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Alexandria Real Estate Equities
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Overview Fund Activity

643 hedge funds and large institutions have $17.1B invested in Alexandria Real Estate Equities in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-23
Holders Change %
-3.45%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
262
Reduced
248
Closed
84
Calls
$88.9M
Puts
$76.1M
Net Calls
+$12.8M
Net Calls Change
+$38.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$74.3M
2
Federated Hermes
Federated Hermes
Pennsylvania
$68.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$113M
4
BlackRock
BlackRock
New York
$2.06B
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$40.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$555M
2
Jennison Associates
Jennison Associates
New York
$46.5M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$37M
4
RC
Resolution Capital
Australia
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
601
Plante Moran Financial Advisors
Michigan
$5.94K – – –
CT
602
Colonial Trust
South Carolina
$5.88K +$480 +4 +9%
CPA
603
Capital Performance Advisors
California
$5.46K +$5.46K +46 New
MHR
604
Matthew Hamilton Rosenberg
$5.11K – – –
WBC
605
West Branch Capital
Massachusetts
$4.75K – – –
AWM
606
Abound Wealth Management
Tennessee
$4.28K – – –
BIA
607
Bell Investment Advisors
California
$4.28K -$594 -5 -12%
CAS
608
Coppell Advisory Solutions
Texas
$3.75K – – –
CA
609
Continuum Advisory
Idaho
$3.57K +$1.95K +18 +120%
GBT
610
Grove Bank & Trust
Florida
$3.09K +$3.09K +26 New
OP
611
ORG Partners
Indiana
$3.09K +$3.09K +26 New
DF
612
Dunhill Financial
United Kingdom
$2.93K +$1.29K +11 +79%
CA
613
CoreCap Advisors
Michigan
$2.85K +$2.85K +24 New
AWM
614
Avior Wealth Management
Nebraska
$2.73K +$831 +7 +44%
PWMG
615
Prestige Wealth Management Group
New Jersey
$2.52K – – –
CSC
616
Caldwell Sutter Capital
California
$2.38K – – –
GGI
617
Godsey & Gibb Inc
Virginia
$2.38K – – –
OA
618
Operose Advisors
Wisconsin
$2.38K – – –
AP
619
Aspect Partners
Virginia
$2.26K – – –
SIC
620
Salem Investment Counselors
North Carolina
$2.04K – – –
CIAS
621
CBIZ Investment Advisory Services
Ohio
$2.04K – – –
FNWA
622
Financial Network Wealth Advisors
Utah
$2.02K -$831 -7 -29%
DWM
623
Darwin Wealth Management
Florida
$1.9K +$1.9K +16 New
WWM
624
Wolff Wiese Magana
California
$1.78K -$1.19K -10 -40%
SWM
625
Sanctuary Wealth Management
Idaho
$1.78K +$1.78K +15 New
23 24
25
26 27