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Alexandria Real Estate Equities
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Overview Fund Activity

611 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 278 increasing their positions, 193 reducing their positions, and 72 closing their positions.

Holders
611
Holders Change
-15
Holders Change %
-2.4%
% of All Funds
9.78%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
68
Increased
278
Reduced
193
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.15B
2
UBS AM
2
UBS AM
Illinois
$158M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.4B
4
State Street
4
State Street
Massachusetts
$1.35B
5
CIM
5
CCLA Investment Management
United Kingdom
$52.8M

Top Sellers

1
RC
1
Resolution Capital
Australia
$0
2
Invesco
2
Invesco
Georgia
$237M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$15.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$31.2M
5
WHG
5
Westwood Holdings Group
Texas
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
PI
651
PFS Investments
Georgia
– – -1,629 Closed
FAFN
652
First Affirmative Financial Network
Colorado
– – -1,610 Closed
LFA
653
LGT Financial Advisors
Texas
– – -1,603 Closed
FB
654
Fulton Bank
Pennsylvania
– – -1,478 Closed
DILIC
655
Dai-ichi Life Insurance Company
Japan
– – -1,423 Closed
CA
656
Commerzbank Aktiengesellschaft
Germany
– – -1,423 Closed
BWP
657
BSW Wealth Partners
Colorado
– – -1,397 Closed
NP
658
Ninepoint Partners
Ontario, Canada
– – -1,258 Closed
TF
659
Tompkins Financial
New York
– – -609 Closed
ANBT
660
American National Bank & Trust
Texas
– – -382 Closed
CS
661
Comerica Securities
Michigan
– – -322 Closed
Capstone Investment Advisors
662
Capstone Investment Advisors
New York
– – -318 Closed
RFA
663
Resurgent Financial Advisors
Georgia
– – -260 Closed
SC
664
Seldon Capital
California
– – -194 Closed
FGAM
665
Financial Gravity Asset Management
Texas
– – -146 Closed
Jones Financial Companies
666
Jones Financial Companies
Missouri
– – -78 Closed
AWM
667
Accurate Wealth Management
Florida
– – -76 Closed
GIA
668
GHP Investment Advisors
Colorado
– – -70 Closed
First Manhattan
669
First Manhattan
New York
– – -20 Closed
BSB
670
Bangor Savings Bank
Maine
– – -20 Closed
MA
671
MCF Advisors
Kentucky
– – -20 Closed
PPC
672
Park Place Capital
Alabama
– – -10 Closed
CAL
673
Capital Advisors Ltd
Ohio
– – -9 Closed
FA
674
Fiduciary Alliance
South Carolina
– – -8 Closed
CWC
675
Carolinas Wealth Consulting
North Carolina
– – -8 Closed
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