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Alexandria Real Estate Equities

596 hedge funds and large institutions have $8.14B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 189 increasing their positions, 239 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $122M | Put options by funds: $88.2M

10.08% more ownership

Funds ownership: 85.97%96.05% (+10%)

15% less funds holding

Funds holding: 702596 (-106)

21% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 239

34% less capital invested

Capital invested by funds: $12.4B → $8.14B (-$4.26B)

46% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 194

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
596
Holders Change
-106
Holders Change %
-15.1%
% of All Funds
7.25%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
105
Increased
189
Reduced
239
Closed
194
Calls
$122M
Puts
$88.2M
Net Calls
+$34.3M
Net Calls Change
+$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
551
Cape Investment Advisory
Georgia
$1.37K
WWA
552
Wealth Watch Advisors
Colorado
$1.37K +$1.29K +22 +367%
CA
553
CoreCap Advisors
Michigan
$1.22K +$118 +2 +9%
AA
554
Addison Advisors
Vermont
$1.18K -$48.6K -826 -97%
IBOK
555
Independence Bank of Kentucky
Kentucky
$1.13K +$1.35K +23 New
AF
556
Advisornet Financial
Minnesota
$1.08K +$706 +12 +120%
LB
557
Legacy Bridge
Iowa
$1.03K +$1.24K +21 New
RMC
558
Resources Management Corp
Connecticut
$1K -$56.9K -966 -97%
CPG
559
Cornerstone Planning Group
New Jersey
$983 -$20.2K -343 -95%
CSC
560
Caldwell Sutter Capital
California
$979
DF
561
Dunhill Financial
United Kingdom
$906 +$883 +15 +375%
CIBC Private Wealth Group
562
CIBC Private Wealth Group
Georgia
$881 -$24.6K -418 -96%
MEG
563
Millstone Evans Group
Colorado
$881
CFM
564
Cornerstone Financial Management
Massachusetts
$881 +$1.06K +18 New
MCA
565
McGuire Capital Advisors
Oklahoma
$881 +$1.06K +18 New
MSWM
566
Mowery & Schoenfeld Wealth Management
Illinois
$881 +$1.06K +18 New
NSIM
567
North Star Investment Management
Illinois
$881 +$1.06K +18 New
BWA
568
Basecamp Wealth Advisors
Washington
$832 +$1K +17 New
DWM
569
Darwin Wealth Management
Florida
$783
BWL
570
Bogart Wealth LLC
Virginia
$685 -$1K -17 -55%
CT
571
Caldwell Trust
Florida
$685
EFMH
572
E Fund Management (HK)
Hong Kong
$650
SC
573
SouthState Corp
Florida
$490 -$2.24K -38 -79%
RWM
574
Rialto Wealth Management
New York
$490 +$177 +3 +43%
CFG
575
Clayton Financial Group
Missouri
$441 +$530 +9 New