Company facts
- Industry
- Real Estate Investment Trusts
- Headquarters
- Pasadena, California
- Most recent report
- 8-K, filed Oct 26, 2026
- Incorporated
- Maryland
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 1035443
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 26
News 8 of 99
Prospectuses and Registrations 8 of 40
- 424B5 Prospectus supplement for an offering Aug 14, 2026
- FWP Free writing prospectus Aug 12, 2026
- 424B5 Prospectus supplement for an offering Aug 10, 2026
- 424B5 Prospectus supplement for an offering Feb 12, 2026
- FWP Free writing prospectus Feb 10, 2026
- 424B5 Prospectus supplement for an offering Feb 10, 2026
- S-8 Registration statement for an employee plan Jul 21, 2025
- 424B5 Prospectus supplement for an offering Feb 3, 2025
Proxies 8 of 10
- DEFA14A Extra proxy material May 7, 2026
- DEFA14A Extra proxy material Apr 1, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 1, 2026
- DEFA14A Extra proxy material Apr 2, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 2, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 3, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 14, 2023
- DEF 14A Proxy statement for a shareholder vote Apr 18, 2022
Ownership 8 of 806
- 4 Insider reported a trade Nov 3, 2026
- 4 Insider reported a trade Nov 3, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 2, 2026
Other 8 of 19
What to read: Sep 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 0 positive, 2 notable, and 3 negative flags.
Management's Discussion (Item 2)
Deep operating decline: net loss $638.5M, occupancy 87.1%, SPNOI -6.7%, heavy asset-sale reliance, $865.9M impairments.Financial Statements (Item 1)
Section has occupancy drop, cash flow decline, large impairments, and debt moves.Legal Proceedings (Item 1)
Active securities class action and derivative litigation with recent procedural developments.
What changed: Sep 2026 vs. Jun 2026
About 13% of ARE's Sep 2026 10-Q is new information. 439 paragraphs were added, 859 changed, and 339 removed. Below are the most important lines SECSift identified.
New
- New $1.0 billion junior subordinated notes issued in August 2026 at 7.250%.
- Added Exhibit 4.3: Form of 7.250% Series A Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2057.
- Added Exhibit 10.1: Fourth Amended and Restated Credit Agreement dated September 24, 2026.
- Added Exhibit 4.1: Indenture dated February 13, 2025, among the company, the guarantor, and the trustee.
- Added Exhibit 4.2: Supplemental Indenture No. 3 dated August 21, 2026.
Changed
- Midpoint of 2026 guidance for dispositions and sales of partial interests cut to $1.9 billion from $2.9 billion, replaced by $1.0 billion junior subordinated notes.
- Cash and equivalents rose to $513.8 million at September 30, 2026 from $470.4 million at June 30, 2026.
- Real estate impairment charges jumped to $637.9 million in Q3 2026 from $222.5 million in Q2 2026.
- Operating cash flow for nine months ended September 30, 2026 was $875,410, down 20.5% from $1,101,668 in 2025.
- Foreign currency: a 10% USD weakening would increase net investment fair value by $35,005k, up from $34,763k.
- Real estate impairment charges rose to $865,873 for nine months, from $227,969 for six months.
- Total investments carrying value rose to $1,735,673 from $1,685,695 three months earlier.
- Same property NOI decline improved to 6.7% in Q3 2026 from 10.6% in Q2 2026 compared to prior-year quarters.
- Court granted motion to dismiss securities class action on Sept 10, 2026; plaintiffs filed second amended complaint Oct 15, 2026.
- Derivative stay condition changed from pending any motion result to requiring dismissal with prejudice or denial of motion.
- Exhibit 101.1 now covers the quarter ended September 30, 2026 (was June 30, 2026) and nine-month periods (was six-month).
- No officer activity in Q3 2026, versus three terminations in Q2 2026: CFO Binda (23,368 shares), EVP Kuhn (2,574 shares), and Co-President Cole (20,000 shares).
- Weighted-average remaining debt term rose to 11.6 years as of September 30, 2026 from 9.7 years as of June 30, 2026.
Everything here comes from Alexandria Real Estate Equities, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 26, 2026, from the 10-Q for Sep 2026.