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Alexandria Real Estate Equities

586 hedge funds and large institutions have $8.09B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 188 increasing their positions, 237 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

35% less capital invested

Capital invested by funds: $12.4B → $8.09B (-$4.31B)

47% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 194

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
586
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
$122M
Puts
$88.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
551
Cornerstone Planning Group
New Jersey
$983
CSC
552
Caldwell Sutter Capital
California
$979
DF
553
Dunhill Financial
United Kingdom
$906
CIBC Private Wealth Group
554
CIBC Private Wealth Group
Georgia
$881
MEG
555
Millstone Evans Group
Colorado
$881
CFM
556
Cornerstone Financial Management
Massachusetts
$881
NSIM
557
North Star Investment Management
Illinois
$881
MCA
558
McGuire Capital Advisors
Oklahoma
$881
MSWM
559
Mowery & Schoenfeld Wealth Management
Illinois
$881
DWM
560
Darwin Wealth Management
Florida
$783
BWL
561
Bogart Wealth LLC
Virginia
$685
CT
562
Caldwell Trust
Florida
$685
EFMH
563
E Fund Management (HK)
Hong Kong
$650
SC
564
SouthState Corp
Florida
$490
RWM
565
Rialto Wealth Management
New York
$490
CFG
566
Clayton Financial Group
Missouri
$441
SGK
567
Steigerwald Gordon & Koch
Virginia
$440
RFP
568
Root Financial Partners
California
$440
NA
569
Networth Advisors
Pennsylvania
$440
OP
570
ORG Partners
Indiana
$439
RCM
571
Raleigh Capital Management
North Carolina
$425
SEP
572
Signature Equity Partners
Ohio
$404
QWM
573
Quaker Wealth Management
New Jersey
$392
WA
574
Westfuller Advisors
New York
$348
PWA
575
Principia Wealth Advisory
Texas
$294