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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
SFSG
326
Sound Financial Strategies Group
Mississippi
$660K +$613K +3,706 New
AAM
327
Azzad Asset Management
Virginia
$654K +$8.43K +51 +1%
IMRF
328
Illinois Municipal Retirement Fund
Illinois
$649K +$253K +1,529 +72%
Mirae Asset Global Investments
329
Mirae Asset Global Investments
South Korea
$644K +$87.3K +528 +17%
HighTower Advisors
330
HighTower Advisors
Illinois
$620K +$231K +1,398 +67%
SFM
331
Systematic Financial Management
New Jersey
$616K +$31.4K +190 +6%
KRSITF
332
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$610K +$54.7K +331 +11%
Mackenzie Financial
333
Mackenzie Financial
Ontario, Canada
$601K +$44.3K +268 +9%
OWM
334
OneAscent Wealth Management
Alabama
$595K +$549K +3,319 New
AIA
335
Avalon Investment & Advisory
Texas
$592K +$159K +961 +41%
TCM
336
Telos Capital Management
California
$591K -$35K -212 -6%
MYAM
337
Meiji Yasuda Asset Management
Japan
$588K +$77.7K +470 +17%
KTA
338
Keeley-Teton Advisors
Illinois
$584K +$541K +3,276 New
Squarepoint
339
Squarepoint
New York
$583K -$1.89M -11,435 -78%
ARMT
340
Amica Retiree Medical Trust
Rhode Island
$583K -$64.8K -392 -11%
S
341
Seeyond
France
$581K -$2.98K -18 -0.5%
BCM
342
BTC Capital Management
Iowa
$580K +$245K +1,480 +83%
HWA
343
Hillcrest Wealth Advisors
New Jersey
$576K
BCV
344
Banque Cantonale Vaudoise
Switzerland
$570K
AF
345
Arrow Financial
New York
$563K
PA
346
Profund Advisors
Maryland
$525K -$2.64K -16 -0.5%
MYLI
347
Meiji Yasuda Life Insurance
Japan
$510K +$473K +2,863 New
V
348
Veritable
Delaware
$507K -$3.31K -20 -0.7%
EVM
349
Eaton Vance Management
Massachusetts
$495K -$67.4K -408 -13%
DCM
350
Donaldson Capital Management
Indiana
$488K -$30.1K -182 -6%

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.