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Alexandria Real Estate Equities
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Overview Fund Activity

591 hedge funds and large institutions have $18.9B invested in Alexandria Real Estate Equities in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 226 increasing their positions, 229 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-21
Holders Change %
-3.43%
% of All Funds
9.32%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.08%
New
59
Increased
226
Reduced
229
Closed
77
Calls
$106M
Puts
$46.5M
Net Calls
+$59.1M
Net Calls Change
+$20.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$641M
2
Norges Bank
2
Norges Bank
Norway
$1.87B
3
MGIM
3
M&G Investment Management
United Kingdom
$206M
4
Invesco
4
Invesco
Georgia
$279M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$728M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$43M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$2.74M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$139M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$9.27M
5
Millennium Management
5
Millennium Management
New York
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
351
Fox Run Management
Connecticut
$832K +$308K +2,715 +59%
SCP
352
Stamos Capital Partners
California
$831K +$831K +7,320 New
BFM
353
Boothbay Fund Management
New York
$818K +$252K +2,218 +44%
EOJOAM
354
E. Ohman J:or Asset Management
Sweden
$817K – – –
CB
355
Commerce Bank
Missouri
$814K +$140K +1,236 +21%
FC
356
FORA Capital
Florida
$791K -$2.52M -22,196 -76%
JWCA
357
J.W. Coons Advisors
Ohio
$788K – – –
Commonwealth Equity Services
358
Commonwealth Equity Services
Massachusetts
$787K -$169K -1,489 -18%
AWP
359
Ascent Wealth Partners
New York
$782K +$27.7K +244 +4%
UCFA
360
United Capital Financial Advisors
Texas
$776K -$340 -3 -0%
DIA
361
Dean Investment Associates
Ohio
$767K -$20.2K -178 -3%
FHB
362
First Hawaiian Bank
Hawaii
$763K -$908 -8 -0.1%
FIM
363
Freedom Investment Management
Connecticut
$746K +$2.95K +26 +0.4%
CANY
364
Caxton Associates (New York)
New York
$741K +$741K +6,526 New
GAM
365
Gotham Asset Management
New York
$725K -$254K -2,241 -26%
XT
366
XTX Topco
Cayman Islands
$700K +$472K +4,157 +207%
HIA
367
Harbor Investment Advisory
Maryland
$697K +$18K +159 +3%
PS
368
Presima Securities
Quebec, Canada
$692K +$11.3K +100 +2%
Fidelity International
369
Fidelity International
Bermuda
$689K -$306K -2,700 -31%
SPA
370
Sherbrooke Park Advisers
New York
$681K +$681K +6,000 New
VAS
371
Vestmark Advisory Solutions
Massachusetts
$666K -$14.2K -125 -2%
MML Investors Services
372
MML Investors Services
Massachusetts
$659K +$659K +5,805 New
PFO
373
Pathstone Family Office
New Jersey
$654K -$14.8K -129 -2%
NWM
374
Nicola Wealth Management
British Columbia, Canada
$654K -$308K -2,712 -32%
Verition Fund Management
375
Verition Fund Management
Connecticut
$648K -$1.94M -17,113 -75%
13 14
15
16 17