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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
526
Whittier Trust
California
$67.7K -$9.25M -84,414 -99%
HNB
527
Hilltop National Bank
Wyoming
$66.9K
M
528
MOTCO
Texas
$66.4K -$8.22K -75 -10%
TWD
529
True Wealth Design
Ohio
$63.3K +$61.8K +564 +664%
BIG
530
Brooklyn Investment Group
New York
$62.5K +$1.21K +11 +2%
TFIPS
531
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.5K +$23K +210 +51%
HPC
532
HM Payson & Co
Maine
$58.5K -$11K -100 -14%
SWM
533
Spire Wealth Management
Virginia
$58K +$27.4K +250 +72%
SIM
534
Sentry Investment Management
Wisconsin
$57K -$10.4K -95 -14%
Loomis, Sayles & Company
535
Loomis, Sayles & Company
Massachusetts
$54K
AF
536
Allworth Financial
California
$54K +$6.8K +62 +13%
CSP
537
Cary Street Partners
Virginia
$50.2K +$56.5K +515 New
BGAI
538
Bruce G. Allen Investments
Colorado
$50.1K +$3.07K +28 +6%
TCOV
539
Trust Company of Vermont
Vermont
$48.8K
CFO
540
CVA Family Office
Colorado
$44.4K -$3.18K -29 -6%
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$43.2K -$260K -2,371 -84%
PFBT
542
Parkside Financial Bank & Trust
Missouri
$39.4K -$329 -3 -0.7%
HWA
543
Heritage Wealth Advisors
Virginia
$34.1K
GXJ
544
Global X Japan
Japan
$33.4K +$5.7K +52 +18%
RIL
545
Rothschild Investment LLC
Illinois
$32.4K +$6.69K +61 +23%
GWSG
546
GPS Wealth Strategies Group
Colorado
$32.2K
CTC
547
Central Trust Company
Missouri
$31.8K -$110 -1 -0.3%
BC
548
Bayforest Capital
United Kingdom
$31.5K +$35.4K +323 New
HT
549
Headlands Technologies
Illinois
$29.6K -$3.07K -28 -8%
CT
550
Colonial Trust
South Carolina
$29.3K +$27.6K +252 +514%

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.