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Alexandria Real Estate Equities

702 hedge funds and large institutions have $12.4B invested in Alexandria Real Estate Equities in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 311 increasing their positions, 198 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

59% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 73

57% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 198

6% more capital invested

Capital invested by funds: $11.7B → $12.4B (+$701M)

6% more funds holding

Funds holding: 664702 (+38)

4% less call options, than puts

Call options by funds: $171M | Put options by funds: $179M

7.36% less ownership

Funds ownership: 93.34%85.97% (-7.4%)

Holders
702
Holders Change
+38
Holders Change %
+5.72%
% of All Funds
9.21%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
116
Increased
311
Reduced
198
Closed
73
Calls
$171M
Puts
$179M
Net Calls
-$7.5M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IB
501
Intrust Bank
Kansas
$255K +$245K +3,063 New
AWM
502
AE Wealth Management
Kansas
$254K +$23.9K +298 +11%
CPA
503
Capital Performance Advisors
California
$251K +$241K +3,010 New
PCMH
504
Polymer Capital Management (HK)
Hong Kong
$250K +$241K +3,005 New
FAM
505
Flaharty Asset Management
Florida
$250K
FIA
506
FNY Investment Advisers
New York
$250K +$152K +1,900 +173%
MSE
507
MUFG Securities EMEA
United Kingdom
$248K +$202K +2,525 +556%
MFS
508
Mattson Financial Services
Michigan
$248K -$5.61K -70 -2%
HNB
509
Huntington National Bank
Ohio
$248K -$35.9K -448 -13%
KRW
510
Kaufman Rossin Wealth
Florida
$246K +$13.9K +174 +6%
PWP
511
Phillips Wealth Planners
Mississippi
$242K -$52.6K -656 -18%
PFM
512
Patton Fund Management
Texas
$242K
JTWM
513
Jackson Thornton Wealth Management
Alabama
$241K +$257K +3,202 New
MSAM
514
Moloney Securities Asset Management
Missouri
$240K +$231K +2,880 New
RIM
515
Rakuten Investment Management
Japan
$239K +$1.1M +13,692 New
TCWA
516
Turtle Creek Wealth Advisors
Texas
$237K +$228K +2,847 New
AF
517
Allworth Financial
California
$236K -$86.9K -1,085 -28%
RBFC
518
Roman Butler Fullerton & Co
Missouri
$232K +$45.3K +565 +17%
TE
519
Tema ETFs
New York
$230K +$221K +2,764 New
C
520
Certuity
Florida
$228K +$219K +2,739 New
Bessemer Group
521
Bessemer Group
New Jersey
$224K +$47.1K +588 +28%
ADMI
522
Albert D. Mason Inc
Massachusetts
$220K +$212K +2,645 New
TWM
523
Thrive Wealth Management
Pennsylvania
$219K -$28.6K -357 -12%
GFM
524
GF Fund Management
China
$216K -$12.3K -154 -6%
RSWM
525
Robertson Stephens Wealth Management
California
$214K +$203K +2,532 New

ARE Hedge Fund Activity: Q3 2025 in Review

702 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2025, worth a combined $12.4B — up 6% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ARE positions and 73 closed out — a net gain of 43 holders — while 311 added to existing stakes and 198 trimmed.

The largest buyer was UBS AM, adding an estimated $132M. The largest seller was BlackRock, cutting an estimated $165M.

  • 702 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2025, up from 664 in Q2 2025.
  • Funds reported $12.4B of Alexandria Real Estate Equities stock for Q3 2025, up 6% quarter-over-quarter.
  • 116 funds opened new Alexandria Real Estate Equities positions in Q3 2025 and 73 closed out, a net change of +43 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2025 was UBS AM, an estimated $132M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2025 was BlackRock, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2025.