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Alexandria Real Estate Equities

664 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 286 increasing their positions, 202 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 202

33% more call options, than puts

Call options by funds: $111M | Put options by funds: $83.1M

4% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 105

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 668664 (-4)

1.25% less ownership

Funds ownership: 94.59%93.34% (-1.2%)

23% less capital invested

Capital invested by funds: $15.2B → $11.7B (-$3.45B)

Holders
664
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
8.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
109
Increased
286
Reduced
202
Closed
105
Calls
$111M
Puts
$83.1M
Net Calls
+$27.8M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
601
Capital Advisors Ltd
Ohio
$5K +$3.71K +50 +313%
FWM
602
FSA Wealth Management
Massachusetts
$4.63K +$74 +1 +2%
LC
603
Lavaca Capital
Texas
$4.58K
DWM
604
Dogwood Wealth Management
Kansas
$4.47K +$4.31K +58 New
SIC
605
SJS Investment Consulting
Ohio
$4.21K +$4.31K +58 New
NB
606
NBT Bank
New York
$4.07K
OAJ
607
Ogorek Anthony Joseph
New York
$4K -$74 -1 -2%
BIA
608
Bell Investment Advisors
California
$3.71K +$1.49K +20 +65%
PMFA
609
Plante Moran Financial Advisors
Michigan
$3.63K
HNW
610
High Note Wealth
Minnesota
$3.56K +$3.64K +49 New
TPWA
611
Twin Peaks Wealth Advisors
California
$3.17K +$3.19K +43 New
DIP
612
DT Investment Partners
Pennsylvania
$3.05K
WCM
613
WealthTrak Capital Management
Virginia
$2.91K +$743 +10 +33%
SWM
614
Spire Wealth Management
Virginia
$2.69K -$45.7K -615 -94%
WPA
615
Wealth Preservation Advisors
Tennessee
$2.69K +$2.75K +37 New
AWM
616
Abound Wealth Management
Tennessee
$2.62K
MWA
617
Medallion Wealth Advisors
Connecticut
$2.46K
HHMI
618
Howard Hughes Medical Institute
Maryland
$2.4K +$2.45K +33 New
KA
619
Kozak & Associates
Colorado
$2.38K +$74 +1 +3%
FNWA
620
Financial Network Wealth Advisors
Utah
$2.25K
CH
621
Cromwell Holdings
Wyoming
$2.19K -$26K -350 -92%
PGAM
622
Princeton Global Asset Management
New Jersey
$2.11K +$2.15K +29 New
HFS
623
Hughes Financial Services
Virginia
$1.99K +$1.26K +17 +170%
BWL
624
Bogart Wealth LLC
Virginia
$1.82K
CA
625
CoreCap Advisors
Michigan
$1.6K -$1.34K -18 -45%

ARE Hedge Fund Activity: Q2 2025 in Review

664 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2025, worth a combined $11.7B — down 23% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ARE positions and 105 closed out — a net gain of 4 holders — while 286 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $110M. The largest seller was JP Morgan Chase, cutting an estimated $320M.

  • 664 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2025, down from 668 in Q1 2025.
  • Funds reported $11.7B of Alexandria Real Estate Equities stock for Q2 2025, down 23% quarter-over-quarter.
  • 109 funds opened new Alexandria Real Estate Equities positions in Q2 2025 and 105 closed out, a net change of +4 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2025 was BlackRock, an estimated $110M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2025 was JP Morgan Chase, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2025.