENT LLC— value not disclosed1
424CIBC Private Wealth Group LLC— value not disclosed1
425Portolan Capital Management, LLC— value not disclosed1
426NORGES BANK— value not disclosed1
427CIBC WORLD MARKET INC.— value not disclosed1
428Korea Investment CORP— value not disclosed1
429Apollo Management Holdings, L.P.— value not disclosed1
430Verition Fund Management LLC— value not disclosed1
431Alberta Investment Management Corp— value not disclosed1
432TWO SIGMA ADVISERS, LP— value not disclosed1
433Long Pond Capital, LP— value not disclosed1
434TOKIO MARINE ASSET MANAGEMENT CO LTD— value not disclosed1
435Sarasin & Partners LLP— value not disclosed1
436Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
437Edgestream Partners, L.P.— value not disclosed1
438Candriam S.C.A.— value not disclosed1
439Samalin Investment Counsel, LLC— value not disclosed1
440ABN AMRO Bank N.V.— value not disclosed1
441Alpine Global Management, LLC— value not disclosed1
442IQ EQ FUND MANAGEMENT (IRELAND) Ltd— value not disclosed1
443Lido Advisors, LLC— value not disclosed1
444Phoenix Financial Ltd.— value not disclosed1
445Castle Hook Partners LP— value not disclosed1
446Legacy Bridge, LLC— value not disclosed1
447Triodos Investment Management BV— value not disclosed1
448Global Retirement Partners, LLC— value not disclosed1
449OSSIAM— value not disclosed1
450Inscription Capital, LLC— value not disclosed1
451Osmosis Investment Management UK Ltd— value not disclosed1
452Monaco Asset Management SAM— value not disclosed1
453Investment Management Corp of Ontario— value not disclosed1
454Kestra Advisory Services, LLC— value not disclosed1
455WOLFF WIESE MAGANA LLC— value not disclosed1
456DV EQUITIES, LLC— value not disclosed1
457B. Metzler seel. Sohn & Co. AG— value not disclosed1
458Naviter Wealth, LLC— value not disclosed1
459Siemens Fonds Invest GmbH— value not disclosed1
460AlphaQuest LLC— value not disclosed1
461READYSTATE ASSET MANAGEMENT LP— value not disclosed1
462SageView Advisory Group, LLC— value not disclosed1
463Cape Investment Advisory, Inc.— value not disclosed1
464Dunhill Financial, LLC— value not disclosed1
465LECAP ASSET MANAGEMENT LTD— value not disclosed1
466EntryPoint Capital, LLC— value not disclosed1
467Susquehanna Portfolio Strategies, LLC— value not disclosed1
468Mowery & Schoenfeld Wealth Management, LLC— value not disclosed1
469Motiv8 Investments LLC— value not disclosed1
470Quest 10 Wealth Builders, Inc.— value not disclosed1
471S-Bank Fund Management Ltd— value not disclosed1
472Code Waechter LLC— value not disclosed1
473Wealth Watch Advisors, INC— value not disclosed1
474Aster Capital Management (DIFC) Ltd— value not disclosed1
475Three Seasons Wealth, LLC— value not disclosed1
476Investor's Fiduciary Advisor Network, LLC— value not disclosed1
477Rakuten Investment Management, Inc.— value not disclosed1
478ABN AMRO INVESTMENT SOLUTIONS— value not disclosed1
479Networth Advisors, LLC— value not disclosed1
480Eurizon SLJ Capital Ltd— value not disclosed1
Truncated by Public Filings. Every one of the 402 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ARE

RETAINED WINDOW · ACTIVE HITS

Zero hits on ARE in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for ARE · financials and macro

Financials — as filed PLANNED

ARE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ARE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing