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Alexandria Real Estate Equities

564 hedge funds and large institutions have $28.9B invested in Alexandria Real Estate Equities in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 177

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

6% more capital invested

Capital invested by funds: $27.2B → $28.9B (+$1.75B)

3.29% more ownership

Funds ownership: 96.15%99.44% (+3.3%)

1% more funds holding

Funds holding: 557564 (+7)

9% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $29.3M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
564
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
9.87%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
59
Increased
240
Reduced
177
Closed
44
Calls
$26.6M
Puts
$29.3M
Net Calls
-$2.62M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
351
Winton Group
United Kingdom
$647K -$366K -1,838 -35%
TCM
352
Telos Capital Management
California
$644K +$15.9K +80 +2%
AAIM
353
American Assets Investment Management
California
$643K +$670K +3,365 New
HI
354
Horizon Investments
North Carolina
$643K +$670K +3,367 New
DTL
355
Dynamic Technology Lab
Singapore
$636K +$403K +2,024 +155%
MYAM
356
Meiji Yasuda Asset Management
Japan
$619K +$21.9K +110 +4%
HWA
357
Hillcrest Wealth Advisors
New Jersey
$618K
LS
358
Livforsakringsbolaget Skandia
Sweden
$611K -$139K -700 -18%
KTA
359
Keeley-Teton Advisors
Illinois
$605K +$630K +3,164 New
Cambridge Investment Research Advisors
360
Cambridge Investment Research Advisors
Iowa
$595K +$81.2K +408 +15%
CA
361
Crumly & Associates
Illinois
$579K +$49.6K +249 +9%
AssetMark Inc
362
AssetMark Inc
California
$562K +$81.8K +411 +16%
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$553K +$52.6K +264 +10%
VPIM
364
Vanguard Personalized Indexing Management
California
$548K +$80.8K +406 +16%
FHB
365
First Hawaiian Bank
Hawaii
$546K -$597 -3 -0.1%
YMRC
366
Yorktown Management & Research Company
Virginia
$545K
PP
367
Pegasus Partners
Wisconsin
$542K -$215K -1,080 -28%
Mercer Global Advisors
368
Mercer Global Advisors
Colorado
$531K +$142K +715 +35%
MML Investors Services
369
MML Investors Services
Massachusetts
$512K +$43.6K +219 +9%
IA
370
IndexIQ Advisors
New York
$511K +$88.2K +443 +20%
AF
371
Arrow Financial
New York
$508K -$299K -1,500 -36%
MCC
372
Malaga Cove Capital
California
$506K
AC
373
Allstate Corporation
Illinois
$500K
IMRF
374
Illinois Municipal Retirement Fund
Illinois
$499K
BCV
375
Banque Cantonale Vaudoise
Switzerland
$497K

ARE Hedge Fund Activity: Q3 2021 in Review

564 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2021, worth a combined $28.9B — up 6.4% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ARE positions and 44 closed out — a net gain of 15 holders — while 240 added to existing stakes and 177 trimmed.

The largest buyer was Vanguard Group, adding an estimated $228M. The largest seller was PGGM Investments, cutting an estimated $250M.

  • 564 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2021, up from 557 in Q2 2021.
  • Funds reported $28.9B of Alexandria Real Estate Equities stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 59 funds opened new Alexandria Real Estate Equities positions in Q3 2021 and 44 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2021 was Vanguard Group, an estimated $228M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2021 was PGGM Investments, an estimated $250M sold.

Based on aggregated 13F filings for Q3 2021.