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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
601
Quent Capital
New York
$4.88K -$21.2K -193 -79%
PMFA
602
Plante Moran Financial Advisors
Michigan
$4.88K
PWA
603
Physician Wealth Advisors
Utah
$4.88K +$5.48K +50 New
CA
604
CoreCap Advisors
Michigan
$4.2K +$2.08K +19 +79%
DIP
605
DT Investment Partners
Pennsylvania
$4.1K -$1.53K -14 -25%
FHA
606
First Horizon Advisors
Tennessee
$4K -$1.75K -16 -28%
WBC
607
West Branch Capital
Massachusetts
$3.9K
BWL
608
Bogart Wealth LLC
Virginia
$3.9K +$4.38K +40 New
AWM
609
Abound Wealth Management
Tennessee
$3.52K
BF
610
BOK Financial
Oklahoma
$3.52K +$3.62K +33 +825%
CYG
611
Clean Yield Group
Vermont
$3.41K -$48.2K -440 -93%
HNW
612
High Note Wealth
Minnesota
$3.32K +$3.73K +34 New
DF
613
Dunhill Financial
United Kingdom
$3.23K +$877 +8 +32%
SWM
614
Sanctuary Wealth Management
Idaho
$3.22K +$1.97K +18 +120%
BBHC
615
Brown Brothers Harriman & Co
New York
$3.22K +$3.62K +33 New
CAS
616
Coppell Advisory Solutions
Texas
$3.03K
BIA
617
Bell Investment Advisors
California
$3.02K -$548 -5 -14%
KA
618
Kozak & Associates
Colorado
$2.98K +$3.29K +30 New
CA
619
Continuum Advisory
Idaho
$2.93K -$329 -3 -9%
AWM
620
Avior Wealth Management
Nebraska
$2.73K +$548 +5 +22%
WT
621
Washington Trust
Rhode Island
$2.61K -$260K -2,367 -99%
MSWM
622
Mowery & Schoenfeld Wealth Management
Illinois
$2.54K +$2.85K +26 New
PWMG
623
Prestige Wealth Management Group
New Jersey
$2.08K
GBT
624
Grove Bank & Trust
Florida
$2.05K -$548 -5 -19%
CSC
625
Caldwell Sutter Capital
California
$1.95K

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.