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Alexandria Real Estate Equities
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Overview Fund Activity

564 hedge funds and large institutions have $16.8B invested in Alexandria Real Estate Equities in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 251 increasing their positions, 193 reducing their positions, and 74 closing their positions.

Holders
564
Holders Change
-26
Holders Change %
-4.41%
% of All Funds
9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
52
Increased
251
Reduced
193
Closed
74
Calls
$91.8M
Puts
$75.3M
Net Calls
+$16.5M
Net Calls Change
-$42.5M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.13B
2
Morgan Stanley
2
Morgan Stanley
New York
$151M
3
ACM
3
AEW Capital Management
Massachusetts
$34.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$59.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$106M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$21.7M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$532M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$10.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$8.97M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
551
MCF Advisors
Kentucky
$1.2K 12 – –
CFB
552
Cullen/Frost Bankers
Texas
$1.2K 12 – –
PCTC
553
Perkins Coie Trust Company
Washington
$1.1K 11 +11 New
CPG
554
Cornerstone Planning Group
New Jersey
$1.05K 10 – –
TFGT
555
TS Financial Group (TSFG)
Illinois
$1K 2 – –
AW
556
Avion Wealth
Texas
$1K 10 +10 New
CWC
557
Carolinas Wealth Consulting
North Carolina
$931 10 +5 +100%
TCA
558
Trifecta Capital Advisors
Illinois
$901 9 – –
NSIM
559
North Star Investment Management
Illinois
$801 8 -100 -93%
GJIA
560
Glass Jacobson Investment Advisors
Maryland
$801 8 +6 +300%
BWM
561
Baystate Wealth Management
Massachusetts
$613 6 – –
BCMLT
562
Beacon Capital Management LLC (Tennessee)
Tennessee
$567 5 – –
ECM
563
Everence Capital Management
Indiana
$539 5,380 – –
SWA
564
Sutton Wealth Advisors
Florida
$300 3 – –
BF
565
BOK Financial
Oklahoma
$186 2 -1 -33%
RA
566
Rise Advisors
New York
– – -5 Closed
Alyeska Investment Group
567
Alyeska Investment Group
Illinois
– – -304,184 Closed
CI
568
Clal Insurance
Israel
– – -235,418 Closed
BHC
569
Bowen Hanes & Co
Florida
– – -150,000 Closed
BSA
570
Braun Stacey Associates
New York
– – -73,978 Closed
AAF
571
Andra AP-fonden
Sweden
– – -61,100 Closed
ECM
572
ExodusPoint Capital Management
New York
– – -59,803 Closed
Voloridge Investment Management
573
Voloridge Investment Management
Florida
– – -44,100 Closed
HCM
574
HGI Capital Management
New York
– – -40,950 Closed
Twin Tree Management
575
Twin Tree Management
Texas
– – -38,038 Closed
21 22
23
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