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Alexandria Real Estate Equities
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Overview Fund Activity

565 hedge funds and large institutions have $16.8B invested in Alexandria Real Estate Equities in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 252 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-26
Holders Change %
-4.4%
% of All Funds
9.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
52
Increased
252
Reduced
193
Closed
74
Calls
$91.8M
Puts
$75.3M
Net Calls
+$16.5M
Net Calls Change
-$42.5M

Top Buyers

1
State Street
State Street
Massachusetts
$1.13B
2
Morgan Stanley
Morgan Stanley
New York
$151M
3
ACM
AEW Capital Management
Massachusetts
$34.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$59.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$106M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.7M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$532M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$10.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
401
Assenagon Asset Management
Luxembourg
$306K +$18.2K +182 +6%
DS
402
DRW Securities
Illinois
$300K +$300K +3,001 New
KWA
403
Kingswood Wealth Advisors
California
$297K +$297K +2,963 New
William Blair & Company
404
William Blair & Company
Illinois
$295K +$50.7K +506 +21%
AAM
405
Advisors Asset Management
Colorado
$293K -$39.8K -398 -12%
PCIA
406
Prime Capital Investment Advisors
Kansas
$292K -$6.41K -64 -2%
KOCAA
407
Knights of Columbus Asset Advisors
Connecticut
$287K +$287K +2,870 New
TI
408
Tidal Investments
Wisconsin
$285K +$23K +230 +9%
GLA
409
Great Lakes Advisors
Illinois
$284K -$125K -1,249 -31%
Point72 Asset Management
410
Point72 Asset Management
Connecticut
$284K +$284K +2,834 New
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$272K -$1.82M -18,172 -87%
WI
412
Wahed Invest
New York
$270K +$14.1K +141 +6%
HFS
413
Hantz Financial Services
Michigan
$266K +$18.3K +183 +7%
FHC
414
First Heartland Consultants
Missouri
$265K +$265K +2,643 New
KIA
415
KCM Investment Advisors
California
$263K -$13.7K -137 -5%
ACH
416
ArrowMark Colorado Holdings
Colorado
$260K – – –
AC
417
Avestar Capital
New York
$259K +$4.1K +41 +2%
Credit Agricole
418
Credit Agricole
France
$255K +$118K +1,182 +86%
NLP
419
Next Level Private
New York
$249K – – –
EI
420
Ellevest Inc
New York
$246K +$24.4K +244 +11%
BCV
421
Banque Cantonale Vaudoise
Switzerland
$245K -$15.2K -152 -6%
WA
422
Wealth Alliance
New York
$237K +$22K +220 +10%
ARMT
423
Amica Retiree Medical Trust
Rhode Island
$236K – – –
EBA
424
Eagle Bay Advisors
New York
$232K +$80.4K +803 +53%
BS
425
Bessemer Securities
New York
$232K -$10K -100 -4%
15 16
17
18 19