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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
GI
301
Gradient Investments
Minnesota
$35K -$4.85M -44,535 -99%
WTC
302
WhitTier Trust Company
Nevada
$25K +$2.29K +21 +10%
TDC
303
Thompson Davis & Co
Virginia
$21K +$1.52K +14 +8%
TCIM
304
TIAA CREF Investment Management
New York
$19.6K +$42.9K +394 +0.2%
CAW
305
Cornerstone Advisors (Washington)
Washington
$19K +$19.4K +178 New
Bessemer Group
306
Bessemer Group
New Jersey
$13K +$7.52K +69 +144%
NSIM
307
North Star Investment Management
Illinois
$12K +$109 +1 +0.9%
GT
308
Glenmede Trust
Pennsylvania
$11K – – –
QCG
309
Quadrant Capital Group
Ohio
$11K – – –
Creative Planning
310
Creative Planning
Kansas
$11K +$7.73K +71 +209%
CBOA
311
Commonwealth Bank of Australia
Australia
$11K +$10.9K +100 New
NFG
312
Next Financial Group
Texas
$11K +$11.1K +102 New
ACM
313
Armbruster Capital Management
New York
$9K – – –
HR
314
Howe & Rusling
New York
$8K – – –
WA
315
WealthTrust-Arizona
Arizona
$8K – – –
WIC
316
Woodmont Investment Counsel
Tennessee
$8K +$8.06K +74 New
CFG
317
Citizens Financial Group
Rhode Island
$7K -$1.09K -10 -13%
WTB
318
Washington Trust Bank
Washington
$7K +$980 +9 +16%
PCTC
319
Perkins Coie Trust Company
Washington
$6K – – –
VOYA Investment Management
320
VOYA Investment Management
Georgia
$4.08K +$624K +5,731 +18%
ACS
321
Archford Capital Strategies
Illinois
$4K -$4.14K -38 -50%
WCBA
322
Weaver C. Barksdale & Associates
Tennessee
$4K -$2.07K -19 -33%
EFSCE
323
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
JIC
324
Joel Isaacson & Co
New York
$4K – – –
SSB
325
Sandy Spring Bank
Maryland
$3K – – –
11 12
13
14 15

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.