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Alexandria Real Estate Equities

428 hedge funds and large institutions have $13.8B invested in Alexandria Real Estate Equities in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $4.21M

19% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 151

2% more capital invested

Capital invested by funds: $13.5B → $13.8B (+$282M)

0.27% less ownership

Funds ownership: 104.05%103.77% (-0.27%)

3% less funds holding

Funds holding: 440428 (-12)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

Holders
428
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
9.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
34
Increased
180
Reduced
151
Closed
43
Calls
$14.7M
Puts
$4.21M
Net Calls
+$10.5M
Net Calls Change
+$9.36M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
MAI Capital Management
Ohio
$341K -$6.07K -48 -2%
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$340K +$342K +2,706 New
CG
328
Colony Group
Massachusetts
$320K +$7.58K +60 +2%
Jane Street
329
Jane Street
New York
$317K -$4.11M -32,528 -93%
DADC
330
D.A. Davidson & Co
Montana
$304K -$5.44K -43 -2%
BNP Paribas Asset Management
331
BNP Paribas Asset Management
France
$303K -$14.7K -116 -5%
AIS
332
American Investment Services
Massachusetts
$300K
Mackenzie Financial
333
Mackenzie Financial
Ontario, Canada
$297K +$55.8K +441 +23%
BFC
334
Blue Fin Capital
Rhode Island
$292K -$34.8K -275 -11%
BF
335
BOK Financial
Oklahoma
$286K +$44.6K +353 +18%
PAG
336
Private Advisor Group
New Jersey
$277K +$71.2K +563 +34%
Mirae Asset Global Investments
337
Mirae Asset Global Investments
South Korea
$265K +$266K +2,103 New
MC
338
Miles Capital
Iowa
$264K
LC
339
Lourd Capital
California
$256K +$257K +2,034 New
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$251K +$7.46K +59 +3%
AIP
341
Ameritas Investment Partners
Nebraska
$245K
FA
342
FDx Advisors
Illinois
$235K +$236K +1,867 New
FC
343
FCA Corp
Texas
$233K
APA
344
American Portfolios Advisors
New York
$232K +$234K +1,848 New
FT
345
Fiduciary Trust
Massachusetts
$227K +$126 +1 +0.1%
WA1
346
Wimmer Associates 1
California
$227K +$8.22K +65 +4%
CI
347
Conning Inc
Connecticut
$223K -$2.53K -20 -1%
CBOA
348
Commonwealth Bank of Australia
Australia
$219K
WTC
349
WhitTier Trust Company
Nevada
$219K +$24.8K +196 +13%
AP
350
Advisor Partners
California
$216K +$11.6K +92 +6%

ARE Hedge Fund Activity: Q3 2018 in Review

428 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2018, worth a combined $13.8B — up 2.1% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ARE and 34 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 180 added.

The largest buyer was Invesco, adding an estimated $83.2M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $49.7M.

  • 428 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2018, down from 440 in Q2 2018.
  • Funds reported $13.8B of Alexandria Real Estate Equities stock for Q3 2018, up 2.1% quarter-over-quarter.
  • 34 funds opened new Alexandria Real Estate Equities positions in Q3 2018 and 43 closed out, a net change of -9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2018 was Invesco, an estimated $83.2M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2018 was CBRE Investment Management Listed Real Assets, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2018.