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Alexandria Real Estate Equities
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Overview Fund Activity

647 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 283 increasing their positions, 200 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-14
Holders Change %
-2.12%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
104
Increased
283
Reduced
200
Closed
105
Calls
$111M
Puts
$83.1M
Net Calls
+$27.8M
Net Calls Change
+$32.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$108M
2
DC
Davenport & Co
Virginia
+$57.6M
3
Millennium Management
Millennium Management
New York
+$56.2M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$40.3M
5
Invesco
Invesco
Georgia
+$38.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$313M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$142M
3
UBS AM
UBS AM
Illinois
-$108M
4
MGP
M&G plc
United Kingdom
-$66.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
726
Advisors Asset Management
Colorado
– -$31.7K -343 Closed
RTC
727
Riverview Trust Company
Washington
– -$26.5K -286 Closed
WAG
728
Wiser Advisor Group
Arizona
– -$16.6K -179 Closed
PB
729
Pinnacle Bancorp
Nebraska
– -$9.62K -104 Closed
QC
730
Quent Capital
New York
– -$9.53K -103 Closed
MSWA
731
Marshall & Sterling Wealth Advisors
New York
– -$6.48K -70 Closed
SCB
732
Saudi Central Bank
Saudi Arabia
– -$5.74K -62 Closed
CIAS
733
CBIZ Investment Advisory Services
Ohio
– -$5.25K -56 Closed
CAL
734
Capital Analysts LLC
Pennsylvania
– -$5K -55 Closed
PWA
735
Physician Wealth Advisors
Utah
– -$4.63K -50 Closed
WBC
736
West Branch Capital
Massachusetts
– -$3.7K -40 Closed
HHGA
737
Halbert Hargrove Global Advisors
California
– -$3.35K -36 Closed
CWC
738
Carolinas Wealth Consulting
North Carolina
– -$3.05K -33 Closed
GEA
739
Glen Eagle Advisors
New Jersey
– -$2.78K -30 Closed
WT
740
Washington Trust
Rhode Island
– -$2.41K -26 Closed
SIC
741
Salem Investment Counselors
North Carolina
– -$1.6K -17 Closed
NMG
742
New Millennium Group
Utah
– -$1.48K -16 Closed
CA
743
Continuum Advisory
Idaho
– -$1.02K -11 Closed
BLC
744
Brown, Lisle/Cummings
Rhode Island
– -$740 -8 Closed
BWM
745
Bernard Wealth Management
Michigan
– -$648 -7 Closed
BFS
746
Bare Financial Services
Pennsylvania
– -$555 -6 Closed
JWA
747
JFS Wealth Advisors
Pennsylvania
– -$463 -5 Closed
OCM
748
Osterweis Capital Management
California
– -$463 -5 Closed
CFD
749
Creative Financial Designs
Indiana
– -$463 -5 Closed
WW
750
Winnow Wealth
Texas
– -$391 -5 Closed
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