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Alexandria Real Estate Equities
ARE

457 hedge funds and large institutions have $16.7B invested in Alexandria Real Estate Equities in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 186 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

25% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 149

13% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $30.6M

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

4.44% more ownership

Funds ownership: 99.74% → 104.18% (+4.4%)

4% more funds holding

Funds holding: 441 → 457 (+16)

4% more capital invested

Capital invested by funds: $16B → $16.7B (+$645M)

Holders
457
Holders Change
+16
Holders Change %
+3.63%
% of All Funds
9.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
66
Increased
186
Reduced
149
Closed
44
Calls
$34.6M
Puts
$30.6M
Net Calls
+$4.02M
Net Calls Change
-$30.1M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$488M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$217M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$172M
4
N
Nuveen
North Carolina
+$159M
5
ZP
Zimmer Partners
New York
+$128M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$235M
2
Charles Schwab
Charles Schwab
California
-$123M
3
State Street
State Street
Massachusetts
-$113M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$107M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$61.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$535K +$69.2K +479 +14%
BFM
327
Boothbay Fund Management
New York
$521K +$533K +3,690 New
TCM
328
Telos Capital Management
California
$502K +$10.1K +70 +2%
MYAM
329
Meiji Yasuda Asset Management
Japan
$501K +$24.5K +170 +5%
AAM
330
Azzad Asset Management
Virginia
$498K +$39K +270 +8%
AI
331
Atom Investors
Texas
$479K +$490K +3,396 New
CI
332
Cigna Investments
Connecticut
$472K -$18.6K -129 -4%
Point72 Asset Management
333
Point72 Asset Management
Connecticut
$469K +$480K +3,323 New
ARMT
334
Amica Retiree Medical Trust
Rhode Island
$466K – – –
HWA
335
Hillcrest Wealth Advisors
New Jersey
$456K – – –
BCM
336
Bayesian Capital Management
New York
$454K +$465K +3,219 New
DA
337
Denali Advisors
California
$451K +$462K +3,200 New
V
338
Veritable
Delaware
$447K -$464K -3,213 -50%
B
339
Bailard
California
$446K – – –
NERM
340
New England Research & Management
Illinois
$445K -$350K -2,423 -43%
HI
341
Horizon Investments
North Carolina
$444K +$240K +1,659 +112%
ER
342
Enlightenment Research
Florida
$443K +$449K +3,111 New
ECM
343
Element Capital Management
New York
$443K +$453K +3,138 New
Federated Hermes
344
Federated Hermes
Pennsylvania
$441K +$118K +820 +36%
B
345
Barings
North Carolina
$425K +$435K +3,010 New
LPL Financial
346
LPL Financial
California
$417K -$96.5K -668 -18%
WTC
347
WhitTier Trust Company
Nevada
$410K +$46.5K +322 +12%
CB
348
Commerce Bank
Missouri
$395K +$5.78K +40 +1%
RJA
349
Raymond James & Associates
Florida
$384K -$215K -1,487 -35%
RIM
350
Rampart Investment Management
Connecticut
$376K -$10.8K -75 -3%
12 13
14
15 16

ARE Hedge Fund Activity: Q2 2019 in Review

457 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2019, worth a combined $16.7B — up 4% from $16B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ARE positions and 44 closed out — a net gain of 22 holders — while 186 added to existing stakes and 149 trimmed.

The largest buyer was Norges Bank, adding an estimated $488M. The largest seller was PGGM Investments, cutting an estimated $235M.

  • 457 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2019, up from 441 in Q1 2019.
  • Funds reported $16.7B of Alexandria Real Estate Equities stock for Q2 2019, up 4% quarter-over-quarter.
  • 66 funds opened new Alexandria Real Estate Equities positions in Q2 2019 and 44 closed out, a net change of +22 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2019 was Norges Bank, an estimated $488M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2019 was PGGM Investments, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2019.