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Alexandria Real Estate Equities

702 hedge funds and large institutions have $12.4B invested in Alexandria Real Estate Equities in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 311 increasing their positions, 198 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

59% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 73

57% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 198

6% more capital invested

Capital invested by funds: $11.7B → $12.4B (+$701M)

6% more funds holding

Funds holding: 664702 (+38)

4% less call options, than puts

Call options by funds: $171M | Put options by funds: $179M

7.36% less ownership

Funds ownership: 93.34%85.97% (-7.4%)

Holders
702
Holders Change
+38
Holders Change %
+5.72%
% of All Funds
9.21%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
116
Increased
311
Reduced
198
Closed
73
Calls
$171M
Puts
$179M
Net Calls
-$7.5M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAW
476
Plan A Wealth
Nebraska
$313K +$37.4K +467 +14%
CAM
477
Cresset Asset Management
Illinois
$311K +$56.6K +707 +24%
SIC
478
Sage Investment Counsel
Tennessee
$311K +$25.5K +318 +9%
BCI
479
Brinker Capital Investments
Pennsylvania
$307K +$32.8K +409 +12%
CL
480
Choreo LLC
Illinois
$307K +$290K +3,620 New
IC
481
Inscription Capital
Texas
$307K +$295K +3,679 New
VI
482
Vestcor Inc
New Brunswick, Canada
$305K -$5.33M -66,558 -95%
VFA
483
Valeo Financial Advisors
Indiana
$303K +$291K +3,631 New
WA
484
Waddell & Associates
Tennessee
$288K -$27.5K -343 -9%
USCWA
485
U.S. Capital Wealth Advisors
Texas
$285K +$274K +3,420 New
EP
486
Essential Partners
California
$285K +$57K +711 +26%
QEI
487
QSV Equity Investors
Illinois
$282K -$6.81K -85 -2%
Vontobel Holding
488
Vontobel Holding
Switzerland
$280K +$269K +3,363 New
KWA
489
Kingswood Wealth Advisors
California
$279K -$79.5K -992 -23%
FRA
490
Frank Rimerman Advisors
California
$278K +$267K +3,330 New
ATC
491
Argent Trust Co
Tennessee
$275K +$264K +3,300 New
Rockefeller Capital Management
492
Rockefeller Capital Management
New York
$270K +$259K +3,229 New
RGC
493
Roberts, Glore & Co
Illinois
$270K +$28.4K +354 +12%
KPWS
494
Kestra Private Wealth Services
Texas
$270K +$259K +3,239 New
IA
495
Invested Advisors
Pennsylvania
$268K +$221K +2,756 New
NWM
496
Napa Wealth Management
California
$267K +$257K +3,205 New
GT
497
Greenleaf Trust
Michigan
$265K +$255K +3,182 New
VCM
498
Versant Capital Management
Arizona
$263K +$145K +1,814 +135%
IFG
499
Independent Financial Group
California
$262K -$7.37K -92 -3%
BAAM
500
Baker Avenue Asset Management
California
$259K +$249K +3,113 New

ARE Hedge Fund Activity: Q3 2025 in Review

702 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2025, worth a combined $12.4B — up 6% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ARE positions and 73 closed out — a net gain of 43 holders — while 311 added to existing stakes and 198 trimmed.

The largest buyer was UBS AM, adding an estimated $132M. The largest seller was BlackRock, cutting an estimated $165M.

  • 702 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2025, up from 664 in Q2 2025.
  • Funds reported $12.4B of Alexandria Real Estate Equities stock for Q3 2025, up 6% quarter-over-quarter.
  • 116 funds opened new Alexandria Real Estate Equities positions in Q3 2025 and 73 closed out, a net change of +43 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2025 was UBS AM, an estimated $132M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2025 was BlackRock, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2025.