Alexandria Real Estate Equities (ARE) reported a second-quarter 2026 net loss attributable to common stockholders of $73.7 million, or $0.43 per diluted share, for the period ended June 30, 2026. First-half net income attributable to common stockholders was $286.7 million, or $1.68 per diluted share.
The company reported 2Q26 FFO per diluted share, as adjusted, of $1.73 and maintained the midpoint of its 2026 FFO per share guidance at $6.40. Alexandria also reported 86.9% operating-property occupancy at quarter-end, or 90.9% including executed leases with future occupancy.
- 2Q26 total leasing volume was 1,038,917 RSF, up 60% from 1Q26.
- Liquidity was $3.60 billion as of June 30, 2026.
- Total market capitalization was $21.84 billion, with total equity capitalization of $9.02 billion.
- Net debt and preferred stock to Adjusted EBITDA was 7.0x for 2Q26 annualized.
- The company narrowed 2026 FFO per diluted share, as adjusted, guidance to $6.35 to $6.45.
- Alexandria declared a 2Q26 common stock dividend of $0.72 per share.
$ARE Insider Trading Activity
$ARE insiders have traded $ARE stock on the open market 11 times in the past 6 months. Of those trades, 9 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ARE stock by insiders over the last 6 months:
- JOEL S MARCUS (Executive Chairman) has made 8 purchases buying 50,000 shares for an estimated $2,426,062 and 0 sales.
- GREGORY CALVIN THOMAS (EVP - CTO) purchased 3,500 shares for an estimated $143,500
- MARC E BINDA (CFO & Treasurer) sold 2,000 shares for an estimated $108,000
- HALLIE E. KUHN (EVP - Cap Market & Co-Lead -LS) sold 536 shares for an estimated $25,835
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ARE Hedge Fund Activity
We have seen 289 institutional investors add shares of $ARE stock to their portfolio, and 293 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 2,008,265 shares (+343.7%) to their portfolio in Q1 2026, for an estimated $93,223,661
- GOLDMAN SACHS GROUP INC removed 1,345,663 shares (-37.6%) from their portfolio in Q1 2026, for an estimated $62,465,676
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 1,221,640 shares (+inf%) to their portfolio in Q1 2026, for an estimated $56,708,528
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 788,845 shares (+inf%) to their portfolio in Q1 2026, for an estimated $36,618,184
- STATE STREET CORP removed 685,729 shares (-6.0%) from their portfolio in Q1 2026, for an estimated $31,831,540
- CITADEL ADVISORS LLC removed 675,204 shares (-77.9%) from their portfolio in Q1 2026, for an estimated $31,342,969
- BLACKROCK, INC. removed 600,514 shares (-3.0%) from their portfolio in Q1 2026, for an estimated $27,875,859
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ARE Congressional Stock Trading
Members of Congress have traded $ARE stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ARE stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 04/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
