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Alexandria Real Estate Equities
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Overview Fund Activity

631 hedge funds and large institutions have $32.5B invested in Alexandria Real Estate Equities in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 284 increasing their positions, 167 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+31
Holders Change %
+5.17%
% of All Funds
9.99%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
99
Increased
284
Reduced
167
Closed
59
Calls
$34.6M
Puts
$22.9M
Net Calls
+$11.7M
Net Calls Change
+$14.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$889M
2
State Street
State Street
Massachusetts
$2.1B
3
Vanguard Group
Vanguard Group
Pennsylvania
$5.01B
4
Parnassus Investments
Parnassus Investments
California
$696M
5
CIM
Centersquare Investment Management
Pennsylvania
$270M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$397M
2
TCI Fund Management
TCI Fund Management
United Kingdom
$0
3
Invesco
Invesco
Georgia
$448M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$242M
5
Citigroup
Citigroup
New York
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
601
Quent Capital
New York
$5K +$5K +26 New
FMP
602
Financial Management Professionals
Texas
$4K +$1.11K +5 +38%
EW
603
Evoke Wealth
California
$4K +$2.36K +13 +144%
CAL
604
Capital Advisors Ltd
Ohio
$4K +$4K +18 New
COCM
605
Charter Oak Capital Management
New Hampshire
$4K +$4K +20 New
S
606
Surevest
California
$3K – – –
PWMG
607
Prestige Wealth Management Group
New Jersey
$3K – – –
SIC
608
SJS Investment Consulting
Ohio
$3K +$3K +13 New
KFP
609
KB Financial Partners
New Jersey
$2K – – –
MCC
610
Money Concepts Capital
Florida
$2K +$2K +9 New
AWM
611
Atticus Wealth Management
Florida
$2K +$2K +9 New
Loomis, Sayles & Company
612
Loomis, Sayles & Company
Massachusetts
$2K +$2K +9 New
PAI
613
Pittenger & Anderson Inc
Nebraska
$2K +$2K +10 New
GWM
614
Geneos Wealth Management
Colorado
$2K +$2K +10 New
ACK
615
Andrew C. Karlinski
$2K +$2K +10 New
VCM
616
Versant Capital Management
Arizona
$1K -$333 -1 -25%
TFM
617
TFC Financial Management
Massachusetts
$1K – – –
AWM
618
Avior Wealth Management
Nebraska
$1K – – –
PFGIA
619
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
SC
620
Sierra Capital
Florida
$1K – – –
MAM
621
Marquette Asset Management
Minnesota
$1K +$1K +3 New
MA
622
MCF Advisors
Kentucky
$1K +$1K +3 New
BCMLT
623
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$1K +5 New
GKIM
624
GW&K Investment Management
Massachusetts
$1K +$1K +6 New
PFS
625
Prospera Financial Services
Texas
$1K +$1K +7 New
23 24
25
26 27