undamentalytics Newsletter

Alexandria Real Estate Equities: which funds bought and sold

Institutions that bought and sold Alexandria Real Estate Equities shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 332 institutions that filed 13F reports for both quarters added to or opened positions in Alexandria Real Estate Equities, and 262 cut or closed them. Together they added a net 4.6M shares, +3.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.3M shares (+7.9%); index fund managers were net buyers of 2.5M shares (+3.9%). 101 opened a new position and 72 sold out entirely.

Bought, Q2 2026 332 institutions, 101 of them new holders Sold, Q2 2026 262 institutions, 72 of them sold out
Net change, all compared +4.6M shares (+3.1%)
Net change, active managers +1.3M shares (+7.9%), 23 bought, 30 sold

Buyers versus sellers

institutions compared, 660
Active managers and hedge funds 23 bought · 30 sold · +1.3M
Index fund managers 9 bought · 3 sold · +2.5M
Other institutions 300 bought · 229 sold · +731K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund +5.1M +195.0% 7.6M $404M
Blackrock, Inc. Index funds +2.0M +10.2% 21.7M $1.1B
Arrowstreet Capital, Limited Partnership Hedge fund +608K +77.1% 1.4M $73.8M
Balyasny Asset Management L.P. Hedge fund +536K New position 536K $28.3M
UBS Group AG +496K +104.4% 971K $51.3M
Goldman Sachs Group Inc +467K +20.9% 2.7M $143M
American Century Companies Inc Active manager +442K New position 442K $23.3M
Mackenzie Financial Corp +440K +1474.5% 470K $24.9M
Jacobs Levy Equity Management, Inc Active manager +400K +153.6% 661K $34.9M
SG Americas Securities, LLC +398K +99.5% 797K $42.1M
Town Lane Management LP +384K +44.3% 1.3M $66.1M
Bank Of New York Mellon Corp +379K +33.8% 1.5M $79.3M
Caisse De Depot Et Placement Du Quebec +378K +1058.8% 414K $21.9M
BNP Paribas Financial Markets +363K +39.3% 1.3M $68M
Capital Fund Management S.A. Hedge fund +359K +779.4% 405K $21.4M
BAMCO Inc Active manager +336K New position 336K $17.8M
Centersquare Investment Management LLC +329K +16.2% 2.4M $124M
Bank Of America Corp +318K +37.5% 1.2M $61.5M
Earnest Partners LLC Active manager +315K +57.0% 867K $45.8M
Prudential Financial Inc +292K +184.7% 450K $23.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager −3.2M Sold out 0 —
Jpmorgan Chase & Co −2.2M −60.5% 1.4M $79.6M
Freestone Grove Partners LP Hedge fund −1.2M Sold out 0 —
Lasalle Investment Management Securities LLC −1.1M −73.0% 408K $21.5M
Duff & Phelps Investment Management Co −547K −56.2% 426K $22.5M
Sumitomo Mitsui Trust Group, Inc. −490K −49.4% 501K $26.5M
Citigroup Inc −471K −46.4% 544K $28.7M
Worldquant Millennium Advisors LLC Hedge fund −468K −97.2% 14K $720,768
Hotchkis & Wiley Capital Management LLC Active manager −308K −25.2% 913K $48.3M
Canada Pension Plan Investment Board −301K −21.9% 1.1M $57M
Adelante Capital Management LLC −289K −80.9% 68K $3.6M
CI Investments Inc. −269K −98.5% 3,957 $209,127
Susquehanna International Group, LLP −229K −44.5% 286K $15.1M
Dimensional Fund Advisors LP −228K −9.9% 2.1M $109M
Quantinno Capital Management LP −214K −28.6% 534K $28.2M
Neuberger Berman Group LLC Active manager −196K −70.9% 80K $4.2M
D. E. Shaw & Co., Inc. Hedge fund −170K −86.8% 26K $1.4M
Alliancebernstein L.P. Active manager −150K −31.7% 323K $15M
Corient Private Wealth LP −144K −83.6% 28K $1.5M
Man Group PLC Hedge fund −142K −60.1% 94K $5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Balyasny Asset Management L.P.Hedge fund 536K $28.3M
American Century Companies IncActive manager 442K $23.3M
BAMCO IncActive manager 336K $17.8M
Solel Partners LP 268K $14.2M
Ceredex Value Advisors LLC 186K $9.8M
Indivisible Partners 145K $7.6M
Qsm Asset Management Ltd 113K $6.1M
Long Pond Capital, LP 95K $5M
Acadian Asset Management LLCActive manager 94K $5M
CIBC World Market Inc. 60K $3.2M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Capital World InvestorsActive manager 3.2M $150M
Freestone Grove Partners LPHedge fund 1.2M $56.7M
Lighthouse Investment Partners, LLCHedge fund 141K $6.5M
Voss Capital, LPHedge fund 125K $5.8M
Point72 Asset Management, L.P.Hedge fund 108K $5M
Discovery Capital Management, LLC / CtHedge fund 100K $4.6M
Imc-Chicago, LLC 86K $4M
APG Asset Management N.V. 79K $3.2M
Nexpoint Asset Management, L.P. 56K $2.6M
Twinbeech Capital LP 41K $1.9M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
594
Ten largest holders
60.6%
of 13F-reported shares
Index fund managers
40.2%
of 13F-reported shares
Active managers and hedge funds
10.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 30 7 9 +1.3M +7.9%
Index fund managers 9 3 0 0 +2.5M +3.9%
Other institutions 300 229 94 63 +731K +1.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Alexandria Real Estate Equities · Insiders · Politicians