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Alexandria Real Estate Equities
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Overview Fund Activity

647 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 283 increasing their positions, 200 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-14
Holders Change %
-2.12%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
104
Increased
283
Reduced
200
Closed
105
Calls
$111M
Puts
$83.1M
Net Calls
+$27.8M
Net Calls Change
+$32.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$108M
2
DC
Davenport & Co
Virginia
+$57.6M
3
Millennium Management
Millennium Management
New York
+$56.2M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$40.3M
5
Invesco
Invesco
Georgia
+$38.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$313M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$142M
3
UBS AM
UBS AM
Illinois
-$108M
4
MGP
M&G plc
United Kingdom
-$66.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
476
Evergreen Capital Management
Washington
$220K -$79.9K -1,080 -27%
FAM
477
Flaharty Asset Management
Florida
$218K +$218K +3,000 New
TWM
478
Thrive Wealth Management
Pennsylvania
$217K -$2.69K -37 -1%
SIC
479
Samalin Investment Counsel
New York
$215K +$215K +2,953 New
NICM
480
Neo Ivy Capital Management
New York
$214K +$214K +2,948 New
CAM
481
Cresset Asset Management
Illinois
$213K +$147 +2 +0.1%
PFM
482
Patton Fund Management
Texas
$211K +$211K +2,902 New
RGC
483
Roberts, Glore & Co
Illinois
$210K +$210K +2,886 New
KRW
484
Kaufman Rossin Wealth
Florida
$202K +$202K +2,780 New
AWM
485
AE Wealth Management
Kansas
$200K +$872 +12 +0.4%
GFM
486
GF Fund Management
China
$200K -$16.8K -231 -8%
PPC
487
Park Place Capital
Alabama
$188K -$2.31K -31 -1%
EWP
488
Elevation Wealth Partners
California
$165K – – –
AIM
489
Anchor Investment Management
South Carolina
$160K +$37.9K +522 +31%
Bessemer Group
490
Bessemer Group
New Jersey
$153K -$32.5M -446,951 -100%
WBC
491
Westpac Banking Corp
Australia
$151K – – –
SFI
492
Siemens Fonds Invest
Germany
$151K +$19.2K +264 +15%
CTC
493
Cetera Trust Company
Minnesota
$138K +$45.8K +630 +49%
ETC
494
Exchange Traded Concepts
Oklahoma
$136K -$279K -3,844 -67%
CF
495
Centaurus Financial
California
$125K +$125K +1,725 New
PWAM
496
Private Wealth Asset Management
Iowa
$124K -$363 -5 -0.3%
C
497
Covestor
United Kingdom
$119K +$109K +1,509 +1,143%
IA
498
IFP Advisors
Florida
$118K +$104K +1,432 +746%
PS
499
Principal Securities
Iowa
$111K -$36K -495 -25%
AAP
500
Arax Advisory Partners
Colorado
$110K +$27.1K +371 +33%
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