We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

596 hedge funds and large institutions have $8.14B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 189 increasing their positions, 239 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $122M | Put options by funds: $88.2M

10.08% more ownership

Funds ownership: 85.97%96.05% (+10%)

15% less funds holding

Funds holding: 702596 (-106)

21% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 239

34% less capital invested

Capital invested by funds: $12.4B → $8.14B (-$4.26B)

46% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 194

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
596
Holders Change
-106
Holders Change %
-15.1%
% of All Funds
7.25%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
105
Increased
189
Reduced
239
Closed
194
Calls
$122M
Puts
$88.2M
Net Calls
+$34.3M
Net Calls Change
+$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SGK
576
Steigerwald Gordon & Koch
Virginia
$440
RFP
577
Root Financial Partners
California
$440 +$294 +5 +125%
NA
578
Networth Advisors
Pennsylvania
$440 +$530 +9 New
OP
579
ORG Partners
Indiana
$439 -$5K -85 -90%
RCM
580
Raleigh Capital Management
North Carolina
$425 -$667K -11,329 -100%
SEP
581
Signature Equity Partners
Ohio
$404 +$471 +8 New
QWM
582
Quaker Wealth Management
New Jersey
$392 +$118 +2 +33%
WA
583
Westfuller Advisors
New York
$348 +$412 +7 New
PWA
584
Principia Wealth Advisory
Texas
$294 -$235 -4 -40%
NL
585
NVWM LLC
Pennsylvania
$245 -$883 -15 -75%
CFD
586
Creative Financial Designs
Indiana
$245 +$294 +5 New
CFB
587
Cullen/Frost Bankers
Texas
$245 +$294 +5 New
TC
588
Trust Company
Kansas
$196 +$235 +4 New
WIM
589
Westside Investment Management
California
$196 +$235 +4 New
KFI
590
Key Financial Inc
Pennsylvania
$147
Q1WB
591
Quest 10 Wealth Builders
Virginia
$108 -$471 -8 -80%
NL
592
NorthAvenue LLC
Ohio
$98 +$118 +2 New
RJA
593
Ross\Johnson & Associates
Minnesota
$98 +$118 +2 New
TFA
594
Transamerica Financial Advisors
Florida
$50 -$1.35K -23 -96%
Kayne Anderson Rudnick Investment Management
595
Kayne Anderson Rudnick Investment Management
California
$20 -$1.09M -18,446 Closed
MI
596
Motiv8 Investments
Florida
$4 +$4.59K +78 New
NIG
597
NFJ Investment Group
Texas
-$96.8M -1,161,349 Closed
CIM
598
CCLA Investment Management
United Kingdom
-$69.1M -829,124 Closed
MMH
599
Menora Mivtachim Holdings
Israel
-$61.3M -735,000 Closed
Arrowstreet Capital
600
Arrowstreet Capital
Massachusetts
-$55M -660,512 Closed