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Alexandria Real Estate Equities

546 hedge funds and large institutions have $21.2B invested in Alexandria Real Estate Equities in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $13.9M

8% more funds holding

Funds holding: 505546 (+41)

4.69% more ownership

Funds ownership: 100.68%105.37% (+4.7%)

3% more capital invested

Capital invested by funds: $20.6B → $21.2B (+$631M)

1% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 193

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
546
Holders Change
+41
Holders Change %
+8.12%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
84
Increased
194
Reduced
193
Closed
37
Calls
$22.6M
Puts
$13.9M
Net Calls
+$8.72M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
301
QS Investors
New York
$969K -$181K -1,081 -15%
CCM
302
Chilton Capital Management
Texas
$968K
AFM
303
Anson Funds Management
Texas
$960K
LSERS
304
Louisiana State Employees Retirement System
Louisiana
$960K +$100K +600 +11%
GG
305
Gofen & Glossberg
Illinois
$918K +$958K +5,735 New
TFCM
306
Taylor Frigon Capital Management
Arizona
$903K +$10.5K +63 +1%
II
307
Inspire Investing
Idaho
$899K +$938K +5,618 New
Janney Montgomery Scott
308
Janney Montgomery Scott
Pennsylvania
$888K -$54.4K -326 -6%
PAM
309
Panagora Asset Management
Massachusetts
$886K +$363K +2,172 +65%
DG
310
DigitalBridge Group
Florida
$880K +$668K +4,000 +267%
BG
311
Bahl & Gaynor
Ohio
$872K +$149K +892 +20%
CB
312
Commerce Bank
Missouri
$845K +$170K +1,017 +24%
FIM
313
Freedom Investment Management
Connecticut
$844K +$217K +1,300 +33%
TC
314
Telemus Capital
Michigan
$819K +$8.02K +48 +1%
EOJOAM
315
E. Ohman J:or Asset Management
Sweden
$800K +$167K +1,000 +25%
JWCA
316
J.W. Coons Advisors
Ohio
$791K
PI
317
PFS Investments
Georgia
$788K +$195K +1,167 +31%
PRWA
318
Platte River Wealth Advisors
Colorado
$760K
VF
319
Virtu Financial
New York
$757K -$50.3K -301 -6%
Lido Advisors
320
Lido Advisors
California
$731K +$758K +4,537 New
AWC
321
Abundance Wealth Counselors
Pennsylvania
$723K -$130K -778 -15%
FM
322
Forward Management
California
$722K -$83.5K -500 -10%
SBIA
323
Sheaff Brock Investment Advisors
Indiana
$713K +$6.85K +41 +0.9%
SAM
324
Strategy Asset Managers
California
$700K +$730K +4,372 New
CC
325
Centiva Capital
New York
$697K +$728K +4,359 New

ARE Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2020, worth a combined $21.2B — up 3.1% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ARE positions and 37 closed out — a net gain of 47 holders — while 194 added to existing stakes and 193 trimmed.

The largest buyer was Norges Bank, adding an estimated $376M. The largest seller was State Street, cutting an estimated $134M.

  • 546 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2020, up from 505 in Q2 2020.
  • Funds reported $21.2B of Alexandria Real Estate Equities stock for Q3 2020, up 3.1% quarter-over-quarter.
  • 84 funds opened new Alexandria Real Estate Equities positions in Q3 2020 and 37 closed out, a net change of +47 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2020 was Norges Bank, an estimated $376M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2020 was State Street, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2020.