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Alexandria Real Estate Equities

564 hedge funds and large institutions have $28.9B invested in Alexandria Real Estate Equities in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 177

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

6% more capital invested

Capital invested by funds: $27.2B → $28.9B (+$1.75B)

3.29% more ownership

Funds ownership: 96.15%99.44% (+3.3%)

1% more funds holding

Funds holding: 557564 (+7)

9% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $29.3M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
564
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
9.87%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
59
Increased
240
Reduced
177
Closed
44
Calls
$26.6M
Puts
$29.3M
Net Calls
-$2.62M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MFM
276
MD Financial Management
Ontario, Canada
$1.92M -$333K -1,674 -14%
AIIMS
277
Analyst IMS Investment Management Services
Israel
$1.9M -$59.7K -300 -3%
FIM
278
Freedom Investment Management
Connecticut
$1.84M +$89.8K +451 +5%
TRSOTSOK
279
Teachers Retirement System of the State of Kentucky
Kentucky
$1.78M
WTC
280
WhitTier Trust Company
Nevada
$1.77M +$80.8K +406 +5%
CS
281
Candriam SCA
Luxembourg
$1.74M -$113K -568 -6%
OAM
282
Oppenheimer Asset Management
New York
$1.73M -$4.58K -23 -0.3%
Rafferty Asset Management
283
Rafferty Asset Management
New York
$1.73M -$267K -1,342 -13%
NMERB
284
New Mexico Educational Retirement Board
New Mexico
$1.72M +$99.5K +500 +6%
GG
285
Gofen & Glossberg
Illinois
$1.67M -$47.2K -237 -3%
EI
286
Ethic Inc
New York
$1.66M +$477K +2,396 +38%
VEA
287
Virtus ETF Advisers
New York
$1.65M -$29.5K -148 -2%
LSERS
288
Louisiana State Employees Retirement System
Louisiana
$1.64M
APG Asset Management
289
APG Asset Management
Netherlands
$1.57M -$557K -2,800 -23%
HIM
290
Hotaling Investment Management
Pennsylvania
$1.56M +$40.2K +202 +3%
KRS
291
Kentucky Retirement Systems
Kentucky
$1.56M +$33K +166 +2%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$1.5M +$16.7K +84 +1%
UCFA
293
United Capital Financial Advisors
Texas
$1.49M -$37.6K -189 -2%
CGH
294
Crossmark Global Holdings
Texas
$1.48M +$21.9K +110 +1%
Capstone Investment Advisors
295
Capstone Investment Advisors
New York
$1.48M +$1.54M +7,738 New
UOC
296
UBS O'Connor
Illinois
$1.44M -$7.48M -37,580 -83%
Cerity Partners
297
Cerity Partners
New York
$1.43M +$102K +511 +7%
ADBIC
298
A.D. Beadell Investment Counsel
Wisconsin
$1.41M -$4.98K -25 -0.3%
X
299
Xponance
Pennsylvania
$1.37M -$5.73M -28,797 -80%
QIM
300
Quantitative Investment Management
Virginia
$1.37M -$1.43M -7,206 -50%

ARE Hedge Fund Activity: Q3 2021 in Review

564 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2021, worth a combined $28.9B — up 6.4% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ARE positions and 44 closed out — a net gain of 15 holders — while 240 added to existing stakes and 177 trimmed.

The largest buyer was Vanguard Group, adding an estimated $228M. The largest seller was PGGM Investments, cutting an estimated $250M.

  • 564 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2021, up from 557 in Q2 2021.
  • Funds reported $28.9B of Alexandria Real Estate Equities stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 59 funds opened new Alexandria Real Estate Equities positions in Q3 2021 and 44 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2021 was Vanguard Group, an estimated $228M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2021 was PGGM Investments, an estimated $250M sold.

Based on aggregated 13F filings for Q3 2021.