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Alexandria Real Estate Equities

588 hedge funds and large institutions have $8.14B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 189 increasing their positions, 237 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

34% less capital invested

Capital invested by funds: $12.4B → $8.14B (-$4.25B)

47% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 193

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
588
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$122M
Puts
$88.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
701
Valeo Financial Advisors
Indiana
CL
702
Choreo LLC
Illinois
WA
703
Waddell & Associates
Tennessee
QEI
704
QSV Equity Investors
Illinois
Vontobel Holding
705
Vontobel Holding
Switzerland
KWA
706
Kingswood Wealth Advisors
California
FRA
707
Frank Rimerman Advisors
California
ATC
708
Argent Trust Co
Tennessee
KPWS
709
Kestra Private Wealth Services
Texas
JTWM
710
Jackson Thornton Wealth Management
Alabama
GT
711
Greenleaf Trust
Michigan
BAAM
712
Baker Avenue Asset Management
California
IB
713
Intrust Bank
Kansas
AWM
714
AE Wealth Management
Kansas
PWP
715
Phillips Wealth Planners
Mississippi
CPA
716
Capital Performance Advisors
California
PCMH
717
Polymer Capital Management (HK)
Hong Kong
FAM
718
Flaharty Asset Management
Florida
KRW
719
Kaufman Rossin Wealth
Florida
TCWA
720
Turtle Creek Wealth Advisors
Texas
C
721
Certuity
Florida
ADMI
722
Albert D. Mason Inc
Massachusetts
TWM
723
Thrive Wealth Management
Pennsylvania
SMA
724
Sage Mountain Advisors
Georgia
PPC
725
Park Place Capital
Alabama