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Alexandria Real Estate Equities
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Overview Fund Activity

590 hedge funds and large institutions have $18.9B invested in Alexandria Real Estate Equities in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 226 increasing their positions, 228 reducing their positions, and 77 closing their positions.

Holders
590
Holders Change
-21
Holders Change %
-3.44%
% of All Funds
9.31%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.08%
New
59
Increased
226
Reduced
228
Closed
77
Calls
$106M
Puts
$46.5M
Net Calls
+$59.1M
Net Calls Change
+$20.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$641M
2
Norges Bank
2
Norges Bank
Norway
$1.87B
3
MGIM
3
M&G Investment Management
United Kingdom
$206M
4
Invesco
4
Invesco
Georgia
$279M
5
UM
5
UniSuper Management
Australia
$61.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$43M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$2.74M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$139M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$9.27M
5
Millennium Management
5
Millennium Management
New York
$19.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TCA
576
Trifecta Capital Advisors
Illinois
$1.02K 9 – –
KFP
577
KB Financial Partners
New Jersey
$1K 10 – –
YDMI
578
Y.D. More Investments
Israel
$908 8 +4 +100%
BWM
579
Baystate Wealth Management
Massachusetts
$688 6 – –
RA
580
Rise Advisors
New York
$588 5 – –
CWC
581
Carolinas Wealth Consulting
North Carolina
$574 5 +5 New
BCMLT
582
Beacon Capital Management LLC (Tennessee)
Tennessee
$567 5 – –
MTIC
583
Missouri Trust & Investment Company
Missouri
$567 5 +5 New
VWM
584
Venturi Wealth Management
Texas
$454 4 +4 New
FGAM
585
Financial Gravity Asset Management
Texas
$454 113 +113 New
SWA
586
Sutton Wealth Advisors
Florida
$340 3 -69 -96%
BF
587
BOK Financial
Oklahoma
$340 3 -8 -73%
FCAG
588
First Capital Advisors Group
New Jersey
$340 3 +3 New
GJIA
589
Glass Jacobson Investment Advisors
Maryland
$227 2 +2 New
LBIM
590
Land & Buildings Investment Management
Connecticut
– – -211,473 Closed
Point72 Asset Management
591
Point72 Asset Management
Connecticut
– – -188,276 Closed
CCMG
592
Clark Capital Management Group
Pennsylvania
– – -137,190 Closed
Walleye Capital
593
Walleye Capital
New York
– – -109,177 Closed
MCM
594
Masterton Capital Management
New York
– – -74,148 Closed
HCM
595
Hilton Capital Management
New York
– – -61,283 Closed
TG
596
TCW Group
California
– – -39,891 Closed
LA
597
LBP AM
France
– – -38,287 Closed
LMGAM
598
Liberty Mutual Group Asset Management
Massachusetts
– – -28,204 Closed
IAIM
599
Industrial Alliance Investment Management
Quebec, Canada
– – -25,700 Closed
AM
600
AGF Management
Ontario, Canada
– – -21,308 Closed
22 23
24
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