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Alexandria Real Estate Equities
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Overview Fund Activity

611 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 278 increasing their positions, 193 reducing their positions, and 72 closing their positions.

Holders
611
Holders Change
-15
Holders Change %
-2.4%
% of All Funds
9.78%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
68
Increased
278
Reduced
193
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.15B
2
UBS AM
2
UBS AM
Illinois
$158M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.4B
4
State Street
4
State Street
Massachusetts
$1.35B
5
CIM
5
CCLA Investment Management
United Kingdom
$52.8M

Top Sellers

1
RC
1
Resolution Capital
Australia
$0
2
Invesco
2
Invesco
Georgia
$237M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$15.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$31.2M
5
WHG
5
Westwood Holdings Group
Texas
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
CT
576
Colonial Trust
South Carolina
$3.84K 31 +5 +19%
CIA
577
Cape Investment Advisory
Georgia
$3.77K 30 +30 New
BWM
578
BerganKDV Wealth Management
Minnesota
$3.64K 29 +27 +1,350%
CFO
579
CVA Family Office
Colorado
$3.14K 25 -95 -79%
RTL
580
Red Tortoise LLC
Georgia
$2.89K 23 – –
CA
581
Crewe Advisors
Utah
$2.89K 23 – –
OLVIG
582
Oliver Lagore Vanvalin Investment Group
Michigan
$2.64K 21 – –
AWM
583
Avior Wealth Management
Nebraska
$2.51K 20 +20 New
MHR
584
Matthew Hamilton Rosenberg
$2.26K 18 – –
IA
585
IFP Advisors
Florida
$2.02K 22 -830 -97%
VFA
586
Values First Advisors
Tennessee
$1.93K 15 +15 New
ECG
587
Edge Capital Group
Georgia
$1.76K 14 – –
DIP
588
DT Investment Partners
Pennsylvania
$1.71K 14 – –
VCM
589
Versant Capital Management
Arizona
$1.61K 13 -3 -19%
FCA
590
FinTrust Capital Advisors
South Carolina
$1.46K 10 – –
BFPW
591
BOK Financial Private Wealth
Colorado
$1.4K 11 +11 New
BF
592
BOK Financial
Oklahoma
$1.38K 11 -1,747 -99%
FCAS
593
First Command Advisory Services
Texas
$1.26K 10 +10 New
PWMG
594
Prestige Wealth Management Group
New Jersey
$1.14K 9 -7 -44%
TCA
595
Trifecta Capital Advisors
Illinois
$1.13K 9 – –
Commonwealth Equity Services
596
Commonwealth Equity Services
Massachusetts
$1.06K 8,424 -721 -8%
NSIM
597
North Star Investment Management
Illinois
$1.01K 8 – –
PCM
598
Penserra Capital Management
California
$1K 8 – –
KFP
599
KB Financial Partners
New Jersey
$1K 10 – –
TFM
600
TFC Financial Management
Massachusetts
$880 7 – –
22 23
24
25 26