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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
TCM
251
Telos Capital Management
California
$393K -$188K -1,727 -32%
WPP
252
Whalerock Point Partners
Rhode Island
$388K +$389K +3,575 New
Canada Pension Plan Investment Board
253
Canada Pension Plan Investment Board
Ontario, Canada
$349K -$272K -2,500 -44%
RCM
254
Riverhead Capital Management
Delaware
$348K -$806K -7,404 -70%
CCM
255
Cadence Capital Management
Massachusetts
$347K -$91.1K -836 -21%
GH
256
GAM Holding
Switzerland
$340K +$92K +845 +37%
SB
257
Suntrust Banks
Georgia
$338K +$26.4K +242 +8%
MCM
258
MAI Capital Management
Ohio
$333K -$14.5K -133 -4%
MYAM
259
Meiji Yasuda Asset Management
Japan
$311K +$27.2K +250 +10%
DekaBank Deutsche Girozentrale
260
DekaBank Deutsche Girozentrale
Germany
$301K +$215K +1,970 +246%
CA
261
Commerzbank Aktiengesellschaft
Germany
$295K +$48K +441 +19%
ACA
262
Anchor Capital Advisors
Massachusetts
$294K – – –
SG Americas Securities
263
SG Americas Securities
New York
$293K -$2.47M -22,660 -89%
LPL Financial
264
LPL Financial
California
$293K -$118K -1,082 -28%
QIM
265
Quantitative Investment Management
Virginia
$293K +$294K +2,700 New
B
266
Bailard
California
$289K -$54.5K -500 -16%
OMCS
267
Old Mutual Customised Solutions
South Africa
$283K -$109K -1,000 -28%
BFC
268
Blue Fin Capital
Rhode Island
$283K – – –
CB
269
Commerce Bank
Missouri
$260K – – –
Skandinaviska Enskilda Banken (SEB)
270
Skandinaviska Enskilda Banken (SEB)
Sweden
$250K – – –
RCA
271
Rowland Carmichael Advisors
Arizona
$250K +$32.7K +300 +15%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$249K – – –
AG
273
Advisor Group
Arizona
$249K +$43.9K +403 +21%
QSS
274
Quantitative Systematic Strategies
Florida
$242K +$240K +2,204 New
PAM
275
Panagora Asset Management
Massachusetts
$224K -$7M -64,280 -97%
9 10
11
12 13

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.