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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 %
VI
476
Versor Investments
New York
$261K +$261K +2,024 New
CS
477
Cannell & Spears
New York
$259K – – –
WA
478
Wealth Alliance
New York
$259K +$9.92K +77 +4%
SRL
479
Scientech Research LLC
New Jersey
$258K -$85.2K -661 -25%
AC
480
Avestar Capital
New York
$258K +$258K +2,003 New
GM
481
GeoWealth Management
Illinois
$258K +$258K +2,000 New
CG
482
Caprock Group
Idaho
$257K +$257K +1,977 New
ARC
483
Advisor Resource Council
Texas
$253K +$253K +1,995 New
SFI
484
SPC Financial Inc
Maryland
$251K +$12.9K +100 +5%
LNC
485
Lincoln National Corp
Pennsylvania
$247K +$247K +1,915 New
PWMG
486
Prestige Wealth Management Group
New Jersey
$240K +$237K +1,821 +8,671%
B
487
Bailard
California
$240K – – –
BP
488
Ballentine Partners
Massachusetts
$238K +$6.06K +47 +3%
PCIA
489
Prime Capital Investment Advisors
Kansas
$234K -$4.64K -36 -2%
CI
490
Cigna Investments
Connecticut
$234K – – –
YDMI
491
Y.D. More Investments
Israel
$232K +$132K +1,025 +132%
GS
492
GTS Securities
New York
$228K -$290K -2,247 -56%
CTC
493
Cetera Trust Company
Minnesota
$228K +$58K +450 +34%
AIS
494
American Investment Services
Massachusetts
$227K – – –
BFG
495
Bleakley Financial Group
New Jersey
$227K +$15.2K +118 +7%
SW
496
Simplicity Wealth
New Jersey
$227K +$227K +1,758 New
PMA
497
Prudent Man Advisors
Illinois
$225K -$14.4K -112 -6%
AIP
498
Ameritas Investment Partners
Nebraska
$224K – – –
SFI
499
Siemens Fonds Invest
Germany
$216K – – –
HWM
500
HB Wealth Management
Georgia
$207K +$207K +1,603 New
18 19
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