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Alexandria Real Estate Equities
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Overview Fund Activity

643 hedge funds and large institutions have $17.1B invested in Alexandria Real Estate Equities in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-23
Holders Change %
-3.45%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
262
Reduced
248
Closed
84
Calls
$88.9M
Puts
$76.1M
Net Calls
+$12.8M
Net Calls Change
+$38.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$74.3M
2
Federated Hermes
Federated Hermes
Pennsylvania
$68.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$113M
4
BlackRock
BlackRock
New York
$2.06B
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$40.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$555M
2
Jennison Associates
Jennison Associates
New York
$46.5M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$37M
4
RC
Resolution Capital
Australia
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
626
Carolinas Wealth Consulting
North Carolina
$1.2K – – –
PCM
627
Penserra Capital Management
California
$1K – – –
AF
628
Advisornet Financial
Minnesota
$950 -$713 -6 -43%
KFI
629
Key Financial Inc
Pennsylvania
$831 +$475 +4 +133%
CPG
630
Cornerstone Planning Group
New Jersey
$782 +$447 +4 +133%
CAM
631
ClariVest Asset Management
California
$698 – – –
HWP
632
Highline Wealth Partners
California
$594 -$594 -5 -50%
TFM
633
TFC Financial Management
Massachusetts
$594 – – –
VAMG
634
Voisard Asset Management Group
Michigan
$594 +$594 +5 New
BF
635
BOK Financial
Oklahoma
$462 -$116 -1 -20%
BMC
636
Bear Mountain Capital
Washington
$364 – – –
SIS
637
Sound Income Strategies
Florida
$238 -$133K -1,120 -100%
RWM
638
Ruedi Wealth Management
Illinois
$238 -$357 -3 -60%
GIA
639
GHP Investment Advisors
Colorado
$238 +$238 +2 New
IAIM
640
International Assets Investment Management
Florida
$160 +$160 +19,000 New
CPA
641
Clear Point Advisors
New York
$124 +$124 +1 New
CIA
642
Cape Investment Advisory
Georgia
$119 – – –
WA
643
WestEnd Advisors
North Carolina
$119 +$119 +1 New
DWM
644
Dogwood Wealth Management
Kansas
$2 -$2 – –
Norges Bank
645
Norges Bank
Norway
– -$1.93B -16,457,471 Closed
RC
646
Resolution Capital
Australia
– -$58.8M -502,869 Closed
Ohio Public Employees Retirement System (OPERS)
647
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$36.3M -309,997 Closed
Marshall Wace
648
Marshall Wace
United Kingdom
– -$26.7M -228,232 Closed
Point72 Asset Management
649
Point72 Asset Management
Connecticut
– -$22.7M -194,400 Closed
UIC
650
Uniplan Investment Counsel
Wisconsin
– -$19M -162,548 Closed
24 25
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