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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
476
Park Place Capital
Alabama
$226K +$75.2K +686 +42%
WS
477
Wedbush Securities
California
$224K +$13.8K +126 +6%
MSA
478
MUFG Securities Americas
New York
$224K +$252K +2,296 New
EWP
479
Elevation Wealth Partners
California
$221K
GAM
480
Generali Asset Management
Italy
$217K +$244K +2,222 New
NWAG
481
Net Worth Advisory Group
Utah
$214K -$548 -5 -0.2%
IWC
482
Integrated Wealth Concepts
Massachusetts
$213K +$45.9K +419 +24%
FRA
483
Frank Rimerman Advisors
California
$213K +$239K +2,181 New
PI
484
PFG Investments
New York
$210K -$17K -155 -7%
SFA
485
Sequoia Financial Advisors
Ohio
$209K -$120K -1,095 -34%
HI
486
Horizon Investments
North Carolina
$208K +$1.21K +11 +0.5%
HAG
487
HighPoint Advisor Group
Illinois
$207K +$39.5K +360 +20%
CCM
488
Coldstream Capital Management
Washington
$207K +$13.2K +120 +6%
EI
489
Ellevest Inc
New York
$206K -$190K -1,729 -45%
PP
490
Prudential plc
United Kingdom
$205K
PS
491
Principal Securities
Iowa
$197K -$36.3K -331 -14%
RMC
492
Resources Management Corp
Connecticut
$197K
PEAK6
493
PEAK6
Illinois
$190K +$214K +1,948 New
GM
494
GeoWealth Management
Illinois
$188K +$27.4K +250 +15%
GI
495
GAMMA Investing
California
$181K -$7.78K -71 -4%
Twin Tree Management
496
Twin Tree Management
Texas
$178K +$200K +1,820 New
YDMI
497
Y.D. More Investments
Israel
$176K
A
498
Allianz
Germany
$174K +$196K +1,786 New
CSPIA
499
Cary Street Partners Investment Advisory
Virginia
$174K -$136K -1,236 -41%
QL
500
Quarry LP
New York
$171K +$171K +1,556 +782%

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.