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ARE Alexandria Real Estate Equities, Inc.

NYSE, CIK 0001035443, fiscal year ends 12/31. Last price 43.02 on 2026-10-23, market value 7.5 billion dollars.

Machine-readable: ARE.json, ARE.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	n/a	not scored (financial)	—	—	—	—	method
Magic Formula	n/a	not scored	—	—	—	—	method
Momentum	21	ok	2026-10-23	—	2026-10-23	—	method
Insider	50	ok	2026-10-23	—	—	—	method
Buffett Quality	n/a	not scored (financial)	—	—	—	—	method
Lynch GARP	n/a	not scored (financial)	—	—	—	—	method
Graham Enterprising	n/a	not scored (financial)	—	—	—	—	method
Piotroski F-Score	n/a	not scored (financial)	—	—	—	—	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	43.02	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	174,247,570	underlying shares	2026-07-15	SEC cover page 10-Q 0001035443-26-000066 (174,247,570 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1035443/000103544326000066/are-20260630.htm 0001035443-26-000066
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	7,496,130,461	USD	2026-10-23 shares at 2026-07-15	43.02 (price 2026-10-23) / 1 x 174,247,570 (shares at 2026-07-15) = 7,496,130,461

Graham Defensive

not scored (financial). How this is scored.

not scored (financial).

Magic Formula

not scored. How this is scored.

not scored.

Momentum

21 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	-29.6 % (percentile 7.1)	3.5 / 50
6 month return	-4.6 % (percentile 31.2)	6.2 / 20
Price / 52-week high	0.586	8.8 / 15
Volatility penalty (60d annualised)	44.8 %	2.4 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	43.02	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

50 of 100. ok. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.64 bp	28.9 / 35
Distinct buyers	1	6.2 / 25
Buyer seniority	1.0	20.0 / 20
Recency (half-life 30d)	0.35	3.5 / 10
Sales penalty (excludes 10b5-1 plan sales)	1.81 bp	-8.2 / 0

Inputs, 4 numbers with their sources

Input	Value	Period	Source	Check
Form 4 P MARCUS JOEL S 2026-09-11	248400.0	2026-09-11	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Fukuzaki-Carlson Kristina 2026-09-11	849073.1	2026-09-11	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Gavinet Andres 2026-08-31	509300.0	2026-08-31	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P MARCUS JOEL S 2026-08-17	231400.0	2026-08-17	SEC Form 4 (insider transactions data set)	not cross-checked

Buffett Quality

not scored (financial). How this is scored.

not scored (financial).

Lynch GARP

not scored (financial). How this is scored.

not scored (financial).

Graham Enterprising

not scored (financial). How this is scored.

not scored (financial).

Piotroski F-Score

not scored (financial). How this is scored.

not scored (financial).

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Net income, $M	EPS diluted	Dividend	Filing
2013	2013-12-31	136		paid	0001035443-16-000136
2014	2014-12-31	102		paid	0001035443-17-000022
2015	2015-12-31	144	1.63	paid	0001035443-18-000028
2016	2016-12-31	-66	-1.99	paid	0001035443-19-000041
2017	2017-12-31	169	1.58	paid	0001035443-20-000042
2018	2018-12-31	379	3.52	paid	0001035443-21-000044
2019	2019-12-31	363	3.12	paid	0001035443-22-000040
2020	2020-12-31	771	6.01	paid	0001035443-23-000099
2021	2021-12-31	571	3.82	paid	0001035443-24-000072
2022	2022-12-31	522	3.18	paid	0001035443-25-000067
2023	2023-12-31	104	0.54	paid	0001035443-26-000013
2024	2024-12-31	323	1.8	paid	0001035443-26-000013
2025	2025-12-31	-1,430	-8.44	paid	0001035443-26-000013

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-09-11	Marcus Joel S	Chair	buy	5,000	49.68	248,400
2026-09-11	Fukuzaki-Carlson Kristina	officer	sale	16,810	50.51	849,073
2026-08-31	Gavinet Andres	officer	sale	10,000	50.93	509,300
2026-08-17	Marcus Joel S	Chair	buy	5,000	46.28	231,400
2026-06-09	Binda Marc E	CFO	sale	2,000	54.00	108,000
2026-05-06	Marcus Joel S	Chair	buy	3,989	45.99	183,454
2026-05-06	Marcus Joel S	Chair	buy	3,511	46.74	164,104
2026-05-05	Marcus Joel S	Chair	buy	3,832	42.76	163,856
2026-05-05	Marcus Joel S	Chair	buy	1,606	43.70	70,182
2026-05-05	Marcus Joel S	Chair	buy	2,062	41.89	86,377
2026-05-04	Marcus Joel S	Chair	buy	10,000	41.02	410,200
2026-04-30	Thomas Gregory Calvin	officer	buy	3,500	41.00	143,500
2026-04-17	Kuhn Hallie E.	officer	sale	536	48.20	25,835

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/ARE; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.