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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 %
WA
401
Wambolt & Associates
Colorado
$540K 4,345 -82 -2%
IWC
402
Integrated Wealth Concepts
Massachusetts
$530K 4,218 +2,654 +170%
DTL
403
Dynamic Technology Lab
Singapore
$517K 4,116 +2,600 +172%
AIMCA
404
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$515K 4,100 -15,648 -79%
Federated Hermes
405
Federated Hermes
Pennsylvania
$507K 4,034 +2,607 +183%
PGFC
406
Peapack-Gladstone Financial Corp
New Jersey
$496K 3,948 -18,149 -82%
DADC
407
D.A. Davidson & Co
Montana
$487K 3,885 +15 +0.4%
NW
408
NewEdge Wealth
Pennsylvania
$481K 3,828 +197 +5%
OAM
409
Ostrum Asset Management
France
$477K 3,795 +3,795 New
AAM
410
Advisors Asset Management
Colorado
$467K 3,719 +127 +4%
HPG
411
Harvest Portfolios Group
Ontario, Canada
$464K 3,694 -195 -5%
PL
412
Perpetual Ltd
Australia
$453K 3,610 +3,610 New
TMAM
413
Tokio Marine Asset Management
Japan
$449K 3,575 +482 +16%
V
414
Veritable
Delaware
$437K 3,482 -207 -6%
RJFSA
415
Raymond James Financial Services Advisors
Florida
$436K 3,469 +1,228 +55%
ETC
416
Exchange Traded Concepts
Oklahoma
$429K 3,413 -565 -14%
CAN
417
Cetera Advisor Networks
California
$419K 3,340 +11 +0.3%
HWA
418
Hillcrest Wealth Advisors
New Jersey
$411K 3,273 +2 +0.1%
QT
419
Quantamental Technologies
New York
$409K 3,257 +3,257 New
FTDI
420
First Trust Direct Indexing
Massachusetts
$398K 3,165 +35 +1%
PCIA
421
Prime Capital Investment Advisors
Kansas
$395K 3,143 +3,143 New
Bank Julius Baer & Co
422
Bank Julius Baer & Co
Switzerland
$381K 3,036 -24 -0.8%
OC
423
Oppenheimer & Co
New York
$378K 3,013 – –
RWM
424
RBA Wealth Management
California
$378K 3,011 -8,540 -74%
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$372K 2,961 -46 -2%
15 16
17
18 19