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Alexandria Real Estate Equities
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Overview Fund Activity

647 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 283 increasing their positions, 200 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-14
Holders Change %
-2.12%
% of All Funds
8.68%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
104
Increased
283
Reduced
200
Closed
105
Calls
$111M
Puts
$83.1M
Net Calls
+$27.8M
Net Calls Change
+$32.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$108M
2
DC
Davenport & Co
Virginia
+$57.6M
3
Millennium Management
Millennium Management
New York
+$56.2M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$40.3M
5
Invesco
Invesco
Georgia
+$38.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$313M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$142M
3
UBS AM
UBS AM
Illinois
-$108M
4
MGP
M&G plc
United Kingdom
-$66.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
626
First Horizon Advisors
Tennessee
$726 -$1.23K -17 -63%
AAS
627
Ameritas Advisory Services
Nebraska
$705 +$705 +10 New
SO
628
Sierra Ocean
California
$654 -$2.11K -29 -76%
KWM
629
Kiker Wealth Management
Georgia
$654 – – –
MEG
630
Millstone Evans Group
Colorado
$654 – – –
PWA
631
Principia Wealth Advisory
Texas
$654 +$581 +8 +800%
SC
632
Stephens Consulting
Michigan
$654 +$654 +9 New
KFI
633
Key Financial Inc
Pennsylvania
$508 – – –
CPG
634
Cornerstone Planning Group
New Jersey
$469 +$469 +6 New
FFO
635
Fortitude Family Office
Arizona
$436 -$2.62K -36 -86%
BF
636
BOK Financial
Oklahoma
$436 -$654 -9 -60%
TFM
637
TFC Financial Management
Massachusetts
$436 +$73 +1 +20%
QWM
638
Quaker Wealth Management
New Jersey
$436 +$436 +6 New
DF
639
Dunhill Financial
United Kingdom
$408 -$1.63K -20 -80%
OP
640
ORG Partners
Indiana
$370 -$370 -5 -50%
BMC
641
Bear Mountain Capital
Washington
$323 – – –
ACA
642
American Capital Advisory
Idaho
$291 +$146 +2 +100%
MA
643
MCF Advisors
Kentucky
$248 -$19.4K -235 -99%
MA
644
Montag & Associates
Georgia
$238 – – –
PWM
645
Parkworth Wealth Management
California
$218 +$218 +3 New
NFSG
646
Newbridge Financial Services Group
Florida
$218 +$218 +3 New
CCM
647
Copeland Capital Management
Pennsylvania
$104 -$212K -2,040 -100%
CIA
648
Cape Investment Advisory
Georgia
$73 – – –
GC
649
Gillson Capital
Illinois
– -$12.6M -136,600 Closed
GIA
650
Gateway Investment Advisers
Ohio
– -$8.85M -95,628 Closed
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