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Alexandria Real Estate Equities
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Overview Fund Activity

611 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 278 increasing their positions, 193 reducing their positions, and 72 closing their positions.

Holders
611
Holders Change
-15
Holders Change %
-2.4%
% of All Funds
9.78%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
68
Increased
278
Reduced
193
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

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

Top Sellers

1
RC
1
Resolution Capital
Australia
$0
2
Invesco
2
Invesco
Georgia
$237M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$15.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$31.2M
5
WHG
5
Westwood Holdings Group
Texas
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
PRC
376
Pearl River Capital
Michigan
$693K 5,520 -4,588 -45%
VPIM
377
Vanguard Personalized Indexing Management
California
$688K 5,478 -3,964 -42%
APG Asset Management
378
APG Asset Management
Netherlands
$687K 5,947 -9,423 -61%
PA
379
PFG Advisors
Arizona
$685K 5,456 +985 +22%
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$674K 5,369 -176 -3%
IC
381
IEQ Capital
California
$649K 5,165 +2,251 +77%
SF
382
Synovus Financial
Georgia
$645K 5,138 +14 +0.3%
VF
383
Virtu Financial
New York
$645K 5,135 +5,135 New
WHG
384
Westwood Holdings Group
Texas
$628K 5,000 -471,010 -99%
BFM
385
Boothbay Fund Management
New York
$627K 4,991 -11,559 -70%
LCGC
386
Legacy Capital Group California
California
$622K 4,952 +4,952 New
NMIMC
387
Northwestern Mutual Investment Management Company
Wisconsin
$622K 4,951 +271 +6%
Cetera Investment Advisers
388
Cetera Investment Advisers
Illinois
$621K 4,943 -517 -9%
TI
389
Tidal Investments
Wisconsin
$617K 4,914 +307 +7%
BC
390
Brookfield Corp
Ontario, Canada
$609K 4,852 +4,852 New
N
391
Natixis
France
$609K 4,846 -25,913 -84%
JF
392
Jump Financial
Illinois
$608K 4,842 +4,842 New
BBVA
393
Banco Bilbao Vizcaya Argentaria
Spain
$603K 4,804 +1,078 +29%
AWM
394
AE Wealth Management
Kansas
$598K 4,760 +4,760 New
CCM
395
Community Capital Management
Florida
$590K 4,700 – –
FRM
396
Fox Run Management
Connecticut
$580K 4,617 +4,617 New
QCM
397
Quantinno Capital Management
New York
$573K 4,563 +4,563 New
LJAC
398
L.J. Altfest & Co
New York
$570K 4,540 -9 -0.2%
ARC
399
Advisor Resource Council
Texas
$553K 4,495 +4,495 New
AAIM
400
American Assets Investment Management
California
$546K 4,346 – –
14 15
16
17 18