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Alexandria Real Estate Equities

668 hedge funds and large institutions have $15.2B invested in Alexandria Real Estate Equities in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 215 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 215

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 75

2% more funds holding

Funds holding: 656668 (+12)

0.12% less ownership

Funds ownership: 94.7%94.59% (-0.12%)

9% less call options, than puts

Call options by funds: $50.8M | Put options by funds: $55.5M

6% less capital invested

Capital invested by funds: $16.2B → $15.2B (-$1.01B)

Holders
668
Holders Change
+12
Holders Change %
+1.83%
% of All Funds
8.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
294
Reduced
215
Closed
75
Calls
$50.8M
Puts
$55.5M
Net Calls
-$4.72M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
551
Allworth Financial
California
$40.4K -$1.27K -13 -2%
RIL
552
Rothschild Investment LLC
Illinois
$39.7K +$9.5K +97 +29%
PFBT
553
Parkside Financial Bank & Trust
Missouri
$39.6K +$2.35K +24 +6%
GXJ
554
Global X Japan
Japan
$39.4K +$8.23K +84 +25%
A
555
AlphaQuest
New York
$38.3K +$31.9K +326 +370%
BC
556
Bayforest Capital
United Kingdom
$37.2K +$7.74K +79 +24%
CH
557
Cromwell Holdings
Wyoming
$35.7K +$37.2K +380 New
SIM
558
Sentry Investment Management
Wisconsin
$35K -$13.1K -134 -23%
TCM
559
TruNorth Capital Management
Michigan
$33.7K +$35.6K +364 New
UB
560
UMB Bank
Missouri
$32.7K +$9.21K +94 +36%
HWA
561
Heritage Wealth Advisors
Virginia
$32.4K
AT
562
Avalon Trust
New Mexico
$32.1K +$34K +347 New
AAM
563
Advisors Asset Management
Colorado
$31.7K -$92.6K -946 -73%
WSFS
564
Wilmington Savings Fund Society
Delaware
$30.4K +$24.4K +249 +311%
CTC
565
Central Trust Company
Missouri
$30.2K
TFGT
566
TS Financial Group (TSFG)
Illinois
$30K +$31.2K +319 New
WT
567
Whittier Trust
California
$29K -$37.2K -380 -55%
DMBA
568
Deseret Mutual Benefit Administrators
Utah
$27.1K
RTC
569
Riverview Trust Company
Washington
$26.5K
AF
570
Advisornet Financial
Minnesota
$25K +$3.04K +31 +13%
MA
571
MCF Advisors
Kentucky
$22.4K +$98 +1 +0.4%
ST
572
Smithfield Trust
Pennsylvania
$20K
HI
573
Harbour Investments
Wisconsin
$18K -$5.29K -54 -22%
CIBC Private Wealth Group
574
CIBC Private Wealth Group
Georgia
$17.8K +$11.9K +122 +112%
IA
575
IFP Advisors
Florida
$17.8K +$2.25K +23 +14%

ARE Hedge Fund Activity: Q1 2025 in Review

668 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2025, worth a combined $15.2B — down 6.2% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ARE positions and 75 closed out — a net gain of 17 holders — while 294 added to existing stakes and 215 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $124M. The largest seller was Victory Capital Management, cutting an estimated $189M.

  • 668 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2025, up from 656 in Q4 2024.
  • Funds reported $15.2B of Alexandria Real Estate Equities stock for Q1 2025, down 6.2% quarter-over-quarter.
  • 92 funds opened new Alexandria Real Estate Equities positions in Q1 2025 and 75 closed out, a net change of +17 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2025 was AQR Capital Management, an estimated $124M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2025 was Victory Capital Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2025.