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Alexandria Real Estate Equities

651 hedge funds and large institutions have $19.1B invested in Alexandria Real Estate Equities in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 251 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $88.9M | Put options by funds: $76.1M

6% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 251

0% more capital invested

Capital invested by funds: $19B → $19.1B (+$29.2M)

1.34% less ownership

Funds ownership: 93.15%91.81% (-1.3%)

3% less funds holding

Funds holding: 673651 (-22)

19% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 83

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
651
Holders Change
-22
Holders Change %
-3.27%
% of All Funds
9.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
67
Increased
265
Reduced
251
Closed
83
Calls
$88.9M
Puts
$76.1M
Net Calls
+$12.8M
Net Calls Change
+$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
626
Aspect Partners
Virginia
$2.26K
SIC
627
Salem Investment Counselors
North Carolina
$2.04K
CIAS
628
CBIZ Investment Advisory Services
Ohio
$2.04K
FNWA
629
Financial Network Wealth Advisors
Utah
$2.02K -$834 -7 -29%
DWM
630
Darwin Wealth Management
Florida
$1.9K +$1.91K +16 New
WWM
631
Wolff Wiese Magana
California
$1.78K -$1.19K -10 -40%
SWM
632
Sanctuary Wealth Management
Idaho
$1.78K +$1.79K +15 New
CT
633
Caldwell Trust
Florida
$1.66K
CWC
634
Carolinas Wealth Consulting
North Carolina
$1.2K
PCM
635
Penserra Capital Management
California
$1K
AF
636
Advisornet Financial
Minnesota
$950 -$715 -6 -43%
KFI
637
Key Financial Inc
Pennsylvania
$831 +$477 +4 +133%
CPG
638
Cornerstone Planning Group
New Jersey
$782 +$477 +4 +133%
CAM
639
ClariVest Asset Management
California
$698
HWP
640
Highline Wealth Partners
California
$594 -$596 -5 -50%
TFM
641
TFC Financial Management
Massachusetts
$594
VAMG
642
Voisard Asset Management Group
Michigan
$594 +$596 +5 New
BF
643
BOK Financial
Oklahoma
$462 -$119 -1 -20%
BMC
644
Bear Mountain Capital
Washington
$364
SIS
645
Sound Income Strategies
Florida
$238 -$133K -1,120 -100%
RWM
646
Ruedi Wealth Management
Illinois
$238 -$357 -3 -60%
GIA
647
GHP Investment Advisors
Colorado
$238 +$238 +2 New
IAIM
648
International Assets Investment Management
Florida
$160 +$2.26M +19,000 New
CPA
649
Clear Point Advisors
New York
$124 +$119 +1 New
CIA
650
Cape Investment Advisory
Georgia
$119

ARE Hedge Fund Activity: Q3 2024 in Review

651 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2024, worth a combined $19.1B — up 0.15% from $19B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of ARE and 67 opened new positions — a net loss of 16 holders — while 251 trimmed existing stakes and 265 added.

The largest buyer was Citadel Advisors, adding an estimated $70.3M. The largest seller was Principal Financial Group, cutting an estimated $88.9M.

  • 651 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2024, down from 673 in Q2 2024.
  • Funds reported $19.1B of Alexandria Real Estate Equities stock for Q3 2024, up 0.15% quarter-over-quarter.
  • 67 funds opened new Alexandria Real Estate Equities positions in Q3 2024 and 83 closed out, a net change of -16 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2024 was Citadel Advisors, an estimated $70.3M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2024 was Principal Financial Group, an estimated $88.9M sold.

Based on aggregated 13F filings for Q3 2024.