We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

557 hedge funds and large institutions have $27.2B invested in Alexandria Real Estate Equities in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 263 increasing their positions, 160 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $100M | Put options by funds: $36.3M

64% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 160

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $23B → $27.2B (+$4.2B)

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 553557 (+4)

0.15% less ownership

Funds ownership: 96.29%96.15% (-0.15%)

Holders
557
Holders Change
+4
Holders Change %
+0.72%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
62
Increased
263
Reduced
160
Closed
53
Calls
$100M
Puts
$36.3M
Net Calls
+$63.7M
Net Calls Change
+$81.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Prelude Capital Management
New York
$920K +$899K +5,025 New
CB
327
Commerce Bank
Missouri
$916K +$15K +84 +2%
JWCA
328
J.W. Coons Advisors
Ohio
$900K
PRWA
329
Platte River Wealth Advisors
Colorado
$831K -$16.1K -90 -2%
CI
330
Cigna Investments
Connecticut
$786K -$53.7K -300 -6%
AF
331
Arrow Financial
New York
$756K -$179K -1,000 -19%
IRF
332
IBM Retirement Fund
New York
$748K -$77K -430 -9%
WS
333
Wedbush Securities
California
$742K -$89.5K -500 -11%
ACM
334
Alethea Capital Management
Washington
$739K +$727K +4,063 New
TCM
335
Twin Capital Management
Pennsylvania
$727K -$3.58K -20 -0.5%
Commonwealth Equity Services
336
Commonwealth Equity Services
Massachusetts
$725K +$125K +701 +21%
WAM
337
World Asset Management
Michigan
$724K +$29.9K +167 +4%
PP
338
Pegasus Partners
Wisconsin
$712K -$299K -1,671 -30%
LS
339
Livforsakringsbolaget Skandia
Sweden
$710K +$358K +2,000 +105%
Bank Julius Baer & Co
340
Bank Julius Baer & Co
Switzerland
$709K -$42.2K -236 -6%
BWM
341
Biltmore Wealth Management
Arizona
$692K +$25.8K +144 +4%
B
342
BP
United Kingdom
$657K -$403K -2,249 -38%
HWAM
343
Hennion & Walsh Asset Management
New Jersey
$655K -$35.6K -199 -5%
KRSITF
344
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$650K +$29.5K +165 +5%
SFM
345
Systematic Financial Management
New Jersey
$633K
PA
346
PFG Advisors
Arizona
$632K +$41.2K +230 +7%
AIA
347
Avalon Investment & Advisory
Texas
$630K -$895 -5 -0.1%
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$620K +$464K +2,591 +317%
BBVA
349
Banco Bilbao Vizcaya Argentaria
Spain
$601K +$85.4K +477 +17%
TCM
350
Telos Capital Management
California
$599K -$7.88K -44 -1%

ARE Hedge Fund Activity: Q2 2021 in Review

557 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2021, worth a combined $27.2B — up 18% from $23B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ARE positions and 53 closed out — a net gain of 9 holders — while 263 added to existing stakes and 160 trimmed.

The largest buyer was Norges Bank, adding an estimated $327M. The largest seller was Wellington Management Group, cutting an estimated $183M.

  • 557 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2021, up from 553 in Q1 2021.
  • Funds reported $27.2B of Alexandria Real Estate Equities stock for Q2 2021, up 18% quarter-over-quarter.
  • 62 funds opened new Alexandria Real Estate Equities positions in Q2 2021 and 53 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2021 was Norges Bank, an estimated $327M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2021 was Wellington Management Group, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2021.