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Alexandria Real Estate Equities

586 hedge funds and large institutions have $8.09B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 188 increasing their positions, 237 reducing their positions, and 194 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:

35% less capital invested

Capital invested by funds: $12.4B → $8.09B (-$4.31B)

47% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 194

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
586
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
CL
701
Choreo LLC
Illinois
WA
702
Waddell & Associates
Tennessee
QEI
703
QSV Equity Investors
Illinois
Vontobel Holding
704
Vontobel Holding
Switzerland
KWA
705
Kingswood Wealth Advisors
California
FRA
706
Frank Rimerman Advisors
California
ATC
707
Argent Trust Co
Tennessee
KPWS
708
Kestra Private Wealth Services
Texas
JTWM
709
Jackson Thornton Wealth Management
Alabama
GT
710
Greenleaf Trust
Michigan
BAAM
711
Baker Avenue Asset Management
California
IB
712
Intrust Bank
Kansas
AWM
713
AE Wealth Management
Kansas
PWP
714
Phillips Wealth Planners
Mississippi
CPA
715
Capital Performance Advisors
California
PCMH
716
Polymer Capital Management (HK)
Hong Kong
FAM
717
Flaharty Asset Management
Florida
KRW
718
Kaufman Rossin Wealth
Florida
TCWA
719
Turtle Creek Wealth Advisors
Texas
C
720
Certuity
Florida
ADMI
721
Albert D. Mason Inc
Massachusetts
TWM
722
Thrive Wealth Management
Pennsylvania
SMA
723
Sage Mountain Advisors
Georgia
PPC
724
Park Place Capital
Alabama
NLP
725
Next Level Private
New York