We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

617 hedge funds and large institutions have $22.9B invested in Alexandria Real Estate Equities in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 196 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $12.9M

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

41% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 196

15% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 61

1.67% more ownership

Funds ownership: 99.11%100.78% (+1.7%)

1% more funds holding

Funds holding: 613617 (+4)

2% less capital invested

Capital invested by funds: $23.3B → $22.9B (-$472M)

Holders
617
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
10.63%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.26%
New
70
Increased
277
Reduced
196
Closed
61
Calls
$77.1M
Puts
$12.9M
Net Calls
+$64.2M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
351
Stamos Capital Partners
California
$813K -$184K -1,200 -17%
CB
352
Commerce Bank
Missouri
$807K -$46.7K -304 -5%
MCC
353
Malaga Cove Capital
California
$804K +$153 +1 +0%
FM
354
Forward Management
California
$802K +$878K +5,720 New
APP
355
Alpha Paradigm Partners
Illinois
$787K +$576K +3,751 +201%
AWP
356
Ascent Wealth Partners
New York
$781K +$138K +898 +19%
NMIMC
357
Northwestern Mutual Investment Management Company
Wisconsin
$773K -$178K -1,162 -17%
GG
358
Gofen & Glossberg
Illinois
$770K
AF
359
Allworth Financial
California
$749K +$242K +1,577 +42%
KRSITF
360
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$746K +$37.9K +247 +5%
PS
361
Presima Securities
Quebec, Canada
$743K -$12.2M -79,300 -94%
OC
362
Oppenheimer & Co
New York
$737K -$153K -1,000 -16%
Bank of Nova Scotia
363
Bank of Nova Scotia
Ontario, Canada
$728K -$303K -1,975 -28%
MML Investors Services
364
MML Investors Services
Massachusetts
$723K -$21.6K -141 -3%
HIA
365
Harbor Investment Advisory
Maryland
$721K +$413K +2,693 +110%
IC
366
IEQ Capital
California
$716K +$130K +844 +20%
Creative Planning
367
Creative Planning
Kansas
$699K -$122K -796 -14%
CAPTRUST Financial Advisors
368
CAPTRUST Financial Advisors
North Carolina
$699K +$766K +4,988 New
FHB
369
First Hawaiian Bank
Hawaii
$680K +$268K +1,748 +56%
Wealthfront Advisers
370
Wealthfront Advisers
California
$659K +$324K +2,112 +82%
NW
371
Naviter Wealth
Arkansas
$657K +$148K +964 +26%
Bank Julius Baer & Co
372
Bank Julius Baer & Co
Switzerland
$638K -$379K -2,469 -35%
API
373
Advisor Partners II
California
$626K +$685K +4,462 New
WA
374
Wambolt & Associates
Colorado
$623K -$13.4K -87 -2%
CIBC World Market
375
CIBC World Market
Ontario, Canada
$619K +$396K +2,580 +140%

ARE Hedge Fund Activity: Q3 2022 in Review

617 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2022, worth a combined $22.9B — down 2% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ARE positions and 61 closed out — a net gain of 9 holders — while 277 added to existing stakes and 196 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $212M. The largest seller was Parnassus Investments, cutting an estimated $515M.

  • 617 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2022, up from 613 in Q2 2022.
  • Funds reported $22.9B of Alexandria Real Estate Equities stock for Q3 2022, down 2% quarter-over-quarter.
  • 70 funds opened new Alexandria Real Estate Equities positions in Q3 2022 and 61 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2022 was Goldman Sachs, an estimated $212M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2022 was Parnassus Investments, an estimated $515M sold.

Based on aggregated 13F filings for Q3 2022.