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Alexandria Real Estate Equities
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Overview Fund Activity

648 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 242 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+83
Holders Change %
+14.69%
% of All Funds
9.5%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
147
Increased
242
Reduced
207
Closed
57
Calls
$89.2M
Puts
$102M
Net Calls
-$12.8M
Net Calls Change
-$29.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$416M
2
Invesco
Invesco
Georgia
$477M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$276M
4
Jennison Associates
Jennison Associates
New York
$128M
5
Prudential Financial
Prudential Financial
New Jersey
$105M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$306M
2
BlackRock
BlackRock
New York
$2.1B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$127M
4
Northern Trust
Northern Trust
Illinois
$213M
5
CIM
Centersquare Investment Management
Pennsylvania
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
676
Fox Run Management
Connecticut
– -$412K -4,117 Closed
AWM
677
AE Wealth Management
Kansas
– -$407K -4,069 Closed
BG
678
Bahl & Gaynor
Ohio
– -$312K -3,113 Closed
DS
679
DRW Securities
Illinois
– -$300K -3,001 Closed
William Blair & Company
680
William Blair & Company
Illinois
– -$295K -2,943 Closed
Point72 Asset Management
681
Point72 Asset Management
Connecticut
– -$284K -2,834 Closed
AC
682
Avestar Capital
New York
– -$259K -2,589 Closed
BCV
683
Banque Cantonale Vaudoise
Switzerland
– -$245K -2,448 Closed
BS
684
Bessemer Securities
New York
– -$232K -2,315 Closed
FA
685
FDx Advisors
Illinois
– -$228K -2,282 Closed
FMAEN1
686
Fund Management at Engine No 1
California
– -$223K -2,230 Closed
EWA
687
EP Wealth Advisors
California
– -$216K -2,157 Closed
AS
688
Altshuler Shaham
Israel
– -$200K -2,000 Closed
KI
689
Kapitalo Investimentos
Brazil
– -$115K -1,151 Closed
HFM
690
Harvest Fund Management
China
– -$52K -518 Closed
RA
691
Rational Advisors
New York
– -$36.9K -369 Closed
WTG
692
West Tower Group
Virginia
– -$22.7K -227 Closed
FRA
693
Front Row Advisors
California
– -$22.3K -220 Closed
CBT
694
CoreFirst Bank & Trust
Kansas
– -$10K -100 Closed
SC
695
SouthState Corp
Florida
– -$5.51K -55 Closed
CWP
696
Concord Wealth Partners
Virginia
– -$5.01K -50 Closed
BAAM
697
Baker Avenue Asset Management
California
– -$3.66K -37 Closed
NFSG
698
Newbridge Financial Services Group
Florida
– -$3.5K -35 Closed
AWM
699
Avior Wealth Management
Nebraska
– -$2K -20 Closed
MA
700
MCF Advisors
Kentucky
– -$1.2K -12 Closed
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