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Alexandria Real Estate Equities

702 hedge funds and large institutions have $12.4B invested in Alexandria Real Estate Equities in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 311 increasing their positions, 198 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

59% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 73

57% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 198

6% more capital invested

Capital invested by funds: $11.7B → $12.4B (+$701M)

6% more funds holding

Funds holding: 664702 (+38)

4% less call options, than puts

Call options by funds: $171M | Put options by funds: $179M

7.36% less ownership

Funds ownership: 93.34%85.97% (-7.4%)

Holders
702
Holders Change
+38
Holders Change %
+5.72%
% of All Funds
9.21%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
116
Increased
311
Reduced
198
Closed
73
Calls
$171M
Puts
$179M
Net Calls
-$7.5M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
651
High Note Wealth
Minnesota
$4.33K +$240 +3 +6%
PMFA
652
Plante Moran Financial Advisors
Michigan
$4.17K
WPA
653
Wealth Preservation Advisors
Tennessee
$4.08K +$961 +12 +32%
SC
654
SouthState Corp
Florida
$4K -$5.69K -71 -60%
DIP
655
DT Investment Partners
Pennsylvania
$3.5K
FNWA
656
Financial Network Wealth Advisors
Utah
$3.08K +$481 +6 +19%
AWM
657
Abound Wealth Management
Tennessee
$3K
HHMI
658
Howard Hughes Medical Institute
Maryland
$2.75K
MWA
659
Medallion Wealth Advisors
Connecticut
$2.75K
BWL
660
Bogart Wealth LLC
Virginia
$2.58K +$481 +6 +24%
PGAM
661
Princeton Global Asset Management
New Jersey
$2.42K
MCM
662
MV Capital Management
Maryland
$2.33K +$1.04K +13 +87%
CIA
663
Cape Investment Advisory
Georgia
$2.33K +$2.16K +27 +2,700%
TFA
664
Transamerica Financial Advisors
Florida
$2.03K +$1.92K +24 New
CPG
665
Cornerstone Planning Group
New Jersey
$2.01K +$28.4K +355 +5,917%
HDIM
666
Hanson & Doremus Investment Management
Vermont
$2K +$1.44K +18 New
CA
667
CoreCap Advisors
Michigan
$1.92K +$80 +1 +5%
AWM
668
Activest Wealth Management
Florida
$1.83K +$240 +3 +16%
HHGA
669
Halbert Hargrove Global Advisors
California
$1.75K +$1.68K +21 New
CSC
670
Caldwell Sutter Capital
California
$1.67K
NL
671
NVWM LLC
Pennsylvania
$1.67K
WWM
672
Wolff Wiese Magana
California
$1.67K
MEG
673
Millstone Evans Group
Colorado
$1.5K +$721 +9 +100%
CT
674
Colonial Trust
South Carolina
$1.33K -$80 -1 -6%
DWM
675
Darwin Wealth Management
Florida
$1.33K

ARE Hedge Fund Activity: Q3 2025 in Review

702 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2025, worth a combined $12.4B — up 6% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ARE positions and 73 closed out — a net gain of 43 holders — while 311 added to existing stakes and 198 trimmed.

The largest buyer was UBS AM, adding an estimated $132M. The largest seller was BlackRock, cutting an estimated $165M.

  • 702 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2025, up from 664 in Q2 2025.
  • Funds reported $12.4B of Alexandria Real Estate Equities stock for Q3 2025, up 6% quarter-over-quarter.
  • 116 funds opened new Alexandria Real Estate Equities positions in Q3 2025 and 73 closed out, a net change of +43 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2025 was UBS AM, an estimated $132M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2025 was BlackRock, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2025.