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Alexandria Real Estate Equities
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Overview Fund Activity

648 hedge funds and large institutions have $16.1B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 235 increasing their positions, 259 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
100
Increased
235
Reduced
259
Closed
85
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$806M
2
Capital World Investors
Capital World Investors
California
$327M
3
UBS AM
UBS AM
Illinois
$157M
4
Northern Trust
Northern Trust
Illinois
$250M
5
PI
PGGM Investments
Netherlands
$93.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$165M
2
Invesco
Invesco
Georgia
$221M
3
Victory Capital Management
Victory Capital Management
Texas
$228M
4
DC
Davenport & Co
Virginia
$3.78M
5
Macquarie Group
Macquarie Group
Australia
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
626
Darwin Wealth Management
Florida
$1.56K – – –
WWM
627
Wolff Wiese Magana
California
$1.46K – – –
FNWA
628
Financial Network Wealth Advisors
Utah
$1.46K -$195 -2 -12%
CPG
629
Cornerstone Planning Group
New Jersey
$1.43K +$715 +7 +100%
PPA
630
Painted Porch Advisors
California
$1.37K +$1.37K +14 New
CWC
631
Carolinas Wealth Consulting
North Carolina
$989 – – –
MEG
632
Millstone Evans Group
Colorado
$878 +$878 +9 New
OSNBOA
633
Old Second National Bank of Aurora
Illinois
$780 +$780 +8 New
Q1WB
634
Quest 10 Wealth Builders
Virginia
$780 +$780 +8 New
SO
635
Sierra Ocean
California
$780 +$780 +8 New
CF
636
Conquis Financial
California
$780 +$780 +8 New
BFPW
637
BOK Financial Private Wealth
Colorado
$693 +$693 +7 New
KFI
638
Key Financial Inc
Pennsylvania
$683 – – –
PWA
639
Principia Wealth Advisory
Texas
$683 +$683 +7 New
AGWCA
640
Annis Gardner Whiting Capital Advisors
Florida
$488 -$12.8K -131 -96%
TFM
641
TFC Financial Management
Massachusetts
$488 – – –
WCM
642
WealthTrak Capital Management
Virginia
$488 +$488 +5 New
NL
643
NVWM LLC
Pennsylvania
$488 +$488 +5 New
BMC
644
Bear Mountain Capital
Washington
$301 – – –
NC
645
NewSquare Capital
Pennsylvania
$293 +$293 +3 New
WW
646
Winnow Wealth
Texas
$275 +$275 +3 New
SIS
647
Sound Income Strategies
Florida
$195 – – –
CIA
648
Cape Investment Advisory
Georgia
$195 +$98 +1 +100%
Jennison Associates
649
Jennison Associates
New York
– -$46.5M -391,475 Closed
Parnassus Investments
650
Parnassus Investments
California
– -$31.4M -264,524 Closed
24 25
26
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