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Alexandria Real Estate Equities

535 hedge funds and large institutions have $23.8B invested in Alexandria Real Estate Equities in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 222 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-8
Holders Change %
-1.47%
% of All Funds
9.49%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
60
Increased
222
Reduced
179
Closed
61
Calls
$13.6M
Puts
$9.3M
Net Calls
+$4.34M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
426
Sowell Financial Services
Arkansas
$184K +$9.29K +52 +5%
FTDI
427
First Trust Direct Indexing
Massachusetts
$180K +$180K +1,008 New
MAM
428
Meeder Asset Management
Ohio
$179K +$76.9K +431 +75%
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$174K +$51.9K +291 +43%
SAM
430
Shell Asset Management
Netherlands
$173K
SIM
431
Sonora Investment Management
Arizona
$151K
MC
432
Muzinich & Co
New York
$147K
SPIA
433
Steward Partners Investment Advisory
New York
$146K -$6.06K -34 -4%
FWM
434
Focused Wealth Management
New York
$134K
S
435
SignatureFD
Georgia
$134K +$3.38K +19 +3%
Rockefeller Capital Management
436
Rockefeller Capital Management
New York
$134K +$5.66K +32 +4%
CYG
437
Clean Yield Group
Vermont
$132K
HFS
438
Hantz Financial Services
Michigan
$130K -$8.04K -45 -6%
ASN
439
Advisory Services Network
Georgia
$125K -$30.7K -171 -20%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$124K
PFO
441
Pathstone Family Office
New Jersey
$124K +$124K +694 New
RMC
442
Resources Management Corp
Connecticut
$121K +$35.7K +201 +42%
IA
443
Inspire Advisors
Idaho
$119K +$119K +667 New
LIM
444
Longfellow Investment Management
Massachusetts
$113K +$113K +633 New
ST
445
Smithfield Trust
Pennsylvania
$111K +$5.56K +31 +5%
CFGS
446
Concourse Financial Group Securities
Alabama
$108K +$7.37K +41 +7%
AAP
447
Arax Advisory Partners
Colorado
$104K -$3.38K -19 -3%
HFM
448
Harvest Fund Management
China
$101K -$48.5K -273 -32%
LC
449
Lindbrook Capital
California
$93K -$6.06K -34 -6%
PWPS
450
Pinnacle Wealth Planning Services
Ohio
$91K +$91K +507 New