ARE icon

Alexandria Real Estate Equities
ARE

Overview Fund Activity

648 hedge funds and large institutions have $16.1B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 235 increasing their positions, 259 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
100
Increased
235
Reduced
259
Closed
85
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$806M
2
Capital World Investors
Capital World Investors
California
$327M
3
UBS AM
UBS AM
Illinois
$157M
4
Northern Trust
Northern Trust
Illinois
$250M
5
PI
PGGM Investments
Netherlands
$93.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$165M
2
Invesco
Invesco
Georgia
$221M
3
Victory Capital Management
Victory Capital Management
Texas
$228M
4
DC
Davenport & Co
Virginia
$3.78M
5
Macquarie Group
Macquarie Group
Australia
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
601
West Branch Capital
Massachusetts
$3.9K – – –
BWL
602
Bogart Wealth LLC
Virginia
$3.9K +$3.9K +40 New
AWM
603
Abound Wealth Management
Tennessee
$3.52K – – –
BF
604
BOK Financial
Oklahoma
$3.52K +$3.14K +33 +825%
CYG
605
Clean Yield Group
Vermont
$3.41K -$42.9K -440 -93%
HNW
606
High Note Wealth
Minnesota
$3.32K +$3.32K +34 New
DF
607
Dunhill Financial
United Kingdom
$3.24K +$784 +8 +32%
SWM
608
Sanctuary Wealth Management
Idaho
$3.22K +$1.76K +18 +120%
BBHC
609
Brown Brothers Harriman & Co
New York
$3.22K +$3.22K +33 New
CAS
610
Coppell Advisory Solutions
Texas
$3.03K – – –
BIA
611
Bell Investment Advisors
California
$3.03K -$488 -5 -14%
KA
612
Kozak & Associates
Colorado
$2.98K +$2.98K +30 New
CA
613
Continuum Advisory
Idaho
$2.93K -$293 -3 -9%
AWM
614
Avior Wealth Management
Nebraska
$2.73K +$488 +5 +22%
WT
615
Washington Trust
Rhode Island
$2.61K -$229K -2,367 -99%
MSWM
616
Mowery & Schoenfeld Wealth Management
Illinois
$2.54K +$2.54K +26 New
PWMG
617
Prestige Wealth Management Group
New Jersey
$2.08K – – –
GBT
618
Grove Bank & Trust
Florida
$2.05K -$488 -5 -19%
CSC
619
Caldwell Sutter Capital
California
$1.95K – – –
GGI
620
Godsey & Gibb Inc
Virginia
$1.95K – – –
CFB
621
Cullen/Frost Bankers
Texas
$1.95K +$1.95K +20 New
S
622
Sachetta
Massachusetts
$1.85K -$29.4K -301 -94%
CIAS
623
CBIZ Investment Advisory Services
Ohio
$1.78K +$99 +1 +6%
SIC
624
Salem Investment Counselors
North Carolina
$1.68K – – –
CSWM
625
Cassady Schiller Wealth Management
Ohio
$1.56K +$1.56K +16 New
23 24
25
26 27