ARE icon

Alexandria Real Estate Equities

591 hedge funds and large institutions have $8.14B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 189 increasing their positions, 237 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

34% less capital invested

Capital invested by funds: $12.4B → $8.14B (-$4.25B)

47% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 193

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$122M
Puts
$88.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
501
SageView Advisory Group
California
$9.01K
CAC
502
Core Alternative Capital
Georgia
$8.59K
AUB
503
Atlantic Union Bankshares
Virginia
$8.32K
WAG
504
Wiser Advisor Group
Arizona
$8.12K
PCFFS
505
Pacific Center for Financial Services
California
$8.08K
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$7.54K
ST
507
Smithfield Trust
Pennsylvania
$7K
SAM
508
Smartleaf Asset Management
Massachusetts
$6.58K
PTC
509
Private Trust Company
Ohio
$6.21K
T. Rowe Price Investment Management
510
T. Rowe Price Investment Management
Maryland
$6K
EPIM
511
Evelyn Partners Investment Management
$5.87K
ACM
512
Aster Capital Management
United Arab Emirates
$5.68K
EW
513
Elyxium Wealth
California
$5.64K
MCM
514
Manchester Capital Management
Vermont
$5.29K
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$5.29K
BTI
516
Blue Trust Inc
Georgia
$5.19K
HIA
517
Harbor Investment Advisory
Maryland
$5.04K
HWA
518
Heritage Wealth Advisors
Virginia
$4.89K
BIA
519
Bell Investment Advisors
California
$4.8K
MA
520
MCF Advisors
Kentucky
$4.75K
SWM
521
Spire Wealth Management
Virginia
$4.65K
TWD
522
True Wealth Design
Ohio
$4.55K
RTL
523
Red Tortoise LLC
Georgia
$4.41K
AW
524
Avion Wealth
Texas
$4K
T
525
Tidemark
California
$3.92K