We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GGI
626
Godsey & Gibb Inc
Virginia
$1.95K
CFB
627
Cullen/Frost Bankers
Texas
$1.95K +$2.19K +20 New
S
628
Sachetta
Massachusetts
$1.85K -$33K -301 -94%
CIAS
629
CBIZ Investment Advisory Services
Ohio
$1.78K +$110 +1 +6%
SIC
630
Salem Investment Counselors
North Carolina
$1.68K
CSWM
631
Cassady Schiller Wealth Management
Ohio
$1.56K +$1.75K +16 New
DWM
632
Darwin Wealth Management
Florida
$1.56K
WWM
633
Wolff Wiese Magana
California
$1.46K
FNWA
634
Financial Network Wealth Advisors
Utah
$1.46K -$219 -2 -12%
CPG
635
Cornerstone Planning Group
New Jersey
$1.43K +$767 +7 +100%
CT
636
Caldwell Trust
Florida
$1.37K
PPA
637
Painted Porch Advisors
California
$1.37K +$1.53K +14 New
CWC
638
Carolinas Wealth Consulting
North Carolina
$989
MEG
639
Millstone Evans Group
Colorado
$878 +$987 +9 New
CWP
640
Clark Wealth Partners
Illinois
$780 +$877 +8 New
CF
641
Conquis Financial
California
$780 +$877 +8 New
OSNBOA
642
Old Second National Bank of Aurora
Illinois
$780 +$877 +8 New
Q1WB
643
Quest 10 Wealth Builders
Virginia
$780 +$877 +8 New
SO
644
Sierra Ocean
California
$780 +$877 +8 New
BFPW
645
BOK Financial Private Wealth
Colorado
$693 +$767 +7 New
KFI
646
Key Financial Inc
Pennsylvania
$683
PWA
647
Principia Wealth Advisory
Texas
$683 +$767 +7 New
AGWCA
648
Annis Gardner Whiting Capital Advisors
Florida
$488 -$14.4K -131 -96%
TFM
649
TFC Financial Management
Massachusetts
$488
NL
650
NVWM LLC
Pennsylvania
$488 +$548 +5 New

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.