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Alexandria Real Estate Equities

649 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 267 increasing their positions, 224 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 224

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

0% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $90.2M

0% less capital invested

Capital invested by funds: $21.6B → $21.6B (-$7.81M)

0% less funds holding

Funds holding: 651649 (-2)

2.1% less ownership

Funds ownership: 97.97%95.88% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
649
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
70
Increased
267
Reduced
224
Closed
67
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
551
Harbour Investments
Wisconsin
$44K +$7.02K +57 +20%
CTC
552
Central Trust Company
Missouri
$42K
BFEC
553
Benjamin F. Edwards & Company
Missouri
$41K +$5.05K +41 +15%
CAL
554
Capital Analysts LLC
Pennsylvania
$40K +$246 +2 +0.6%
LS
555
Livforsakringsbolaget Skandia
Sweden
$39K
SAM
556
Smartleaf Asset Management
Massachusetts
$38.4K +$19.1K +155 +106%
SWM
557
Spire Wealth Management
Virginia
$36.9K +$1.35K +11 +4%
RTC
558
Riverview Trust Company
Washington
$36.9K +$35.2K +286 New
PTC
559
Private Trust Company
Ohio
$34.9K -$246 -2 -0.7%
Qube Research & Technologies (QRT)
560
Qube Research & Technologies (QRT)
United Kingdom
$32.5K -$227K -1,846 -88%
DMBA
561
Deseret Mutual Benefit Administrators
Utah
$31.1K +$8.63K +70 +41%
MG
562
Mather Group
Illinois
$30.4K +$29.6K +240 New
HFS
563
HBC Financial Services
Washington
$29K
FRA
564
Front Row Advisors
California
$28.4K +$26.9K +218 New
CAL
565
Capital Advisors Ltd
Ohio
$27K +$739 +6 +3%
OC
566
Oakworth Capital
Alabama
$25.5K
TPCW
567
TD Private Client Wealth
New York
$25.1K -$1.23K -10 -5%
HWA
568
HHM Wealth Advisors
Tennessee
$25K
GCM
569
Gables Capital Management
Florida
$24.5K
RCM
570
Raleigh Capital Management
North Carolina
$22.7K +$13.7K +111 +171%
WAG
571
Wiser Advisor Group
Arizona
$22.1K
SIC
572
Salem Investment Counselors
North Carolina
$21K +$19.8K +161 New
MCM
573
MV Capital Management
Maryland
$20.8K +$370 +3 +2%
HWA
574
Heritage Wealth Advisors
Virginia
$19.3K +$6.16K +50 +50%
ZB
575
Zions Bancorporation
Utah
$18.4K