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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
SIS
751
Sound Income Strategies
Florida
-$35.4K -475 Closed
Loomis, Sayles & Company
752
Loomis, Sayles & Company
Massachusetts
-$31.9K -383 Closed
BF
753
BOK Financial
Oklahoma
-$30.7K -368 Closed
AT
754
Avalon Trust
New Mexico
-$28.9K -347 Closed
CTC
755
Central Trust Company
Missouri
-$24.7K -296 Closed
CIAM
756
Caitong International Asset Management
Hong Kong
-$22.8K -274 Closed
GWM
757
Geneos Wealth Management
Colorado
-$17.2K -206 Closed
PWMG
758
Private Wealth Management Group
New Jersey
-$14.8K -177 Closed
WANY
759
Wealthspire Advisors (New York)
New York
-$13.8K -165 Closed
RWPA
760
Richard W. Paul & Associates
Michigan
-$11.3K -135 Closed
MG
761
Mather Group
Illinois
-$10.9K -131 Closed
AIA
762
Aventus Investment Advisors
Florida
-$9.17K -110 Closed
RA
763
Rise Advisors
New York
-$8.51K -102 Closed
CAL
764
Capital Analysts LLC
Pennsylvania
-$8K -95 Closed
MAM
765
Meeder Asset Management
Ohio
-$7.33K -88 Closed
GWSG
766
GPS Wealth Strategies Group
Colorado
-$6.67K -80 Closed
SS
767
Sunbelt Securities
Texas
-$5.83K -70 Closed
CAL
768
Capital Advisors Ltd
Ohio
-$6K -66 Closed
LC
769
Lavaca Capital
Texas
-$5.25K -63 Closed
DWM
770
Dogwood Wealth Management
Kansas
-$4.83K -58 Closed
HNW
771
High Note Wealth
Minnesota
-$4.33K -52 Closed
WPA
772
Wealth Preservation Advisors
Tennessee
-$4.08K -49 Closed
OAJ
773
Ogorek Anthony Joseph
New York
-$2.77K -47 -70%
DIP
774
DT Investment Partners
Pennsylvania
-$3.5K -42 Closed
FNWA
775
Financial Network Wealth Advisors
Utah
-$3.08K -37 Closed