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Alexandria Real Estate Equities
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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
WA
326
Winfield Associates
Ohio
$3K – – –
TWA
327
TCI Wealth Advisors
Arizona
$2K – – –
QI
328
QS Investors
New York
$1K – – –
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
Simplex Trading
330
Simplex Trading
Illinois
$1K +$1.63K +15 New
Fidelity Investments
331
Fidelity Investments
Massachusetts
– -$59.6M -575,962 Closed
HCMT
332
Highland Capital Management (Texas)
Texas
– -$8.38M -81,000 Closed
DCM
333
Dupont Capital Management
Delaware
– -$2.57M -24,831 Closed
CC
334
Callan Capital
California
– -$1.15M -11,108 Closed
SMH
335
Sanders Morris Harris
Texas
– -$982K -9,480 Closed
BCM
336
BlueCrest Capital Management
Jersey
– -$630K -6,084 Closed
1GA
337
1st Global Advisors
Texas
– -$440K -4,249 Closed
ESCM
338
Echo Street Capital Management
New York
– -$421K -4,064 Closed
NI
339
Numeric Investors
Massachusetts
– -$362K -3,500 Closed
Bank of Nova Scotia
340
Bank of Nova Scotia
Ontario, Canada
– -$311K -3,000 Closed
TH
341
Timber Hill
Connecticut
– -$298K -2,881 Closed
FIM
342
Freedom Investment Management
Connecticut
– -$288K -2,779 Closed
HighTower Advisors
343
HighTower Advisors
Illinois
– -$271K -2,624 Closed
FWIA
344
Fort Washington Investment Advisors
Ohio
– -$262K -2,529 Closed
CG
345
Caprock Group
Idaho
– -$259K -2,500 Closed
CC
346
Cipher Capital
New York
– -$207K -2,004 Closed
PAM
347
Paradigm Asset Management
New York
– -$119K -1,150 Closed
CAL
348
Capital Analysts LLC
Pennsylvania
– -$105K -1,018 Closed
JG
349
Jefferies Group
New York
– -$99K -956 Closed
CCA
350
Checchi Capital Advisers
California
– -$51K -490 Closed
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.