We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

596 hedge funds and large institutions have $8.14B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 189 increasing their positions, 239 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $122M | Put options by funds: $88.2M

10.08% more ownership

Funds ownership: 85.97%96.05% (+10%)

15% less funds holding

Funds holding: 702596 (-106)

21% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 239

34% less capital invested

Capital invested by funds: $12.4B → $8.14B (-$4.26B)

46% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 194

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
596
Holders Change
-106
Holders Change %
-15.1%
% of All Funds
7.25%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
105
Increased
189
Reduced
239
Closed
194
Calls
$122M
Puts
$88.2M
Net Calls
+$34.3M
Net Calls Change
+$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
526
Red Tortoise LLC
Georgia
$4.41K +$5.3K +90 New
AW
527
Avion Wealth
Texas
$4K -$1.65K -28 -23%
T
528
Tidemark
California
$3.92K
CT
529
Clearstead Trust
Maine
$3.87K -$3.53K -60 -43%
NA
530
NewEdge Advisors
Louisiana
$3.76K -$372K -6,315 -99%
NS
531
NBC Securities
Alabama
$3.72K -$18.7K -317 -81%
S
532
Sachetta
Massachusetts
$3.3K +$883 +15 +29%
PWA
533
Physician Wealth Advisors
Utah
$3.18K -$4.53K -77 -54%
ESC
534
Eurizon SLJ Capital
$3.08K +$3.71K +63 New
NB
535
NBT Bank
New York
$2.74K
EP
536
Essential Partners
California
$2.69K -$198K -3,361 -98%
FFO
537
Fortitude Family Office
Arizona
$2.64K +$3.18K +54 New
PMFA
538
Plante Moran Financial Advisors
Michigan
$2.45K
CWIG
539
Chung Wu Investment Group
Texas
$2.45K +$2.94K +50 New
AWM
540
Abound Wealth Management
Tennessee
$2.35K +$706 +12 +33%
KG
541
Kilter Group
New York
$2.06K -$2.94K -50 -54%
NWM
542
Navigoe Wealth Management
California
$2K +$3.24K +55 New
MCM
543
MV Capital Management
Maryland
$1.81K +$530 +9 +32%
RA
544
Ransom Advisory
Rhode Island
$1.66K -$4.41K -75 -69%
HHMI
545
Howard Hughes Medical Institute
Maryland
$1.61K
MWA
546
Medallion Wealth Advisors
Connecticut
$1.61K
AFC
547
Ares Financial Consulting
California
$1.61K +$1.94K +33 New
WWM
548
Wolff Wiese Magana
California
$1.47K +$589 +10 +50%
BMC
549
Bear Mountain Capital
Washington
$1.46K +$1.24K +21 +525%
PGAM
550
Princeton Global Asset Management
New Jersey
$1.42K