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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
C
576
Covestor
United Kingdom
$12K +$439 +4 +3%
GKIM
577
GW&K Investment Management
Massachusetts
$11K +$439 +4 +4%
RA
578
Ransom Advisory
Rhode Island
$10.6K
CIBC Private Wealth Group
579
CIBC Private Wealth Group
Georgia
$10.6K -$57K -520 -83%
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$10.5K
LFG
581
Larson Financial Group
Missouri
$10.2K -$4.5K -41 -28%
PB
582
Pinnacle Bancorp
Nebraska
$10.1K -$3.62K -33 -24%
MAM
583
Meeder Asset Management
Ohio
$10.1K -$219 -2 -2%
RI
584
Ridgewood Investments
New Jersey
$9.76K
TH
585
TCTC Holdings
Texas
$9.66K +$10.9K +99 New
SC
586
SouthState Corp
Florida
$9.27K +$10.4K +95 New
KIM
587
Kestra Investment Management
Texas
$9.09K +$10.2K +93 New
PCFFS
588
Pacific Center for Financial Services
California
$9.04K +$110 +1 +1%
AW
589
Avion Wealth
Texas
$9K +$110 +1 +1%
A
590
AlphaQuest
New York
$8.58K +$9.65K +88 New
WSFS
591
Wilmington Savings Fund Society
Delaware
$7.8K -$30.6K -279 -78%
PWMG
592
Private Wealth Management Group
New Jersey
$7.61K -$4.28K -39 -33%
NA
593
NewEdge Advisors
Louisiana
$7.04K -$4.38K -40 -36%
FFO
594
Fortitude Family Office
Arizona
$6.93K -$1.32K -12 -14%
GEA
595
Glen Eagle Advisors
New Jersey
$6.58K
NFSG
596
Newbridge Financial Services Group
Florida
$6.54K +$7.34K +67 New
LC
597
Lavaca Capital
Texas
$6.15K +$6.91K +63 New
FWM
598
FSA Wealth Management
Massachusetts
$6.04K +$110 +1 +2%
NB
599
NBT Bank
New York
$5.46K
OP
600
ORG Partners
Indiana
$5.17K +$2.96K +27 +104%

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.