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Alexandria Real Estate Equities
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Overview Fund Activity

648 hedge funds and large institutions have $16.1B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 235 increasing their positions, 259 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
100
Increased
235
Reduced
259
Closed
85
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$806M
2
Capital World Investors
Capital World Investors
California
$327M
3
UBS AM
UBS AM
Illinois
$157M
4
Northern Trust
Northern Trust
Illinois
$250M
5
PI
PGGM Investments
Netherlands
$93.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$165M
2
Invesco
Invesco
Georgia
$221M
3
Victory Capital Management
Victory Capital Management
Texas
$228M
4
DC
Davenport & Co
Virginia
$3.78M
5
Macquarie Group
Macquarie Group
Australia
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
676
Dynasty Wealth Management
Florida
– -$512K -4,316 Closed
LWAM
677
Legacy Wealth Asset Management
Minnesota
– -$493K -4,152 Closed
MM
678
MQS Management
New York
– -$463K -3,902 Closed
FTDI
679
First Trust Direct Indexing
Massachusetts
– -$443K -3,729 Closed
ACGA
680
Atlanta Consulting Group Advisors
Georgia
– -$441K -3,712 Closed
HSA
681
HBK Sorce Advisory
Pennsylvania
– -$428K -3,606 Closed
HCA
682
Harbour Capital Advisors
Virginia
– -$411K -3,589 Closed
TSS
683
Two Sigma Securities
New York
– -$413K -3,479 Closed
DWT
684
Dorsey & Whitney Trust
South Dakota
– -$378K -3,187 Closed
Walleye Trading
685
Walleye Trading
New York
– -$364K -3,063 Closed
IWM
686
IHT Wealth Management
Illinois
– -$360K -3,049 Closed
ARC
687
Advisor Resource Council
Texas
– -$327K -2,750 Closed
PAG
688
Private Advisor Group
New Jersey
– -$315K -2,651 Closed
FMP
689
Financial Management Professionals
Texas
– -$306K -2,579 Closed
NWM
690
Napa Wealth Management
California
– -$301K -2,537 Closed
LFM
691
LGT Fund Management
Liechtenstein
– -$262K -2,250 Closed
WANY
692
Wealthspire Advisors (New York)
New York
– -$261K -2,197 Closed
BFC
693
Blue Fin Capital
Rhode Island
– -$259K -2,181 Closed
GT
694
Greenleaf Trust
Michigan
– -$252K -2,121 Closed
KIA
695
KCM Investment Advisors
California
– -$244K -2,052 Closed
KIC
696
Kensington Investment Counsel
California
– -$240K -2,021 Closed
CS
697
Cannell & Spears
New York
– -$239K -2,012 Closed
LCC
698
Lincoln Capital Corp
Rhode Island
– -$238K -2,000 Closed
LNWWM
699
Laird Norton Wetherby Wealth Management
California
– -$233K -1,963 Closed
BHPW
700
Beverly Hills Private Wealth
California
– -$228K -1,920 Closed
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