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Alexandria Real Estate Equities
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Overview Fund Activity

643 hedge funds and large institutions have $17.1B invested in Alexandria Real Estate Equities in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-23
Holders Change %
-3.45%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
262
Reduced
248
Closed
84
Calls
$88.9M
Puts
$76.1M
Net Calls
+$12.8M
Net Calls Change
+$38.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$70.1M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$68.5M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$56M
4
BlackRock
BlackRock
New York
+$43.9M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$31.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$88.6M
2
Jennison Associates
Jennison Associates
New York
-$85.1M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$61.7M
4
RC
Resolution Capital
Australia
-$58.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$52.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
526
Alta Advisers
United Kingdom
$71.3K – – –
PTC
527
Private Trust Company
Ohio
$70.8K +$37.6K +317 +114%
Loomis, Sayles & Company
528
Loomis, Sayles & Company
Massachusetts
$65K +$63K +532 +3,129%
CHA
529
Carmichael Hill & Associates
Maryland
$62.5K – – –
TCOV
530
Trust Company of Vermont
Vermont
$59.4K -$950 -8 -2%
BGAI
531
Bruce G. Allen Investments
Colorado
$57.7K -$238 -2 -0.4%
CFO
532
CVA Family Office
Colorado
$57.5K +$2.49K +21 +5%
CYG
533
Clean Yield Group
Vermont
$56.4K -$1.78K -15 -3%
AF
534
Allworth Financial
California
$56.3K -$9.03K -76 -14%
GRP
535
Global Retirement Partners
California
$53.4K +$44.5K +375 +500%
CFGS
536
Concourse Financial Group Securities
Alabama
$51.1K -$5.52K -46 -10%
MRCM
537
M&R Capital Management
New Jersey
$49.6K +$49.6K +417 New
TFIPS
538
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.7K – – –
PFBT
539
Parkside Financial Bank & Trust
Missouri
$48.3K +$594 +5 +1%
Jones Financial Companies
540
Jones Financial Companies
Missouri
$46.2K +$29K +240 +169%
WSFS
541
Wilmington Savings Fund Society
Delaware
$42.6K +$42.6K +359 New
HWA
542
Heritage Wealth Advisors
Virginia
$41.6K +$11.9K +100 +40%
SWM
543
Spire Wealth Management
Virginia
$40.9K +$1.07K +9 +3%
HT
544
Headlands Technologies
Illinois
$39.3K -$140K -1,179 -78%
GWSG
545
GPS Wealth Strategies Group
Colorado
$39.2K -$2.97K -25 -7%
CTC
546
Central Trust Company
Missouri
$38.8K +$119 +1 +0.3%
VCM
547
Versant Capital Management
Arizona
$38.5K +$24.6K +207 +177%
S
548
Sachetta
Massachusetts
$38K +$32K +269 +527%
VWM
549
Venturi Wealth Management
Texas
$36.2K +$21.4K +180 +144%
RA
550
Rational Advisors
New York
$35.4K -$5.94K -50 -14%
20 21
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