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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
701
Wealthspire Advisors (New York)
New York
-$261K -2,197 Closed
BFC
702
Blue Fin Capital
Rhode Island
-$259K -2,181 Closed
GT
703
Greenleaf Trust
Michigan
-$252K -2,121 Closed
KIA
704
KCM Investment Advisors
California
-$244K -2,052 Closed
KIC
705
Kensington Investment Counsel
California
-$240K -2,021 Closed
CS
706
Cannell & Spears
New York
-$239K -2,012 Closed
LCC
707
Lincoln Capital Corp
Rhode Island
-$238K -2,000 Closed
LNWWM
708
Laird Norton Wetherby Wealth Management
California
-$233K -1,963 Closed
BHPW
709
Beverly Hills Private Wealth
California
-$228K -1,920 Closed
B
710
Bailard
California
-$221K -1,864 Closed
SFI
711
SPC Financial Inc
Maryland
-$220K -1,850 Closed
PMA
712
Prudent Man Advisors
Illinois
-$219K -1,845 Closed
SIC
713
Samalin Investment Counsel
New York
-$212K -1,788 Closed
CI
714
Cigna Investments
Connecticut
-$211K -1,778 Closed
AIS
715
American Investment Services
Massachusetts
-$209K -1,761 Closed
BP
716
Ballentine Partners
Massachusetts
-$207K -1,741 Closed
Adage Capital Partners
717
Adage Capital Partners
Massachusetts
-$202K -1,700 Closed
NS
718
NBC Securities
Alabama
-$175K -1,475 Closed
Optiver Holding
719
Optiver Holding
Netherlands
-$170K -1,432 Closed
PW
720
Paladin Wealth
Minnesota
-$143K -1,202 Closed
CFM
721
Catalyst Funds Management
Australia
-$143K -1,200 Closed
ARMT
722
Amica Retiree Medical Trust
Rhode Island
-$132K -1,114 Closed
AA
723
Alta Advisers
United Kingdom
-$71.3K -600 Closed
RA
724
Rational Advisors
New York
-$35.4K -298 Closed
ATS
725
Ashton Thomas Securities
New York
-$30.2K -254 Closed

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.