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Alexandria Real Estate Equities
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Overview Fund Activity

600 hedge funds and large institutions have $34.4B invested in Alexandria Real Estate Equities in 2021 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 258 increasing their positions, 173 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+39
Holders Change %
+6.95%
% of All Funds
9.27%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
92
Increased
258
Reduced
173
Closed
48
Calls
$21.4M
Puts
$23.9M
Net Calls
-$2.45M
Net Calls Change
+$173K

Top Buyers

1
BlackRock
BlackRock
New York
+$188M
2
State Street
State Street
Massachusetts
+$184M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$153M
4
RC
Resolution Capital
Australia
+$131M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$113M

Top Sellers

1
ZP
Zimmer Partners
New York
-$127M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
3
Deutsche Bank
Deutsche Bank
Germany
-$86.8M
4
DPIM
Duff & Phelps Investment Management
Illinois
-$78.4M
5
AAMU
APG Asset Management US
New York
-$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
576
Lloyd Advisory Services
Georgia
$4K -$4K – –
DHGWA
577
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4K +19 New
WPA
578
West Paces Advisors
Georgia
$3.12K +$3.12K +14 New
PWMG
579
Prestige Wealth Management Group
New Jersey
$3K – – –
FMP
580
Financial Management Professionals
Texas
$3K – – –
S
581
Surevest
California
$3K +$3K +15 New
AP
582
Arlington Partners
Alabama
$3K +$3K +15 New
MG
583
MilWealth Group
Wisconsin
$2.68K – – –
EW
584
Evoke Wealth
California
$2K +$444 +2 +29%
KFP
585
KB Financial Partners
New Jersey
$2K +$2K +10 New
PFGIA
586
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
AWM
587
Avior Wealth Management
Nebraska
$1K – – –
TFM
588
TFC Financial Management
Massachusetts
$1K – – –
BHWM
589
Bay Harbor Wealth Management
Maryland
$1K – – –
VCM
590
Versant Capital Management
Arizona
$1K – – –
LWA
591
Lenox Wealth Advisors
New York
$1K +$333 +1 +50%
CFA
592
Carroll Financial Associates
North Carolina
$1K +$286 +2 +40%
CSWM
593
Cassady Schiller Wealth Management
Ohio
$1K +$1K +4 New
SC
594
SouthState Corp
Florida
$1K +$1K +4 New
AF
595
Advisornet Financial
Minnesota
$1K +$1K +5 New
SC
596
Sierra Capital
Florida
$1K +$1K +5 New
BBHC
597
Brown Brothers Harriman & Co
New York
$478 – +2 +0.1%
WC
598
Wexford Capital
Florida
$465 +$465 +2,087 New
ZP
599
Zimmer Partners
New York
– -$127M -662,500 Closed
DPIM
600
Duff & Phelps Investment Management
Illinois
– -$78.4M -410,366 Closed
22 23
24
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