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Alexandria Real Estate Equities

649 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 267 increasing their positions, 224 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 224

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

0% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $90.2M

0% less capital invested

Capital invested by funds: $21.6B → $21.6B (-$7.81M)

0% less funds holding

Funds holding: 651649 (-2)

2.1% less ownership

Funds ownership: 97.97%95.88% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
649
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
70
Increased
267
Reduced
224
Closed
67
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
626
Wolff Wiese Magana
California
$1.93K
DIP
627
DT Investment Partners
Pennsylvania
$1.8K
DF
628
Dunhill Financial
United Kingdom
$1.72K +$246 +2 +18%
CWC
629
Carolinas Wealth Consulting
North Carolina
$1.69K +$370 +3 +30%
TSMHT
630
Thurston Springer Miller Herd & Titak
Indiana
$1.68K +$1.6K +13 New
IPW
631
Impact Partnership Wealth
Georgia
$1.55K -$7.39K -60 -83%
CFB
632
Cullen/Frost Bankers
Texas
$1.55K
T
633
Tidemark
California
$1.29K
A
634
AlphaQuest
New York
$1.29K +$1.23K +10 New
FGAM
635
Financial Gravity Asset Management
Texas
$979 -$12.4K -101 -94%
FPF
636
First Pacific Financial
Washington
$912 +$863 +7 New
AFWM
637
Abich Financial Wealth Management
Virginia
$902
TFM
638
TFC Financial Management
Massachusetts
$774 +$123 +1 +20%
AIM
639
Anchor Investment Management
South Carolina
$773 +$739 +6 New
CAM
640
ClariVest Asset Management
California
$766
ECM
641
Everence Capital Management
Indiana
$694
BCWM
642
Bartlett & Co Wealth Management
Ohio
$521 +$493 +4 New
CTA
643
Colonial Trust Advisors
South Carolina
$516 -$1.48K -12 -75%
SRCM
644
Signature Resources Capital Management
California
$380
BMC
645
Bear Mountain Capital
Washington
$349
BF
646
BOK Financial
Oklahoma
$251 -$739 -6 -75%
CPA
647
Clear Point Advisors
New York
$132
Jones Financial Companies
648
Jones Financial Companies
Missouri
$129 -$5.79K -47 -98%
FIA
649
FNY Investment Advisers
New York
$77 -$419K -3,400 -85%
DWM
650
Dogwood Wealth Management
Kansas
$2