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Alexandria Real Estate Equities

589 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
589
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
CAM
701
Cresset Asset Management
Illinois
VFA
702
Valeo Financial Advisors
Indiana
CL
703
Choreo LLC
Illinois
WA
704
Waddell & Associates
Tennessee
QEI
705
QSV Equity Investors
Illinois
Vontobel Holding
706
Vontobel Holding
Switzerland
KWA
707
Kingswood Wealth Advisors
California
FRA
708
Frank Rimerman Advisors
California
ATC
709
Argent Trust Co
Tennessee
KPWS
710
Kestra Private Wealth Services
Texas
JTWM
711
Jackson Thornton Wealth Management
Alabama
GT
712
Greenleaf Trust
Michigan
BAAM
713
Baker Avenue Asset Management
California
IB
714
Intrust Bank
Kansas
AWM
715
AE Wealth Management
Kansas
PWP
716
Phillips Wealth Planners
Mississippi
CPA
717
Capital Performance Advisors
California
PCMH
718
Polymer Capital Management (HK)
Hong Kong
FAM
719
Flaharty Asset Management
Florida
KRW
720
Kaufman Rossin Wealth
Florida
TCWA
721
Turtle Creek Wealth Advisors
Texas
C
722
Certuity
Florida
ADMI
723
Albert D. Mason Inc
Massachusetts
TWM
724
Thrive Wealth Management
Pennsylvania
SMA
725
Sage Mountain Advisors
Georgia