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Alexandria Real Estate Equities
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Overview Fund Activity

626 hedge funds and large institutions have $23.3B invested in Alexandria Real Estate Equities in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 204 reducing their positions, and 56 closing their positions.

Holders
626
Holders Change
+11
Holders Change %
+1.79%
% of All Funds
10.1%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
76
Increased
274
Reduced
204
Closed
56
Calls
$87.8M
Puts
$19.1M
Net Calls
+$68.7M
Net Calls Change
+$4.55M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$154M
2
BlackRock
2
BlackRock
New York
$2.3B
3
CIM
3
Centersquare Investment Management
Pennsylvania
$244M
4
HRES
4
Heitman Real Estate Securities
Illinois
$78.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$515M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$127M
3
Goldman Sachs
3
Goldman Sachs
New York
$221M
4
Invesco
4
Invesco
Georgia
$362M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$32.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
651
Crumly & Associates
Illinois
– – -2,357 Closed
FAIM
652
Financial Advocates Investment Management
Washington
– – -2,197 Closed
MAM
653
Meeder Asset Management
Ohio
– – -2,189 Closed
QIM
654
Quantitative Investment Management
Virginia
– – -2,016 Closed
FT
655
Fiduciary Trust
Massachusetts
– – -1,875 Closed
PAG
656
Private Advisor Group
New Jersey
– – -1,815 Closed
AWS
657
Atria Wealth Solutions
New York
– – -1,723 Closed
BL
658
Balentine LLC
Georgia
– – -1,670 Closed
PWPS
659
Pinnacle Wealth Planning Services
Ohio
– – -1,480 Closed
SFI
660
Siemens Fonds Invest
Germany
– – -1,473 Closed
RJT
661
Raymond James Trust
Florida
– – -1,450 Closed
VFA
662
Values First Advisors
Tennessee
– – -1,443 Closed
FDCDDQ
663
Federation des caisses Desjardins du Quebec
Quebec, Canada
– – -1,086 Closed
CP
664
Castleview Partners
Texas
– – -408 Closed
DWMG
665
DB Wealth Management Group
California
– – -131 Closed
BWA
666
BDO Wealth Advisors
Florida
– – -101 Closed
EW
667
Evoke Wealth
California
– – -89 Closed
RTC
668
Riverview Trust Company
Washington
– – -86 Closed
IFAM
669
Institutional & Family Asset Management
Colorado
– – -56 Closed
WWM
670
Wolff Wiese Magana
California
– – -46 Closed
ACA
671
Atlas Capital Advisors
Wyoming
– – -42 Closed
1832 Asset Management
672
1832 Asset Management
Ontario, Canada
– – -40 Closed
AIP
673
Almanack Investment Partners
Pennsylvania
– – -35 Closed
HR
674
Howe & Rusling
New York
– – -31 Closed
CG
675
Cutler Group
California
– – -10 Closed
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27
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