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Alexandria Real Estate Equities

594 hedge funds and large institutions have $8.14B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 189 increasing their positions, 238 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:

34% less capital invested

Capital invested by funds: $12.4B → $8.14B (-$4.25B)

46% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 194

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
594
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
WWA
551
Wealth Watch Advisors
Colorado
$1.37K
CA
552
CoreCap Advisors
Michigan
$1.22K
AA
553
Addison Advisors
Vermont
$1.18K
IBOK
554
Independence Bank of Kentucky
Kentucky
$1.13K
AF
555
Advisornet Financial
Minnesota
$1.08K
LB
556
Legacy Bridge
Iowa
$1.03K
RMC
557
Resources Management Corp
Connecticut
$1K
CPG
558
Cornerstone Planning Group
New Jersey
$983
CSC
559
Caldwell Sutter Capital
California
$979
DF
560
Dunhill Financial
United Kingdom
$906
CIBC Private Wealth Group
561
CIBC Private Wealth Group
Georgia
$881
MEG
562
Millstone Evans Group
Colorado
$881
MSWM
563
Mowery & Schoenfeld Wealth Management
Illinois
$881
CFM
564
Cornerstone Financial Management
Massachusetts
$881
MCA
565
McGuire Capital Advisors
Oklahoma
$881
NSIM
566
North Star Investment Management
Illinois
$881
DWM
567
Darwin Wealth Management
Florida
$783
BWL
568
Bogart Wealth LLC
Virginia
$685
CT
569
Caldwell Trust
Florida
$685
EFMH
570
E Fund Management (HK)
Hong Kong
$650
SC
571
SouthState Corp
Florida
$490
RWM
572
Rialto Wealth Management
New York
$490
CFG
573
Clayton Financial Group
Missouri
$441
SGK
574
Steigerwald Gordon & Koch
Virginia
$440
RFP
575
Root Financial Partners
California
$440