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Alexandria Real Estate Equities
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Overview Fund Activity

648 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 242 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+83
Holders Change %
+14.69%
% of All Funds
9.5%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
147
Increased
242
Reduced
207
Closed
57
Calls
$89.2M
Puts
$102M
Net Calls
-$12.8M
Net Calls Change
-$29.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$416M
2
Invesco
Invesco
Georgia
$477M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$276M
4
Jennison Associates
Jennison Associates
New York
$128M
5
Prudential Financial
Prudential Financial
New Jersey
$105M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$306M
2
BlackRock
BlackRock
New York
$2.1B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$127M
4
Northern Trust
Northern Trust
Illinois
$213M
5
CIM
Centersquare Investment Management
Pennsylvania
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
626
Colonial Trust Advisors
South Carolina
$2.03K +$2.03K +16 New
AW
627
Avion Wealth
Texas
$2K +$667 +5 +50%
BWL
628
Bogart Wealth LLC
Virginia
$1.97K +$123 +1 +7%
WWM
629
Wolff Wiese Magana
California
$1.9K +$1.9K +15 New
DIP
630
DT Investment Partners
Pennsylvania
$1.7K – – –
CFB
631
Cullen/Frost Bankers
Texas
$1.52K – – –
DF
632
Dunhill Financial
United Kingdom
$1.43K +$1.43K +11 New
CWC
633
Carolinas Wealth Consulting
North Carolina
$1.28K – – –
T
634
Tidemark
California
$1.27K +$1.27K +10 New
BF
635
BOK Financial
Oklahoma
$1.01K +$761 +6 +300%
AFWM
636
Abich Financial Wealth Management
Virginia
$887 +$887 +7 New
BWM
637
Baystate Wealth Management
Massachusetts
$786 – – –
CAM
638
ClariVest Asset Management
California
$773 +$773 +6 New
WPA
639
West Paces Advisors
Georgia
$761 +$761 +6 New
TFM
640
TFC Financial Management
Massachusetts
$634 +$634 +5 New
AF
641
Advisornet Financial
Minnesota
$507 +$507 +4 New
BCMLT
642
Beacon Capital Management LLC (Tennessee)
Tennessee
$501 – – –
EWM
643
Evermay Wealth Management
Virginia
$381 +$381 +3 New
BMC
644
Bear Mountain Capital
Washington
$380 +$380 +3 New
SRCM
645
Signature Resources Capital Management
California
$380 +$380 +3 New
CPA
646
Clear Point Advisors
New York
$128 +$128 +1 New
First Manhattan
647
First Manhattan
New York
$126 +$126 +1 New
EWM
648
EPG Wealth Management
Georgia
$113 +$113 +1 New
DWM
649
Dogwood Wealth Management
Kansas
$3 – – –
SM
650
Senvest Management
New York
– -$26.6M -265,778 Closed
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