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Alexandria Real Estate Equities
ARE

328 hedge funds and large institutions have $9.45B invested in Alexandria Real Estate Equities in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 150 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 107

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $8.27B → $9.45B (+$1.17B)

3.65% more ownership

Funds ownership: 108.21% → 111.86% (+3.7%)

2% more funds holding

Funds holding: 321 → 328 (+7)

57% less call options, than puts

Call options by funds: $2.8M | Put options by funds: $6.49M

Holders
328
Holders Change
+7
Holders Change %
+2.18%
% of All Funds
8.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
150
Reduced
107
Closed
24
Calls
$2.8M
Puts
$6.49M
Net Calls
-$3.7M
Net Calls Change
-$4.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$156M
2
Deutsche Bank
Deutsche Bank
Germany
+$156M
3
AIM
abrdn Investment Management
United Kingdom
+$107M
4
N
Nuveen
North Carolina
+$73M
5
Prudential Financial
Prudential Financial
New Jersey
+$70.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$45M
3
Macquarie Group
Macquarie Group
Australia
-$41.9M
4
SFM
Systematic Financial Management
New Jersey
-$39.2M
5
SO
STRS Ohio
Ohio
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
226
World Asset Management
Michigan
$763K +$169K +1,555 +29%
SAM
227
Shell Asset Management
Netherlands
$762K +$763K +7,008 New
PI
228
Putnam Investments
Massachusetts
$758K -$536K -4,918 -41%
AMI
229
Amica Mutual Insurance
Rhode Island
$733K – – –
FM
230
Forward Management
California
$729K – – –
HSS
231
Harrison Street Securities
Illinois
$684K +$37.7K +346 +6%
SCM
232
Shelton Capital Management
Colorado
$680K -$604K -5,549 -47%
Nisa Investment Advisors
233
Nisa Investment Advisors
Missouri
$675K – – –
V
234
Veritable
Delaware
$648K -$61.1K -561 -9%
Korea Investment Corp
235
Korea Investment Corp
South Korea
$642K +$643K +5,900 New
OC
236
Oppenheimer & Co
New York
$604K – – –
OTPPB
237
Ontario Teachers' Pension Plan Board
Ontario, Canada
$594K -$90.4K -830 -13%
APFBOT
238
Amica Pension Fund Board of Trustees
Rhode Island
$555K – – –
PL
239
Parkwood LLC
Ohio
$547K – – –
Rafferty Asset Management
240
Rafferty Asset Management
New York
$539K -$319K -2,928 -37%
VRS
241
Virginia Retirement Systems
Virginia
$533K +$534K +4,900 New
FA
242
FDx Advisors
Illinois
$515K +$21.6K +198 +4%
TRCT
243
Tower Research Capital (TRC)
New York
$494K +$383K +3,512 +341%
KCMRT
244
Kemper Corp Master Retirement Trust
Illinois
$485K -$106K -975 -18%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$478K +$14.6K +134 +3%
Jacobs Levy Equity Management
246
Jacobs Levy Equity Management
New Jersey
$476K -$3.63M -33,330 -88%
XK
247
Xact Kapitalforvaltning
Sweden
$469K +$470K +4,312 New
TD Asset Management
248
TD Asset Management
Ontario, Canada
$446K -$87.1K -800 -16%
OI
249
Oakbrook Investments
Illinois
$428K +$21.8K +200 +5%
OAC
250
OMERS Administration Corp
Ontario, Canada
$424K -$229K -2,100 -35%
8 9
10
11 12

ARE Hedge Fund Activity: Q3 2016 in Review

328 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2016, worth a combined $9.45B — up 14% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARE positions and 24 closed out — a net gain of 9 holders — while 150 added to existing stakes and 107 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was Fidelity Investments, exiting entirely with an estimated $59.6M sold.

  • 328 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2016, up from 321 in Q2 2016.
  • Funds reported $9.45B of Alexandria Real Estate Equities stock for Q3 2016, up 14% quarter-over-quarter.
  • 33 funds opened new Alexandria Real Estate Equities positions in Q3 2016 and 24 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2016 was Cohen & Steers, an estimated $156M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2016 was Fidelity Investments, an estimated $59.6M sold.

Based on aggregated 13F filings for Q3 2016.