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Alexandria Real Estate Equities
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Overview Fund Activity

611 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 278 increasing their positions, 193 reducing their positions, and 72 closing their positions.

Holders
611
Holders Change
-15
Holders Change %
-2.4%
% of All Funds
9.78%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
68
Increased
278
Reduced
193
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.15B
2
UBS AM
2
UBS AM
Illinois
$158M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.4B
4
State Street
4
State Street
Massachusetts
$1.35B
5
CIM
5
CCLA Investment Management
United Kingdom
$52.8M

Top Sellers

1
RC
1
Resolution Capital
Australia
$0
2
Invesco
2
Invesco
Georgia
$237M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$15.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$31.2M
5
WHG
5
Westwood Holdings Group
Texas
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
KTA
426
Keeley-Teton Advisors
Illinois
$371K 2,954 -158 -5%
SCA
427
Snowden Capital Advisors
New York
$359K 2,860 +726 +34%
O
428
Ossiam
France
$346K 2,756 +705 +34%
Wealthfront Advisers
429
Wealthfront Advisers
California
$340K 2,709 -147 -5%
FA
430
FDx Advisors
Illinois
$337K 2,315 – –
KIA
431
KCM Investment Advisors
California
$333K 2,651 -257 -9%
BS
432
Bessemer Securities
New York
$328K 2,615 – –
ACH
433
ArrowMark Colorado Holdings
Colorado
$326K 2,599 – –
BCV
434
Banque Cantonale Vaudoise
Switzerland
$326K 2,600 – –
DGAM
435
Desjardins Global Asset Management
Quebec, Canada
$323K 2,569 +498 +24%
PWM
436
Perigon Wealth Management
California
$321K 2,554 +265 +12%
ARMT
437
Amica Retiree Medical Trust
Rhode Island
$314K 2,504 – –
HFS
438
Hantz Financial Services
Michigan
$312K 2,484 +232 +10%
CS
439
Capital Square
Tennessee
$308K 2,473 +466 +23%
PA
440
Profund Advisors
Maryland
$305K 2,426 -579 -19%
Group One Trading
441
Group One Trading
Illinois
$301K 2,398 +2,398 New
DI
442
DFPG Investments
Utah
$299K 2,380 +214 +10%
SI
443
Stephens Inc
Arkansas
$295K 2,345 -86 -4%
CCA
444
Checchi Capital Advisers
California
$287K 2,284 +77 +3%
IAA
445
Ironsides Asset Advisors
North Carolina
$282K 2,246 – –
PA
446
Pinnacle Associates
New York
$277K 2,204 +36 +2%
WI
447
Wahed Invest
New York
$276K 2,198 +66 +3%
AC
448
Avestar Capital
New York
$276K 2,174 -89 -4%
WA
449
Wealth Alliance
New York
$275K 2,189 +304 +16%
API
450
Advisor Partners II
California
$274K 2,183 -3,454 -61%
16 17
18
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