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What smart money is saying about Alexandria Real Estate Equities, Inc.United States flag

ARE · Real Estate · REIT - Office · Market cap $8.19B

3 funds in our archive have pitched Alexandria Real Estate Equities, Inc. — most recently Baron Real Estate Income Fund in June 2026.

Company profile

Alexandria Real Estate Equities, Inc. (NYSE:ARE), an S&P 500® real estate investment trust, stands as the pioneering and most seasoned entity in the specialized domain of urban office properties. Since its inception in 1994, Alexandria has uniquely focused on the ownership, operation, and development of integrated campuses tailored for the life science, technology, and agtech sectors, strategically positioned within premier innovation ecosystems. By December 31, 2020, the company commanded a market capitalization of $31.9 billion and managed an extensive North American asset portfolio totaling 49.7 million square feet. This substantial base encompasses 31.9 million RSF of operational properties, 3.3 million RSF of premium Class A spaces currently under construction, 7.1 million RSF designated for near-to-mid-term development and refurbishment, and an additional 7.4 million SF earmarked for future projects. Alexandria has cultivated a significant footprint across vital innovation hubs such as Greater Boston, San Francisco, New York City, San Diego, Seattle, Maryland, and Research Triangle. Its established expertise lies in crafting superior Class A facilities within these urban campuses, fostering dynamic and collaborative environments. These spaces are instrumental in empowering innovative tenants to successfully attract and retain world-class professionals, thereby stimulating productivity, efficiency, creativity, and overall achievement. Furthermore, Alexandria extends its support to transformative life science, technology, and agtech companies through its dedicated venture capital platform. This distinct business model, coupled with rigorous underwriting practices, ensures a diverse and high-caliber tenant roster, ultimately driving elevated occupancy rates, extended lease durations, robust rental revenues, superior financial returns, and enhanced long-term asset appreciation.

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Summarize with Warren AI
3
Reported positions
2
Bought
0
Sold
5
Letters

Position history

Between Q4 2025 and Q2 2026, 3 fund letters reported a position in Alexandria Real Estate Equities, Inc.2 opened or added to the position.

Fund letters reporting a position in Alexandria Real Estate Equities, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20263201
Q4 20250002

Fund activity · 3 positions · 2 moves

  • HoldsBrown Advisory Global Value Select Strategy
    June 2026

    Listed in Brown Advisory Global Value Select Strategy’s reported holdings.

    Read the letterAlexandria Real Estate Equities, Inc.
  • AddedBaron Real Estate Income Fund
    June 2026
    In the second quarter, we acquired shares in Alexandria Real Estate Equities, Inc. , a REIT that owns a portfolio of life science office properties concentrated in Boston, San Diego, San Francisco, Seattle, New York, and North Carolina.
    Read the letterAlexandria Real Estate Equities, Inc.
  • New positionBaron Real Estate Income Strategy
    June 2026
    In the second quarter, we acquired shares in Alexandria Real Estate Equities, Inc. , a REIT that owns a portfolio of life science office properties concentrated in Boston, San Diego, San Francisco, Seattle, New York, and North Carolina.
    Read the letterAlexandria Real Estate Equities, Inc.

Fund coverage · 3 theses

  • Baron Real Estate Income Fund
    June 2026

    Alexandria Real Estate Equities, Inc. owns premier life science office assets and is expected to benefit from stabilizing fundamentals and capital recycling into buybacks.

    Read the full thesis
  • Diamond Hill Small Cap Fund
    December 2025

    Alexandria Real Estate Equities, Inc. is a leading life sciences REIT trading at a deep discount amid sector headwinds, supported by a strong balance sheet and prime assets.

    Read the full thesis
  • Warden Capital
    December 2025

    Alexandria Real Estate Equities, Inc. is a high-quality life sciences landlord trading at an oversold ~10%+ cap rate with improving biotech tailwinds and strong lease terms.

    Read the full thesis

Read every full thesis on Alexandria Real Estate Equities, Inc.

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