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Alexandria Real Estate Equities

666 hedge funds and large institutions have $19B invested in Alexandria Real Estate Equities in 2024 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 252 increasing their positions, 248 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+20
Holders Change %
+3.1%
% of All Funds
9.69%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
96
Increased
252
Reduced
248
Closed
69
Calls
$64.6M
Puts
$90.5M
Net Calls
-$25.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
601
Avion Wealth
Texas
$12K +$10K +90 +500%
GKIM
602
GW&K Investment Management
Massachusetts
$11K +$484 +4 +5%
PCFFS
603
Pacific Center for Financial Services
California
$10.6K +$117 +1 +1%
CA
604
Crewe Advisors
Utah
$10.2K
GRP
605
Global Retirement Partners
California
$8.74K -$349 -3 -4%
FCA
606
FinTrust Capital Advisors
South Carolina
$8.42K
GEA
607
Glen Eagle Advisors
New Jersey
$7.84K
DJSG
608
D.J. St. Germain
Massachusetts
$7.25K +$7.25K +62 New
HWA
609
HHM Wealth Advisors
Tennessee
$7.02K -$15.7K -134 -69%
CC
610
Cultivar Capital
Texas
$7.02K +$7.02K +60 New
S
611
Sachetta
Massachusetts
$6.07K +$3.69K +31 +155%
PMFA
612
Plante Moran Financial Advisors
Michigan
$5.85K
FHA
613
First Horizon Advisors
Tennessee
$5.61K +$585 +5 +12%
CT
614
Colonial Trust
South Carolina
$5.19K +$808 +7 +18%
MHR
615
Matthew Hamilton Rosenberg
$4.98K
FFO
616
Fortitude Family Office
Arizona
$4.91K
BIA
617
Bell Investment Advisors
California
$4.8K -$468 -4 -9%
WBC
618
West Branch Capital
Massachusetts
$4.68K
JPWM
619
Jamison Private Wealth Management
Georgia
$4.59K
AWM
620
Abound Wealth Management
Tennessee
$4.22K
NFSG
621
Newbridge Financial Services Group
Florida
$4.09K
VNA
622
Valley National Advisers
Pennsylvania
$4K -$5.49K -48 -58%
CAS
623
Coppell Advisory Solutions
Texas
$3.63K +$3.63K +31 New
LI
624
LRI Investments
Florida
$3.51K
FW
625
Fairway Wealth
Ohio
$3.28K +$3.28K +28 New