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Alexandria Real Estate Equities

538 hedge funds and large institutions have $23.8B invested in Alexandria Real Estate Equities in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.3M

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 179

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.58B)

2% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 61

1% less funds holding

Funds holding: 546538 (-8)

6.43% less ownership

Funds ownership: 105.37%98.94% (-6.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
538
Holders Change
-8
Holders Change %
-1.47%
% of All Funds
9.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
60
Increased
223
Reduced
179
Closed
61
Calls
$13.6M
Puts
$9.3M
Net Calls
+$4.33M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
N
351
Natixis
France
$485K +$450K +2,720 New
BBVA
352
Banco Bilbao Vizcaya Argentaria
Spain
$482K +$78.2K +473 +21%
AWCI
353
Alpine Woods Capital Investors
New York
$477K -$33.1K -200 -7%
BWM
354
Biltmore Wealth Management
Arizona
$477K -$25.3K -153 -5%
PA
355
PFG Advisors
Arizona
$476K +$8.43K +51 +2%
EI
356
Ethic Inc
New York
$470K +$111K +673 +34%
MML Investors Services
357
MML Investors Services
Massachusetts
$469K -$41.8K -253 -9%
FHB
358
First Hawaiian Bank
Hawaii
$458K -$57.5K -348 -12%
GT
359
Glenmede Trust
Pennsylvania
$452K +$327K +1,976 +350%
AP
360
Advisor Partners
California
$451K +$82.1K +497 +24%
Federated Hermes
361
Federated Hermes
Pennsylvania
$449K +$13.9K +84 +3%
AI
362
Atom Investors
Texas
$439K +$407K +2,465 New
AIS
363
American Investment Services
Massachusetts
$434K
MAM
364
Martingale Asset Management
Massachusetts
$425K
CS
365
Cannell & Spears
New York
$415K
IAA
366
Ironsides Asset Advisors
North Carolina
$413K -$112K -675 -23%
CCM
367
Community Capital Management
Florida
$401K -$207K -1,250 -36%
CIM
368
Contravisory Investment Management
Massachusetts
$401K -$29.4K -178 -7%
B
369
Bailard
California
$401K -$2.81K -17 -0.8%
AC
370
Allstate Corporation
Illinois
$398K
VPIM
371
Vanguard Personalized Indexing Management
California
$395K +$25.5K +154 +7%
RJFSA
372
Raymond James Financial Services Advisors
Florida
$392K -$496 -3 -0.1%
SSG
373
Summit Securities Group
New York
$392K +$364K +2,200 New
AssetMark Inc
374
AssetMark Inc
California
$389K +$19.3K +117 +6%
Cambridge Investment Research Advisors
375
Cambridge Investment Research Advisors
Iowa
$386K -$5.62K -34 -2%

ARE Hedge Fund Activity: Q4 2020 in Review

538 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2020, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ARE and 60 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 223 added.

The largest buyer was PGGM Investments, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 538 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2020, down from 546 in Q3 2020.
  • Funds reported $23.8B of Alexandria Real Estate Equities stock for Q4 2020, up 12% quarter-over-quarter.
  • 60 funds opened new Alexandria Real Estate Equities positions in Q4 2020 and 61 closed out, a net change of -1 holder.
  • The largest Alexandria Real Estate Equities buyer in Q4 2020 was PGGM Investments, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2020 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2020.