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Alexandria Real Estate Equities

668 hedge funds and large institutions have $15.2B invested in Alexandria Real Estate Equities in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 215 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 215

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 75

2% more funds holding

Funds holding: 656668 (+12)

0.12% less ownership

Funds ownership: 94.7%94.59% (-0.12%)

9% less call options, than puts

Call options by funds: $50.8M | Put options by funds: $55.5M

6% less capital invested

Capital invested by funds: $16.2B → $15.2B (-$1.01B)

Holders
668
Holders Change
+12
Holders Change %
+1.83%
% of All Funds
8.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
294
Reduced
215
Closed
75
Calls
$50.8M
Puts
$55.5M
Net Calls
-$4.72M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
476
TownSquare Capital
Utah
$241K -$45.4K -464 -15%
Group One Trading
477
Group One Trading
Illinois
$238K -$86.8K -886 -26%
PPC
478
Park Place Capital
Alabama
$237K +$23.5K +240 +10%
CCM
479
Coldstream Capital Management
Washington
$236K +$42.8K +437 +21%
BP
480
Ballentine Partners
Massachusetts
$235K +$248K +2,536 New
NLP
481
Next Level Private
New York
$235K
KMWM
482
Keudell/Morrison Wealth Management
Oregon
$234K +$10.2K +104 +4%
SC
483
Syon Capital
California
$232K +$245K +2,505 New
Assenagon Asset Management
484
Assenagon Asset Management
Luxembourg
$231K -$28.8K -294 -11%
FCM
485
Frontier Capital Management
Massachusetts
$231K +$3.33K +34 +1%
GM
486
GeoWealth Management
Illinois
$230K +$54K +551 +29%
Jones Financial Companies
487
Jones Financial Companies
Missouri
$227K +$122K +1,250 +112%
SIA
488
SkyView Investment Advisors
New Jersey
$221K +$234K +2,385 New
Simplex Trading
489
Simplex Trading
Illinois
$220K -$4.38M -44,750 -95%
KPWS
490
Kestra Private Wealth Services
Texas
$220K -$3.72K -38 -2%
MSAM
491
Moloney Securities Asset Management
Missouri
$216K -$6.86K -70 -3%
CC
492
Corton Capital
Ontario, Canada
$216K +$228K +2,331 New
S
493
SignatureFD
Georgia
$216K -$14.9K -152 -6%
IWC
494
Integrated Wealth Concepts
Massachusetts
$213K +$10.9K +111 +5%
IB
495
Intrust Bank
Kansas
$212K -$41.9K -428 -16%
NWAG
496
Net Worth Advisory Group
Utah
$212K +$9.3K +95 +4%
EWP
497
Elevation Wealth Partners
California
$210K
GSWA
498
Good Steward Wealth Advisors
Tennessee
$210K +$222K +2,265 New
HI
499
Horizon Investments
North Carolina
$205K +$8.03K +82 +4%
DADC
500
D.A. Davidson & Co
Montana
$201K -$62.3K -636 -23%

ARE Hedge Fund Activity: Q1 2025 in Review

668 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2025, worth a combined $15.2B — down 6.2% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ARE positions and 75 closed out — a net gain of 17 holders — while 294 added to existing stakes and 215 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $124M. The largest seller was Victory Capital Management, cutting an estimated $189M.

  • 668 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2025, up from 656 in Q4 2024.
  • Funds reported $15.2B of Alexandria Real Estate Equities stock for Q1 2025, down 6.2% quarter-over-quarter.
  • 92 funds opened new Alexandria Real Estate Equities positions in Q1 2025 and 75 closed out, a net change of +17 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2025 was AQR Capital Management, an estimated $124M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2025 was Victory Capital Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2025.