STOCK TITAN

Vanguard Portfolio Management holds 8% of Alexandria Real Estate Equities (ARE)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Alexandria Real Estate Equities Inc — institutional ownership reported by Vanguard Portfolio Management. Vanguard Portfolio Management reported beneficial ownership of 13,870,311 shares of Common Stock, representing 8% of the class as of 03/31/2026.

The filing states Vanguard has sole dispositive power over 13,870,311 shares and sole voting power over 20,760 shares. The filing is signed on 04/28/2026 by an authorized Vanguard representative.

Positive

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Insights

Vanguard reports an 8% stake in ARE, showing sizable passive ownership.

Vanguard Portfolio Management reports beneficial ownership of 13,870,311 shares (8%). The filing attributes dispositive authority to Vanguard and lists limited sole voting power of 20,760 shares, consistent with portfolio-management reporting where voting and dispositive responsibilities can differ.

Because this is a Schedule 13G-style passive disclosure, it signals substantial institutional exposure but does not indicate an active control or takeover intent. Subsequent filings could show changes if Vanguard alters its classification or trading activity.

Beneficial ownership 13,870,311 shares Amount beneficially owned as reported
Percent of class 8% Percent of common stock reported
Sole voting power 20,760 shares Number of shares with sole voting power
Sole dispositive power 13,870,311 shares Number of shares with sole power to dispose
Reporting period 03/31/2026 Date tied to ownership amounts
Schedule 13G regulatory
"Vanguard Portfolio Management reported beneficial ownership on Schedule 13G"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Amount beneficially owned: 13870311"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 13870311"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Investment Company Act of 1940 regulatory
"investment companies registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Vanguard Portfolio Management report in Alexandria Real Estate Equities (ARE)?

Vanguard Portfolio Management reports beneficial ownership of 13,870,311 shares, equal to 8% of Alexandria Real Estate Equities' common stock as of 03/31/2026. The filing lists Vanguard as having sole dispositive power over these shares.

Does Vanguard have voting control over the shares reported in the ARE Schedule 13G?

Vanguard reports sole voting power for 20,760 shares while holding dispositive power over 13,870,311 shares. This indicates voting and dispositive powers are not identical in this disclosure.

What does 'sole dispositive power' mean in the Vanguard filing for ARE?

The filing states Vanguard has sole dispositive power over 13,870,311 shares, meaning Vanguard can direct the sale or transfer of those shares. The disclosure reflects investment-management authority rather than direct ownership by an individual.

When was the Schedule 13G for Vanguard and ARE signed?

The Schedule 13G filing is dated with the reporting period 03/31/2026 and was signed by Ashley Grim, Head of Global Fund Administration, on 04/28/2026. Those dates appear on the signature and cover information.

Is Vanguard's ownership in ARE reported as over 5% and does that trigger special disclosure?

Yes. Vanguard reports 8% ownership of ARE common stock, which exceeds the 5% threshold and requires Schedule 13G-style disclosure showing beneficial ownership and voting/dispositive powers as provided in the filing.





015271109

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/28/2026