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Alexandria Real Estate Equities

586 hedge funds and large institutions have $8.09B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 188 increasing their positions, 237 reducing their positions, and 194 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:

35% less capital invested

Capital invested by funds: $12.4B → $8.09B (-$4.31B)

47% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 194

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
586
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
WAG
501
Wiser Advisor Group
Arizona
$8.12K
PCFFS
502
Pacific Center for Financial Services
California
$8.08K
PWPS
503
Pinnacle Wealth Planning Services
Ohio
$7.54K
ST
504
Smithfield Trust
Pennsylvania
$7K
SAM
505
Smartleaf Asset Management
Massachusetts
$6.58K
PTC
506
Private Trust Company
Ohio
$6.21K
T. Rowe Price Investment Management
507
T. Rowe Price Investment Management
Maryland
$6K
EPIM
508
Evelyn Partners Investment Management
$5.87K
ACM
509
Aster Capital Management
United Arab Emirates
$5.68K
EW
510
Elyxium Wealth
California
$5.64K
MCM
511
Manchester Capital Management
Vermont
$5.29K
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$5.29K
BTI
513
Blue Trust Inc
Georgia
$5.19K
HIA
514
Harbor Investment Advisory
Maryland
$5.04K
HWA
515
Heritage Wealth Advisors
Virginia
$4.89K
BIA
516
Bell Investment Advisors
California
$4.8K
MA
517
MCF Advisors
Kentucky
$4.75K
SWM
518
Spire Wealth Management
Virginia
$4.65K
TWD
519
True Wealth Design
Ohio
$4.55K
RTL
520
Red Tortoise LLC
Georgia
$4.41K
AW
521
Avion Wealth
Texas
$4K
T
522
Tidemark
California
$3.92K
CT
523
Clearstead Trust
Maine
$3.87K
NA
524
NewEdge Advisors
Louisiana
$3.76K
NS
525
NBC Securities
Alabama
$3.72K