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Alexandria Real Estate Equities

538 hedge funds and large institutions have $23.8B invested in Alexandria Real Estate Equities in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.3M

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 179

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.58B)

2% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 61

1% less funds holding

Funds holding: 546538 (-8)

6.43% less ownership

Funds ownership: 105.37%98.94% (-6.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
538
Holders Change
-8
Holders Change %
-1.47%
% of All Funds
9.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
60
Increased
223
Reduced
179
Closed
61
Calls
$13.6M
Puts
$9.3M
Net Calls
+$4.33M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
251
Baird Financial Group
Wisconsin
$1.73M +$1.6M +9,699 New
O
252
Ossiam
France
$1.7M -$1.34M -8,119 -46%
PS
253
Pensionfund Sabic
Netherlands
$1.69M
Voloridge Investment Management
254
Voloridge Investment Management
Florida
$1.66M +$1.54M +9,334 New
TRSOTSOK
255
Teachers Retirement System of the State of Kentucky
Kentucky
$1.66M -$372K -2,250 -19%
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$1.66M -$167K -1,008 -10%
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$1.61M +$73.1K +442 +5%
VLKIM
258
Van Lanschot Kempen Investment Management
Netherlands
$1.6M +$1.49M +9,000 New
GG
259
Gofen & Glossberg
Illinois
$1.52M +$463K +2,799 +49%
ACM
260
Alethea Capital Management
Washington
$1.5M +$1.39M +8,419 New
PP
261
Pegasus Partners
Wisconsin
$1.47M +$78.2K +473 +6%
IG
262
ING Group
Netherlands
$1.46M +$928K +5,617 +216%
SLI
263
Sumitomo Life Insurance
Japan
$1.46M -$185K -1,119 -12%
Kovitz Investment Group Partners
264
Kovitz Investment Group Partners
Illinois
$1.46M +$20.8K +126 +2%
NMERB
265
New Mexico Educational Retirement Board
New Mexico
$1.44M
SI
266
Stephens Inc
Arkansas
$1.41M -$97.8K -592 -7%
HIM
267
Hotaling Investment Management
Pennsylvania
$1.39M +$98.8K +598 +8%
FIM
268
Freedom Investment Management
Connecticut
$1.39M +$417K +2,526 +48%
VWM
269
Venturi Wealth Management
Texas
$1.38M +$19.7K +119 +2%
Assenagon Asset Management
270
Assenagon Asset Management
Luxembourg
$1.38M +$262K +1,585 +26%
LSERS
271
Louisiana State Employees Retirement System
Louisiana
$1.37M +$281K +1,700 +28%
IAN
272
Integrated Advisors Network
Texas
$1.37M -$1.04M -6,280 -45%
WTC
273
WhitTier Trust Company
Nevada
$1.37M +$93.2K +564 +8%
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$1.35M -$128K -774 -9%
TC
275
Telemus Capital
Michigan
$1.34M +$413K +2,496 +49%

ARE Hedge Fund Activity: Q4 2020 in Review

538 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2020, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ARE and 60 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 223 added.

The largest buyer was PGGM Investments, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 538 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2020, down from 546 in Q3 2020.
  • Funds reported $23.8B of Alexandria Real Estate Equities stock for Q4 2020, up 12% quarter-over-quarter.
  • 60 funds opened new Alexandria Real Estate Equities positions in Q4 2020 and 61 closed out, a net change of -1 holder.
  • The largest Alexandria Real Estate Equities buyer in Q4 2020 was PGGM Investments, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2020 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2020.