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Alexandria Real Estate Equities
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Overview Fund Activity

643 hedge funds and large institutions have $17.1B invested in Alexandria Real Estate Equities in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-23
Holders Change %
-3.45%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
262
Reduced
248
Closed
84
Calls
$88.9M
Puts
$76.1M
Net Calls
+$12.8M
Net Calls Change
+$38.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$70.1M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$68.5M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$56M
4
BlackRock
BlackRock
New York
+$43.9M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$31.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$88.6M
2
Jennison Associates
Jennison Associates
New York
-$85.1M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$61.7M
4
RC
Resolution Capital
Australia
-$58.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$52.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
451
Apollon Wealth Management
South Carolina
$303K +$69.7K +587 +30%
NWM
452
Napa Wealth Management
California
$301K +$48.4K +408 +19%
NLP
453
Next Level Private
New York
$301K – – –
HF
454
HRT Financial
New York
$301K +$301K +2,538 New
Bank Julius Baer & Co
455
Bank Julius Baer & Co
Switzerland
$292K +$17.3K +139 +6%
WT
456
Washington Trust
Rhode Island
$284K +$163K +1,377 +135%
DADC
457
D.A. Davidson & Co
Montana
$281K -$147K -1,240 -34%
BTI
458
Blue Trust Inc
Georgia
$281K -$185K -1,584 -40%
PS
459
Principal Securities
Iowa
$279K +$50.7K +427 +22%
VF
460
Virtu Financial
New York
$276K +$276K +2,322 New
PI
461
PFG Investments
New York
$274K -$10.3K -87 -4%
EWP
462
Elevation Wealth Partners
California
$270K – – –
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K +$1.07K +9 +0.4%
KMWM
464
Keudell/Morrison Wealth Management
Oregon
$265K +$265K +2,228 New
LFM
465
LGT Fund Management
Liechtenstein
$262K – – –
WANY
466
Wealthspire Advisors (New York)
New York
$261K +$261K +2,197 New
NWAG
467
Net Worth Advisory Group
Utah
$261K +$261K +2,197 New
BFC
468
Blue Fin Capital
Rhode Island
$259K – – –
WS
469
Wedbush Securities
California
$258K -$96.2K -811 -27%
HI
470
Horizon Investments
North Carolina
$252K -$17.3K -146 -6%
GT
471
Greenleaf Trust
Michigan
$252K -$3.8K -32 -1%
PP
472
Prudential plc
United Kingdom
$249K – – –
EAM
473
Erste Asset Management
Austria
$249K – – –
KIA
474
KCM Investment Advisors
California
$244K -$1.78K -15 -0.7%
PA
475
Procyon Advisors
Connecticut
$242K +$242K +2,039 New
17 18
19
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