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Alexandria Real Estate Equities

567 hedge funds and large institutions have $6.89B invested in Alexandria Real Estate Equities in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 196

5% less funds holding

Funds holding: 596567 (-29)

10.28% less ownership

Funds ownership: 96.05%85.77% (-10%)

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 104

15% less capital invested

Capital invested by funds: $8.14B → $6.89B (-$1.26B)

24% less call options, than puts

Call options by funds: $78.6M | Put options by funds: $103M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
567
Holders Change
-29
Holders Change %
-4.87%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
88
Increased
220
Reduced
196
Closed
104
Calls
$78.6M
Puts
$103M
Net Calls
-$24.3M
Net Calls Change
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
476
Harbour Investments
Wisconsin
$11K -$739 -14 -6%
MCM
477
MV Capital Management
Maryland
$10.5K +$9.97K +189 +511%
CT
478
Clearstead Trust
Maine
$9.98K +$7.17K +136 +172%
SAM
479
Sherman Asset Management
California
$9.38K -$29.8K -564 -74%
OCM
480
Orion Capital Management
California
$9.28K -$30.6K -580 -74%
HPC
481
HM Payson & Co
Maine
$9.28K -$5.28K -100 -33%
EB
482
Eastern Bank
Massachusetts
$9.28K
WPA
483
Wealth Preservation Advisors
Tennessee
$8.4K +$9.55K +181 New
CAC
484
Core Alternative Capital
Georgia
$8.12K
WAG
485
Wiser Advisor Group
Arizona
$7.8K +$106 +2 +1%
MCM
486
Manchester Capital Management
Vermont
$7.1K +$2.37K +45 +42%
AF
487
Advisornet Financial
Minnesota
$7.06K +$6.86K +130 +591%
GKIM
488
GW&K Investment Management
Massachusetts
$7K -$2.74K -52 -26%
ST
489
Smithfield Trust
Pennsylvania
$7K
OAJ
490
Ogorek Anthony Joseph
New York
$7K +$7.75K +147 +735%
CA
491
Clearstead Advisors
Ohio
$6.96K -$19.3K -366 -71%
WTC
492
WhitTier Trust Company
Nevada
$6.84K -$2.9K -55 -26%
BC
493
Bayforest Capital
United Kingdom
$6.82K +$7.75K +147 New
KG
494
Kilter Group
New York
$6.73K +$5.43K +103 +245%
MWA
495
Merkkuri Wealth Advisors
New York
$6.35K +$7.23K +137 New
PTC
496
Private Trust Company
Ohio
$6.17K +$317 +6 +5%
EPIM
497
Evelyn Partners Investment Management
$5.57K
RFP
498
Root Financial Partners
California
$5.38K +$5.64K +107 +1,189%
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$5.01K
BTI
500
Blue Trust Inc
Georgia
$5.01K +$106 +2 +2%