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Alexandria Real Estate Equities
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Overview Fund Activity

565 hedge funds and large institutions have $16.8B invested in Alexandria Real Estate Equities in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 252 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-26
Holders Change %
-4.4%
% of All Funds
9.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
52
Increased
252
Reduced
193
Closed
74
Calls
$91.8M
Puts
$75.3M
Net Calls
+$16.5M
Net Calls Change
-$42.5M

Top Buyers

1
State Street
State Street
Massachusetts
$1.13B
2
Morgan Stanley
Morgan Stanley
New York
$151M
3
ACM
AEW Capital Management
Massachusetts
$34.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$59.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$106M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.7M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$532M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$10.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
351
HBK Sorce Advisory
Pennsylvania
$610K +$108K +1,081 +22%
Creative Planning
352
Creative Planning
Kansas
$608K -$192K -1,922 -24%
PP
353
Prudential plc
United Kingdom
$607K -$178K -1,779 -23%
Commonwealth Equity Services
354
Commonwealth Equity Services
Massachusetts
$589K -$105K -1,052 -15%
SG Americas Securities
355
SG Americas Securities
New York
$588K -$3.28M -32,748 -85%
APG Asset Management
356
APG Asset Management
Netherlands
$585K – – –
CS
357
Capital Square
Tennessee
$583K +$69.7K +714 +14%
KRSITF
358
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$572K +$6.01K +60 +1%
MFG
359
MidWestOne Financial Group
Iowa
$567K +$567K +5,661 New
OC
360
Oppenheimer & Co
New York
$552K – – –
PA
361
PFG Advisors
Arizona
$540K -$6.01K -60 -1%
DCM
362
Dean Capital Management
Kansas
$519K +$519K +5,184 New
HNB
363
Huntington National Bank
Ohio
$519K -$39.6K -396 -7%
LCGC
364
Legacy Capital Group California
California
$512K +$1.8K +18 +0.4%
Cetera Investment Advisers
365
Cetera Investment Advisers
Illinois
$512K +$32.4K +324 +7%
CSS
366
Cubist Systematic Strategies
Connecticut
$505K -$4.75M -47,465 -90%
GCP
367
GSA Capital Partners
United Kingdom
$504K -$374K -3,742 -43%
BBVA
368
Banco Bilbao Vizcaya Argentaria
Spain
$503K +$1.9K +19 +0.4%
WHG
369
Westwood Holdings Group
Texas
$501K – – –
AIM
370
Aquila Investment Management
New York
$501K -$501K -5,000 -50%
Envestnet Portfolio Solutions
371
Envestnet Portfolio Solutions
Illinois
$495K +$495K +4,945 New
SLI
372
Sumitomo Life Insurance
Japan
$495K -$13.7K -137 -3%
NMIMC
373
Northwestern Mutual Investment Management Company
Wisconsin
$492K -$5.11K -51 -1%
IWC
374
Integrated Wealth Concepts
Massachusetts
$486K +$18.4K +184 +4%
CCM
375
Copeland Capital Management
Pennsylvania
$473K -$534K -5,333 -53%
13 14
15
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