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Alexandria Real Estate Equities

702 hedge funds and large institutions have $12.4B invested in Alexandria Real Estate Equities in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 311 increasing their positions, 198 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

59% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 73

57% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 198

6% more capital invested

Capital invested by funds: $11.7B → $12.4B (+$701M)

6% more funds holding

Funds holding: 664702 (+38)

4% less call options, than puts

Call options by funds: $171M | Put options by funds: $179M

7.36% less ownership

Funds ownership: 93.34%85.97% (-7.4%)

Holders
702
Holders Change
+38
Holders Change %
+5.72%
% of All Funds
9.21%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
116
Increased
311
Reduced
198
Closed
73
Calls
$171M
Puts
$179M
Net Calls
-$7.5M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
751
Smallwood Wealth Investment Management
New Jersey
-$13.8K -190 Closed
Cohen & Steers
752
Cohen & Steers
New York
-$13K -174 Closed
KIM
753
Kestra Investment Management
Texas
-$15.4K -166 Closed
AG
754
AmeriFlex Group
Nevada
-$10.5K -142 Closed
PWM
755
Proathlete Wealth Management
Florida
-$9.72K -133 Closed
RI
756
Ridgewood Investments
New Jersey
-$7.26K -100 Closed
TH
757
TCTC Holdings
Texas
-$7.19K -99 Closed
NC
758
NewSquare Capital
Pennsylvania
-$6.83K -94 Closed
TPWA
759
Twin Peaks Wealth Advisors
California
-$3.17K -43 Closed
WCM
760
WealthTrak Capital Management
Virginia
-$2.91K -40 Closed
KA
761
Kozak & Associates
Colorado
-$2.38K -31 Closed
HFS
762
Hughes Financial Services
Virginia
-$1.99K -27 Closed
PWMG
763
Prestige Wealth Management Group
New Jersey
-$1.55K -21 Closed
GGI
764
Godsey & Gibb Inc
Virginia
-$1.45K -20 Closed
CA
765
Crewe Advisors
Utah
-$1.38K -19 Closed
GC
766
GFG Capital
Florida
-$1.24K -17 Closed
MSG
767
Main Street Group
Virginia
-$1.09K -15 Closed
SVCP
768
Silicon Valley Capital Partners
California
-$1.02K -14 Closed
AAS
769
Ameritas Advisory Services
Nebraska
-$705 -10 Closed
KWM
770
Kiker Wealth Management
Georgia
-$654 -9 Closed
SO
771
Sierra Ocean
California
-$654 -9 Closed
SC
772
Stephens Consulting
Michigan
-$654 -9 Closed
CWP
773
Clark Wealth Partners
Illinois
-$581 -8 Closed
FFO
774
Fortitude Family Office
Arizona
-$436 -6 Closed
NFSG
775
Newbridge Financial Services Group
Florida
-$218 -3 Closed

ARE Hedge Fund Activity: Q3 2025 in Review

702 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2025, worth a combined $12.4B — up 6% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ARE positions and 73 closed out — a net gain of 43 holders — while 311 added to existing stakes and 198 trimmed.

The largest buyer was UBS AM, adding an estimated $132M. The largest seller was BlackRock, cutting an estimated $165M.

  • 702 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2025, up from 664 in Q2 2025.
  • Funds reported $12.4B of Alexandria Real Estate Equities stock for Q3 2025, up 6% quarter-over-quarter.
  • 116 funds opened new Alexandria Real Estate Equities positions in Q3 2025 and 73 closed out, a net change of +43 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2025 was UBS AM, an estimated $132M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2025 was BlackRock, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2025.