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Alexandria Real Estate Equities
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Overview Fund Activity

647 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 283 increasing their positions, 200 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-14
Holders Change %
-2.12%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
104
Increased
283
Reduced
200
Closed
105
Calls
$111M
Puts
$83.1M
Net Calls
+$27.8M
Net Calls Change
+$32.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$108M
2
DC
Davenport & Co
Virginia
+$57.6M
3
Millennium Management
Millennium Management
New York
+$56.2M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$40.3M
5
Invesco
Invesco
Georgia
+$38.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$313M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$142M
3
UBS AM
UBS AM
Illinois
-$108M
4
MGP
M&G plc
United Kingdom
-$66.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
601
WealthTrak Capital Management
Virginia
$2.91K +$727 +10 +33%
SWM
602
Spire Wealth Management
Virginia
$2.69K -$44.7K -615 -94%
WPA
603
Wealth Preservation Advisors
Tennessee
$2.69K +$2.69K +37 New
AWM
604
Abound Wealth Management
Tennessee
$2.62K – – –
HHMI
605
Howard Hughes Medical Institute
Maryland
$2.4K +$2.4K +33 New
KA
606
Kozak & Associates
Colorado
$2.38K +$77 +1 +3%
FNWA
607
Financial Network Wealth Advisors
Utah
$2.25K – – –
CH
608
Cromwell Holdings
Wyoming
$2.19K -$25.5K -350 -92%
PGAM
609
Princeton Global Asset Management
New Jersey
$2.11K +$2.11K +29 New
HFS
610
Hughes Financial Services
Virginia
$1.99K +$1.26K +17 +170%
BWL
611
Bogart Wealth LLC
Virginia
$1.82K – – –
CA
612
CoreCap Advisors
Michigan
$1.6K -$1.31K -18 -45%
PWMG
613
Prestige Wealth Management Group
New Jersey
$1.55K – – –
CSC
614
Caldwell Sutter Capital
California
$1.45K – – –
GGI
615
Godsey & Gibb Inc
Virginia
$1.45K – – –
WWM
616
Wolff Wiese Magana
California
$1.45K +$363 +5 +33%
NL
617
NVWM LLC
Pennsylvania
$1.45K +$727 +10 +100%
AWM
618
Activest Wealth Management
Florida
$1.38K +$944 +13 +217%
CA
619
Crewe Advisors
Utah
$1.38K +$1.38K +19 New
CT
620
Colonial Trust
South Carolina
$1.24K -$3.56K -49 -74%
GC
621
GFG Capital
Florida
$1.24K +$1.24K +17 New
DWM
622
Darwin Wealth Management
Florida
$1.16K – – –
FMP
623
Financial Management Professionals
Texas
$1.11K +$1.11K +15 New
MCM
624
MV Capital Management
Maryland
$1.09K -$6.4K -88 -85%
MSG
625
Main Street Group
Virginia
$1.09K +$1.09K +15 New
23 24
25
26 27