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Alexandria Real Estate Equities

567 hedge funds and large institutions have $6.89B invested in Alexandria Real Estate Equities in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 196

5% less funds holding

Funds holding: 596567 (-29)

10.28% less ownership

Funds ownership: 96.05%85.77% (-10%)

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 104

15% less capital invested

Capital invested by funds: $8.14B → $6.89B (-$1.26B)

24% less call options, than puts

Call options by funds: $78.6M | Put options by funds: $103M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
567
Holders Change
-29
Holders Change %
-4.87%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
88
Increased
220
Reduced
196
Closed
104
Calls
$78.6M
Puts
$103M
Net Calls
-$24.3M
Net Calls Change
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
551
Rialto Wealth Management
New York
$465
CFD
552
Creative Financial Designs
Indiana
$464 +$264 +5 +100%
DWP
553
Destiny Wealth Partners
Florida
$464 +$528 +10 New
SGK
554
Steigerwald Gordon & Koch
Virginia
$418
SWM
555
SHP Wealth Management
Massachusetts
$418 +$475 +9 New
RCM
556
Raleigh Capital Management
North Carolina
$409
NF
557
Napier Financial
Massachusetts
$371 +$422 +8 New
QWM
558
Quaker Wealth Management
New Jersey
$325 -$53 -1 -13%
AGWCA
559
Annis Gardner Whiting Capital Advisors
Florida
$283 +$317 +6 New
CPG
560
Cornerstone Planning Group
New Jersey
$219 -$686 -13 -72%
TC
561
Trust Company
Kansas
$186
WIM
562
Westside Investment Management
California
$186
KFI
563
Key Financial Inc
Pennsylvania
$139
SIM
564
Synergy Investment Management
Florida
$139 +$158 +3 New
3FI
565
3 Factor Indexing
California
$93 +$106 +2 New
HFS
566
Hughes Financial Services
Virginia
$93 +$106 +2 New
Norges Bank
567
Norges Bank
Norway
-$805M -16,457,471 Closed
LPC
568
Long Pond Capital
New York
-$23.5M -479,200 Closed
TIM
569
Triodos Investment Management
Netherlands
-$11.2M -225,800 Closed
Swedbank
570
Swedbank
Sweden
-$8.05M -164,390 Closed
AMH
571
Apollo Management Holdings
New York
-$7.08M -144,700 Closed
MAM
572
Monaco Asset Management
Monaco
-$6.58M -134,500 Closed
Aviva
573
Aviva
United Kingdom
-$6.32M -129,073 Closed
Balyasny Asset Management
574
Balyasny Asset Management
Illinois
-$6.26M -127,913 Closed
Two Sigma Advisers
575
Two Sigma Advisers
New York
-$5.46M -111,500 Closed