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Alexandria Real Estate Equities
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Overview Fund Activity

456 hedge funds and large institutions have $16.7B invested in Alexandria Real Estate Equities in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 186 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+16
Holders Change %
+3.64%
% of All Funds
9.92%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
66
Increased
186
Reduced
149
Closed
44
Calls
$34.6M
Puts
$30.6M
Net Calls
+$4.02M
Net Calls Change
-$30.1M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$477M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$212M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$168M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$155M
5
ZP
Zimmer Partners
New York
+$125M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$229M
2
Charles Schwab
Charles Schwab
California
-$120M
3
State Street
State Street
Massachusetts
-$111M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$105M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
426
Tarbox Family Office
California
$16K – – –
PCP
427
Proficio Capital Partners
Massachusetts
$16K +$436 +3 +3%
BL
428
Balentine LLC
Georgia
$13K +$6.3K +46 +94%
Bessemer Group
429
Bessemer Group
New Jersey
$12K -$11.2K -81 -48%
LWM
430
Lenox Wealth Management
Ohio
$12K – – –
GRP
431
Global Retirement Partners
California
$11K – – –
APA
432
American Portfolios Advisors
New York
$10.3K – – –
ASN
433
Advisory Services Network
Georgia
$10K +$10K +72 New
IFAM
434
Institutional & Family Asset Management
Colorado
$8K – – –
HR
435
Howe & Rusling
New York
$8K +$8K +54 New
BCA
436
Berman Capital Advisors
Georgia
$7K – – –
PCTC
437
Perkins Coie Trust Company
Washington
$7K – – –
MA
438
MUFG Americas
New York
$6K -$14.8K -96 -71%
VFA
439
Valeo Financial Advisors
Indiana
$6K – – –
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
ACS
441
Archford Capital Strategies
Illinois
$5K – – –
TL
442
TrueWealth LLC
Georgia
$5K -$5K – –
ED
443
Exane Derivatives
France
$4.94K +$4.94K +35 New
SMFS
444
Squar Milner Financial Services
California
$4K -$3.2K -20 -44%
ST
445
Smithfield Trust
Pennsylvania
$4K – – –
PFBT
446
Parkside Financial Bank & Trust
Missouri
$4K – – –
IF
447
Ironwood Financial
Arizona
$4K – – –
BBHC
448
Brown Brothers Harriman & Co
New York
$4K +$414 +3 +12%
CI
449
CX Institutional
Indiana
$4K +$571 +4 +17%
DWM
450
Destination Wealth Management
California
$4K +$4K +31 New
16 17
18
19 20