We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

546 hedge funds and large institutions have $21.2B invested in Alexandria Real Estate Equities in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $13.9M

8% more funds holding

Funds holding: 505546 (+41)

4.69% more ownership

Funds ownership: 100.68%105.37% (+4.7%)

3% more capital invested

Capital invested by funds: $20.6B → $21.2B (+$631M)

1% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 193

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
546
Holders Change
+41
Holders Change %
+8.12%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
84
Increased
194
Reduced
193
Closed
37
Calls
$22.6M
Puts
$13.9M
Net Calls
+$8.72M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
351
Mackenzie Financial
Ontario, Canada
$497K +$14K +84 +3%
KRSITF
352
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$495K -$2K -12 -0.4%
Mirae Asset Global Investments
353
Mirae Asset Global Investments
South Korea
$494K -$41.7K -250 -7%
IAA
354
Ironsides Asset Advisors
North Carolina
$479K -$90.2K -540 -15%
WS
355
Wedbush Securities
California
$478K +$188K +1,125 +60%
PA
356
Profund Advisors
Maryland
$474K -$73.1K -438 -13%
DCM
357
Donaldson Capital Management
Indiana
$468K +$488K +2,923 New
FHB
358
First Hawaiian Bank
Hawaii
$467K -$61.9K -371 -11%
Nomura Holdings
359
Nomura Holdings
Japan
$465K -$107K -641 -18%
JG
360
Jefferies Group
New York
$464K +$484K +2,900 New
MML Investors Services
361
MML Investors Services
Massachusetts
$462K +$34.2K +205 +8%
AWCI
362
Alpine Woods Capital Investors
New York
$460K -$104K -625 -18%
V
363
Veritable
Delaware
$459K -$721K -4,316 -60%
BWM
364
Biltmore Wealth Management
Arizona
$459K -$30.7K -184 -6%
MYAM
365
Meiji Yasuda Asset Management
Japan
$453K -$152K -910 -24%
CIBC World Market
366
CIBC World Market
Ontario, Canada
$449K +$468K +2,805 New
OFS
367
OneAscent Financial Services
Alabama
$448K +$116K +695 +33%
BEI
368
Benjamin Edwards Inc
Missouri
$429K +$448K +2,683 New
PA
369
PFG Advisors
Arizona
$428K +$6.68K +40 +2%
EGM
370
Engineers Gate Manager
New York
$427K -$122K -731 -22%
JCIA
371
Jackson Creek Investment Advisors
Colorado
$417K +$436K +2,609 New
IG
372
ING Group
Netherlands
$415K +$433K +2,596 New
FRM
373
Fox Run Management
Connecticut
$411K +$429K +2,571 New
ECM
374
ETrade Capital Management
Virginia
$391K +$78.8K +472 +24%
Federated Hermes
375
Federated Hermes
Pennsylvania
$390K -$35.2K -211 -8%

ARE Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2020, worth a combined $21.2B — up 3.1% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ARE positions and 37 closed out — a net gain of 47 holders — while 194 added to existing stakes and 193 trimmed.

The largest buyer was Norges Bank, adding an estimated $376M. The largest seller was State Street, cutting an estimated $134M.

  • 546 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2020, up from 505 in Q2 2020.
  • Funds reported $21.2B of Alexandria Real Estate Equities stock for Q3 2020, up 3.1% quarter-over-quarter.
  • 84 funds opened new Alexandria Real Estate Equities positions in Q3 2020 and 37 closed out, a net change of +47 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2020 was Norges Bank, an estimated $376M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2020 was State Street, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2020.