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Alexandria Real Estate Equities

478 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+25
Holders Change %
+5.52%
% of All Funds
10.56%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
76
Increased
221
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
451
Atlas Capital Advisors
Wyoming
$5.76K +$5.76K +42 New
TL
452
TrueWealth LLC
Georgia
$5K
HGWM
453
Harvest Group Wealth Management
Massachusetts
$5K
PO
454
Private Ocean
California
$5K +$5K +42 New
APA
455
American Portfolios Advisors
New York
$4.8K +$1.1K +8 +30%
GEA
456
Glen Eagle Advisors
New Jersey
$4.11K
ST
457
Smithfield Trust
Pennsylvania
$4K
IF
458
Ironwood Financial
Arizona
$4K
SWA
459
Sutton Wealth Advisors
Florida
$3.98K -$274 -2 -6%
BBHC
460
Brown Brothers Harriman & Co
New York
$3K -$2.55K -17 -46%
CI
461
CX Institutional
Indiana
$3K -$875 -7 -23%
TWA
462
TCI Wealth Advisors
Arizona
$3K
SMFS
463
Squar Milner Financial Services
California
$3K
KPW
464
Kore Private Wealth
New York
$3K +$3K +24 New
OSAM
465
O'Shaughnessy Asset Management
Connecticut
$2K -$6K -33 -75%
SL
466
Savior LLC
Massachusetts
$2K
FANJ
467
Financial Architects (New Jersey)
New Jersey
$2K
GWS
468
Glassman Wealth Services
Virginia
$2K +$118 +1 +6%
EFSCE
469
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$471 +4 +31%
EW
470
Evoke Wealth
California
$1.94K -$88.2K -635 -98%
PFGIA
471
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +4 New
SFSIG
472
San Francisco Sentry Investment Group
California
$1K +$1K +4 New
PWMG
473
Prestige Wealth Management Group
New Jersey
$1K +$1K +7 New
OAM
474
Optimal Asset Management
California
$959 +$959 +7,000 New
ZP
475
Zimmer Partners
New York
-$125M -775,000 Closed