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Alexandria Real Estate Equities

664 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 286 increasing their positions, 202 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 202

33% more call options, than puts

Call options by funds: $111M | Put options by funds: $83.1M

4% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 105

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 668664 (-4)

1.25% less ownership

Funds ownership: 94.59%93.34% (-1.2%)

23% less capital invested

Capital invested by funds: $15.2B → $11.7B (-$3.45B)

Holders
664
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
8.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
109
Increased
286
Reduced
202
Closed
105
Calls
$111M
Puts
$83.1M
Net Calls
+$27.8M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
626
Prestige Wealth Management Group
New Jersey
$1.55K
CSC
627
Caldwell Sutter Capital
California
$1.45K
GGI
628
Godsey & Gibb Inc
Virginia
$1.45K
WWM
629
Wolff Wiese Magana
California
$1.45K +$371 +5 +33%
NL
630
NVWM LLC
Pennsylvania
$1.45K +$743 +10 +100%
AWM
631
Activest Wealth Management
Florida
$1.38K +$966 +13 +217%
CA
632
Crewe Advisors
Utah
$1.38K +$1.41K +19 New
CT
633
Colonial Trust
South Carolina
$1.24K -$3.64K -49 -74%
GC
634
GFG Capital
Florida
$1.24K +$1.26K +17 New
DWM
635
Darwin Wealth Management
Florida
$1.16K
FMP
636
Financial Management Professionals
Texas
$1.11K +$1.11K +15 New
MCM
637
MV Capital Management
Maryland
$1.09K -$6.54K -88 -85%
MSG
638
Main Street Group
Virginia
$1.09K +$1.11K +15 New
CT
639
Caldwell Trust
Florida
$1.02K
SVCP
640
Silicon Valley Capital Partners
California
$1.02K +$1.04K +14 New
Q1WB
641
Quest 10 Wealth Builders
Virginia
$741
FHA
642
First Horizon Advisors
Tennessee
$726 -$1.26K -17 -63%
AAS
643
Ameritas Advisory Services
Nebraska
$705 +$743 +10 New
SO
644
Sierra Ocean
California
$654 -$2.15K -29 -76%
KWM
645
Kiker Wealth Management
Georgia
$654
MEG
646
Millstone Evans Group
Colorado
$654
PWA
647
Principia Wealth Advisory
Texas
$654 +$594 +8 +800%
SC
648
Stephens Consulting
Michigan
$654 +$669 +9 New
CWP
649
Clark Wealth Partners
Illinois
$581 +$149 +2 +33%
KFI
650
Key Financial Inc
Pennsylvania
$508

ARE Hedge Fund Activity: Q2 2025 in Review

664 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2025, worth a combined $11.7B — down 23% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ARE positions and 105 closed out — a net gain of 4 holders — while 286 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $110M. The largest seller was JP Morgan Chase, cutting an estimated $320M.

  • 664 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2025, down from 668 in Q1 2025.
  • Funds reported $11.7B of Alexandria Real Estate Equities stock for Q2 2025, down 23% quarter-over-quarter.
  • 109 funds opened new Alexandria Real Estate Equities positions in Q2 2025 and 105 closed out, a net change of +4 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2025 was BlackRock, an estimated $110M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2025 was JP Morgan Chase, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2025.