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Alexandria Real Estate Equities

428 hedge funds and large institutions have $13.8B invested in Alexandria Real Estate Equities in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $4.21M

19% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 151

2% more capital invested

Capital invested by funds: $13.5B → $13.8B (+$282M)

0.27% less ownership

Funds ownership: 104.05%103.77% (-0.27%)

3% less funds holding

Funds holding: 440428 (-12)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

Holders
428
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
9.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
34
Increased
180
Reduced
151
Closed
43
Calls
$14.7M
Puts
$4.21M
Net Calls
+$10.5M
Net Calls Change
+$9.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
226
Teacher Retirement System of Texas
Texas
$1.52M -$1.06M -8,411 -41%
LIA
227
LS Investment Advisors
Michigan
$1.5M -$97.7K -773 -6%
AAIM
228
American Assets Investment Management
California
$1.47M
Ninety One (UK)
229
Ninety One (UK)
United Kingdom
$1.44M +$1.45M +11,469 New
SLI
230
Sumitomo Life Insurance
Japan
$1.44M -$28.6K -226 -2%
OPERF
231
Oregon Public Employees Retirement Fund
Oregon
$1.43M +$190K +1,500 +15%
LTFS
232
Ladenburg Thalmann Financial Services
Florida
$1.34M +$691K +5,467 +104%
AI
233
Atria Investments
North Carolina
$1.31M +$17.3K +137 +1%
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$1.3M +$58.7K +464 +5%
OAM
235
Oppenheimer Asset Management
New York
$1.29M +$99.6K +788 +8%
TRSOTSOK
236
Teachers Retirement System of the State of Kentucky
Kentucky
$1.28M -$158K -1,250 -11%
JIC
237
Johnson Investment Counsel
Ohio
$1.27M -$91K -720 -7%
TAM
238
Tiverton Asset Management
Delaware
$1.27M
EAM
239
Eventide Asset Management
Massachusetts
$1.26M +$63.2K +500 +5%
XK
240
Xact Kapitalforvaltning
Sweden
$1.23M -$43K -340 -3%
AAM
241
Advisors Asset Management
Colorado
$1.21M -$32K -253 -3%
CWA
242
Cypress Wealth Advisors
California
$1.2M +$242K +1,915 +25%
DILIC
243
Dai-ichi Life Insurance Company
Japan
$1.18M
V
244
Veritable
Delaware
$1.18M -$364K -2,876 -24%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$1.17M -$8.72K -69 -0.7%
GCP
246
GSA Capital Partners
United Kingdom
$1.17M -$607K -4,802 -34%
NMERB
247
New Mexico Educational Retirement Board
New Mexico
$1.16M -$12.6K -100 -1%
RIM
248
Redpoint Investment Management
Australia
$1.15M +$895K +7,083 +346%
M&T Bank
249
M&T Bank
New York
$1.14M -$8.22K -65 -0.7%
UCFA
250
United Capital Financial Advisors
Texas
$1.12M +$68.8K +544 +7%

ARE Hedge Fund Activity: Q3 2018 in Review

428 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2018, worth a combined $13.8B — up 2.1% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ARE and 34 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 180 added.

The largest buyer was Invesco, adding an estimated $83.2M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $49.7M.

  • 428 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2018, down from 440 in Q2 2018.
  • Funds reported $13.8B of Alexandria Real Estate Equities stock for Q3 2018, up 2.1% quarter-over-quarter.
  • 34 funds opened new Alexandria Real Estate Equities positions in Q3 2018 and 43 closed out, a net change of -9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2018 was Invesco, an estimated $83.2M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2018 was CBRE Investment Management Listed Real Assets, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2018.