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Alexandria Real Estate Equities
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Overview Fund Activity

646 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 267 increasing their positions, 223 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.37%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
69
Increased
267
Reduced
223
Closed
66
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$219M
2
Charles Schwab
Charles Schwab
California
$304M
3
RC
Resolution Capital
Australia
$88.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$100M
5
DC
Davenport & Co
Virginia
$55.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$235M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$148M
3
Principal Financial Group
Principal Financial Group
Iowa
$704M
4
State Street
State Street
Massachusetts
$1.39B
5
CIM
Centersquare Investment Management
Pennsylvania
$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTW
401
Boston Trust Walden
Massachusetts
$474K -$688K -5,334 -59%
PAS
402
Park Avenue Securities
New York
$458K +$82.8K +642 +22%
GPGA
403
Grandeur Peak Global Advisors
Utah
$449K -$8.01M -62,141 -95%
WI
404
Wahed Invest
New York
$433K +$55.7K +432 +15%
S
405
SignatureFD
Georgia
$429K +$40.3K +313 +10%
NP
406
NorthRock Partners
Minnesota
$421K -$13.8K -106 -3%
DPAM
407
Degroof Petercam Asset Management
Belgium
$416K -$141K -1,097 -25%
SCA
408
Snowden Capital Advisors
New York
$416K -$22.8K -175 -5%
KAS
409
Kestra Advisory Services
Texas
$415K +$415K +3,185 New
SSG
410
Summit Securities Group
New York
$413K +$64.5K +500 +19%
DWT
411
Dorsey & Whitney Trust
South Dakota
$411K +$29.1K +226 +8%
DWM
412
Dynasty Wealth Management
Florida
$407K +$407K +3,158 New
FTDI
413
First Trust Direct Indexing
Massachusetts
$404K +$69.2K +537 +21%
MC
414
Marest Capital
California
$398K -$147K -1,138 -27%
CCP
415
Carmel Capital Partners
California
$397K +$31.1K +241 +8%
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$396K +$85.7K +665 +28%
ACH
417
ArrowMark Colorado Holdings
Colorado
$394K +$59.3K +460 +18%
NIM
418
NEOS Investment Management
Connecticut
$390K +$117K +904 +43%
VAS
419
Vestmark Advisory Solutions
Massachusetts
$389K -$387 -3 -0.1%
AAM
420
Advisors Asset Management
Colorado
$387K -$21K -163 -5%
ICA
421
Infrastructure Capital Advisors
New York
$387K -$594K -4,606 -61%
ECM
422
Evergreen Capital Management
Washington
$380K +$6.12K +47 +2%
FHA
423
Flagship Harbor Advisors
Massachusetts
$379K +$32.2K +250 +9%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$374K +$62.8K +487 +20%
IIM
425
INTECH Investment Management
Florida
$372K -$171K -1,329 -32%
15 16
17
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