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Alexandria Real Estate Equities
ARE

457 hedge funds and large institutions have $16.7B invested in Alexandria Real Estate Equities in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 186 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

25% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 149

13% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $30.6M

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

4.44% more ownership

Funds ownership: 99.74% → 104.18% (+4.4%)

4% more funds holding

Funds holding: 441 → 457 (+16)

4% more capital invested

Capital invested by funds: $16B → $16.7B (+$645M)

Holders
457
Holders Change
+16
Holders Change %
+3.63%
% of All Funds
9.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
66
Increased
186
Reduced
149
Closed
44
Calls
$34.6M
Puts
$30.6M
Net Calls
+$4.02M
Net Calls Change
-$30.1M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$488M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$217M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$172M
4
N
Nuveen
North Carolina
+$159M
5
ZP
Zimmer Partners
New York
+$128M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$235M
2
Charles Schwab
Charles Schwab
California
-$123M
3
State Street
State Street
Massachusetts
-$113M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$107M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$61.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
276
Cresset Asset Management
Illinois
$1.15M +$1.15M +7,931 +3,185%
WAM
277
World Asset Management
Michigan
$1.15M +$578 +4 +0%
GC
278
Gillson Capital
Illinois
$1.15M +$1.18M +8,161 New
CS
279
Candriam SCA
Luxembourg
$1.13M +$578 +4 +100%
PCM
280
Penserra Capital Management
California
$1.12M +$20.5K +142 +2%
OAM
281
Oppenheimer Asset Management
New York
$1.1M -$192K -1,333 -15%
TFCM
282
Taylor Frigon Capital Management
Arizona
$1.1M -$69.6K -482 -6%
OC
283
Oppenheimer & Co
New York
$1.09M -$1.44K -10 -0.1%
CGH
284
Crossmark Global Holdings
Texas
$1.08M +$108K +748 +11%
CEP
285
Chicago Equity Partners
Illinois
$1.08M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
286
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.06M +$202K +1,400 +23%
BC
287
Brinker Capital
Pennsylvania
$1.04M +$236K +1,632 +28%
LTFS
288
Ladenburg Thalmann Financial Services
Florida
$1.04M -$21.1K -146 -2%
II
289
IFM Investors
Australia
$1.02M – – –
FM
290
Forward Management
California
$990K -$57.8K -400 -5%
SOAMC
291
Spirit of America Management Corp
New York
$981K – – –
GHCM
292
Glen Harbor Capital Management
California
$946K +$199K +1,376 +26%
QI
293
QS Investors
New York
$945K +$116K +800 +14%
COPPSERS
294
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$935K +$5.78K +40 +0.6%
CCM
295
Chilton Capital Management
Texas
$910K -$157K -1,090 -14%
TCM
296
Teza Capital Management
Illinois
$897K +$918K +6,359 New
SAM
297
Shell Asset Management
Netherlands
$890K – – –
O
298
Ossiam
France
$883K +$683K +4,731 +310%
BTS
299
BB&T Securities
Virginia
$882K -$4.19K -29 -0.5%
JIC
300
Johnson Investment Counsel
Ohio
$870K -$328K -2,273 -27%
10 11
12
13 14

ARE Hedge Fund Activity: Q2 2019 in Review

457 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2019, worth a combined $16.7B — up 4% from $16B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ARE positions and 44 closed out — a net gain of 22 holders — while 186 added to existing stakes and 149 trimmed.

The largest buyer was Norges Bank, adding an estimated $488M. The largest seller was PGGM Investments, cutting an estimated $235M.

  • 457 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2019, up from 441 in Q1 2019.
  • Funds reported $16.7B of Alexandria Real Estate Equities stock for Q2 2019, up 4% quarter-over-quarter.
  • 66 funds opened new Alexandria Real Estate Equities positions in Q2 2019 and 44 closed out, a net change of +22 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2019 was Norges Bank, an estimated $488M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2019 was PGGM Investments, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2019.