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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
551
EverSource Wealth Advisors
Alabama
$29.1K +$11.9K +109 +58%
DMBA
552
Deseret Mutual Benefit Administrators
Utah
$28.6K +$5.7K +52 +22%
RTC
553
Riverview Trust Company
Washington
$27.9K -$767 -7 -2%
EBA
554
Eagle Bay Advisors
New York
$27.6K -$58.9K -537 -66%
CFGS
555
Concourse Financial Group Securities
Alabama
$27.5K -$16.8K -153 -36%
CIAM
556
Caitong International Asset Management
Hong Kong
$26.7K +$30K +274 New
CA
557
Clearstead Advisors
Ohio
$25.5K -$3.95K -36 -12%
UB
558
UMB Bank
Missouri
$25.4K -$110 -1 -0.4%
HI
559
Harbour Investments
Wisconsin
$24.2K -$3.51K -32 -11%
CAL
560
Capital Advisors Ltd
Ohio
$24K +$5.04K +46 +23%
HWA
561
HHM Wealth Advisors
Tennessee
$23.9K +$15.9K +145 +145%
MA
562
MCF Advisors
Kentucky
$23.4K +$658 +6 +3%
AF
563
Advisornet Financial
Minnesota
$23.3K +$25.3K +231 +2,888%
ST
564
Smithfield Trust
Pennsylvania
$22K
AA
565
Addison Advisors
Vermont
$20.8K -$63.1K -576 -73%
HIA
566
Harbor Investment Advisory
Maryland
$19.5K -$318K -2,900 -94%
GCM
567
Gables Capital Management
Florida
$18.5K
WAG
568
Wiser Advisor Group
Arizona
$17.3K +$219 +2 +1%
HCP
569
Hexagon Capital Partners
Arkansas
$16.6K +$18.6K +170 New
IA
570
IFP Advisors
Florida
$16.5K -$1.1K -10 -6%
MCM
571
MV Capital Management
Maryland
$16.5K +$1.21K +11 +7%
Cohen & Steers
572
Cohen & Steers
New York
$16K
MG
573
Mather Group
Illinois
$13.9K -$7.57K -69 -33%
RA
574
Rise Advisors
New York
$13.8K +$110 +1 +0.7%
RWPA
575
Richard W. Paul & Associates
Michigan
$12.9K +$5.81K +53 +67%

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.