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Alexandria Real Estate Equities

661 hedge funds and large institutions have $13.6B invested in Alexandria Real Estate Equities in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 293 increasing their positions, 211 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+13
Holders Change %
+2.01%
% of All Funds
8.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
93
Increased
293
Reduced
211
Closed
74
Calls
$50.8M
Puts
$55.5M
Net Calls
-$4.72M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
526
EverSource Wealth Advisors
Alabama
$82.5K +$55K +594 +199%
LFG
527
Larson Financial Group
Missouri
$80.6K +$70.9K +766 +730%
AA
528
Addison Advisors
Vermont
$77.1K +$57.4K +620 +291%
HPC
529
HM Payson & Co
Maine
$73.8K +$18.3K +198 +33%
NS
530
NBC Securities
Alabama
$71K +$71K +776 New
SAM
531
Sherman Asset Management
California
$70.9K
MC
532
Muzinich & Co
New York
$70.1K
Bank Julius Baer & Co
533
Bank Julius Baer & Co
Switzerland
$69.4K -$1.67K -16 -2%
BIG
534
Brooklyn Investment Group
New York
$65.8K +$6.48K +70 +11%
SAM
535
Smartleaf Asset Management
Massachusetts
$64.1K -$4.78K -50 -7%
SSG
536
Summit Securities Group
New York
$64K +$64K +692 New
M
537
MOTCO
Texas
$63K
SWM
538
Spire Wealth Management
Virginia
$60.3K +$5.27K +57 +10%
MG
539
Mather Group
Illinois
$57.5K +$44.3K +479 +335%
TFIPS
540
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.4K
CA
541
Clearstead Advisors
Ohio
$56.7K +$32.6K +352 +135%
WTC
542
WhitTier Trust Company
Nevada
$51.8K -$78.5K -849 -60%
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$48.2K +$7.22K +78 +18%
TCOV
544
Trust Company of Vermont
Vermont
$46.3K
CFO
545
CVA Family Office
Colorado
$41.6K -$463 -5 -1%
BGAI
546
Bruce G. Allen Investments
Colorado
$41.4K -$6.11K -66 -13%
AF
547
Allworth Financial
California
$40.4K -$1K -13 -2%
RIL
548
Rothschild Investment LLC
Illinois
$39.7K +$8.97K +97 +29%
PFBT
549
Parkside Financial Bank & Trust
Missouri
$39.6K +$2.22K +24 +6%
GXJ
550
Global X Japan
Japan
$39.4K +$7.77K +84 +25%