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Alexandria Real Estate Equities

557 hedge funds and large institutions have $27.2B invested in Alexandria Real Estate Equities in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 263 increasing their positions, 160 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $100M | Put options by funds: $36.3M

64% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 160

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $23B → $27.2B (+$4.2B)

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 553557 (+4)

0.15% less ownership

Funds ownership: 96.29%96.15% (-0.15%)

Holders
557
Holders Change
+4
Holders Change %
+0.72%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
62
Increased
263
Reduced
160
Closed
53
Calls
$100M
Puts
$36.3M
Net Calls
+$63.7M
Net Calls Change
+$81.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
351
Raymond James Financial Services Advisors
Florida
$593K +$162K +905 +38%
HWA
352
Hillcrest Wealth Advisors
New Jersey
$588K
MYAM
353
Meiji Yasuda Asset Management
Japan
$569K -$104K -580 -16%
KIA
354
KCM Investment Advisors
California
$563K +$165K +924 +43%
CIBC World Market
355
CIBC World Market
Ontario, Canada
$557K +$547K +3,059 New
WA
356
Wambolt & Associates
Colorado
$552K +$134K +748 +33%
FHB
357
First Hawaiian Bank
Hawaii
$520K -$68.4K -382 -12%
YMRC
358
Yorktown Management & Research Company
Virginia
$519K +$510K +2,850 New
CA
359
Crumly & Associates
Illinois
$506K +$117K +654 +31%
BCM
360
BTC Capital Management
Iowa
$505K -$86.3K -482 -15%
Cambridge Investment Research Advisors
361
Cambridge Investment Research Advisors
Iowa
$492K +$48.5K +271 +11%
AWP
362
Ascent Wealth Partners
New York
$488K +$480K +2,681 New
CBB
363
Citizens Business Bank
California
$486K -$31.3K -175 -6%
MCC
364
Malaga Cove Capital
California
$482K -$5.91K -33 -1%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$479K +$231K +1,293 +96%
AC
366
Allstate Corporation
Illinois
$476K +$10K +56 +2%
IMRF
367
Illinois Municipal Retirement Fund
Illinois
$475K
BCV
368
Banque Cantonale Vaudoise
Switzerland
$473K -$107K -600 -19%
Lido Advisors
369
Lido Advisors
California
$473K +$462K +2,582 New
Nomura Holdings
370
Nomura Holdings
Japan
$470K +$462K +2,581 New
AssetMark Inc
371
AssetMark Inc
California
$461K +$38.5K +215 +9%
V
372
Veritable
Delaware
$459K +$3.76K +21 +0.8%
Jane Street
373
Jane Street
New York
$455K -$16.1M -89,862 -97%
WC
374
Wexford Capital
Florida
$455K +$447K +2,500 New
DCM
375
Donaldson Capital Management
Indiana
$449K -$65.3K -365 -13%

ARE Hedge Fund Activity: Q2 2021 in Review

557 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2021, worth a combined $27.2B — up 18% from $23B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ARE positions and 53 closed out — a net gain of 9 holders — while 263 added to existing stakes and 160 trimmed.

The largest buyer was Norges Bank, adding an estimated $327M. The largest seller was Wellington Management Group, cutting an estimated $183M.

  • 557 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2021, up from 553 in Q1 2021.
  • Funds reported $27.2B of Alexandria Real Estate Equities stock for Q2 2021, up 18% quarter-over-quarter.
  • 62 funds opened new Alexandria Real Estate Equities positions in Q2 2021 and 53 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2021 was Norges Bank, an estimated $327M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2021 was Wellington Management Group, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2021.