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Alexandria Real Estate Equities
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Overview Fund Activity

564 hedge funds and large institutions have $16.8B invested in Alexandria Real Estate Equities in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 251 increasing their positions, 193 reducing their positions, and 74 closing their positions.

Holders
564
Holders Change
-26
Holders Change %
-4.41%
% of All Funds
9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
52
Increased
251
Reduced
193
Closed
74
Calls
$91.8M
Puts
$75.3M
Net Calls
+$16.5M
Net Calls Change
-$42.5M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.13B
2
Morgan Stanley
2
Morgan Stanley
New York
$151M
3
ACM
3
AEW Capital Management
Massachusetts
$34.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$59.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$106M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$21.7M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$532M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$10.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$8.97M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
526
Concord Wealth Partners
Virginia
$5.01K 50 -5 -9%
PMFA
527
Plante Moran Financial Advisors
Michigan
$5.01K 50 +50 New
CSPIA
528
Cary Street Partners Investment Advisory
Virginia
$5.01K 50 +50 New
GFPC
529
Global Financial Private Client
Florida
$4.42K 45 – –
HWA
530
HHM Wealth Advisors
Tennessee
$4.41K 44 -69 -61%
WTA
531
Washington Trust Advisors
Massachusetts
$4.2K 42 +9 +27%
AWM
532
Abound Wealth Management
Tennessee
$4.01K 40 +2 +5%
WBC
533
West Branch Capital
Massachusetts
$4K 40 – –
JPWM
534
Jamison Private Wealth Management
Georgia
$3.9K 39 +39 New
BAAM
535
Baker Avenue Asset Management
California
$3.66K 37 +5 +16%
CT
536
Colonial Trust
South Carolina
$3.61K 31 – –
NFSG
537
Newbridge Financial Services Group
Florida
$3.5K 35 – –
BBHC
538
Brown Brothers Harriman & Co
New York
$3.4K 34 -39 -53%
AWM
539
Avior Wealth Management
Nebraska
$2K 20 – –
CSC
540
Caldwell Sutter Capital
California
$2K 20 – –
OA
541
Operose Advisors
Wisconsin
$2K 20 +20 New
UB
542
UMB Bank
Missouri
$1.9K 19 -20 -51%
FCA
543
FinTrust Capital Advisors
South Carolina
$1.8K 18 +8 +80%
Jones Financial Companies
544
Jones Financial Companies
Missouri
$1.7K 17 +17 New
FHA
545
First Horizon Advisors
Tennessee
$1.6K 16 +3 +23%
BWL
546
Bogart Wealth LLC
Virginia
$1.53K 15 – –
IA
547
IFP Advisors
Florida
$1.49K 15 -21 -58%
DIP
548
DT Investment Partners
Pennsylvania
$1.4K 14 – –
VWM
549
Venturi Wealth Management
Texas
$1.3K 13 +9 +225%
VCM
550
Versant Capital Management
Arizona
$1.3K 13 – –
20 21
22
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