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Alexandria Real Estate Equities

567 hedge funds and large institutions have $6.89B invested in Alexandria Real Estate Equities in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 196

5% less funds holding

Funds holding: 596567 (-29)

10.28% less ownership

Funds ownership: 96.05%85.77% (-10%)

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 104

15% less capital invested

Capital invested by funds: $8.14B → $6.89B (-$1.26B)

24% less call options, than puts

Call options by funds: $78.6M | Put options by funds: $103M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
567
Holders Change
-29
Holders Change %
-4.87%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
88
Increased
220
Reduced
196
Closed
104
Calls
$78.6M
Puts
$103M
Net Calls
-$24.3M
Net Calls Change
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
526
Medallion Wealth Advisors
Connecticut
$1.53K
AT
527
Arlington Trust
Alabama
$1.53K +$1.74K +33 New
BMC
528
Bear Mountain Capital
Washington
$1.5K +$317 +6 +24%
CA
529
CoreCap Advisors
Michigan
$1.49K +$369 +7 +28%
PGAM
530
Princeton Global Asset Management
New Jersey
$1.35K
CFG
531
Clayton Financial Group
Missouri
$1.3K +$1K +19 +211%
JFGIW
532
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.27K -$17.2K -326 -92%
SSG
533
Summit Securities Group
New York
$1.21K -$143K -2,706 -99%
NWM
534
Navigoe Wealth Management
California
$1K -$1.32K -25 -45%
RMC
535
Resources Management Corp
Connecticut
$1K
BIA
536
Bell Investment Advisors
California
$975 -$4.06K -77 -79%
CSC
537
Caldwell Sutter Capital
California
$928
PWMG
538
Prestige Wealth Management Group
New Jersey
$896 +$1K +19 New
DF
539
Dunhill Financial
United Kingdom
$870 -$53 -1 -5%
MCA
540
McGuire Capital Advisors
Oklahoma
$836
MEG
541
Millstone Evans Group
Colorado
$836
DWM
542
Darwin Wealth Management
Florida
$742
SC
543
SouthState Corp
Florida
$697 +$264 +5 +50%
NL
544
NVWM LLC
Pennsylvania
$696 +$528 +10 +200%
CT
545
Caldwell Trust
Florida
$650
PWMG
546
Private Wealth Management Group
New Jersey
$650 +$739 +14 New
EFMH
547
E Fund Management (HK)
Hong Kong
$557
FC
548
Financial Consulate
Maryland
$511 +$580 +11 New
TFM
549
TFC Financial Management
Massachusetts
$511 +$580 +11 New
BCWM
550
Bartlett & Co Wealth Management
Ohio
$494 -$10.1K -192 -94%