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Alexandria Real Estate Equities
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Overview Fund Activity

611 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 278 increasing their positions, 193 reducing their positions, and 72 closing their positions.

Holders
611
Holders Change
-15
Holders Change %
-2.4%
% of All Funds
9.78%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
68
Increased
278
Reduced
193
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.15B
2
UBS AM
2
UBS AM
Illinois
$158M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.4B
4
State Street
4
State Street
Massachusetts
$1.35B
5
CIM
5
CCLA Investment Management
United Kingdom
$52.8M

Top Sellers

1
RC
1
Resolution Capital
Australia
$0
2
Invesco
2
Invesco
Georgia
$237M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$15.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$31.2M
5
WHG
5
Westwood Holdings Group
Texas
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
601
Baystate Wealth Management
Massachusetts
$754 6 +6 New
ECM
602
Everence Capital Management
Indiana
$676 5,380 – –
RA
603
Rise Advisors
New York
$644 5 – –
BCMLT
604
Beacon Capital Management LLC (Tennessee)
Tennessee
$628 5 – –
CWP
605
Concord Wealth Partners
Virginia
$628 5 – –
WWM
606
Wolff Wiese Magana
California
$628 5 +5 New
AAS
607
Ameritas Advisory Services
Nebraska
$620 5 +5 New
YDMI
608
Y.D. More Investments
Israel
$502 4 +3 +300%
WTA
609
Washington Trust Advisors
Massachusetts
$23 33 -8 -20%
RC
610
Resolution Capital
Australia
– – -785,757 Closed
WCP
611
Waterfront Capital Partners
New York
– – -281,000 Closed
Marshall Wace
612
Marshall Wace
United Kingdom
– – -222,002 Closed
CF
613
Covea Finance
France
– – -125,780 Closed
AIM
614
Artemis Investment Management
United Kingdom
– – -117,904 Closed
E
615
Ergoteles
New York
– – -33,381 Closed
EAM
616
Eventide Asset Management
Massachusetts
– – -32,335 Closed
IAN
617
Integrated Advisors Network
Texas
– – -25,064 Closed
HF
618
HRT Financial
New York
– – -21,995 Closed
Wealth Enhancement Advisory Services
619
Wealth Enhancement Advisory Services
Minnesota
– – -21,429 Closed
AP
620
Appleton Partners
Massachusetts
– – -20,663 Closed
Janney Montgomery Scott
621
Janney Montgomery Scott
Pennsylvania
– – -19,229 Closed
LOAMS
622
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -17,062 Closed
PMEF
623
Point72 Middle East FZE
United Arab Emirates
– – -8,605 Closed
AIIMS
624
Analyst IMS Investment Management Services
Israel
– – -8,200 Closed
PR
625
Payden & Rygel
California
– – -7,800 Closed
23 24
25
26 27