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Alexandria Real Estate Equities

668 hedge funds and large institutions have $15.2B invested in Alexandria Real Estate Equities in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 215 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 215

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 75

2% more funds holding

Funds holding: 656668 (+12)

0.12% less ownership

Funds ownership: 94.7%94.59% (-0.12%)

9% less call options, than puts

Call options by funds: $50.8M | Put options by funds: $55.5M

6% less capital invested

Capital invested by funds: $16.2B → $15.2B (-$1.01B)

Holders
668
Holders Change
+12
Holders Change %
+1.83%
% of All Funds
8.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
294
Reduced
215
Closed
75
Calls
$50.8M
Puts
$55.5M
Net Calls
-$4.72M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
626
Financial Network Wealth Advisors
Utah
$2.87K +$1.57K +16 +107%
WCM
627
WealthTrak Capital Management
Virginia
$2.78K +$2.45K +25 +500%
GEA
628
Glen Eagle Advisors
New Jersey
$2.77K -$3.62K -37 -55%
FHA
629
First Horizon Advisors
Tennessee
$2.5K -$1.37K -14 -34%
KA
630
Kozak & Associates
Colorado
$2.42K
WT
631
Washington Trust
Rhode Island
$2.41K -$98 -1 -4%
BWL
632
Bogart Wealth LLC
Virginia
$2.31K -$1.47K -15 -38%
DF
633
Dunhill Financial
United Kingdom
$2.27K -$783 -8 -24%
PWMG
634
Prestige Wealth Management Group
New Jersey
$1.97K
GGI
635
Godsey & Gibb Inc
Virginia
$1.85K
CSC
636
Caldwell Sutter Capital
California
$1.85K
SIC
637
Salem Investment Counselors
North Carolina
$1.6K
DWM
638
Darwin Wealth Management
Florida
$1.56K
NMG
639
New Millennium Group
Utah
$1.48K +$1.57K +16 New
BF
640
BOK Financial
Oklahoma
$1.39K -$2.15K -22 -59%
WWM
641
Wolff Wiese Magana
California
$1.39K
CT
642
Caldwell Trust
Florida
$1.29K
CA
643
Continuum Advisory
Idaho
$1.02K -$1.86K -19 -63%
CAL
644
Capital Advisors Ltd
Ohio
$1K -$22.5K -230 -93%
Q1WB
645
Quest 10 Wealth Builders
Virginia
$944 +$196 +2 +25%
NL
646
NVWM LLC
Pennsylvania
$925 +$490 +5 +100%
HFS
647
Hughes Financial Services
Virginia
$912 +$979 +10 New
OP
648
ORG Partners
Indiana
$911 -$4.21K -43 -81%
MEG
649
Millstone Evans Group
Colorado
$833
KWM
650
Kiker Wealth Management
Georgia
$833 +$881 +9 New

ARE Hedge Fund Activity: Q1 2025 in Review

668 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2025, worth a combined $15.2B — down 6.2% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ARE positions and 75 closed out — a net gain of 17 holders — while 294 added to existing stakes and 215 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $124M. The largest seller was Victory Capital Management, cutting an estimated $189M.

  • 668 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2025, up from 656 in Q4 2024.
  • Funds reported $15.2B of Alexandria Real Estate Equities stock for Q1 2025, down 6.2% quarter-over-quarter.
  • 92 funds opened new Alexandria Real Estate Equities positions in Q1 2025 and 75 closed out, a net change of +17 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2025 was AQR Capital Management, an estimated $124M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2025 was Victory Capital Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2025.