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Alexandria Real Estate Equities

399 hedge funds and large institutions have $13.1B invested in Alexandria Real Estate Equities in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 170 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 31

84% more call options, than puts

Call options by funds: $8.2M | Put options by funds: $4.47M

42% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 120

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $11.6B → $13.1B (+$1.49B)

6% more funds holding

Funds holding: 375399 (+24)

0.51% more ownership

Funds ownership: 104.23%104.75% (+0.51%)

Holders
399
Holders Change
+24
Holders Change %
+6.4%
% of All Funds
9.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
59
Increased
170
Reduced
120
Closed
31
Calls
$8.2M
Puts
$4.47M
Net Calls
+$3.73M
Net Calls Change
+$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
351
Harvest Fund Management
China
$91K -$12.6K -100 -13%
EMG
352
ETF Managers Group
New Jersey
$73K +$10.1K +80 +17%
AssetMark Inc
353
AssetMark Inc
California
$67K -$1.18M -9,347 -95%
WAM
354
Wealthspire Advisors (Maryland)
Maryland
$66K +$882 +7 +1%
IDBONY
355
Israel Discount Bank of New York
New York
$62K +$6.3K +50 +12%
II
356
Inspire Investing
Idaho
$58K +$55.9K +444 New
RPC
357
Rossmore Private Capital
Connecticut
$51.6K +$49.8K +395 New
NSIM
358
North Star Investment Management
Illinois
$46K +$29K +230 +195%
GLI
359
Guardian Life Insurance
New York
$40K +$12.2K +97 +47%
RFS
360
Rockefeller Financial Services
New York
$35K
SIAS
361
Shine Investment Advisory Services
Colorado
$34K
PWM
362
Paulson Wealth Management
Illinois
$29K +$28K +222 New
CAW
363
Cornerstone Advisors (Washington)
Washington
$23K
GT
364
Glenmede Trust
Pennsylvania
$23K
FRA
365
Front Row Advisors
California
$23K +$21.9K +174 New
GT
366
Greenleaf Trust
Michigan
$20K
PA
367
Parallel Advisors
California
$18K
ACM
368
Armbruster Capital Management
New York
$17K
CCM
369
Covington Capital Management
California
$17K
QCG
370
Quadrant Capital Group
Ohio
$17K
TL
371
TrueWealth LLC
Georgia
$17K
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$16K -$5.16K -41 -25%
CBOA
373
Commonwealth Bank of Australia
Australia
$16K +$3.27K +26 +26%
TG
374
TLP Group
Illinois
$16K +$15.2K +121 New
PCP
375
Proficio Capital Partners
Massachusetts
$14K -$4.79K -38 -26%