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Alexandria Real Estate Equities

588 hedge funds and large institutions have $8.14B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 189 increasing their positions, 237 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

34% less capital invested

Capital invested by funds: $12.4B → $8.14B (-$4.25B)

47% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 193

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
588
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$122M
Puts
$88.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LB
551
Legacy Bridge
Iowa
$1.03K
RMC
552
Resources Management Corp
Connecticut
$1K
CPG
553
Cornerstone Planning Group
New Jersey
$983
CSC
554
Caldwell Sutter Capital
California
$979
DF
555
Dunhill Financial
United Kingdom
$906
CIBC Private Wealth Group
556
CIBC Private Wealth Group
Georgia
$881
MEG
557
Millstone Evans Group
Colorado
$881
NSIM
558
North Star Investment Management
Illinois
$881
MSWM
559
Mowery & Schoenfeld Wealth Management
Illinois
$881
MCA
560
McGuire Capital Advisors
Oklahoma
$881
CFM
561
Cornerstone Financial Management
Massachusetts
$881
DWM
562
Darwin Wealth Management
Florida
$783
BWL
563
Bogart Wealth LLC
Virginia
$685
CT
564
Caldwell Trust
Florida
$685
EFMH
565
E Fund Management (HK)
Hong Kong
$650
SC
566
SouthState Corp
Florida
$490
RWM
567
Rialto Wealth Management
New York
$490
CFG
568
Clayton Financial Group
Missouri
$441
SGK
569
Steigerwald Gordon & Koch
Virginia
$440
RFP
570
Root Financial Partners
California
$440
NA
571
Networth Advisors
Pennsylvania
$440
OP
572
ORG Partners
Indiana
$439
RCM
573
Raleigh Capital Management
North Carolina
$425
SEP
574
Signature Equity Partners
Ohio
$404
QWM
575
Quaker Wealth Management
New Jersey
$392