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Alexandria Real Estate Equities
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Overview Fund Activity

626 hedge funds and large institutions have $23.3B invested in Alexandria Real Estate Equities in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 204 reducing their positions, and 56 closing their positions.

Holders
626
Holders Change
+11
Holders Change %
+1.79%
% of All Funds
10.1%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
76
Increased
274
Reduced
204
Closed
56
Calls
$87.8M
Puts
$19.1M
Net Calls
+$68.7M
Net Calls Change
+$4.55M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$154M
2
BlackRock
2
BlackRock
New York
$2.3B
3
CIM
3
Centersquare Investment Management
Pennsylvania
$244M
4
HRES
4
Heitman Real Estate Securities
Illinois
$78.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$515M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$127M
3
Goldman Sachs
3
Goldman Sachs
New York
$221M
4
Invesco
4
Invesco
Georgia
$362M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$32.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
476
Steph & Co
Wisconsin
$263K 1,807 +6 +0.3%
AWCI
477
Alpine Woods Capital Investors
New York
$259K 1,780 -100 -5%
BF
478
BOK Financial
Oklahoma
$256K 1,758 +77 +5%
SS
479
Simplicity Solutions
Minnesota
$253K 1,737 +1,737 New
AWA
480
Arkadios Wealth Advisors
Georgia
$252K 1,730 +73 +4%
HI
481
Horizon Investments
North Carolina
$250K 1,718 -1,241 -42%
CG
482
Caprock Group
Idaho
$246K 1,677 +245 +17%
GI
483
GAMCO Investors
Connecticut
$246K 1,687 +152 +10%
SIA
484
Schechter Investment Advisors
Michigan
$244K 1,676 +128 +8%
MNBTD
485
Moody National Bank Trust Division
Texas
$244K 1,678 +163 +11%
DS
486
DRW Securities
Illinois
$243K 1,668 -201 -11%
S
487
SignatureFD
Georgia
$240K 1,646 -463 -22%
FMAEN1
488
Fund Management at Engine No 1
California
$239K 1,643 +216 +15%
PI
489
PFS Investments
Georgia
$237K 1,629 +149 +10%
EM
490
Excalibur Management
Massachusetts
$237K 1,625 – –
FAFN
491
First Affirmative Financial Network
Colorado
$234K 1,610 -218 -12%
LFA
492
LGT Financial Advisors
Texas
$234K 1,603 +1,603 New
SACTSONJ
493
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$233K 1,600 – –
FMP
494
Financial Management Professionals
Texas
$228K 1,564 +456 +41%
IWC
495
Integrated Wealth Concepts
Massachusetts
$228K 1,564 +1,564 New
AIS
496
American Investment Services
Massachusetts
$226K 1,550 -54 -3%
QCG
497
Quadrant Capital Group
Ohio
$223K 1,533 +408 +36%
DTL
498
Dynamic Technology Lab
Singapore
$221K 1,516 +1,516 New
AF
499
Arrow Financial
New York
$219K 1,500 – –
FB
500
Fulton Bank
Pennsylvania
$215K 1,478 +1,478 New
18 19
20
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