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Alexandria Real Estate Equities

666 hedge funds and large institutions have $19B invested in Alexandria Real Estate Equities in 2024 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 252 increasing their positions, 248 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+20
Holders Change %
+3.1%
% of All Funds
9.69%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
96
Increased
252
Reduced
248
Closed
69
Calls
$64.6M
Puts
$90.5M
Net Calls
-$25.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
626
Wolff Wiese Magana
California
$2.93K +$1.17K +10 +67%
FNWA
627
Financial Network Wealth Advisors
Utah
$2.76K +$2.76K +24 New
UWS
628
Unique Wealth Strategies
Illinois
$2.71K +$2.71K +21 New
DWA
629
Delos Wealth Advisors
Texas
$2.69K
PWMG
630
Prestige Wealth Management Group
New Jersey
$2.48K -$215K -1,821 -99%
GGI
631
Godsey & Gibb Inc
Virginia
$2.34K +$2.34K +20 New
OA
632
Operose Advisors
Wisconsin
$2.34K
CSC
633
Caldwell Sutter Capital
California
$2.34K
AP
634
Aspect Partners
Virginia
$2.22K
LFG
635
Larson Financial Group
Missouri
$2.22K +$2.22K +19 New
SIC
636
Salem Investment Counselors
North Carolina
$2.01K -$17K -144 -89%
CIAS
637
CBIZ Investment Advisory Services
Ohio
$2.01K +$2.01K +17 New
PCM
638
Penserra Capital Management
California
$2K -$1.06M -7,919 -100%
Loomis, Sayles & Company
639
Loomis, Sayles & Company
Massachusetts
$2K +$2K +17 New
AWM
640
Avior Wealth Management
Nebraska
$1.87K -$83.6K -715 -98%
CA
641
Continuum Advisory
Idaho
$1.76K -$1.05K -9 -38%
TWP
642
Triad Wealth Partners
Kansas
$1.76K +$1.76K +15 New
AF
643
Advisornet Financial
Minnesota
$1.64K -$1.17K -10 -42%
DIP
644
DT Investment Partners
Pennsylvania
$1.64K
DF
645
Dunhill Financial
United Kingdom
$1.6K +$114 +1 +8%
BWP
646
Baldwin Wealth Partners
Massachusetts
$1.52K +$1.52K +13 New
AA
647
Ancora Advisors
Ohio
$1.29K +$1.29K +11 New
CP
648
Castleview Partners
Texas
$1.29K +$1.29K +11 New
CWC
649
Carolinas Wealth Consulting
North Carolina
$1.17K -$351 -3 -23%
HWP
650
Highline Wealth Partners
California
$1.17K +$1.17K +10 New