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Alexandria Real Estate Equities

661 hedge funds and large institutions have $13.6B invested in Alexandria Real Estate Equities in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 293 increasing their positions, 211 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+13
Holders Change %
+2.01%
% of All Funds
8.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
93
Increased
293
Reduced
211
Closed
74
Calls
$50.8M
Puts
$55.5M
Net Calls
-$4.72M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
626
Washington Trust
Rhode Island
$2.41K -$93 -1 -4%
BWL
627
Bogart Wealth LLC
Virginia
$2.31K -$1.39K -15 -38%
DF
628
Dunhill Financial
United Kingdom
$2.27K -$726 -8 -24%
PWMG
629
Prestige Wealth Management Group
New Jersey
$1.97K
GGI
630
Godsey & Gibb Inc
Virginia
$1.85K
CSC
631
Caldwell Sutter Capital
California
$1.85K
SIC
632
Salem Investment Counselors
North Carolina
$1.6K
DWM
633
Darwin Wealth Management
Florida
$1.56K
NMG
634
New Millennium Group
Utah
$1.48K +$1.48K +16 New
BF
635
BOK Financial
Oklahoma
$1.39K -$2.04K -22 -59%
WWM
636
Wolff Wiese Magana
California
$1.39K
CA
637
Continuum Advisory
Idaho
$1.02K -$1.76K -19 -63%
CAL
638
Capital Advisors Ltd
Ohio
$1K -$14.4K -230 -93%
Q1WB
639
Quest 10 Wealth Builders
Virginia
$944 +$189 +2 +25%
NL
640
NVWM LLC
Pennsylvania
$925 +$463 +5 +100%
HFS
641
Hughes Financial Services
Virginia
$912 +$912 +10 New
OP
642
ORG Partners
Indiana
$911 -$3.92K -43 -81%
MEG
643
Millstone Evans Group
Colorado
$833
KWM
644
Kiker Wealth Management
Georgia
$833 +$833 +9 New
BLC
645
Brown, Lisle/Cummings
Rhode Island
$740 +$740 +8 New
KFI
646
Key Financial Inc
Pennsylvania
$648
BWM
647
Bernard Wealth Management
Michigan
$648 +$648 +7 New
BFS
648
Bare Financial Services
Pennsylvania
$555 +$555 +6 New
AWM
649
Activest Wealth Management
Florida
$555 +$555 +6 New
TFM
650
TFC Financial Management
Massachusetts
$463