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Alexandria Real Estate Equities

668 hedge funds and large institutions have $15.2B invested in Alexandria Real Estate Equities in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 215 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 215

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 75

2% more funds holding

Funds holding: 656668 (+12)

0.12% less ownership

Funds ownership: 94.7%94.59% (-0.12%)

9% less call options, than puts

Call options by funds: $50.8M | Put options by funds: $55.5M

6% less capital invested

Capital invested by funds: $16.2B → $15.2B (-$1.01B)

Holders
668
Holders Change
+12
Holders Change %
+1.83%
% of All Funds
8.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
294
Reduced
215
Closed
75
Calls
$50.8M
Puts
$55.5M
Net Calls
-$4.72M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
601
Meeder Asset Management
Ohio
$6.57K -$3.23K -33 -32%
MSWA
602
Marshall & Sterling Wealth Advisors
New York
$6.48K +$6.86K +70 New
CT
603
Colonial Trust
South Carolina
$6.07K -$23K -235 -78%
LC
604
Lavaca Capital
Texas
$5.83K
FWM
605
FSA Wealth Management
Massachusetts
$5.8K +$98 +1 +2%
IRC
606
Investors Research Corp
Georgia
$5.74K +$6.07K +62 New
SCB
607
Saudi Central Bank
Saudi Arabia
$5.74K +$6.07K +62 New
CIAS
608
CBIZ Investment Advisory Services
Ohio
$5.25K +$3.72K +38 +211%
NB
609
NBT Bank
New York
$5.18K
CAL
610
Capital Analysts LLC
Pennsylvania
$5K +$5.39K +55 New
OAJ
611
Ogorek Anthony Joseph
New York
$5K +$6.27K +64 New
PWA
612
Physician Wealth Advisors
Utah
$4.63K
PMFA
613
Plante Moran Financial Advisors
Michigan
$4.63K
CT
614
Clearstead Trust
Maine
$4.07K +$4.31K +44 New
DIP
615
DT Investment Partners
Pennsylvania
$3.89K
FFO
616
Fortitude Family Office
Arizona
$3.88K -$2.84K -29 -41%
WBC
617
West Branch Capital
Massachusetts
$3.7K
CA
618
CoreCap Advisors
Michigan
$3.7K -$294 -3 -7%
SO
619
Sierra Ocean
California
$3.52K +$2.94K +30 +375%
HHGA
620
Halbert Hargrove Global Advisors
California
$3.35K +$3.53K +36 New
AWM
621
Abound Wealth Management
Tennessee
$3.33K
S
622
Sachetta
Massachusetts
$3.15K +$1.47K +15 +79%
CWC
623
Carolinas Wealth Consulting
North Carolina
$3.05K +$2.25K +23 +230%
MWA
624
Medallion Wealth Advisors
Connecticut
$3.01K +$3.23K +33 New
BIA
625
Bell Investment Advisors
California
$2.87K

ARE Hedge Fund Activity: Q1 2025 in Review

668 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2025, worth a combined $15.2B — down 6.2% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ARE positions and 75 closed out — a net gain of 17 holders — while 294 added to existing stakes and 215 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $124M. The largest seller was Victory Capital Management, cutting an estimated $189M.

  • 668 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2025, up from 656 in Q4 2024.
  • Funds reported $15.2B of Alexandria Real Estate Equities stock for Q1 2025, down 6.2% quarter-over-quarter.
  • 92 funds opened new Alexandria Real Estate Equities positions in Q1 2025 and 75 closed out, a net change of +17 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2025 was AQR Capital Management, an estimated $124M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2025 was Victory Capital Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2025.