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Alexandria Real Estate Equities
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Overview Fund Activity

590 hedge funds and large institutions have $18.9B invested in Alexandria Real Estate Equities in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 226 increasing their positions, 228 reducing their positions, and 77 closing their positions.

Holders
590
Holders Change
-21
Holders Change %
-3.44%
% of All Funds
9.31%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.08%
New
59
Increased
226
Reduced
228
Closed
77
Calls
$106M
Puts
$46.5M
Net Calls
+$59.1M
Net Calls Change
+$20.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$641M
2
Norges Bank
2
Norges Bank
Norway
$1.87B
3
MGIM
3
M&G Investment Management
United Kingdom
$206M
4
Invesco
4
Invesco
Georgia
$279M
5
UM
5
UniSuper Management
Australia
$61.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$43M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$2.74M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$139M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$9.27M
5
Millennium Management
5
Millennium Management
New York
$19.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WBC
551
West Branch Capital
Massachusetts
$4.54K 40 – –
UB
552
UMB Bank
Missouri
$4.43K 39 – –
AWM
553
Abound Wealth Management
Tennessee
$4.32K 38 +2 +6%
IA
554
IFP Advisors
Florida
$4.09K 36 +14 +64%
NFSG
555
Newbridge Financial Services Group
Florida
$3.97K 35 – –
WTA
556
Washington Trust Advisors
Massachusetts
$3.75K 33 – –
BAAM
557
Baker Avenue Asset Management
California
$3.63K 32 -6 -16%
CT
558
Colonial Trust
South Carolina
$3.51K 31 – –
AF
559
Advisornet Financial
Minnesota
$3.29K 29 -44 -60%
CA
560
Clearstead Advisors
Ohio
$3.18K 28 -55 -66%
BG
561
Bollard Group
Massachusetts
$3K 30 +30 New
JWM
562
Janiczek Wealth Management
Colorado
$2.61K 23 +23 New
RTL
563
Red Tortoise LLC
Georgia
$2.27K 20 -3 -13%
CSC
564
Caldwell Sutter Capital
California
$2.27K 20 +20 New
AWM
565
Avior Wealth Management
Nebraska
$2.27K 20 – –
MHR
566
Matthew Hamilton Rosenberg
$2.04K 18 – –
BWL
567
Bogart Wealth LLC
Virginia
$1.72K 15 -23 -61%
DIP
568
DT Investment Partners
Pennsylvania
$1.71K 14 – –
EWA
569
EverSource Wealth Advisors
Alabama
$1.59K 14 -78 -85%
FHA
570
First Horizon Advisors
Tennessee
$1.48K 13 -140 -92%
VCM
571
Versant Capital Management
Arizona
$1.48K 13 – –
FCA
572
FinTrust Capital Advisors
South Carolina
$1.46K 10 – –
CFB
573
Cullen/Frost Bankers
Texas
$1.36K 12 -388 -97%
MA
574
MCF Advisors
Kentucky
$1.36K 12 +12 New
CPG
575
Cornerstone Planning Group
New Jersey
$1.18K 10 +10 New
21 22
23
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