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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
OAM
276
Oppenheimer Asset Management
New York
$1.34M -$67.8K -410 -5%
KRS
277
Kentucky Retirement Systems
Kentucky
$1.34M +$102K +617 +9%
AB
278
Amalgamated Bank
New York
$1.33M +$73.2K +443 +6%
TRCT
279
Tower Research Capital (TRC)
New York
$1.33M -$173K -1,048 -12%
B
280
BP
United Kingdom
$1.33M -$604K -3,652 -33%
Cerity Partners
281
Cerity Partners
New York
$1.31M +$72.1K +436 +6%
BG
282
Bahl & Gaynor
Ohio
$1.29M +$298K +1,802 +33%
LPL Financial
283
LPL Financial
California
$1.29M +$28.1K +170 +2%
PI
284
Putnam Investments
Massachusetts
$1.28M +$1.19M +7,196 New
SIM
285
Sentry Investment Management
Wisconsin
$1.25M
GAA
286
Green Alpha Advisors
Colorado
$1.23M +$1.14M +6,918 New
NMIMC
287
Northwestern Mutual Investment Management Company
Wisconsin
$1.21M -$22.8K -138 -2%
CGH
288
Crossmark Global Holdings
Texas
$1.19M -$29.8K -180 -3%
QI
289
QS Investors
New York
$1.15M +$61.5K +372 +6%
OC
290
Oppenheimer & Co
New York
$1.08M +$165 +1 +0%
EWA
291
EP Wealth Advisors
California
$1.08M -$40.2K -243 -4%
CCM
292
Chilton Capital Management
Texas
$1.08M
AQR Capital Management
293
AQR Capital Management
Connecticut
$1.07M -$190K -1,152 -16%
AFM
294
Anson Funds Management
Texas
$1.07M
PI
295
PFS Investments
Georgia
$1M +$195K +1,178 +24%
TFCM
296
Taylor Frigon Capital Management
Arizona
$1M -$992 -6 -0.1%
PAM
297
Panagora Asset Management
Massachusetts
$953K -$31.7K -192 -3%
II
298
Inspire Investing
Idaho
$942K -$55.2K -334 -6%
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
$938K -$2.03M -12,294 -70%
CSS
300
Cubist Systematic Strategies
Connecticut
$936K -$3.86M -23,377 -82%

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.