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Alexandria Real Estate Equities

652 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 283 increasing their positions, 201 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 105

2% less funds holding

Funds holding: 662652 (-10)

14% less capital invested

Capital invested by funds: $13.6B → $11.7B (-$1.92B)

Holders
652
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$83.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
601
High Note Wealth
Minnesota
$3.56K
TPWA
602
Twin Peaks Wealth Advisors
California
$3.17K
DIP
603
DT Investment Partners
Pennsylvania
$3.05K
WCM
604
WealthTrak Capital Management
Virginia
$2.91K
SWM
605
Spire Wealth Management
Virginia
$2.69K
WPA
606
Wealth Preservation Advisors
Tennessee
$2.69K
AWM
607
Abound Wealth Management
Tennessee
$2.62K
HHMI
608
Howard Hughes Medical Institute
Maryland
$2.4K
KA
609
Kozak & Associates
Colorado
$2.38K
FNWA
610
Financial Network Wealth Advisors
Utah
$2.25K
CH
611
Cromwell Holdings
Wyoming
$2.19K
PGAM
612
Princeton Global Asset Management
New Jersey
$2.11K
HFS
613
Hughes Financial Services
Virginia
$1.99K
BWL
614
Bogart Wealth LLC
Virginia
$1.82K
CA
615
CoreCap Advisors
Michigan
$1.6K
PWMG
616
Prestige Wealth Management Group
New Jersey
$1.55K
CSC
617
Caldwell Sutter Capital
California
$1.45K
GGI
618
Godsey & Gibb Inc
Virginia
$1.45K
WWM
619
Wolff Wiese Magana
California
$1.45K
NL
620
NVWM LLC
Pennsylvania
$1.45K
AWM
621
Activest Wealth Management
Florida
$1.38K
CA
622
Crewe Advisors
Utah
$1.38K
CT
623
Colonial Trust
South Carolina
$1.24K
GC
624
GFG Capital
Florida
$1.24K
DWM
625
Darwin Wealth Management
Florida
$1.16K