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Alexandria Real Estate Equities

546 hedge funds and large institutions have $21.2B invested in Alexandria Real Estate Equities in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $13.9M

8% more funds holding

Funds holding: 505546 (+41)

4.69% more ownership

Funds ownership: 100.68%105.37% (+4.7%)

3% more capital invested

Capital invested by funds: $20.6B → $21.2B (+$631M)

1% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 193

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
546
Holders Change
+41
Holders Change %
+8.12%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
84
Increased
194
Reduced
193
Closed
37
Calls
$22.6M
Puts
$13.9M
Net Calls
+$8.72M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$2.53M -$524K -3,140 -17%
PDN
227
Pensionfund DSM Netherlands
Netherlands
$2.51M -$200K -1,200 -7%
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$2.5M -$14.2K -85 -0.5%
DnB Asset Management
229
DnB Asset Management
Norway
$2.5M +$399K +2,388 +18%
MOACM
230
Mutual of America Capital Management
New York
$2.44M -$305K -1,825 -11%
Bank of Nova Scotia
231
Bank of Nova Scotia
Ontario, Canada
$2.44M +$2.54M +15,233 New
HF
232
HRT Financial
New York
$2.42M +$2.52M +15,120 New
Osaic Holdings
233
Osaic Holdings
Arizona
$2.37M +$2.5K +15 +0.1%
SOAMC
234
Spirit of America Management Corp
New York
$2.37M +$33.4K +200 +1%
Squarepoint
235
Squarepoint
New York
$2.35M +$2.46M +14,705 New
SFI
236
Susquehanna Fundamental Investments
Pennsylvania
$2.35M +$2.45M +14,700 New
US Bancorp
237
US Bancorp
Minnesota
$2.34M -$293K -1,754 -11%
PG
238
Pendal Group
Australia
$2.32M +$217K +1,300 +10%
Public Sector Pension Investment Board (PSP Investments)
239
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.27M +$337K +2,020 +17%
CWM
240
CIBC World Markets
New York
$2.26M +$291K +1,745 +14%
IAN
241
Integrated Advisors Network
Texas
$2.23M +$2.33M +13,963 New
VI
242
Vestcor Inc
New Brunswick, Canada
$2.16M -$624K -3,736 -22%
BCM
243
Bourgeon Capital Management
Connecticut
$2.01M +$12.5K +75 +0.6%
AI
244
Atria Investments
North Carolina
$2M -$2K -12 -0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
245
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2M -$207K -1,237 -9%
SNB
246
Security National Bank
Nebraska
$2M +$60.3K +361 +3%
AAP
247
Aristotle Atlantic Partners
Florida
$1.96M -$578K -3,460 -22%
HIMCH
248
Hartford Investment Management Co (HIMCO)
Connecticut
$1.96M -$238K -1,425 -10%
MNG
249
Manning & Napier Group
New York
$1.91M -$1.76M -10,568 -47%
NB
250
Norinchukin Bank
Japan
$1.9M -$81.8K -490 -4%

ARE Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2020, worth a combined $21.2B — up 3.1% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ARE positions and 37 closed out — a net gain of 47 holders — while 194 added to existing stakes and 193 trimmed.

The largest buyer was Norges Bank, adding an estimated $376M. The largest seller was State Street, cutting an estimated $134M.

  • 546 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2020, up from 505 in Q2 2020.
  • Funds reported $21.2B of Alexandria Real Estate Equities stock for Q3 2020, up 3.1% quarter-over-quarter.
  • 84 funds opened new Alexandria Real Estate Equities positions in Q3 2020 and 37 closed out, a net change of +47 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2020 was Norges Bank, an estimated $376M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2020 was State Street, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2020.