ARE icon

Alexandria Real Estate Equities

590 hedge funds and large institutions have $8.14B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 102 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: 102 | Existing positions closed: 193

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
590
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
BCI
701
Brinker Capital Investments
Pennsylvania
CAM
702
Cresset Asset Management
Illinois
VFA
703
Valeo Financial Advisors
Indiana
CL
704
Choreo LLC
Illinois
WA
705
Waddell & Associates
Tennessee
QEI
706
QSV Equity Investors
Illinois
Vontobel Holding
707
Vontobel Holding
Switzerland
KWA
708
Kingswood Wealth Advisors
California
FRA
709
Frank Rimerman Advisors
California
ATC
710
Argent Trust Co
Tennessee
KPWS
711
Kestra Private Wealth Services
Texas
JTWM
712
Jackson Thornton Wealth Management
Alabama
GT
713
Greenleaf Trust
Michigan
BAAM
714
Baker Avenue Asset Management
California
IB
715
Intrust Bank
Kansas
AWM
716
AE Wealth Management
Kansas
PWP
717
Phillips Wealth Planners
Mississippi
CPA
718
Capital Performance Advisors
California
PCMH
719
Polymer Capital Management (HK)
Hong Kong
FAM
720
Flaharty Asset Management
Florida
KRW
721
Kaufman Rossin Wealth
Florida
TCWA
722
Turtle Creek Wealth Advisors
Texas
C
723
Certuity
Florida
ADMI
724
Albert D. Mason Inc
Massachusetts
TWM
725
Thrive Wealth Management
Pennsylvania