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Alexandria Real Estate Equities

661 hedge funds and large institutions have $13.6B invested in Alexandria Real Estate Equities in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 293 increasing their positions, 211 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+13
Holders Change %
+2.01%
% of All Funds
8.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
93
Increased
293
Reduced
211
Closed
74
Calls
$50.8M
Puts
$55.5M
Net Calls
-$4.72M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
601
FSA Wealth Management
Massachusetts
$5.8K +$92 +1 +2%
IRC
602
Investors Research Corp
Georgia
$5.74K +$5.74K +62 New
SCB
603
Saudi Central Bank
Saudi Arabia
$5.74K +$5.74K +62 New
CIAS
604
CBIZ Investment Advisory Services
Ohio
$5.25K +$3.57K +38 +211%
NB
605
NBT Bank
New York
$5.18K
CAL
606
Capital Analysts LLC
Pennsylvania
$5K +$5K +55 New
OAJ
607
Ogorek Anthony Joseph
New York
$5K +$5K +64 New
PMFA
608
Plante Moran Financial Advisors
Michigan
$4.63K
PWA
609
Physician Wealth Advisors
Utah
$4.63K
CT
610
Clearstead Trust
Maine
$4.07K +$4.07K +44 New
DIP
611
DT Investment Partners
Pennsylvania
$3.89K
FFO
612
Fortitude Family Office
Arizona
$3.89K -$2.68K -29 -41%
WBC
613
West Branch Capital
Massachusetts
$3.7K
CA
614
CoreCap Advisors
Michigan
$3.7K -$278 -3 -7%
SO
615
Sierra Ocean
California
$3.52K +$2.78K +30 +375%
HHGA
616
Halbert Hargrove Global Advisors
California
$3.35K +$3.35K +36 New
AWM
617
Abound Wealth Management
Tennessee
$3.34K
S
618
Sachetta
Massachusetts
$3.15K +$1.39K +15 +79%
CWC
619
Carolinas Wealth Consulting
North Carolina
$3.05K +$2.13K +23 +230%
BIA
620
Bell Investment Advisors
California
$2.87K
FNWA
621
Financial Network Wealth Advisors
Utah
$2.87K +$1.48K +16 +107%
WCM
622
WealthTrak Capital Management
Virginia
$2.78K +$2.31K +25 +500%
GEA
623
Glen Eagle Advisors
New Jersey
$2.78K -$3.42K -37 -55%
FHA
624
First Horizon Advisors
Tennessee
$2.5K -$1.3K -14 -34%
KA
625
Kozak & Associates
Colorado
$2.42K