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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
RWM
301
RBA Wealth Management
California
$920K +$282K +1,709 +50%
EOJOAM
302
E. Ohman J:or Asset Management
Sweden
$891K
IRF
303
IBM Retirement Fund
New York
$884K +$147K +891 +22%
JWCA
304
J.W. Coons Advisors
Ohio
$880K
AWC
305
Abundance Wealth Counselors
Pennsylvania
$874K +$63.5K +384 +8%
CB
306
Commerce Bank
Missouri
$867K -$68.1K -412 -8%
Janney Montgomery Scott
307
Janney Montgomery Scott
Pennsylvania
$855K -$124K -748 -13%
FMC
308
First Merchants Corp
Indiana
$813K +$161K +972 +27%
SBIA
309
Sheaff Brock Investment Advisors
Indiana
$812K +$16K +97 +2%
Rafferty Asset Management
310
Rafferty Asset Management
New York
$807K +$31.2K +189 +4%
FM
311
Forward Management
California
$805K
Nomura Holdings
312
Nomura Holdings
Japan
$798K +$259K +1,567 +54%
BFS
313
Bradley Foster & Sargent
Connecticut
$796K +$463K +2,804 +169%
PRWA
314
Platte River Wealth Advisors
Colorado
$790K -$24.8K -150 -3%
CI
315
Cigna Investments
Connecticut
$784K +$74.7K +452 +11%
BAMF
316
BI Asset Management Fondsmaeglerselskab
Denmark
$759K
ACM
317
AlphaCrest Capital Management
New York
$746K +$409K +2,476 +145%
SAM
318
Strategy Asset Managers
California
$722K -$52.7K -319 -7%
Bank Julius Baer & Co
319
Bank Julius Baer & Co
Switzerland
$715K -$10.6K -64 -2%
WAM
320
World Asset Management
Michigan
$702K +$17K +103 +3%
WG
321
Winton Group
United Kingdom
$687K -$6.45M -39,008 -91%
Kayne Anderson Rudnick Investment Management
322
Kayne Anderson Rudnick Investment Management
California
$684K -$476K -2,882 -43%
WS
323
Wedbush Securities
California
$680K +$136K +825 +28%
HW
324
Hancock Whitney
Mississippi
$675K -$66.6K -403 -10%
Commonwealth Equity Services
325
Commonwealth Equity Services
Massachusetts
$665K +$21.2K +128 +4%

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.