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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
401
Crossmark Global Holdings
Texas
$479K -$17K -155 -3%
BEI
402
Benjamin Edwards Inc
Missouri
$478K +$185K +1,688 +53%
SOAMC
403
Spirit of America Management Corp
New York
$473K -$54.8K -500 -9%
QIM
404
Quantitative Investment Management
Virginia
$473K +$146K +1,335 +38%
PAM
405
Panagora Asset Management
Massachusetts
$467K +$525K +4,785 New
ISFAN
406
Investor's Fiduciary Advisor Network
Washington
$464K +$522K +4,761 New
BCAM
407
Boston Common Asset Management
Massachusetts
$456K +$24.1K +220 +5%
BOS
408
Bank of Stockton
California
$453K -$16.2K -148 -3%
VCA
409
Verdence Capital Advisors
Maryland
$445K -$115K -1,050 -19%
Verition Fund Management
410
Verition Fund Management
Connecticut
$434K -$2.65M -24,215 -84%
AWA
411
Arkadios Wealth Advisors
Georgia
$434K +$28.1K +256 +6%
BFA
412
Brown Financial Advisors
Ohio
$431K +$102K +929 +27%
BFM
413
Boothbay Fund Management
New York
$424K +$476K +4,344 New
Capstone Investment Advisors
414
Capstone Investment Advisors
New York
$423K +$181K +1,655 +62%
GCP
415
GSA Capital Partners
United Kingdom
$421K +$474K +4,319 New
CFG
416
Copley Financial Group
California
$419K +$82.6K +753 +21%
CPRC
417
Consolidated Portfolio Review Corp
New York
$419K +$74.2K +677 +19%
SC
418
Savant Capital
Illinois
$419K +$470K +4,290 New
MFG
419
MidWestOne Financial Group
Iowa
$417K -$930K -8,483 -66%
Mercer Global Advisors
420
Mercer Global Advisors
Colorado
$407K +$458K +4,173 New
WI
421
Wahed Invest
New York
$400K -$11.7K -107 -3%
HFS
422
Hantz Financial Services
Michigan
$399K -$3.84K -35 -0.8%
SLI
423
Sumitomo Life Insurance
Japan
$388K -$8.99K -82 -2%
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$387K -$275K -2,509 -39%
HNB
425
Huntington National Bank
Ohio
$385K +$8.88K +81 +2%

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.