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Alexandria Real Estate Equities

428 hedge funds and large institutions have $13.8B invested in Alexandria Real Estate Equities in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $4.21M

19% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 151

2% more capital invested

Capital invested by funds: $13.5B → $13.8B (+$282M)

0.27% less ownership

Funds ownership: 104.05%103.77% (-0.27%)

3% less funds holding

Funds holding: 440428 (-12)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

Holders
428
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
9.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
34
Increased
180
Reduced
151
Closed
43
Calls
$14.7M
Puts
$4.21M
Net Calls
+$10.5M
Net Calls Change
+$9.36M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
351
Regions Financial Corp
Alabama
$214K
1WA
352
180 Wealth Advisors
Washington
$214K +$216K +1,705 New
PIA
353
Piedmont Investment Advisors
North Carolina
$213K -$239K -1,888 -53%
IRF
354
IBM Retirement Fund
New York
$213K -$31K -245 -13%
FAAS
355
First Allied Advisory Services
California
$208K -$16.6K -131 -7%
W
356
Wealthfront
California
$207K -$18.5K -146 -8%
ACM
357
Alethea Capital Management
Washington
$207K +$208K +1,648 New
CA
358
Commerzbank Aktiengesellschaft
Germany
$205K +$206K +1,629 New
PNC
359
Park National Corp
Ohio
$201K
SIA
360
Sit Investment Associates
Minnesota
$199K +$200K +1,585 New
IA
361
IFP Advisors
Florida
$135K -$2.02K -16 -1%
AWM
362
Avior Wealth Management
Nebraska
$133K +$133K +1,054 New
LS
363
Livforsakringsbolaget Skandia
Sweden
$113K -$75.9K -600 -40%
EMG
364
ETF Managers Group
New Jersey
$113K +$11.9K +94 +12%
WAM
365
Wealthspire Advisors (Maryland)
Maryland
$101K -$632 -5 -0.6%
CAL
366
Capital Analysts LLC
Pennsylvania
$98K +$506 +4 +0.5%
CGT
367
Capital Guardian Trust
California
$93K +$93.4K +739 New
MC
368
Muzinich & Co
New York
$78K
RCAG
369
Rehmann Capital Advisory Group
Michigan
$73.3K -$2.02K -16 -3%
CBT
370
Capital Bank & Trust
California
$69K +$69.3K +548 New
NSIM
371
North Star Investment Management
Illinois
$58K +$126 +1 +0.2%
AAP
372
Arax Advisory Partners
Colorado
$56K
EAM
373
Exane Asset Management
France
$51.7K +$52K +411 New
HFM
374
Harvest Fund Management
China
$50K
PCG
375
Private Capital Group
Connecticut
$50K +$25K +198 +97%

ARE Hedge Fund Activity: Q3 2018 in Review

428 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2018, worth a combined $13.8B — up 2.1% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ARE and 34 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 180 added.

The largest buyer was Invesco, adding an estimated $83.2M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $49.7M.

  • 428 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2018, down from 440 in Q2 2018.
  • Funds reported $13.8B of Alexandria Real Estate Equities stock for Q3 2018, up 2.1% quarter-over-quarter.
  • 34 funds opened new Alexandria Real Estate Equities positions in Q3 2018 and 43 closed out, a net change of -9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2018 was Invesco, an estimated $83.2M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2018 was CBRE Investment Management Listed Real Assets, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2018.