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Alexandria Real Estate Equities
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Overview Fund Activity

564 hedge funds and large institutions have $16.8B invested in Alexandria Real Estate Equities in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 251 increasing their positions, 193 reducing their positions, and 74 closing their positions.

Holders
564
Holders Change
-26
Holders Change %
-4.41%
% of All Funds
8.99%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
52
Increased
251
Reduced
193
Closed
74
Calls
$91.8M
Puts
$75.3M
Net Calls
+$16.5M
Net Calls Change
-$42.5M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.13B
2
Morgan Stanley
2
Morgan Stanley
New York
$151M
3
ACM
3
AEW Capital Management
Massachusetts
$34.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$59.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$106M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$21.7M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$532M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$10.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$8.97M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
501
HBC Financial Services
Washington
$20K 200 +200 New
GCM
502
Gables Capital Management
Florida
$19K 190 – –
AF
503
Allworth Financial
California
$17.9K 179 +20 +13%
BONH
504
Bank of New Hampshire
New Hampshire
$14K 140 – –
BIA
505
Bell Investment Advisors
California
$13.9K 139 +31 +29%
PB
506
Pinnacle Bancorp
Nebraska
$13.7K 137 +33 +32%
AGWCA
507
Annis Gardner Whiting Capital Advisors
Florida
$13.3K 131 +131 New
GWS
508
Glassman Wealth Services
Virginia
$13.1K 131 +5 +4%
PFP
509
Pinnacle Financial Partners
Tennessee
$13K 130 – –
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$10.8K 108 +9 +9%
PAI
511
Pittenger & Anderson Inc
Nebraska
$10.4K 104 – –
CBT
512
CoreFirst Bank & Trust
Kansas
$10K 100 – –
FGAM
513
Financial Gravity Asset Management
Texas
$10K 107 -6 -5%
ZB
514
Zions Bancorporation
Utah
$9.51K 95 +55 +138%
GRP
515
Global Retirement Partners
California
$9.24K 94 -3 -3%
PCFFS
516
Pacific Center for Financial Services
California
$8.79K 88 +1 +1%
MHR
517
Matthew Hamilton Rosenberg
$8.61K 86 +68 +378%
GEA
518
Glen Eagle Advisors
New Jersey
$8.41K 84 +1 +1%
MCM
519
MV Capital Management
Maryland
$7.31K 73 -24 -25%
JWM
520
Janiczek Wealth Management
Colorado
$7.11K 71 +48 +209%
ST
521
Smithfield Trust
Pennsylvania
$7K 70 -23 -25%
GKIM
522
GW&K Investment Management
Massachusetts
$7K 69 +5 +8%
VNA
523
Valley National Advisers
Pennsylvania
$7K 70 +70 New
EWA
524
EverSource Wealth Advisors
Alabama
$6.21K 62 +48 +343%
SC
525
SouthState Corp
Florida
$5.51K 55 +55 New
19 20
21
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