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Alexandria Real Estate Equities

649 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 267 increasing their positions, 224 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 224

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

0% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $90.2M

0% less capital invested

Capital invested by funds: $21.6B → $21.6B (-$7.81M)

0% less funds holding

Funds holding: 651649 (-2)

2.1% less ownership

Funds ownership: 97.97%95.88% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
649
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
70
Increased
267
Reduced
224
Closed
67
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
526
Muzinich & Co
New York
$96.1K
AWM
527
Avior Wealth Management
Nebraska
$94.2K +$90.1K +731 New
M
528
MOTCO
Texas
$93.3K +$7.64K +62 +9%
CYG
529
Clean Yield Group
Vermont
$88.3K -$30.2K -245 -26%
BBHC
530
Brown Brothers Harriman & Co
New York
$85.6K +$30.3K +246 +59%
AA
531
Alta Advisers
United Kingdom
$77.3K
M
532
Mirova
France
$73.6K
HNB
533
Hilltop National Bank
Wyoming
$69.6K +$66.5K +540 New
CHA
534
Carmichael Hill & Associates
Maryland
$67.9K
CCM
535
Chilton Capital Management
Texas
$64.5K
TCOV
536
Trust Company of Vermont
Vermont
$64.5K
CFGS
537
Concourse Financial Group Securities
Alabama
$63.5K
BGAI
538
Bruce G. Allen Investments
Colorado
$62.5K +$1.6K +13 +3%
BTI
539
Blue Trust Inc
Georgia
$61.7K -$4.81K -39 -8%
CFO
540
CVA Family Office
Colorado
$58.7K +$1.85K +15 +3%
SWS
541
SYSTM Wealth Solutions
Illinois
$56.2K -$23.2K -188 -30%
AF
542
Allworth Financial
California
$56K +$739 +6 +1%
TFIPS
543
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.9K
SPIA
544
Steward Partners Investment Advisory
New York
$52.8K +$20K +162 +66%
PFBT
545
Parkside Financial Bank & Trust
Missouri
$51K +$2.46K +20 +5%
GWSG
546
GPS Wealth Strategies Group
Colorado
$50.1K +$12.9K +105 +37%
RIL
547
Rothschild Investment LLC
Illinois
$48.9K +$6.78K +55 +17%
JWM
548
Janiczek Wealth Management
Colorado
$48.6K
LTI
549
Laffer Tengler Investments
Tennessee
$48.2K +$8.5K +69 +23%
RA
550
Rational Advisors
New York
$47.6K +$45.5K +369 New