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Alexandria Real Estate Equities
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Overview Fund Activity

611 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 278 increasing their positions, 193 reducing their positions, and 72 closing their positions.

Holders
611
Holders Change
-15
Holders Change %
-2.4%
% of All Funds
9.78%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
68
Increased
278
Reduced
193
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.15B
2
UBS AM
2
UBS AM
Illinois
$158M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.4B
4
State Street
4
State Street
Massachusetts
$1.35B
5
CIM
5
CCLA Investment Management
United Kingdom
$52.8M

Top Sellers

1
RC
1
Resolution Capital
Australia
$0
2
Invesco
2
Invesco
Georgia
$237M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$15.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$31.2M
5
WHG
5
Westwood Holdings Group
Texas
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
476
Ameritas Investment Partners
Nebraska
$235K 1,874 – –
PMA
477
Prudent Man Advisors
Illinois
$235K 1,872 – –
B
478
Bailard
California
$234K 1,860 – –
BFC
479
Blue Fin Capital
Rhode Island
$233K 1,914 +7 +0.4%
HI
480
Horizon Investments
North Carolina
$232K 1,850 +132 +8%
FMP
481
Financial Management Professionals
Texas
$232K 1,851 +287 +18%
DS
482
DRW Securities
Illinois
$228K 1,816 +148 +9%
AIS
483
American Investment Services
Massachusetts
$226K 1,550 – –
CG
484
Caprock Group
Idaho
$226K 1,779 +102 +6%
AWCI
485
Alpine Woods Capital Investors
New York
$224K 1,780 – –
MFS
486
Mirabella Financial Services
United Kingdom
$218K 1,736 +1,736 New
KI
487
Kapitalo Investimentos
Brazil
$215K 1,714 +1,714 New
MAS
488
Meeder Advisory Services
Ohio
$215K 1,712 -481 -22%
EI
489
Ellevest Inc
New York
$211K 1,682 -929 -36%
MNBTD
490
Moody National Bank Trust Division
Texas
$211K 1,678 – –
SGA
491
Seaport Global Advisors
Massachusetts
$205K 1,632 +585 +56%
EM
492
Excalibur Management
Massachusetts
$204K 1,625 – –
CCG
493
Cypress Capital Group
Florida
$201K 1,604 -2,434 -60%
SACTSONJ
494
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$201K 1,600 – –
AF
495
Arrow Financial
New York
$188K 1,500 – –
SC
496
Steph & Co
Wisconsin
$182K 1,452 -355 -20%
SPIA
497
Steward Partners Investment Advisory
New York
$149K 1,185 -69 -6%
S
498
SignatureFD
Georgia
$146K 1,164 -482 -29%
T
499
TOBAM
France
$143K 1,141 +716 +168%
MC
500
Muzinich & Co
New York
$131K 1,040 -110 -10%
18 19
20
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