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Alexandria Real Estate Equities

567 hedge funds and large institutions have $6.89B invested in Alexandria Real Estate Equities in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 196

5% less funds holding

Funds holding: 596567 (-29)

10.28% less ownership

Funds ownership: 96.05%85.77% (-10%)

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 104

15% less capital invested

Capital invested by funds: $8.14B → $6.89B (-$1.26B)

24% less call options, than puts

Call options by funds: $78.6M | Put options by funds: $103M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
567
Holders Change
-29
Holders Change %
-4.87%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
88
Increased
220
Reduced
196
Closed
104
Calls
$78.6M
Puts
$103M
Net Calls
-$24.3M
Net Calls Change
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
451
Owl Creek Wealth Partners
Colorado
$30K +$34.1K +646 New
BGAI
452
Bruce G. Allen Investments
Colorado
$28.7K +$16.5K +312 +102%
MG
453
Mather Group
Illinois
$28.3K +$32.2K +610 New
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$25.7K +$6.75K +128 +30%
AA
455
Addison Advisors
Vermont
$25.6K +$27.9K +528 +2,200%
TWD
456
True Wealth Design
Ohio
$24.4K +$22.8K +433 +466%
GXJ
457
Global X Japan
Japan
$22K +$5.28K +100 +27%
RF
458
Rossby Financial
Florida
$20.6K +$5.49K +104 +28%
IA
459
IFP Advisors
Florida
$20.4K -$29.3K -555 -56%
MB
460
MidFirst Bank
Oklahoma
$19.7K -$145K -2,758 -87%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$18.8K +$5.96K +113 +39%
OL
462
OneFund LLC
Florida
$18.5K -$1.48K -28 -6%
ANBT
463
American National Bank & Trust
Texas
$18.3K
PB
464
Prosperity Bancshares
Texas
$17.4K
CH
465
Cromwell Holdings
Wyoming
$17.2K +$7.65K +145 +66%
AA
466
Ancora Advisors
Ohio
$16.9K +$5.59K +106 +41%
BWL
467
Bogart Wealth LLC
Virginia
$16K +$17.5K +331 +2,364%
TFGT
468
TS Financial Group (TSFG)
Illinois
$15K
LA
469
LM Advisors
California
$14.7K -$15.2K -288 -29%
PWPS
470
Pinnacle Wealth Planning Services
Ohio
$14.7K +$8.55K +162 +105%
S
471
Sachetta
Massachusetts
$13K +$11K +209 +312%
EP
472
Essential Partners
California
$12.8K +$11.6K +220 +400%
CFO
473
CVA Family Office
Colorado
$12.5K +$1.58K +30 +13%
KFAS
474
Keating Financial Advisory Services
Kansas
$12.5K +$2K +38 +16%
PWAM
475
Private Wealth Asset Management
Iowa
$12.1K -$475 -9 -3%