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Alexandria Real Estate Equities
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Overview Fund Activity

561 hedge funds and large institutions have $28.9B invested in Alexandria Real Estate Equities in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 239 increasing their positions, 176 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
9.85%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
59
Increased
239
Reduced
176
Closed
44
Calls
$26.6M
Puts
$29.3M
Net Calls
-$2.62M
Net Calls Change
-$66.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.41B
2
TCI Fund Management
2
TCI Fund Management
United Kingdom
$200M
3
Invesco
3
Invesco
Georgia
$590M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$416M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$229M

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$473M
2
ZP
2
Zimmer Partners
New York
$127M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$481M
4
RGREA
4
Ranger Global Real Estate Advisors
Colorado
$0
5
Millennium Management
5
Millennium Management
New York
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
401
Bailard
California
$355K – – –
PA
402
Pinnacle Associates
New York
$351K – – –
RJT
403
Raymond James Trust
Florida
$332K +$40.4K +212 +14%
WA1
404
Wimmer Associates 1
California
$331K -$16.3K -85 -5%
PI
405
Putnam Investments
Massachusetts
$330K -$2.87K -15 -0.9%
MFS
406
Mirabella Financial Services
United Kingdom
$324K +$324K +1,697 New
OWA
407
Outlook Wealth Advisors
Texas
$323K +$6.31K +33 +2%
MCM
408
MAI Capital Management
Ohio
$321K +$321K +1,679 New
CCA
409
Checchi Capital Advisers
California
$320K +$8.4K +44 +3%
CIC
410
Crawford Investment Counsel
Georgia
$319K +$319K +1,669 New
SCM
411
Stevens Capital Management
Pennsylvania
$312K +$312K +1,633 New
EM
412
Excalibur Management
Massachusetts
$310K – – –
SACTSONJ
413
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$306K – – –
BFC
414
Blue Fin Capital
Rhode Island
$302K – – –
BEI
415
Benjamin Edwards Inc
Missouri
$300K +$5.55K +29 +2%
AIS
416
American Investment Services
Massachusetts
$296K – – –
APA
417
American Portfolios Advisors
New York
$296K +$23.7K +124 +9%
CAAS
418
Capital Asset Advisory Services
Michigan
$294K -$1.92K -10 -0.7%
BAMF
419
BI Asset Management Fondsmaeglerselskab
Denmark
$284K – – –
HPC
420
HM Payson & Co
Maine
$277K -$76.4K -400 -22%
SFI
421
Siemens Fonds Invest
Germany
$275K +$275K +1,440 New
RMC
422
Resources Management Corp
Connecticut
$268K +$53.7K +281 +25%
IC
423
IEQ Capital
California
$265K +$265K +1,391 New
BRWA
424
B. Riley Wealth Advisors
Florida
$257K -$8.6K -45 -3%
SC
425
Steph & Co
Wisconsin
$253K – – –
15 16
17
18 19