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Alexandria Real Estate Equities

702 hedge funds and large institutions have $12.4B invested in Alexandria Real Estate Equities in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 311 increasing their positions, 198 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

59% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 73

57% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 198

6% more capital invested

Capital invested by funds: $11.7B → $12.4B (+$701M)

6% more funds holding

Funds holding: 664702 (+38)

4% less call options, than puts

Call options by funds: $171M | Put options by funds: $179M

7.36% less ownership

Funds ownership: 93.34%85.97% (-7.4%)

Holders
702
Holders Change
+38
Holders Change %
+5.72%
% of All Funds
9.21%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
116
Increased
311
Reduced
198
Closed
73
Calls
$171M
Puts
$179M
Net Calls
-$7.5M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
601
GW&K Investment Management
Massachusetts
$31K +$1.28K +16 +4%
BF
602
BOK Financial
Oklahoma
$30.7K +$29K +362 +6,033%
BGAI
603
Bruce G. Allen Investments
Colorado
$29.3K +$1.36K +17 +5%
HWA
604
Heritage Wealth Advisors
Virginia
$29.2K
AT
605
Avalon Trust
New Mexico
$28.9K +$27.8K +347 New
TFGT
606
TS Financial Group (TSFG)
Illinois
$27K
CTC
607
Central Trust Company
Missouri
$24.7K -$2.4K -30 -9%
LFG
608
Larson Financial Group
Missouri
$24K +$320 +4 +1%
WTC
609
WhitTier Trust Company
Nevada
$22.9K -$240 -3 -1%
CIAM
610
Caitong International Asset Management
Hong Kong
$22.8K -$32.1K -401 -59%
PFBT
611
Parkside Financial Bank & Trust
Missouri
$21.5K +$1.68K +21 +9%
QC
612
Quent Capital
New York
$20.6K +$19.8K +247 New
HI
613
Harbour Investments
Wisconsin
$19.9K +$3.6K +45 +23%
ST
614
Smithfield Trust
Pennsylvania
$19K
GWM
615
Geneos Wealth Management
Colorado
$17.2K +$8.65K +108 +110%
RBI
616
Raiffeisen Bank International
Austria
$16.5K +$15.6K +195 New
WAG
617
Wiser Advisor Group
Arizona
$15.4K +$14.8K +185 New
CH
618
Cromwell Holdings
Wyoming
$15K +$11.8K +147 +490%
SAM
619
Smartleaf Asset Management
Massachusetts
$14.8K -$15.3K -191 -52%
PWMG
620
Private Wealth Management Group
New Jersey
$14.8K
T. Rowe Price Investment Management
621
T. Rowe Price Investment Management
Maryland
$14K +$12.6K +157 New
WANY
622
Wealthspire Advisors (New York)
New York
$13.8K +$13.2K +165 New
PWA
623
Physician Wealth Advisors
Utah
$11.8K +$11.4K +142 New
CT
624
Clearstead Trust
Maine
$11.6K +$641 +8 +6%
RWPA
625
Richard W. Paul & Associates
Michigan
$11.3K

ARE Hedge Fund Activity: Q3 2025 in Review

702 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2025, worth a combined $12.4B — up 6% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ARE positions and 73 closed out — a net gain of 43 holders — while 311 added to existing stakes and 198 trimmed.

The largest buyer was UBS AM, adding an estimated $132M. The largest seller was BlackRock, cutting an estimated $165M.

  • 702 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2025, up from 664 in Q2 2025.
  • Funds reported $12.4B of Alexandria Real Estate Equities stock for Q3 2025, up 6% quarter-over-quarter.
  • 116 funds opened new Alexandria Real Estate Equities positions in Q3 2025 and 73 closed out, a net change of +43 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2025 was UBS AM, an estimated $132M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2025 was BlackRock, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2025.