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Alexandria Real Estate Equities
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Overview Fund Activity

561 hedge funds and large institutions have $28.9B invested in Alexandria Real Estate Equities in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 239 increasing their positions, 176 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
9.85%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
59
Increased
239
Reduced
176
Closed
44
Calls
$26.6M
Puts
$29.3M
Net Calls
-$2.62M
Net Calls Change
-$66.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.41B
2
TCI Fund Management
2
TCI Fund Management
United Kingdom
$200M
3
Invesco
3
Invesco
Georgia
$590M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$416M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$229M

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$473M
2
ZP
2
Zimmer Partners
New York
$127M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$481M
4
RGREA
4
Ranger Global Real Estate Advisors
Colorado
$0
5
Millennium Management
5
Millennium Management
New York
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
426
Moody Lynn & Lieberson
Massachusetts
$252K -$2.3K -12 -0.9%
AWM
427
AE Wealth Management
Kansas
$251K +$3.43K +18 +1%
CCM
428
Copeland Capital Management
Pennsylvania
$249K -$9.75M -50,983 -98%
SPIA
429
Steward Partners Investment Advisory
New York
$249K +$55.7K +291 +29%
FAFN
430
First Affirmative Financial Network
Colorado
$248K +$248K +1,296 New
CP
431
Covenant Partners
Tennessee
$244K – – –
HH
432
Hilltop Holdings
Texas
$244K +$244K +1,277 New
ARMT
433
Amica Retiree Medical Trust
Rhode Island
$242K -$107K -562 -31%
BF
434
BOK Financial
Oklahoma
$240K +$240K +1,256 New
AAS
435
Avantax Advisory Services
Texas
$239K -$135K -706 -36%
GWM
436
Gitterman Wealth Management
New Jersey
$235K -$15.5K -81 -6%
NP
437
Ninepoint Partners
Ontario, Canada
$232K – – –
LWAM
438
Legacy Wealth Asset Management
Minnesota
$231K +$191 +1 +0.1%
Brown Advisory
439
Brown Advisory
Maryland
$229K -$22K -115 -9%
FCI
440
Financial Counselors Inc
Kansas
$229K – – –
QI
441
Qtron Investments
Massachusetts
$227K +$227K +1,186 New
CAM
442
Cresset Asset Management
Illinois
$223K +$223K +1,165 New
TCM
443
Teza Capital Management
Illinois
$218K -$244K -1,276 -53%
ASN
444
Advisory Services Network
Georgia
$217K +$99.2K +519 +84%
CCP
445
Corient Capital Partners
California
$210K +$210K +1,100 New
AG
446
AlphaSimPlex Group
Massachusetts
$208K -$205K -1,073 -50%
CG
447
Caprock Group
Idaho
$207K +$207K +1,079 New
HFS
448
Hantz Financial Services
Michigan
$206K +$34.7K +181 +20%
SIM
449
Sentry Investment Management
Wisconsin
$202K -$29.6K -155 -13%
RFC
450
Regions Financial Corp
Alabama
$202K -$10.3K -54 -5%
16 17
18
19 20