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Alexandria Real Estate Equities
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Overview Fund Activity

646 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 267 increasing their positions, 223 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.37%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
69
Increased
267
Reduced
223
Closed
66
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$219M
2
Charles Schwab
Charles Schwab
California
$304M
3
RC
Resolution Capital
Australia
$88.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$100M
5
DC
Davenport & Co
Virginia
$55.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$235M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$148M
3
Principal Financial Group
Principal Financial Group
Iowa
$704M
4
State Street
State Street
Massachusetts
$1.39B
5
CIM
Centersquare Investment Management
Pennsylvania
$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SACTSONJ
501
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$206K – – –
Focus Partners Wealth
502
Focus Partners Wealth
Massachusetts
$206K +$206K +1,601 New
NS
503
NBC Securities
Alabama
$198K +$257 +2 +0.1%
EBA
504
Eagle Bay Advisors
New York
$188K -$38.7K -297 -17%
FDCDDQ
505
Federation des caisses Desjardins du Quebec
Quebec, Canada
$181K +$136K +1,063 +305%
T
506
TOBAM
France
$179K +$37.1K +288 +26%
GI
507
GAMMA Investing
California
$169K +$33.5K +260 +25%
MCM
508
Manchester Capital Management
Vermont
$148K +$78.2K +607 +112%
LFA
509
LGT Financial Advisors
Texas
$147K -$7.48K -58 -5%
NP
510
Ninepoint Partners
Ontario, Canada
$140K – – –
PI
511
PEAK6 Investments
Illinois
$133K +$133K +1,030 New
WT
512
Washington Trust
Rhode Island
$131K – – –
PA
513
Parallel Advisors
California
$119K +$9.28K +72 +8%
HFM
514
Harvest Fund Management
China
$119K +$119K +924 New
FFA
515
Farther Finance Advisors
California
$118K -$753 -6 -0.6%
QCG
516
Quadrant Capital Group
Ohio
$114K -$2.06K -16 -2%
Federated Hermes
517
Federated Hermes
Pennsylvania
$113K +$92.2K +715 +433%
CIBC Private Wealth Group
518
CIBC Private Wealth Group
Georgia
$113K +$113K +902 New
SIM
519
Sentry Investment Management
Wisconsin
$105K – – –
AAP
520
Arax Advisory Partners
Colorado
$104K +$3.74K +29 +4%
LC
521
Lindbrook Capital
California
$104K -$18.6K -144 -15%
HPC
522
HM Payson & Co
Maine
$103K -$77.3K -600 -43%
AA
523
Addison Advisors
Vermont
$98K +$10.4K +81 +12%
MC
524
Muzinich & Co
New York
$96.1K – – –
AWM
525
Avior Wealth Management
Nebraska
$94.2K +$94.2K +731 New
19 20
21
22 23