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Alexandria Real Estate Equities

664 hedge funds and large institutions have $11.7B invested in Alexandria Real Estate Equities in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 286 increasing their positions, 202 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 202

33% more call options, than puts

Call options by funds: $111M | Put options by funds: $83.1M

4% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 105

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 668664 (-4)

1.25% less ownership

Funds ownership: 94.59%93.34% (-1.2%)

23% less capital invested

Capital invested by funds: $15.2B → $11.7B (-$3.45B)

Holders
664
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
8.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
109
Increased
286
Reduced
202
Closed
105
Calls
$111M
Puts
$83.1M
Net Calls
+$27.8M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
751
Capital Analysts LLC
Pennsylvania
-$5K -55 Closed
PWA
752
Physician Wealth Advisors
Utah
-$4.63K -50 Closed
WBC
753
West Branch Capital
Massachusetts
-$3.7K -40 Closed
HHGA
754
Halbert Hargrove Global Advisors
California
-$3.35K -36 Closed
CWC
755
Carolinas Wealth Consulting
North Carolina
-$3.05K -33 Closed
GEA
756
Glen Eagle Advisors
New Jersey
-$2.77K -30 Closed
WT
757
Washington Trust
Rhode Island
-$2.41K -26 Closed
SIC
758
Salem Investment Counselors
North Carolina
-$1.6K -17 Closed
NMG
759
New Millennium Group
Utah
-$1.48K -16 Closed
CA
760
Continuum Advisory
Idaho
-$1.02K -11 Closed
BLC
761
Brown, Lisle/Cummings
Rhode Island
-$740 -8 Closed
BWM
762
Bernard Wealth Management
Michigan
-$648 -7 Closed
BFS
763
Bare Financial Services
Pennsylvania
-$555 -6 Closed
CFD
764
Creative Financial Designs
Indiana
-$463 -5 Closed
JWA
765
JFS Wealth Advisors
Pennsylvania
-$463 -5 Closed
OCM
766
Osterweis Capital Management
California
-$463 -5 Closed
WW
767
Winnow Wealth
Texas
-$391 -5 Closed
LB
768
Legacy Bridge
Iowa
-$153 -2 Closed
BCWM
769
Bartlett & Co Wealth Management
Ohio
-$94 -1 Closed
PCTC
770
Perkins Coie Trust Company
Washington
-$92 -1 Closed

ARE Hedge Fund Activity: Q2 2025 in Review

664 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2025, worth a combined $11.7B — down 23% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ARE positions and 105 closed out — a net gain of 4 holders — while 286 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $110M. The largest seller was JP Morgan Chase, cutting an estimated $320M.

  • 664 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2025, down from 668 in Q1 2025.
  • Funds reported $11.7B of Alexandria Real Estate Equities stock for Q2 2025, down 23% quarter-over-quarter.
  • 109 funds opened new Alexandria Real Estate Equities positions in Q2 2025 and 105 closed out, a net change of +4 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2025 was BlackRock, an estimated $110M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2025 was JP Morgan Chase, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2025.