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Alexandria Real Estate Equities

591 hedge funds and large institutions have $8.96B invested in Alexandria Real Estate Equities in 2026 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 230 increasing their positions, 189 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

49% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 72

30% more capital invested

Capital invested by funds: $6.89B → $8.96B (+$2.07B)

22% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 189

11.39% more ownership

Funds ownership: 85.77%97.17% (+11%)

4% more funds holding

Funds holding: 569591 (+22)

35% less call options, than puts

Call options by funds: $84.8M | Put options by funds: $131M

Holders
591
Holders Change
+22
Holders Change %
+3.87%
% of All Funds
7.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
107
Increased
230
Reduced
189
Closed
72
Calls
$84.8M
Puts
$131M
Net Calls
-$46.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
501
Orion Capital Management
California
$10.6K
SC
502
Stance Capital
Massachusetts
$10.5K +$4.78K +100 +101%
RF
503
Rossby Financial
Florida
$9.88K -$13.9K -290 -61%
PTC
504
Private Trust Company
Ohio
$9.35K +$2.1K +44 +33%
WAG
505
Wiser Advisor Group
Arizona
$9.02K +$144 +3 +2%
TFA
506
Transamerica Financial Advisors
Florida
$8.72K +$3.01K +63 +64%
OAJ
507
Ogorek Anthony Joseph
New York
$8K -$718 -15 -9%
ST
508
Smithfield Trust
Pennsylvania
$8K
WTC
509
WhitTier Trust Company
Nevada
$7.81K -$48 -1 -0.6%
AF
510
Advisornet Financial
Minnesota
$7.63K -$383 -8 -5%
MAM
511
Meeder Asset Management
Ohio
$7.19K +$6.51K +136 New
BCWM
512
Bartlett & Co Wealth Management
Ohio
$6.75K +$5.45K +114 +950%
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$5.71K
HWA
514
Heritage Wealth Advisors
Virginia
$5.29K
KG
515
Kilter Group
New York
$5.13K -$2.3K -48 -33%
SEP
516
Signature Equity Partners
Ohio
$5.13K -$383 -8 -8%
T
517
Tidemark
California
$4.6K +$144 +3 +4%
AFC
518
Ares Financial Consulting
California
$4.23K +$3.83K +80 New
S
519
Sachetta
Massachusetts
$4.19K -$9.43K -197 -71%
BWL
520
Bogart Wealth LLC
Virginia
$4.12K -$12.8K -267 -77%
CA
521
Crewe Advisors
Utah
$4.02K +$3.64K +76 New
NS
522
NBC Securities
Alabama
$4.02K
AW
523
Avion Wealth
Texas
$4K +$383 +8 +9%
CT
524
Clearstead Trust
Maine
$3.96K -$6.7K -140 -65%
FFO
525
Fortitude Family Office
Arizona
$3.7K +$3.35K +70 New

ARE Hedge Fund Activity: Q2 2026 in Review

591 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2026, worth a combined $8.96B — up 30% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new ARE positions and 72 closed out — a net gain of 35 holders — while 230 added to existing stakes and 189 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $242M. The largest seller was Capital World Investors, exiting entirely with an estimated $150M sold.

  • 591 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2026, up from 569 in Q1 2026.
  • Funds reported $8.96B of Alexandria Real Estate Equities stock for Q2 2026, up 30% quarter-over-quarter.
  • 107 funds opened new Alexandria Real Estate Equities positions in Q2 2026 and 72 closed out, a net change of +35 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2026 was AQR Capital Management, an estimated $242M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2026 was Capital World Investors, an estimated $150M sold.

Based on aggregated 13F filings for Q2 2026.