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Alexandria Real Estate Equities

673 hedge funds and large institutions have $19B invested in Alexandria Real Estate Equities in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 254 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 69

4% more funds holding

Funds holding: 649673 (+24)

2% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 250

2.73% less ownership

Funds ownership: 95.88%93.15% (-2.7%)

12% less capital invested

Capital invested by funds: $21.6B → $19B (-$2.55B)

29% less call options, than puts

Call options by funds: $64.6M | Put options by funds: $90.5M

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
673
Holders Change
+24
Holders Change %
+3.7%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
99
Increased
254
Reduced
250
Closed
69
Calls
$64.6M
Puts
$90.5M
Net Calls
-$25.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
226
Oppenheimer Asset Management
New York
$3.09M +$736K +6,176 +31%
AG
227
Advocate Group
Minnesota
$3.06M +$927K +7,781 +42%
YCM
228
Yousif Capital Management
Michigan
$3.06M -$54.5K -457 -2%
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$3.04M +$52.8K +443 +2%
BCI
230
Brinker Capital Investments
Pennsylvania
$3.03M -$118K -992 -4%
OPS
231
Orion Portfolio Solutions
Nebraska
$3.03M -$118K -992 -4%
DnB Asset Management
232
DnB Asset Management
Norway
$3.01M +$116K +971 +4%
PDN
233
Pensionfund DSM Netherlands
Netherlands
$2.95M
Mirae Asset Global Investments
234
Mirae Asset Global Investments
South Korea
$2.95M -$578K -4,853 -16%
HWM
235
Hohimer Wealth Management
Washington
$2.92M +$383K +3,211 +15%
LFS
236
Leibman Financial Services
Nebraska
$2.86M +$364K +3,050 +14%
Rafferty Asset Management
237
Rafferty Asset Management
New York
$2.85M +$287K +2,409 +11%
CTI
238
Community Trust & Investment
Kentucky
$2.79M -$30.9K -259 -1%
Janus Henderson Group
239
Janus Henderson Group
United Kingdom
$2.76M +$179K +1,499 +7%
NGA
240
Naples Global Advisors
Florida
$2.76M +$347K +2,915 +14%
AM
241
AGF Management
Ontario, Canada
$2.69M +$159K +1,336 +6%
AI
242
Atria Investments
North Carolina
$2.66M -$246K -2,065 -8%
X
243
Xponance
Pennsylvania
$2.65M -$103K -861 -4%
GWM
244
Geneos Wealth Management
Colorado
$2.62M -$782K -6,559 -23%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$2.61M -$49K -411 -2%
BAMF
246
BI Asset Management Fondsmaeglerselskab
Denmark
$2.6M -$2.07M -17,387 -44%
YIH
247
Y-Intercept (HK)
Hong Kong
$2.6M +$2.65M +22,215 New
TC
248
Truvestments Capital
Florida
$2.57M +$145K +1,214 +6%
BG
249
BDF Gestion
France
$2.56M +$2.61M +21,885 New
Public Sector Pension Investment Board (PSP Investments)
250
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.56M +$438K +3,673 +20%

ARE Hedge Fund Activity: Q2 2024 in Review

673 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2024, worth a combined $19B — down 12% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ARE positions and 69 closed out — a net gain of 30 holders — while 254 added to existing stakes and 250 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $44.9M. The largest seller was Deutsche Bank, cutting an estimated $153M.

  • 673 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2024, up from 649 in Q1 2024.
  • Funds reported $19B of Alexandria Real Estate Equities stock for Q2 2024, down 12% quarter-over-quarter.
  • 99 funds opened new Alexandria Real Estate Equities positions in Q2 2024 and 69 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2024 was Goldman Sachs, an estimated $44.9M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2024 was Deutsche Bank, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2024.