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Alexandria Real Estate Equities
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Overview Fund Activity

626 hedge funds and large institutions have $23.3B invested in Alexandria Real Estate Equities in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 204 reducing their positions, and 56 closing their positions.

Holders
626
Holders Change
+11
Holders Change %
+1.79%
% of All Funds
10.1%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
76
Increased
274
Reduced
204
Closed
56
Calls
$87.8M
Puts
$19.1M
Net Calls
+$68.7M
Net Calls Change
+$4.55M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$154M
2
BlackRock
2
BlackRock
New York
$2.3B
3
CIM
3
Centersquare Investment Management
Pennsylvania
$244M
4
HRES
4
Heitman Real Estate Securities
Illinois
$78.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$515M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$127M
3
Goldman Sachs
3
Goldman Sachs
New York
$221M
4
Invesco
4
Invesco
Georgia
$362M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$32.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
601
CoreCap Advisors
Michigan
$1.32K 9 +9 New
TCA
602
Trifecta Capital Advisors
Illinois
$1.31K 9 +9 New
CWC
603
Carolinas Wealth Consulting
North Carolina
$1.18K 8 +4 +100%
NSIM
604
North Star Investment Management
Illinois
$1.17K 8 +8 New
GJIA
605
Glass Jacobson Investment Advisors
Maryland
$1.17K 8 +8 New
FA
606
Fiduciary Alliance
South Carolina
$1.17K 8 +8 New
TFM
607
TFC Financial Management
Massachusetts
$1.02K 7 – –
PCM
608
Penserra Capital Management
California
$1K 8 -2,511 -100%
CAL
609
Capital Advisors Ltd
Ohio
$1K 9 -24 -73%
SC
610
Sierra Capital
Florida
$1K 5 – –
KFP
611
KB Financial Partners
New Jersey
$1K 10 – –
PPC
612
Park Place Capital
Alabama
$1K 10 +10 New
AWM
613
Abound Wealth Management
Tennessee
$882 6 – –
GGI
614
Godsey & Gibb Inc
Virginia
$874 6 +6 New
MPCL
615
My Personal CFO LLC
Washington
$874 6 +6 New
ECM
616
Everence Capital Management
Indiana
$784 5,380 +5,380 New
RA
617
Rise Advisors
New York
$741 5 – –
BCMLT
618
Beacon Capital Management LLC (Tennessee)
Tennessee
$728 5 – –
CWP
619
Concord Wealth Partners
Virginia
$728 5 +5 New
CTA
620
Colonial Trust Advisors
South Carolina
$583 4 +4 New
BHWM
621
Beaird Harris Wealth Management
Texas
$583 4 +4 New
BWM
622
BerganKDV Wealth Management
Minnesota
$291 2 -7 -78%
MCC
623
Money Concepts Capital
Florida
$291 2 +2 New
YDMI
624
Y.D. More Investments
Israel
$145 1 +1 New
WTA
625
Washington Trust Advisors
Massachusetts
$30 41 – –
23 24
25
26 27