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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
FMP
676
Financial Management Professionals
Texas
$1.27K
MA
677
Montag & Associates
Georgia
$1.27K +$1.2K +15 New
CT
678
Caldwell Trust
Florida
$1.17K
CTB
679
Country Trust Bank
Illinois
$1.08K +$1.04K +13 New
EFMH
680
E Fund Management (HK)
Hong Kong
$1K +$961 +12 New
HWM
681
Hemington Wealth Management
Virginia
$1K +$1.6K +20 New
BIA
682
Bell Investment Advisors
California
$917 -$3.2K -40 -78%
Q1WB
683
Quest 10 Wealth Builders
Virginia
$850
AF
684
Advisornet Financial
Minnesota
$833 -$7.53K -94 -90%
PWA
685
Principia Wealth Advisory
Texas
$833 +$80 +1 +11%
TFM
686
TFC Financial Management
Massachusetts
$751 +$240 +3 +50%
SGK
687
Steigerwald Gordon & Koch
Virginia
$750 +$721 +9 New
CIAS
688
CBIZ Investment Advisory Services
Ohio
$677 +$641 +8 New
TIM
689
Tortoise Investment Management
New York
$667 +$641 +8 New
RWM
690
Rialto Wealth Management
New York
$584 +$561 +7 New
BFS
691
Bare Financial Services
Pennsylvania
$583 +$561 +7 New
QWM
692
Quaker Wealth Management
New Jersey
$501
WWA
693
Wealth Watch Advisors
Colorado
$500 +$481 +6 New
AGWCA
694
Annis Gardner Whiting Capital Advisors
Florida
$424 -$24.6K -307 -98%
RFP
695
Root Financial Partners
California
$333 +$320 +4 New
BMC
696
Bear Mountain Capital
Washington
$323
DF
697
Dunhill Financial
United Kingdom
$296 -$80 -1 -20%
MA
698
MCF Advisors
Kentucky
$288
SFCL
699
Strengthening Families & Communities LLC
Massachusetts
$254 +$240 +3 New
ACA
700
American Capital Advisory
Idaho
$251 -$80 -1 -25%

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.