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Alexandria Real Estate Equities

617 hedge funds and large institutions have $22.9B invested in Alexandria Real Estate Equities in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 196 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $12.9M

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

41% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 196

15% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 61

1.67% more ownership

Funds ownership: 99.11%100.78% (+1.7%)

1% more funds holding

Funds holding: 613617 (+4)

2% less capital invested

Capital invested by funds: $23.3B → $22.9B (-$472M)

Holders
617
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
10.63%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.26%
New
70
Increased
277
Reduced
196
Closed
61
Calls
$77.1M
Puts
$12.9M
Net Calls
+$64.2M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LM
301
Lincluden Management
Ontario, Canada
$1.6M -$1.41M -9,186 -45%
OPERF
302
Oregon Public Employees Retirement Fund
Oregon
$1.59M -$42.4K -276 -2%
AssetMark Inc
303
AssetMark Inc
California
$1.53M +$108K +704 +7%
GAA
304
Green Alpha Advisors
Colorado
$1.52M -$4.47M -29,134 -73%
RWM
305
RBA Wealth Management
California
$1.48M +$123K +802 +8%
FMC
306
First Merchants Corp
Indiana
$1.47M +$133K +865 +9%
OAM
307
Oppenheimer Asset Management
New York
$1.43M +$16.1K +105 +1%
Mariner
308
Mariner
Kansas
$1.41M +$1.55M +10,079 New
PAM
309
Panagora Asset Management
Massachusetts
$1.4M +$201K +1,311 +15%
AI
310
AXS Investments
New York
$1.4M
SG Americas Securities
311
SG Americas Securities
New York
$1.39M +$626K +4,081 +70%
HNB
312
Huntington National Bank
Ohio
$1.38M -$9.05K -59 -0.6%
BA
313
Bridgewater Associates
Connecticut
$1.33M -$2.32M -15,092 -61%
LSERS
314
Louisiana State Employees Retirement System
Louisiana
$1.33M +$15.3K +100 +1%
LMIM
315
Lockheed Martin Investment Management
Maryland
$1.29M -$230K -1,500 -14%
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$1.27M +$2.61K +17 +0.2%
GTCM
317
Gyon Technologies Capital Management
New Jersey
$1.25M +$1.06M +6,931 +347%
Rafferty Asset Management
318
Rafferty Asset Management
New York
$1.24M +$297K +1,936 +28%
SFM
319
Systematic Financial Management
New Jersey
$1.23M -$138K -900 -9%
VPIM
320
Vanguard Personalized Indexing Management
California
$1.23M +$359K +2,342 +36%
HIM
321
Hotaling Investment Management
Pennsylvania
$1.23M +$5.22K +34 +0.4%
TRCT
322
Tower Research Capital (TRC)
New York
$1.21M -$939K -6,117 -41%
PS
323
Pensionfund Sabic
Netherlands
$1.19M
UCFA
324
United Capital Financial Advisors
Texas
$1.18M +$62.2K +405 +5%
AIIMS
325
Analyst IMS Investment Management Services
Israel
$1.14M

ARE Hedge Fund Activity: Q3 2022 in Review

617 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2022, worth a combined $22.9B — down 2% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ARE positions and 61 closed out — a net gain of 9 holders — while 277 added to existing stakes and 196 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $212M. The largest seller was Parnassus Investments, cutting an estimated $515M.

  • 617 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2022, up from 613 in Q2 2022.
  • Funds reported $22.9B of Alexandria Real Estate Equities stock for Q3 2022, down 2% quarter-over-quarter.
  • 70 funds opened new Alexandria Real Estate Equities positions in Q3 2022 and 61 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2022 was Goldman Sachs, an estimated $212M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2022 was Parnassus Investments, an estimated $515M sold.

Based on aggregated 13F filings for Q3 2022.