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Alexandria Real Estate Equities
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Overview Fund Activity

646 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 267 increasing their positions, 223 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.37%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
69
Increased
267
Reduced
223
Closed
66
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$219M
2
Charles Schwab
Charles Schwab
California
$304M
3
RC
Resolution Capital
Australia
$88.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$100M
5
DC
Davenport & Co
Virginia
$55.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$235M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$148M
3
Principal Financial Group
Principal Financial Group
Iowa
$704M
4
State Street
State Street
Massachusetts
$1.39B
5
CIM
Centersquare Investment Management
Pennsylvania
$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
551
Benjamin F. Edwards & Company
Missouri
$41K +$5.29K +41 +15%
CAL
552
Capital Analysts LLC
Pennsylvania
$40K +$255 +2 +0.6%
LS
553
Livforsakringsbolaget Skandia
Sweden
$39K – – –
SAM
554
Smartleaf Asset Management
Massachusetts
$38.4K +$19.8K +155 +106%
SWM
555
Spire Wealth Management
Virginia
$36.9K +$1.42K +11 +4%
RTC
556
Riverview Trust Company
Washington
$36.9K +$36.9K +286 New
PTC
557
Private Trust Company
Ohio
$34.9K -$258 -2 -0.7%
Qube Research & Technologies (QRT)
558
Qube Research & Technologies (QRT)
United Kingdom
$32.5K -$238K -1,846 -88%
DMBA
559
Deseret Mutual Benefit Administrators
Utah
$31.1K +$9.02K +70 +41%
MG
560
Mather Group
Illinois
$30.4K +$30.4K +240 New
HFS
561
HBC Financial Services
Washington
$29K – – –
FRA
562
Front Row Advisors
California
$28.4K +$28.4K +218 New
CAL
563
Capital Advisors Ltd
Ohio
$27K +$786 +6 +3%
OC
564
Oakworth Capital
Alabama
$25.5K – – –
TPCW
565
TD Private Client Wealth
New York
$25.1K -$1.29K -10 -5%
HWA
566
HHM Wealth Advisors
Tennessee
$25K – – –
GCM
567
Gables Capital Management
Florida
$24.5K – – –
RCM
568
Raleigh Capital Management
North Carolina
$22.7K +$14.3K +111 +171%
WAG
569
Wiser Advisor Group
Arizona
$22.1K – – –
SIC
570
Salem Investment Counselors
North Carolina
$21K +$21K +161 New
MCM
571
MV Capital Management
Maryland
$20.8K +$387 +3 +2%
HWA
572
Heritage Wealth Advisors
Virginia
$19.3K +$6.45K +50 +50%
ZB
573
Zions Bancorporation
Utah
$18.4K – – –
BONH
574
Bank of New Hampshire
New Hampshire
$18K – – –
AGWCA
575
Annis Gardner Whiting Capital Advisors
Florida
$17.7K +$651 +5 +4%
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