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Alexandria Real Estate Equities
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Overview Fund Activity

647 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 283 increasing their positions, 200 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-14
Holders Change %
-2.12%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
104
Increased
283
Reduced
200
Closed
105
Calls
$111M
Puts
$83.1M
Net Calls
+$27.8M
Net Calls Change
+$32.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$108M
2
DC
Davenport & Co
Virginia
+$57.6M
3
Millennium Management
Millennium Management
New York
+$56.2M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$40.3M
5
Invesco
Invesco
Georgia
+$38.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$313M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$142M
3
UBS AM
UBS AM
Illinois
-$108M
4
MGP
M&G plc
United Kingdom
-$66.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
401
Tokio Marine Asset Management
Japan
$439K +$27.8K +383 +7%
JWCA
402
J.W. Coons Advisors
Ohio
$432K – – –
DWM
403
Dynasty Wealth Management
Florida
$431K +$83.3K +1,147 +24%
OAC
404
OMERS Administration Corp
Ontario, Canada
$428K – – –
AC
405
Allstate Corporation
Illinois
$421K -$1.28M -17,604 -75%
AWA
406
Arkadios Wealth Advisors
Georgia
$417K +$32.2K +443 +8%
PP
407
Prudential plc
United Kingdom
$412K +$412K +5,675 New
FBT
408
First Bank & Trust
South Dakota
$407K -$472K -6,502 -54%
FCM
409
Fourpath Capital Management
Oklahoma
$404K – – –
JG
410
Jain Global
New York
$392K -$7.29M -100,388 -95%
ACM
411
AlphaStar Capital Management
North Carolina
$389K +$389K +5,357 New
ISFAN
412
Investor's Fiduciary Advisor Network
Washington
$380K +$21.3K +293 +6%
CPC
413
CFC Planning Company
Indiana
$380K +$380K +5,226 New
SCA
414
Snowden Capital Advisors
New York
$371K +$19.2K +259 +5%
PGFC
415
Peapack-Gladstone Financial Corp
New Jersey
$366K -$1.42M -19,571 -80%
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$362K +$99.6K +1,372 +38%
SFC
417
SYM Financial Corp
Indiana
$359K +$359K +4,947 New
KAS
418
Kestra Advisory Services
Texas
$359K +$99.9K +1,375 +39%
FIA
419
Foundations Investment Advisors
Arizona
$358K +$358K +4,927 New
NMIMC
420
Northwestern Mutual Investment Management Company
Wisconsin
$357K +$944 +13 +0.3%
KCP
421
Kera Capital Partners
California
$344K +$141K +1,936 +69%
EWA
422
EverSource Wealth Advisors
Alabama
$342K +$277K +3,810 +427%
CGH
423
Crossmark Global Holdings
Texas
$340K -$5.38K -74 -2%
WI
424
Wahed Invest
New York
$339K +$14.9K +205 +5%
KRSITF
425
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$339K -$23.5K -323 -6%
15 16
17
18 19