[8-K] Alexandria Real Estate Equities, Inc. Reports Material Event

Rhea-AI Filing Summary

Schedule 13G filing – Blueprint Medicines Corp. (BPMC)

Hedge-fund complex Davidson Kempner and affiliates (M.H. Davidson & Co., Davidson Kempner Arbitrage, Equities & Relative Value LP, Davidson Kempner Capital Management LP and managing member Anthony A. Yoseloff) disclose beneficial ownership of 0 shares and 0% of BPMC common stock as of the 14 Jul 2025 reportable event. Rows 5-8 of each cover page show no sole or shared voting or dispositive power. Item 5 confirms they now hold “5 percent or less” of the class. Historically, the group previously exceeded the 5 % threshold, triggering the original 13G; this amendment reflects a complete exit or reduction below the reporting threshold.

All reporting persons list the same business address (9 W 57th St., New York) and certify the shares were not acquired to influence control. The filing therefore signals that a significant institutional holder has fully unwound its position in Blueprint Medicines.

Positive

• None.

Negative

• Large institutional holder has reduced its position in BPMC to 0 %, eliminating prior >5 % stake

Insights

Portfolio Manager

TL;DR: Davidson Kempner reports 0% stake in BPMC, indicating full exit by a once-large holder.

The filing shows all affiliated entities now control no shares. Hedge-fund departures can signal profit-taking or diminished conviction. While not dilutive, it removes a potential “sticky” shareholder that might have supported the stock during volatility. Absence of voting power also reduces activist risk from this group. Investors should monitor trading volumes around 14 Jul 2025 to gauge if the exit pressured share price.

Corporate Governance Specialist

TL;DR: Governance impact minimal; disclosure formalises sub-5 % status.

Because the group certifies no intent to influence control, governance ramifications are limited. The exit diminishes concentration among top holders, potentially broadening the float. Management loses a knowledgeable biotech investor but gains marginally more flexibility in strategic actions without needing to consult this fund.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 21, 2025

ALEXANDRIA REAL ESTATE EQUITIES, INC.

(Exact name of registrant as specified in its charter)

Maryland

1-12993

95-4502084

(State or other jurisdiction of incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

 26 North Euclid Avenue, Pasadena, California 91101

(Address of principal executive offices) (Zip code)

Registrant’s telephone number, including area code: (626) 578-0777

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐            Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐            Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐           Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐            Pre-commencement communications pursuant to Rule 13e-4 (c) under the Exchange Act (17 CFR 240.13e-4 (c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, $0.01 par value per share			ARE			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02.  Results of Operations and Financial Condition.

On July 21, 2025, Alexandria Real Estate Equities, Inc. (the “Company”) issued a press release entitled “Alexandria Real Estate Equities, Inc. Reports Second Quarter Ended June 30, 2025 Financial and Operating Results.”  The press release referred to certain supplemental information that is available on the Company’s website at www.are.com.  A copy of the press release and supplemental information are attached hereto as Exhibit 99.1.

The information contained in this Item 2.02, including the exhibit referenced herein, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section.  Such information shall not be incorporated by reference into any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, whether made before or after the date hereof, regardless of any general incorporation language in such filing.

Item 9.01.  Financial Statements and Exhibits.

(d)  Exhibits.

99.1     Alexandria Real Estate Equities, Inc.’s Earnings Press Release and Supplemental Information for the Second Quarter Ended June 30, 2025

104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

Forward-Looking Statements

This current report on Form 8-K contains forward-looking statements within the meaning of Section 27A of the Securities Act, and Section 21E of the Exchange Act.  These statements include words such as “forecast,” “guidance,” “goals,” “projects,” “estimates,” “anticipates,” “believes,” “expects,” “intends,” “may,” “plans,” “seeks,” “should,” “targets,” or “will,” or the negative of these words or similar words.  Forward-looking statements involve certain risks and uncertainties, and actual results may differ materially from those discussed in each such statement.  A number of important factors could cause actual results to differ materially from those included within or contemplated by the forward-looking statements, including, but not limited to, the factors described in the Company’s filings with the Securities and Exchange Commission, including the Company’s most recent annual report on Form 10-K and any subsequent quarterly reports on Form 10-Q.  The Company does not undertake any responsibility to update any of these factors or to announce publicly any revisions to any of the forward-looking statements contained in this or any other document, whether as a result of new information, future events, or otherwise.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

ALEXANDRIA REAL ESTATE EQUITIES, INC.

July 21, 2025

By:

/s/ Joel S. Marcus

Joel S. Marcus

Executive Chairman

By:

/s/ Peter M. Moglia

Peter M. Moglia

Chief Executive Officer and Chief Investment Officer

By:

/s/ Marc E. Binda

Marc E. Binda

Chief Financial Officer and Treasurer

FAQ

Why did Davidson Kempner file a Schedule 13G for Blueprint Medicines (BPMC)?

Because its aggregate holdings dropped to 5 % or less, requiring an update under SEC Rule 13d-1.

How many Blueprint Medicines shares does Davidson Kempner currently own?

The filing lists 0 shares with no voting or dispositive power.

What percentage of BPMC’s outstanding shares does this represent?

The reported ownership is 0 % of the common stock class.

Does the filing indicate an attempt to influence Blueprint Medicines’ control?

No. The certification states the securities were not acquired to change or influence control.

When was the reportable event triggering this filing?

The event date is 14 July 2025, with signatures dated 21 July 2025.