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Alexandria Real Estate Equities

649 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 267 increasing their positions, 224 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 224

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

0% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $90.2M

0% less capital invested

Capital invested by funds: $21.6B → $21.6B (-$7.81M)

0% less funds holding

Funds holding: 651649 (-2)

2.1% less ownership

Funds ownership: 97.97%95.88% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
649
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
70
Increased
267
Reduced
224
Closed
67
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Clearstead Advisors
Ohio
$6.28K -$2.1K -17 -25%
BIA
602
Bell Investment Advisors
California
$5.8K +$493 +4 +10%
GFPC
603
Global Financial Private Client
Florida
$5.65K
FHA
604
First Horizon Advisors
Tennessee
$5.54K +$246 +2 +5%
FFO
605
Fortitude Family Office
Arizona
$5.41K
MHR
606
Matthew Hamilton Rosenberg
$5.4K
WBC
607
West Branch Capital
Massachusetts
$5.16K
JPWM
608
Jamison Private Wealth Management
Georgia
$5.03K
CT
609
Colonial Trust
South Carolina
$4.79K +$1.85K +15 +65%
AWM
610
Abound Wealth Management
Tennessee
$4.65K
NFSG
611
Newbridge Financial Services Group
Florida
$4.51K +$4.31K +35 New
CA
612
CoreCap Advisors
Michigan
$4.16K +$3.94K +32 New
VWM
613
Venturi Wealth Management
Texas
$4.13K +$1.85K +15 +88%
LI
614
LRI Investments
Florida
$3.87K +$3.7K +30 New
CT
615
Caldwell Trust
Florida
$3.61K
VCM
616
Versant Capital Management
Arizona
$3.35K
AF
617
Advisornet Financial
Minnesota
$3.09K +$2.46K +20 +500%
AW
618
Avion Wealth
Texas
$3K +$370 +3 +20%
DWA
619
Delos Wealth Advisors
Texas
$2.96K +$2.83K +23 New
CA
620
Continuum Advisory
Idaho
$2.89K +$2.96K +24 New
CSC
621
Caldwell Sutter Capital
California
$2.58K
OA
622
Operose Advisors
Wisconsin
$2.58K
S
623
Sachetta
Massachusetts
$2.55K
AP
624
Aspect Partners
Virginia
$2.45K
BWL
625
Bogart Wealth LLC
Virginia
$2.02K