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Alexandria Real Estate Equities

651 hedge funds and large institutions have $19.1B invested in Alexandria Real Estate Equities in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 251 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $88.9M | Put options by funds: $76.1M

6% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 251

0% more capital invested

Capital invested by funds: $19B → $19.1B (+$29.2M)

1.34% less ownership

Funds ownership: 93.15%91.81% (-1.3%)

3% less funds holding

Funds holding: 673651 (-22)

19% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 83

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
651
Holders Change
-22
Holders Change %
-3.27%
% of All Funds
9.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
67
Increased
265
Reduced
251
Closed
83
Calls
$88.9M
Puts
$76.1M
Net Calls
+$12.8M
Net Calls Change
+$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
601
Glen Eagle Advisors
New Jersey
$7.96K
FWM
602
FSA Wealth Management
Massachusetts
$7.27K +$7.27K +61 New
FHA
603
First Horizon Advisors
Tennessee
$6.77K +$1.07K +9 +19%
SNB
604
Security National Bank
Nebraska
$6.65K -$2.21M -18,581 -100%
DIP
605
DT Investment Partners
Pennsylvania
$6.65K +$5K +42 +300%
NB
606
NBT Bank
New York
$6.65K +$6.67K +56 New
GSEP
607
Golden State Equity Partners
California
$6.65K +$6.67K +56 New
PMFA
608
Plante Moran Financial Advisors
Michigan
$5.94K
CT
609
Colonial Trust
South Carolina
$5.88K +$477 +4 +9%
CPA
610
Capital Performance Advisors
California
$5.46K +$5.48K +46 New
MHR
611
Matthew Hamilton Rosenberg
$5.11K
WBC
612
West Branch Capital
Massachusetts
$4.75K
AWM
613
Abound Wealth Management
Tennessee
$4.28K
BIA
614
Bell Investment Advisors
California
$4.28K -$596 -5 -12%
CAS
615
Coppell Advisory Solutions
Texas
$3.75K
CA
616
Continuum Advisory
Idaho
$3.57K +$2.14K +18 +120%
GBT
617
Grove Bank & Trust
Florida
$3.09K +$3.1K +26 New
OP
618
ORG Partners
Indiana
$3.09K +$3.1K +26 New
DF
619
Dunhill Financial
United Kingdom
$2.92K +$1.31K +11 +79%
CA
620
CoreCap Advisors
Michigan
$2.85K +$2.86K +24 New
AWM
621
Avior Wealth Management
Nebraska
$2.73K +$834 +7 +44%
PWMG
622
Prestige Wealth Management Group
New Jersey
$2.52K
CSC
623
Caldwell Sutter Capital
California
$2.38K
GGI
624
Godsey & Gibb Inc
Virginia
$2.38K
OA
625
Operose Advisors
Wisconsin
$2.38K

ARE Hedge Fund Activity: Q3 2024 in Review

651 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2024, worth a combined $19.1B — up 0.15% from $19B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of ARE and 67 opened new positions — a net loss of 16 holders — while 251 trimmed existing stakes and 265 added.

The largest buyer was Citadel Advisors, adding an estimated $70.3M. The largest seller was Principal Financial Group, cutting an estimated $88.9M.

  • 651 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2024, down from 673 in Q2 2024.
  • Funds reported $19.1B of Alexandria Real Estate Equities stock for Q3 2024, up 0.15% quarter-over-quarter.
  • 67 funds opened new Alexandria Real Estate Equities positions in Q3 2024 and 83 closed out, a net change of -16 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2024 was Citadel Advisors, an estimated $70.3M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2024 was Principal Financial Group, an estimated $88.9M sold.

Based on aggregated 13F filings for Q3 2024.