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Alexandria Real Estate Equities
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Overview Fund Activity

646 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 267 increasing their positions, 223 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.37%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
69
Increased
267
Reduced
223
Closed
66
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$219M
2
Charles Schwab
Charles Schwab
California
$304M
3
RC
Resolution Capital
Australia
$88.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$100M
5
DC
Davenport & Co
Virginia
$55.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$235M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$148M
3
Principal Financial Group
Principal Financial Group
Iowa
$704M
4
State Street
State Street
Massachusetts
$1.39B
5
CIM
Centersquare Investment Management
Pennsylvania
$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
451
Exchange Traded Concepts
Oklahoma
$301K +$33.4K +259 +12%
AG
452
AIA Group
Hong Kong
$301K +$301K +2,333 New
EF
453
Empowered Funds
Pennsylvania
$300K +$63.7K +494 +27%
FMP
454
Financial Management Professionals
Texas
$299K +$119K +923 +66%
PI
455
PFG Investments
New York
$294K +$26.6K +206 +10%
MC
456
Moors & Cabot
Massachusetts
$294K +$294K +2,277 New
EWP
457
Elevation Wealth Partners
California
$293K – – –
BFS
458
Bradley Foster & Sargent
Connecticut
$291K -$73.7K -572 -20%
NA
459
NewEdge Advisors
Louisiana
$291K -$121K -935 -29%
LFM
460
LGT Fund Management
Liechtenstein
$290K – – –
Bank Julius Baer & Co
461
Bank Julius Baer & Co
Switzerland
$289K -$3.97K -31 -1%
HI
462
Horizon Investments
North Carolina
$289K – – –
GT
463
Greenleaf Trust
Michigan
$288K +$18.2K +141 +7%
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$285K +$15.3K +119 +6%
PA
465
Pinnacle Associates
New York
$284K +$284K +2,205 New
BFC
466
Blue Fin Capital
Rhode Island
$281K +$1.03K +8 +0.4%
BCM
467
BTC Capital Management
Iowa
$281K +$281K +2,180 New
TC
468
TownSquare Capital
Utah
$279K +$24.2K +188 +10%
Group One Trading
469
Group One Trading
Illinois
$275K -$128K -995 -32%
CCM
470
Coldstream Capital Management
Washington
$273K +$4.51K +35 +2%
PP
471
Prudential plc
United Kingdom
$271K -$892K -6,923 -77%
KIA
472
KCM Investment Advisors
California
$268K -$36.1K -280 -12%
FB
473
Fulton Bank
Pennsylvania
$267K +$10.7K +83 +4%
CC
474
Corton Capital
Ontario, Canada
$263K +$263K +2,037 New
PS
475
Principal Securities
Iowa
$261K -$13.2K -102 -5%
17 18
19
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