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Alexandria Real Estate Equities

648 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 242 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+83
Holders Change %
+14.69%
% of All Funds
9.5%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
147
Increased
242
Reduced
207
Closed
57
Calls
$89.2M
Puts
$102M
Net Calls
-$12.8M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
426
Whalen Wealth Management
Nevada
$389K +$389K +3,070 New
VAS
427
Vestmark Advisory Solutions
Massachusetts
$383K -$47.4K -374 -11%
S
428
SignatureFD
Georgia
$382K +$229K +1,806 +150%
LCM
429
Landscape Capital Management
New Jersey
$380K +$380K +3,000 New
JF
430
Jump Financial
Illinois
$377K -$414K -3,267 -52%
Lido Advisors
431
Lido Advisors
California
$377K +$377K +2,943 New
DWT
432
Dorsey & Whitney Trust
South Dakota
$375K +$375K +2,959 New
WI
433
Wahed Invest
New York
$371K +$29.2K +230 +9%
PAS
434
Park Avenue Securities
New York
$369K +$86.2K +679 +30%
IWC
435
Integrated Wealth Concepts
Massachusetts
$368K -$247K -1,949 -40%
ECM
436
Evergreen Capital Management
Washington
$368K +$368K +2,874 New
LAM
437
LECAP Asset Management
United Kingdom
$366K +$366K +2,885 New
TBC
438
Ted Buchan & Co
California
$361K +$361K +2,846 New
CCP
439
Carmel Capital Partners
California
$360K +$79.6K +628 +28%
BFS
440
Bradley Foster & Sargent
Connecticut
$359K -$2.61M -20,618 -88%
KOCAA
441
Knights of Columbus Asset Advisors
Connecticut
$358K -$5.58K -44 -2%
PA
442
Profund Advisors
Maryland
$353K +$62.5K +493 +22%
SSG
443
Summit Securities Group
New York
$342K +$342K +2,700 New
FHA
444
Flagship Harbor Advisors
Massachusetts
$341K +$341K +2,690 New
OSAM
445
O'Shaughnessy Asset Management
Connecticut
$339K +$339K +2,674 New
SRL
446
Scientech Research LLC
New Jersey
$338K +$338K +2,664 New
NWM
447
Napa Wealth Management
California
$332K +$332K +2,622 New
ACH
448
ArrowMark Colorado Holdings
Colorado
$329K
FTDI
449
First Trust Direct Indexing
Massachusetts
$329K +$37.5K +296 +13%
GLA
450
Great Lakes Advisors
Illinois
$325K -$34.5K -272 -10%