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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 %
B
701
Bailard
California
– -$221K -1,864 Closed
SFI
702
SPC Financial Inc
Maryland
– -$220K -1,850 Closed
PMA
703
Prudent Man Advisors
Illinois
– -$219K -1,845 Closed
SIC
704
Samalin Investment Counsel
New York
– -$212K -1,788 Closed
CI
705
Cigna Investments
Connecticut
– -$211K -1,778 Closed
AIS
706
American Investment Services
Massachusetts
– -$209K -1,761 Closed
BP
707
Ballentine Partners
Massachusetts
– -$207K -1,741 Closed
Adage Capital Partners
708
Adage Capital Partners
Massachusetts
– -$202K -1,700 Closed
NS
709
NBC Securities
Alabama
– -$175K -1,475 Closed
Optiver Holding
710
Optiver Holding
Netherlands
– -$170K -1,432 Closed
PW
711
Paladin Wealth
Minnesota
– -$143K -1,202 Closed
CFM
712
Catalyst Funds Management
Australia
– -$143K -1,200 Closed
ARMT
713
Amica Retiree Medical Trust
Rhode Island
– -$132K -1,114 Closed
AA
714
Alta Advisers
United Kingdom
– -$71.3K -600 Closed
RA
715
Rational Advisors
New York
– -$35.4K -298 Closed
ATS
716
Ashton Thomas Securities
New York
– -$30.2K -254 Closed
CCA
717
Catalyst Capital Advisors
New York
– -$25.2K -212 Closed
ANBT
718
American National Bank & Trust
Texas
– -$20.5K -173 Closed
CA
719
Crewe Advisors
Utah
– -$10.3K -87 Closed
JPWM
720
Jamison Private Wealth Management
Georgia
– -$8.72K -73 Closed
APC
721
Aspire Private Capital
North Carolina
– -$8.08K -68 Closed
SNB
722
Security National Bank
Nebraska
– -$6.65K -56 Closed
GSEP
723
Golden State Equity Partners
California
– -$6.65K -56 Closed
CPA
724
Capital Performance Advisors
California
– -$5.46K -46 Closed
MHR
725
Matthew Hamilton Rosenberg
– -$5.11K -43 Closed
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