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Alexandria Real Estate Equities

652 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 283 increasing their positions, 201 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 105

2% less funds holding

Funds holding: 662652 (-10)

14% less capital invested

Capital invested by funds: $13.6B → $11.7B (-$1.92B)

Holders
652
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$83.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
626
Financial Management Professionals
Texas
$1.11K
MCM
627
MV Capital Management
Maryland
$1.09K
MSG
628
Main Street Group
Virginia
$1.09K
CT
629
Caldwell Trust
Florida
$1.02K
SVCP
630
Silicon Valley Capital Partners
California
$1.02K
FHA
631
First Horizon Advisors
Tennessee
$726
AAS
632
Ameritas Advisory Services
Nebraska
$705
SO
633
Sierra Ocean
California
$654
MEG
634
Millstone Evans Group
Colorado
$654
KWM
635
Kiker Wealth Management
Georgia
$654
PWA
636
Principia Wealth Advisory
Texas
$654
SC
637
Stephens Consulting
Michigan
$654
KFI
638
Key Financial Inc
Pennsylvania
$508
CPG
639
Cornerstone Planning Group
New Jersey
$469
FFO
640
Fortitude Family Office
Arizona
$436
BF
641
BOK Financial
Oklahoma
$436
TFM
642
TFC Financial Management
Massachusetts
$436
QWM
643
Quaker Wealth Management
New Jersey
$436
DF
644
Dunhill Financial
United Kingdom
$408
OP
645
ORG Partners
Indiana
$370
BMC
646
Bear Mountain Capital
Washington
$323
ACA
647
American Capital Advisory
Idaho
$291
MA
648
MCF Advisors
Kentucky
$248
MA
649
Montag & Associates
Georgia
$238
NFSG
650
Newbridge Financial Services Group
Florida
$218