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Alexandria Real Estate Equities

668 hedge funds and large institutions have $15.2B invested in Alexandria Real Estate Equities in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 215 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 215

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 75

2% more funds holding

Funds holding: 656668 (+12)

0.12% less ownership

Funds ownership: 94.7%94.59% (-0.12%)

9% less call options, than puts

Call options by funds: $50.8M | Put options by funds: $55.5M

6% less capital invested

Capital invested by funds: $16.2B → $15.2B (-$1.01B)

Holders
668
Holders Change
+12
Holders Change %
+1.83%
% of All Funds
8.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
294
Reduced
215
Closed
75
Calls
$50.8M
Puts
$55.5M
Net Calls
-$4.72M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
576
Gables Capital Management
Florida
$17.6K
SWIM
577
Smallwood Wealth Investment Management
New Jersey
$17.6K +$18.6K +190 New
WAG
578
Wiser Advisor Group
Arizona
$16.6K +$196 +2 +1%
Cohen & Steers
579
Cohen & Steers
New York
$16K +$490 +5 +3%
KIM
580
Kestra Investment Management
Texas
$15.4K +$7.15K +73 +78%
PWM
581
Proathlete Wealth Management
Florida
$12.4K +$13K +133 New
RWPA
582
Richard W. Paul & Associates
Michigan
$12K -$196 -2 -2%
C
583
Covestor
United Kingdom
$12K +$783 +8 +6%
GKIM
584
GW&K Investment Management
Massachusetts
$12K +$1.47K +15 +13%
CIAM
585
Caitong International Asset Management
Hong Kong
$11.7K -$14.4K -147 -54%
SC
586
SouthState Corp
Florida
$10.9K +$2.25K +23 +24%
RA
587
Ransom Advisory
Rhode Island
$10.1K
NC
588
NewSquare Capital
Pennsylvania
$10.1K +$10.4K +106 +3,533%
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$9.99K
PB
590
Pinnacle Bancorp
Nebraska
$9.62K
MCM
591
MV Capital Management
Maryland
$9.53K -$6.46K -66 -39%
QC
592
Quent Capital
New York
$9.53K +$5.19K +53 +106%
RI
593
Ridgewood Investments
New Jersey
$9.25K
TH
594
TCTC Holdings
Texas
$9.16K
AW
595
Avion Wealth
Texas
$9K
PCFFS
596
Pacific Center for Financial Services
California
$8.68K +$98 +1 +1%
RA
597
Rise Advisors
New York
$8.63K -$4.7K -48 -34%
PWMG
598
Private Wealth Management Group
New Jersey
$8.05K +$881 +9 +12%
GWSG
599
GPS Wealth Strategies Group
Colorado
$7.4K -$24.5K -250 -76%
BBHC
600
Brown Brothers Harriman & Co
New York
$6.94K +$4.11K +42 +127%

ARE Hedge Fund Activity: Q1 2025 in Review

668 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2025, worth a combined $15.2B — down 6.2% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ARE positions and 75 closed out — a net gain of 17 holders — while 294 added to existing stakes and 215 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $124M. The largest seller was Victory Capital Management, cutting an estimated $189M.

  • 668 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2025, up from 656 in Q4 2024.
  • Funds reported $15.2B of Alexandria Real Estate Equities stock for Q1 2025, down 6.2% quarter-over-quarter.
  • 92 funds opened new Alexandria Real Estate Equities positions in Q1 2025 and 75 closed out, a net change of +17 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2025 was AQR Capital Management, an estimated $124M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2025 was Victory Capital Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2025.