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Alexandria Real Estate Equities
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Overview Fund Activity

612 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 278 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-14
Holders Change %
-2.24%
% of All Funds
9.8%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
69
Increased
278
Reduced
193
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

1
BlackRock
BlackRock
New York
$2.15B
2
UBS AM
UBS AM
Illinois
$158M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.4B
4
State Street
State Street
Massachusetts
$1.35B
5
CIM
CCLA Investment Management
United Kingdom
$52.8M

Top Sellers

1
RC
Resolution Capital
Australia
$0
2
Invesco
Invesco
Georgia
$237M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$15.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$31.2M
5
WHG
Westwood Holdings Group
Texas
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
301
Simplex Trading
Illinois
$1.34M +$15.8K +126 +1%
DCM
302
Dupont Capital Management
Delaware
$1.34M -$285K -2,266 -18%
AWC
303
Abundance Wealth Counselors
Pennsylvania
$1.33M +$351K +2,792 +36%
VI
304
Versor Investments
New York
$1.31M +$995K +7,921 +317%
AI
305
AXS Investments
New York
$1.31M +$51.5K +410 +4%
OTL
306
Oak Thistle LLC
New York
$1.3M +$1.3M +10,382 New
LMIM
307
Lockheed Martin Investment Management
Maryland
$1.29M – – –
LSERS
308
Louisiana State Employees Retirement System
Louisiana
$1.28M +$75.4K +600 +6%
AIM
309
Aquila Investment Management
New York
$1.26M +$1.26M +10,000 New
CC
310
Callan Capital
California
$1.2M – – –
BA
311
Bridgewater Associates
Connecticut
$1.19M -$1.14M -9,097 -49%
PAM
312
Panagora Asset Management
Massachusetts
$1.18M -$645K -5,133 -35%
Walleye Trading
313
Walleye Trading
New York
$1.18M +$519K +4,130 +79%
OAM
314
Oppenheimer Asset Management
New York
$1.17M -$104K -825 -8%
PNC Financial Services Group
315
PNC Financial Services Group
Pennsylvania
$1.16M -$710K -5,653 -38%
Pacer Advisors
316
Pacer Advisors
Pennsylvania
$1.14M +$1.1M +8,760 +2,547%
SNB
317
Security National Bank
Nebraska
$1.14M -$343K -2,733 -23%
NW
318
Naviter Wealth
Arkansas
$1.12M +$435K +3,432 +64%
Fidelity International
319
Fidelity International
Bermuda
$1.1M -$5.82M -46,333 -84%
SG Americas Securities
320
SG Americas Securities
New York
$1.1M -$187K -1,485 -15%
RMC
321
Resources Management Corp
Connecticut
$1.1M +$431K +2,049 +65%
HighTower Advisors
322
HighTower Advisors
Illinois
$1.09M -$2.14K -17 -0.2%
GAM
323
Gotham Asset Management
New York
$1.08M -$721K -5,737 -40%
GCP
324
GSA Capital Partners
United Kingdom
$1.08M +$1.08M +8,617 New
NWM
325
Nicola Wealth Management
British Columbia, Canada
$1.06M -$729K -5,800 -41%
11 12
13
14 15