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Alexandria Real Estate Equities

591 hedge funds and large institutions have $8.96B invested in Alexandria Real Estate Equities in 2026 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 230 increasing their positions, 189 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

49% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 72

30% more capital invested

Capital invested by funds: $6.89B → $8.96B (+$2.07B)

22% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 189

11.39% more ownership

Funds ownership: 85.77%97.17% (+11%)

4% more funds holding

Funds holding: 569591 (+22)

35% less call options, than puts

Call options by funds: $84.8M | Put options by funds: $131M

Holders
591
Holders Change
+22
Holders Change %
+3.87%
% of All Funds
7.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
107
Increased
230
Reduced
189
Closed
72
Calls
$84.8M
Puts
$131M
Net Calls
-$46.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SGFG
526
Silver Grove Financial Group
New York
$3.49K +$3.16K +66 New
CH
527
Cromwell Holdings
Wyoming
$3.38K -$14.4K -301 -83%
PWA
528
Physician Wealth Advisors
Utah
$3.17K +$1.24K +26 +76%
JSAM
529
J. Safra Asset Management
New York
$2.96K +$2.68K +56 New
PWA
530
Provenance Wealth Advisors
Florida
$2.75K +$2.49K +52 New
PCFFS
531
Pacific Center for Financial Services
California
$2.68K +$48 +1 +2%
CWIG
532
Chung Wu Investment Group
Texas
$2.64K
PMFA
533
Plante Moran Financial Advisors
Michigan
$2.64K
VERPA
534
Virginia Estate & Retirement Planning Advisors
Virginia
$2.43K
SAM
535
Smartleaf Asset Management
Massachusetts
$2.33K
FC
536
Financial Consulate
Maryland
$1.96K +$1.24K +26 +236%
BMC
537
Bear Mountain Capital
Washington
$1.93K +$478 +10 +32%
MCM
538
MV Capital Management
Maryland
$1.9K -$9.09K -190 -84%
NB
539
NBT Bank
New York
$1.8K -$2.68K -56 -62%
FHC
540
First Horizon Corporation
Tennessee
$1.8K +$1.63K +34 New
KFAS
541
Keating Financial Advisory Services
Kansas
$1.74K -$11.3K -237 -88%
AT
542
Arlington Trust
Alabama
$1.74K
MWA
543
Medallion Wealth Advisors
Connecticut
$1.74K
PGAM
544
Princeton Global Asset Management
New Jersey
$1.53K
CA
545
Continuum Advisory
Idaho
$1.53K +$1.39K +29 New
HWP
546
Highline Wealth Partners
California
$1.48K +$1.34K +28 New
BWA
547
Basecamp Wealth Advisors
Washington
$1.43K -$29.8K -623 -96%
AssetMark Inc
548
AssetMark Inc
California
$1.4K -$42.8K -895 -97%
SWM
549
SHP Wealth Management
Massachusetts
$1.32K +$765 +16 +178%
TSMHT
550
Thurston Springer Miller Herd & Titak
Indiana
$1.27K +$1.15K +24 New

ARE Hedge Fund Activity: Q2 2026 in Review

591 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2026, worth a combined $8.96B — up 30% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new ARE positions and 72 closed out — a net gain of 35 holders — while 230 added to existing stakes and 189 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $242M. The largest seller was Capital World Investors, exiting entirely with an estimated $150M sold.

  • 591 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2026, up from 569 in Q1 2026.
  • Funds reported $8.96B of Alexandria Real Estate Equities stock for Q2 2026, up 30% quarter-over-quarter.
  • 107 funds opened new Alexandria Real Estate Equities positions in Q2 2026 and 72 closed out, a net change of +35 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2026 was AQR Capital Management, an estimated $242M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2026 was Capital World Investors, an estimated $150M sold.

Based on aggregated 13F filings for Q2 2026.