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Alexandria Real Estate Equities
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Overview Fund Activity

648 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 242 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+83
Holders Change %
+14.69%
% of All Funds
9.5%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
147
Increased
242
Reduced
207
Closed
57
Calls
$89.2M
Puts
$102M
Net Calls
-$12.8M
Net Calls Change
-$29.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$416M
2
Invesco
Invesco
Georgia
$477M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$276M
4
Jennison Associates
Jennison Associates
New York
$128M
5
Prudential Financial
Prudential Financial
New Jersey
$105M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$306M
2
BlackRock
BlackRock
New York
$2.1B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$127M
4
Northern Trust
Northern Trust
Illinois
$213M
5
CIM
Centersquare Investment Management
Pennsylvania
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
601
FSA Wealth Management
Massachusetts
$8K +$8K +59 New
WTA
602
Washington Trust Advisors
Massachusetts
$6.37K +$1.02K +8 +19%
PMFA
603
Plante Moran Financial Advisors
Michigan
$6.34K – – –
Jones Financial Companies
604
Jones Financial Companies
Missouri
$6.09K +$3.93K +31 +182%
GFPC
605
Global Financial Private Client
Florida
$5.71K – – –
MHR
606
Matthew Hamilton Rosenberg
$5.45K -$5.45K -43 -50%
FFO
607
Fortitude Family Office
Arizona
$5.32K +$5.32K +42 New
IA
608
IFP Advisors
Florida
$5.32K +$3.42K +27 +180%
BIA
609
Bell Investment Advisors
California
$5.2K -$12.4K -98 -71%
FHA
610
First Horizon Advisors
Tennessee
$5.2K +$3.17K +25 +156%
WBC
611
West Branch Capital
Massachusetts
$5.07K – – –
LIWM
612
Long Island Wealth Management
New York
$5K +$5K +40 New
ADL
613
Asset Dedication LLC
California
$5K +$5K +43 New
JPWM
614
Jamison Private Wealth Management
Georgia
$4.95K – – –
AWM
615
Abound Wealth Management
Tennessee
$4.57K -$508 -4 -10%
VCM
616
Versant Capital Management
Arizona
$3.3K +$1.65K +13 +100%
CT
617
Colonial Trust
South Carolina
$2.92K -$1.01K -8 -26%
PWMG
618
Prestige Wealth Management Group
New Jersey
$2.69K +$2.69K +21 New
LA
619
LM Advisors
California
$2.58K +$2.58K +20 New
S
620
Sachetta
Massachusetts
$2.55K +$2.55K +20 New
CSC
621
Caldwell Sutter Capital
California
$2.54K – – –
OA
622
Operose Advisors
Wisconsin
$2.54K – – –
AP
623
Aspect Partners
Virginia
$2.41K +$2.41K +19 New
W
624
WealthCollab
Washington
$2.28K +$2.28K +18 New
VWM
625
Venturi Wealth Management
Texas
$2.16K +$508 +4 +31%
23 24
25
26 27