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Alexandria Real Estate Equities
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Overview Fund Activity

646 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 267 increasing their positions, 223 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.37%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
69
Increased
267
Reduced
223
Closed
66
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$175M
2
Charles Schwab
Charles Schwab
California
+$91.8M
3
RC
Resolution Capital
Australia
+$88.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$60.6M
5
DC
Davenport & Co
Virginia
+$55.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$189M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$132M
3
Principal Financial Group
Principal Financial Group
Iowa
-$110M
4
State Street
State Street
Massachusetts
-$101M
5
CIM
Centersquare Investment Management
Pennsylvania
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
351
E. Ohman J:or Asset Management
Sweden
$799K – – –
LCGC
352
Legacy Capital Group California
California
$791K -$10.7K -83 -1%
Citadel Advisors
353
Citadel Advisors
Florida
$789K +$767K +5,952 +3,501%
CS
354
Capital Square
Tennessee
$756K -$18.4K -143 -2%
A
355
Allianz
Germany
$743K +$743K +5,766 New
VIM
356
Vinva Investment Management
Australia
$741K +$741K +5,747 New
HIA
357
Harbor Investment Advisory
Maryland
$736K -$30.9K -240 -4%
LWAM
358
Legacy Wealth Asset Management
Minnesota
$735K +$469K +3,640 +176%
BBVA
359
Banco Bilbao Vizcaya Argentaria
Spain
$727K +$56.2K +436 +8%
OC
360
Oppenheimer & Co
New York
$710K – – –
TRCT
361
Tower Research Capital (TRC)
New York
$700K -$2.82M -21,904 -80%
IC
362
IEQ Capital
California
$696K +$41.4K +321 +6%
TMAM
363
Tokio Marine Asset Management
Japan
$691K +$82.1K +637 +13%
BA
364
Bridgewater Associates
Connecticut
$683K -$795K -6,167 -54%
KRSITF
365
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$670K -$48.3K -375 -7%
APG Asset Management
366
APG Asset Management
Netherlands
$650K – – –
FIM
367
Freedom Investment Management
Connecticut
$646K -$202K -1,570 -24%
WHG
368
Westwood Holdings Group
Texas
$645K – – –
NMIMC
369
Northwestern Mutual Investment Management Company
Wisconsin
$644K +$6.06K +47 +0.9%
ITC
370
Inspire Trust Company
Nevada
$642K +$410K +3,180 +177%
BCM
371
Bayesian Capital Management
New York
$629K +$629K +4,876 New
KWA
372
Kingswood Wealth Advisors
California
$625K -$583K -4,520 -48%
HSA
373
HBK Sorce Advisory
Pennsylvania
$623K -$217K -1,681 -26%
PA
374
PFG Advisors
Arizona
$620K +$34.8K +270 +6%
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$604K +$259K +2,009 +75%
13 14
15
16 17