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Alexandria Real Estate Equities
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Overview Fund Activity

611 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 278 increasing their positions, 193 reducing their positions, and 72 closing their positions.

Holders
611
Holders Change
-15
Holders Change %
-2.4%
% of All Funds
9.78%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
68
Increased
278
Reduced
193
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.15B
2
UBS AM
2
UBS AM
Illinois
$158M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.4B
4
State Street
4
State Street
Massachusetts
$1.35B
5
CIM
5
CCLA Investment Management
United Kingdom
$52.8M

Top Sellers

1
RC
1
Resolution Capital
Australia
$0
2
Invesco
2
Invesco
Georgia
$237M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$15.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$31.2M
5
WHG
5
Westwood Holdings Group
Texas
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
CM
626
Capula Management
Cayman Islands
– – -6,580 Closed
MML Investors Services
627
MML Investors Services
Massachusetts
– – -5,734 Closed
CIBC World Market
628
CIBC World Market
Ontario, Canada
– – -5,515 Closed
SWS
629
SYSTM Wealth Solutions
Illinois
– – -5,493 Closed
PRWA
630
Platte River Wealth Advisors
Colorado
– – -3,696 Closed
SCP
631
Stamos Capital Partners
California
– – -3,440 Closed
Lido Advisors
632
Lido Advisors
California
– – -3,316 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
633
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -3,306 Closed
KFA
634
Krane Funds Advisors
New York
– – -3,273 Closed
AGM
635
Alpine Global Management
New York
– – -3,202 Closed
IB
636
Intrust Bank
Kansas
– – -2,770 Closed
Holocene Advisors
637
Holocene Advisors
New York
– – -2,575 Closed
NLP
638
Next Level Private
New York
– – -2,535 Closed
PAS
639
Park Avenue Securities
New York
– – -2,531 Closed
Mercer Global Advisors
640
Mercer Global Advisors
Colorado
– – -2,512 Closed
BEI
641
Benjamin Edwards Inc
Missouri
– – -2,490 Closed
GTCM
642
Gyon Technologies Capital Management
New Jersey
– – -2,171 Closed
SIM
643
Sandia Investment Management
Massachusetts
– – -2,115 Closed
DLG
644
Daniel L. Goodwin
– – -2,110 Closed
GT
645
Greenleaf Trust
Michigan
– – -2,092 Closed
WPC
646
Wedmont Private Capital
Pennsylvania
– – -2,063 Closed
AWM
647
Apollon Wealth Management
South Carolina
– – -1,936 Closed
GVAG
648
Great Valley Advisor Group
Delaware
– – -1,841 Closed
AWA
649
Arkadios Wealth Advisors
Georgia
– – -1,730 Closed
SIA
650
Schechter Investment Advisors
Michigan
– – -1,676 Closed
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