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Alexandria Real Estate Equities

673 hedge funds and large institutions have $19B invested in Alexandria Real Estate Equities in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 254 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 69

4% more funds holding

Funds holding: 649673 (+24)

2% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 250

2.73% less ownership

Funds ownership: 95.88%93.15% (-2.7%)

12% less capital invested

Capital invested by funds: $21.6B → $19B (-$2.55B)

29% less call options, than puts

Call options by funds: $64.6M | Put options by funds: $90.5M

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
673
Holders Change
+24
Holders Change %
+3.7%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
99
Increased
254
Reduced
250
Closed
69
Calls
$64.6M
Puts
$90.5M
Net Calls
-$25.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
326
Stamos Capital Partners
California
$1.27M +$144K +1,210 +12%
Cetera Investment Advisers
327
Cetera Investment Advisers
Illinois
$1.27M -$704K -5,903 -35%
MFG
328
MidWestOne Financial Group
Iowa
$1.27M +$201K +1,686 +18%
AWM
329
Avitas Wealth Management
California
$1.26M +$1.28M +10,747 New
OTPPB
330
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.24M +$1.26M +10,582 New
MCC
331
Malaga Cove Capital
California
$1.23M -$3.22K -27 -0.3%
PAS
332
Point72 Asia (Singapore)
Singapore
$1.23M +$1.25M +10,484 New
BCM
333
Bayesian Capital Management
New York
$1.23M +$667K +5,600 +115%
VI
334
Versor Investments
New York
$1.22M +$998K +8,377 +414%
Rockefeller Capital Management
335
Rockefeller Capital Management
New York
$1.21M -$211K -1,768 -15%
SPA
336
Sherbrooke Park Advisers
New York
$1.2M +$1.23M +10,283 New
D.E. Shaw & Co
337
D.E. Shaw & Co
New York
$1.2M +$1.22M +10,252 New
CCM
338
Copeland Capital Management
Pennsylvania
$1.2M -$41.2K -346 -3%
GCP
339
GSA Capital Partners
United Kingdom
$1.18M +$1.2M +10,109 New
HIMCH
340
Hartford Investment Management Co (HIMCO)
Connecticut
$1.17M -$13.1K -110 -1%
AIM
341
Aquila Investment Management
New York
$1.17M
CIA
342
Cascade Investment Advisors
Oregon
$1.16M +$39.9K +335 +3%
OC
343
Opinicus Capital
Florida
$1.15M +$15K +126 +1%
MFS
344
Mattson Financial Services
Michigan
$1.14M +$1.17M +9,789 New
KWA
345
Kingswood Wealth Advisors
California
$1.13M +$573K +4,811 +99%
AMI
346
Amica Mutual Insurance
Rhode Island
$1.11M
HCM
347
Hilton Capital Management
New York
$1.09M +$3.46K +29 +0.3%
ET
348
Entropy Technologies
New York
$1.08M +$1.1M +9,243 New
PPW
349
Pasadena Private Wealth
California
$1.07M -$24.7K -207 -2%
Two Sigma Advisers
350
Two Sigma Advisers
New York
$1.06M +$1.08M +9,100 New

ARE Hedge Fund Activity: Q2 2024 in Review

673 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2024, worth a combined $19B — down 12% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ARE positions and 69 closed out — a net gain of 30 holders — while 254 added to existing stakes and 250 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $44.9M. The largest seller was Deutsche Bank, cutting an estimated $153M.

  • 673 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2024, up from 649 in Q1 2024.
  • Funds reported $19B of Alexandria Real Estate Equities stock for Q2 2024, down 12% quarter-over-quarter.
  • 99 funds opened new Alexandria Real Estate Equities positions in Q2 2024 and 69 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2024 was Goldman Sachs, an estimated $44.9M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2024 was Deutsche Bank, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2024.