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Alexandria Real Estate Equities

596 hedge funds and large institutions have $8.14B invested in Alexandria Real Estate Equities in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 189 increasing their positions, 239 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $122M | Put options by funds: $88.2M

10.08% more ownership

Funds ownership: 85.97%96.05% (+10%)

15% less funds holding

Funds holding: 702596 (-106)

21% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 239

34% less capital invested

Capital invested by funds: $12.4B → $8.14B (-$4.26B)

46% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 194

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
596
Holders Change
-106
Holders Change %
-15.1%
% of All Funds
7.25%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
105
Increased
189
Reduced
239
Closed
194
Calls
$122M
Puts
$88.2M
Net Calls
+$34.3M
Net Calls Change
+$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
701
SYM Financial Corp
Indiana
-$347K -4,159 Closed
TCA
702
Transcend Capital Advisors
New Jersey
-$335K -4,025 Closed
WWC
703
Waypoint Wealth Counsel
Georgia
-$333K -3,999 Closed
SIC
704
Salem Investment Counselors
North Carolina
-$333K -3,934 Closed
CB
705
Commerce Bank
Missouri
-$327K -3,929 Closed
SIC
706
Sage Investment Counsel
Tennessee
-$311K -3,727 Closed
BCI
707
Brinker Capital Investments
Pennsylvania
-$307K -3,685 Closed
CAM
708
Cresset Asset Management
Illinois
-$311K -3,673 Closed
VFA
709
Valeo Financial Advisors
Indiana
-$303K -3,631 Closed
CL
710
Choreo LLC
Illinois
-$307K -3,620 Closed
WA
711
Waddell & Associates
Tennessee
-$288K -3,455 Closed
QEI
712
QSV Equity Investors
Illinois
-$282K -3,385 Closed
Vontobel Holding
713
Vontobel Holding
Switzerland
-$280K -3,363 Closed
KWA
714
Kingswood Wealth Advisors
California
-$279K -3,353 Closed
FRA
715
Frank Rimerman Advisors
California
-$278K -3,330 Closed
ATC
716
Argent Trust Co
Tennessee
-$275K -3,300 Closed
KPWS
717
Kestra Private Wealth Services
Texas
-$270K -3,239 Closed
JTWM
718
Jackson Thornton Wealth Management
Alabama
-$241K -3,202 Closed
GT
719
Greenleaf Trust
Michigan
-$265K -3,182 Closed
IFG
720
Independent Financial Group
California
-$262K -3,148 Closed
BAAM
721
Baker Avenue Asset Management
California
-$259K -3,113 Closed
IB
722
Intrust Bank
Kansas
-$255K -3,063 Closed
AWM
723
AE Wealth Management
Kansas
-$254K -3,053 Closed
PWP
724
Phillips Wealth Planners
Mississippi
-$242K -3,030 Closed
CPA
725
Capital Performance Advisors
California
-$251K -3,010 Closed