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Alexandria Real Estate Equities

652 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 283 increasing their positions, 201 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 105

2% less funds holding

Funds holding: 662652 (-10)

14% less capital invested

Capital invested by funds: $13.6B → $11.7B (-$1.92B)

Holders
652
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$83.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
551
TS Financial Group (TSFG)
Illinois
$23K
AGWCA
552
Annis Gardner Whiting Capital Advisors
Florida
$22.7K
DMBA
553
Deseret Mutual Benefit Administrators
Utah
$21.3K
LFG
554
Larson Financial Group
Missouri
$20.6K
WTC
555
WhitTier Trust Company
Nevada
$20K
CFO
556
CVA Family Office
Colorado
$19.2K
PFBT
557
Parkside Financial Bank & Trust
Missouri
$17.2K
ST
558
Smithfield Trust
Pennsylvania
$16K
WT
559
Whittier Trust
California
$16K
KIM
560
Kestra Investment Management
Texas
$15.4K
CIBC Private Wealth Group
561
CIBC Private Wealth Group
Georgia
$15.1K
BBHC
562
Brown Brothers Harriman & Co
New York
$14.7K
HI
563
Harbour Investments
Wisconsin
$14K
GCM
564
Gables Capital Management
Florida
$13.8K
SWIM
565
Smallwood Wealth Investment Management
New Jersey
$13.8K
Cohen & Steers
566
Cohen & Steers
New York
$13K
PWMG
567
Private Wealth Management Group
New Jersey
$12.9K
MAM
568
Meeder Asset Management
Ohio
$12.6K
AG
569
AmeriFlex Group
Nevada
$10.5K
RWPA
570
Richard W. Paul & Associates
Michigan
$9.8K
PWM
571
Proathlete Wealth Management
Florida
$9.72K
CT
572
Clearstead Trust
Maine
$9.52K
EPIM
573
Evelyn Partners Investment Management
$8.71K
SC
574
SouthState Corp
Florida
$8.64K
AW
575
Avion Wealth
Texas
$8K