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Alexandria Real Estate Equities

664 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 286 increasing their positions, 202 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 202

33% more call options, than puts

Call options by funds: $111M | Put options by funds: $83.1M

4% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 105

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 668664 (-4)

1.25% less ownership

Funds ownership: 94.59%93.34% (-1.2%)

23% less capital invested

Capital invested by funds: $15.2B → $11.7B (-$3.45B)

Holders
664
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
8.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
109
Increased
286
Reduced
202
Closed
105
Calls
$111M
Puts
$83.1M
Net Calls
+$27.8M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
551
American National Bank & Trust
Texas
$28.7K +$29.3K +395 New
Loomis, Sayles & Company
552
Loomis, Sayles & Company
Massachusetts
$27.4K +$28K +377 New
SAM
553
Smartleaf Asset Management
Massachusetts
$26.9K -$22.6K -304 -45%
GKIM
554
GW&K Investment Management
Massachusetts
$26K +$17.2K +232 +180%
HWA
555
Heritage Wealth Advisors
Virginia
$25.4K
SIS
556
Sound Income Strategies
Florida
$25K +$25.6K +344 New
BGAI
557
Bruce G. Allen Investments
Colorado
$24.3K -$8.47K -114 -25%
CTC
558
Central Trust Company
Missouri
$23.7K
TFGT
559
TS Financial Group (TSFG)
Illinois
$23K
AGWCA
560
Annis Gardner Whiting Capital Advisors
Florida
$22.7K +$23.2K +312 New
DMBA
561
Deseret Mutual Benefit Administrators
Utah
$21.3K
LFG
562
Larson Financial Group
Missouri
$20.6K -$43.6K -587 -67%
WTC
563
WhitTier Trust Company
Nevada
$20K -$21.1K -284 -51%
CFO
564
CVA Family Office
Colorado
$19.2K -$13.7K -185 -41%
PFBT
565
Parkside Financial Bank & Trust
Missouri
$17.2K -$14.2K -191 -45%
ST
566
Smithfield Trust
Pennsylvania
$16K
WT
567
Whittier Trust
California
$16K -$6.98K -94 -30%
KIM
568
Kestra Investment Management
Texas
$15.4K
CIBC Private Wealth Group
569
CIBC Private Wealth Group
Georgia
$15.1K -$1.71K -23 -10%
BBHC
570
Brown Brothers Harriman & Co
New York
$14.7K +$9.51K +128 +171%
HI
571
Harbour Investments
Wisconsin
$14K -$74 -1 -0.5%
GCM
572
Gables Capital Management
Florida
$13.8K
SWIM
573
Smallwood Wealth Investment Management
New Jersey
$13.8K
Cohen & Steers
574
Cohen & Steers
New York
$13K
PWMG
575
Private Wealth Management Group
New Jersey
$12.9K +$6.69K +90 +103%

ARE Hedge Fund Activity: Q2 2025 in Review

664 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2025, worth a combined $11.7B — down 23% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ARE positions and 105 closed out — a net gain of 4 holders — while 286 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $110M. The largest seller was JP Morgan Chase, cutting an estimated $320M.

  • 664 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2025, down from 668 in Q1 2025.
  • Funds reported $11.7B of Alexandria Real Estate Equities stock for Q2 2025, down 23% quarter-over-quarter.
  • 109 funds opened new Alexandria Real Estate Equities positions in Q2 2025 and 105 closed out, a net change of +4 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2025 was BlackRock, an estimated $110M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2025 was JP Morgan Chase, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2025.