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Alexandria Real Estate Equities

567 hedge funds and large institutions have $6.89B invested in Alexandria Real Estate Equities in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 196

5% less funds holding

Funds holding: 596567 (-29)

10.28% less ownership

Funds ownership: 96.05%85.77% (-10%)

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 104

15% less capital invested

Capital invested by funds: $8.14B → $6.89B (-$1.26B)

24% less call options, than puts

Call options by funds: $78.6M | Put options by funds: $103M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
567
Holders Change
-29
Holders Change %
-4.87%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
88
Increased
220
Reduced
196
Closed
104
Calls
$78.6M
Puts
$103M
Net Calls
-$24.3M
Net Calls Change
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
501
Signature Equity Partners
Ohio
$4.89K +$5.12K +97 +1,213%
TFA
502
Transamerica Financial Advisors
Florida
$4.67K +$5.17K +98 +9,800%
HWA
503
Heritage Wealth Advisors
Virginia
$4.64K
SC
504
Stance Capital
Massachusetts
$4.57K +$5.22K +99 New
LI
505
LRI Investments
Florida
$4.55K +$5.17K +98 New
RTL
506
Red Tortoise LLC
Georgia
$4.18K
NB
507
NBT Bank
New York
$4.18K +$1.79K +34 +61%
T
508
Tidemark
California
$3.9K +$211 +4 +5%
GSEP
509
Golden State Equity Partners
California
$3.9K +$4.43K +84 New
SWM
510
Spire Wealth Management
Virginia
$3.71K -$791 -15 -16%
NS
511
NBC Securities
Alabama
$3.53K
AUB
512
Atlantic Union Bankshares
Virginia
$3.48K -$5.01K -95 -56%
TPWA
513
Twin Peaks Wealth Advisors
California
$3.06K +$3.48K +66 New
AW
514
Avion Wealth
Texas
$3K -$369 -7 -8%
SS
515
Sunbelt Securities
Texas
$2.88K +$3.27K +62 New
CWIG
516
Chung Wu Investment Group
Texas
$2.32K
PMFA
517
Plante Moran Financial Advisors
Michigan
$2.32K
PCFFS
518
Pacific Center for Financial Services
California
$2.32K -$2.48K -47 -48%
VERPA
519
Virginia Estate & Retirement Planning Advisors
Virginia
$2.13K +$2.43K +46 New
SAM
520
Smartleaf Asset Management
Massachusetts
$1.94K -$4.8K -91 -68%
WA
521
Westfuller Advisors
New York
$1.94K +$1.79K +34 +486%
AWM
522
Abound Wealth Management
Tennessee
$1.67K -$633 -12 -25%
PWA
523
Physician Wealth Advisors
Utah
$1.58K -$1.64K -31 -48%
JWM
524
JPL Wealth Management
Colorado
$1.58K +$1.79K +34 New
HNW
525
High Note Wealth
Minnesota
$1.58K +$1.79K +34 New