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Alexandria Real Estate Equities
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Overview Fund Activity

646 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 267 increasing their positions, 223 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.37%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
69
Increased
267
Reduced
223
Closed
66
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$219M
2
Charles Schwab
Charles Schwab
California
$304M
3
RC
Resolution Capital
Australia
$88.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$100M
5
DC
Davenport & Co
Virginia
$55.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$235M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$148M
3
Principal Financial Group
Principal Financial Group
Iowa
$704M
4
State Street
State Street
Massachusetts
$1.39B
5
CIM
Centersquare Investment Management
Pennsylvania
$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
626
Carolinas Wealth Consulting
North Carolina
$1.69K +$390 +3 +30%
TSMHT
627
Thurston Springer Miller Herd & Titak
Indiana
$1.68K +$1.68K +13 New
IPW
628
Impact Partnership Wealth
Georgia
$1.55K -$7.74K -60 -83%
CFB
629
Cullen/Frost Bankers
Texas
$1.55K – – –
T
630
Tidemark
California
$1.29K – – –
A
631
AlphaQuest
New York
$1.29K +$1.29K +10 New
FGAM
632
Financial Gravity Asset Management
Texas
$979 -$14.1K -101 -94%
FPF
633
First Pacific Financial
Washington
$912 +$912 +7 New
AFWM
634
Abich Financial Wealth Management
Virginia
$902 – – –
TFM
635
TFC Financial Management
Massachusetts
$774 +$129 +1 +20%
AIM
636
Anchor Investment Management
South Carolina
$773 +$773 +6 New
CAM
637
ClariVest Asset Management
California
$766 – – –
ECM
638
Everence Capital Management
Indiana
$694 – – –
BCWM
639
Bartlett & Co Wealth Management
Ohio
$521 +$521 +4 New
CTA
640
Colonial Trust Advisors
South Carolina
$516 -$1.55K -12 -75%
SRCM
641
Signature Resources Capital Management
California
$380 – – –
BMC
642
Bear Mountain Capital
Washington
$349 – – –
BF
643
BOK Financial
Oklahoma
$251 -$753 -6 -75%
CPA
644
Clear Point Advisors
New York
$132 – – –
Jones Financial Companies
645
Jones Financial Companies
Missouri
$129 -$6.06K -47 -98%
FIA
646
FNY Investment Advisers
New York
$77 -$436 -3,400 -85%
DWM
647
Dogwood Wealth Management
Kansas
$2 -$3 – –
Lord, Abbett & Co
648
Lord, Abbett & Co
New Jersey
– -$35.4M -279,244 Closed
SSA
649
Schonfeld Strategic Advisors
New York
– -$20.9M -164,545 Closed
IECM
650
Intrinsic Edge Capital Management
Illinois
– -$12.7M -100,000 Closed
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