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Alexandria Real Estate Equities
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Overview Fund Activity

550 hedge funds and large institutions have $23B invested in Alexandria Real Estate Equities in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 254 increasing their positions, 155 reducing their positions, and 59 closing their positions.

Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
9.68%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
76
Increased
254
Reduced
155
Closed
59
Calls
$15.3M
Puts
$32.8M
Net Calls
-$17.5M
Net Calls Change
-$21.8M

Top Buyers

1
Parnassus Investments
1
Parnassus Investments
California
$272M
2
PI
2
PGGM Investments
Netherlands
$634M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$616M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.48B
5
AAMU
5
APG Asset Management US
New York
$1B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$267M
2
Invesco
2
Invesco
Georgia
$246M
3
Deutsche Bank
3
Deutsche Bank
Germany
$64.3M
4
Ameriprise
4
Ameriprise
Minnesota
$64.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$183M
Name Market Value Shares Shares
Change 		Shares
Change %
AS
576
Altshuler Shaham
Israel
– – -1,200 Closed
FCI
577
Financial Counselors Inc
Kansas
– – -1,200 Closed
HPC
578
Hobart Private Capital
North Carolina
– – -1,192 Closed
LWAM
579
Legacy Wealth Asset Management
Minnesota
– – -1,142 Closed
FTDI
580
First Trust Direct Indexing
Massachusetts
– – -1,008 Closed
FWM
581
Focused Wealth Management
New York
– – -750 Closed
CYG
582
Clean Yield Group
Vermont
– – -740 Closed
ASN
583
Advisory Services Network
Georgia
– – -697 Closed
IA
584
Inspire Advisors
Idaho
– – -667 Closed
LIM
585
Longfellow Investment Management
Massachusetts
– – -633 Closed
PWPS
586
Pinnacle Wealth Planning Services
Ohio
– – -507 Closed
VAIA
587
Virtus Alternative Investment Advisers
Connecticut
– – -402 Closed
TFS
588
TrustCore Financial Services
Tennessee
– – -257 Closed
APC
589
Aspire Private Capital
North Carolina
– – -257 Closed
VCG
590
Vantage Consulting Group
Virginia
– – -225 Closed
PWM
591
Perigon Wealth Management
California
– – -138 Closed
AIL
592
AGF Investments LLC
Ontario, Canada
– – -132 Closed
GRP
593
Global Retirement Partners
California
– – -62 Closed
AWG
594
Altus Wealth Group
Colorado
– – -51 Closed
CCA
595
Childress Capital Advisors
Texas
– – -49 Closed
GWM
596
Geneos Wealth Management
Colorado
– – -30 Closed
RPWA
597
Regent Peak Wealth Advisors
Georgia
– – -28 Closed
ICP
598
Interchange Capital Partners
Pennsylvania
– – -23 Closed
SIAG
599
Safeguard Investment Advisory Group
California
– – -19 Closed
ONST
600
Old North State Trust
North Carolina
– – -11 Closed
21 22 23
24
25