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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
501
Ameritas Investment Partners
Nebraska
$154K
EAM
502
Erste Asset Management
Austria
$147K -$65.8K -600 -29%
WTC
503
WhitTier Trust Company
Nevada
$137K -$4.86M -44,345 -97%
PA
504
Parallel Advisors
California
$133K +$34.5K +315 +30%
AAM
505
Advisors Asset Management
Colorado
$126K -$62.5K -570 -31%
OAM
506
Ostrum Asset Management
France
$122K -$5.7K -52 -4%
CTC
507
Cetera Trust Company
Minnesota
$119K -$59.2K -540 -31%
LS
508
Livforsakringsbolaget Skandia
Sweden
$118K -$32.9K -300 -20%
BTI
509
Blue Trust Inc
Georgia
$114K -$135K -1,235 -51%
MCM
510
MAI Capital Management
Ohio
$112K +$126K +1,149 New
Jones Financial Companies
511
Jones Financial Companies
Missouri
$109K +$80.8K +737 +193%
LSA
512
Leonteq Securities AG
Switzerland
$98.7K +$81.1K +740 +272%
FFA
513
Farther Finance Advisors
California
$90.8K -$46.6K -425 -31%
GRP
514
Global Retirement Partners
California
$78.3K +$38.7K +353 +78%
LC
515
Lindbrook Capital
California
$76.3K -$1.21K -11 -1%
MCM
516
Manchester Capital Management
Vermont
$75.9K -$41K -374 -32%
PTC
517
Private Trust Company
Ohio
$75.7K +$19.7K +180 +30%
SAM
518
Sherman Asset Management
California
$74.7K +$84K +766 New
ACM
519
Aster Capital Management
United Arab Emirates
$74.4K -$118K -1,073 -58%
QCG
520
Quadrant Capital Group
Ohio
$74.3K -$10.7K -98 -11%
MC
521
Muzinich & Co
New York
$73.9K
Bank Julius Baer & Co
522
Bank Julius Baer & Co
Switzerland
$73.2K -$182K -1,661 -71%
VCM
523
Versant Capital Management
Arizona
$72.7K +$46.2K +421 +130%
SC
524
Steph & Co
Wisconsin
$71.2K -$256K -2,335 -76%
SAM
525
Smartleaf Asset Management
Massachusetts
$70.4K +$1.43K +13 +2%

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.