We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

649 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 267 increasing their positions, 224 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 224

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

0% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $90.2M

0% less capital invested

Capital invested by funds: $21.6B → $21.6B (-$7.81M)

0% less funds holding

Funds holding: 651649 (-2)

2.1% less ownership

Funds ownership: 97.97%95.88% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
649
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
70
Increased
267
Reduced
224
Closed
67
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BONH
576
Bank of New Hampshire
New Hampshire
$18K
AGWCA
577
Annis Gardner Whiting Capital Advisors
Florida
$17.7K +$616 +5 +4%
RA
578
Rise Advisors
New York
$17.7K +$16.9K +137 New
C
579
Covestor
United Kingdom
$17K -$81.1K -658 -83%
EWA
580
EverSource Wealth Advisors
Alabama
$16.7K -$11K -89 -38%
HT
581
Headlands Technologies
Illinois
$15.5K +$14.8K +120 New
UB
582
UMB Bank
Missouri
$15K
PB
583
Pinnacle Bancorp
Nebraska
$14.2K -$3.33K -27 -20%
FMII
584
Farmers & Merchants Investments Inc
Nebraska
$13.9K
PAI
585
Pittenger & Anderson Inc
Nebraska
$13.4K
IA
586
IFP Advisors
Florida
$11.9K +$6.16K +50 +119%
PCFFS
587
Pacific Center for Financial Services
California
$11.6K +$123 +1 +1%
CA
588
Crewe Advisors
Utah
$11.2K +$10.7K +87 New
GKIM
589
GW&K Investment Management
Massachusetts
$11K +$370 +3 +4%
CCA
590
Criterion Capital Advisors
Tennessee
$10.2K -$2.46K -20 -20%
PWMG
591
Private Wealth Management Group
New Jersey
$10.1K
GRP
592
Global Retirement Partners
California
$10K -$2.1K -17 -18%
VNA
593
Valley National Advisers
Pennsylvania
$10K +$123 +1 +1%
QC
594
Quent Capital
New York
$9.41K -$5.79K -47 -39%
FCA
595
FinTrust Capital Advisors
South Carolina
$9.28K
ST
596
Smithfield Trust
Pennsylvania
$9K
GEA
597
Glen Eagle Advisors
New Jersey
$8.64K -$2.1K -17 -20%
FWM
598
FSA Wealth Management
Massachusetts
$7.73K +$123 +1 +2%
PMFA
599
Plante Moran Financial Advisors
Michigan
$6.45K
CWP
600
Concord Wealth Partners
Virginia
$6.45K +$6.16K +50 New