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Alexandria Real Estate Equities

435 hedge funds and large institutions have $12.7B invested in Alexandria Real Estate Equities in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 171 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $6.99M

17% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 154

1% more funds holding

Funds holding: 429435 (+6)

0.22% more ownership

Funds ownership: 103.77%104% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8% less capital invested

Capital invested by funds: $13.8B → $12.7B (-$1.08B)

Holders
435
Holders Change
+6
Holders Change %
+1.4%
% of All Funds
9.69%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
54
Increased
171
Reduced
154
Closed
46
Calls
$17.8M
Puts
$6.99M
Net Calls
+$10.8M
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
376
Kaizen Advisory
Illinois
$35K +$4.76K +39 +15%
GLI
377
Guardian Life Insurance
New York
$34K
RTC
378
Riverview Trust Company
Washington
$32K +$33.8K +277 New
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$31K
SIAS
380
Shine Investment Advisory Services
Colorado
$30K
FHA
381
First Horizon Advisors
Tennessee
$28K +$6.59K +54 +29%
NSIM
382
North Star Investment Management
Illinois
$27K -$27.9K -229 -50%
LFA
383
Legacy Financial Advisors
Kentucky
$24K +$14.3K +117 +129%
OAJ
384
Ogorek Anthony Joseph
New York
$23K
ER
385
Enlightenment Research
Florida
$23K +$24.4K +200 New
CAW
386
Cornerstone Advisors (Washington)
Washington
$22K +$1.59K +13 +7%
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$22K +$8.05K +66 +52%
PCG
388
Private Capital Group
Connecticut
$21K -$26.8K -220 -55%
FRA
389
Front Row Advisors
California
$21K
ESB
390
Essex Savings Bank
Connecticut
$21K +$22.7K +186 New
JA
391
JOYN Advisors
Georgia
$20K +$8.9K +73 +74%
AIM
392
Advantage Investment Management
Iowa
$20K +$10.2K +84 +93%
Bessemer Group
393
Bessemer Group
New Jersey
$19K +$13.9K +114 +238%
CIA
394
CSat Investment Advisory
Michigan
$18K +$4.39K +36 +30%
PA
395
Parallel Advisors
California
$16K -$5.37K -44 -24%
PCP
396
Proficio Capital Partners
Massachusetts
$15K +$854 +7 +6%
CAM
397
Cresset Asset Management
Illinois
$15K +$15.4K +126 New
CFGS
398
Concourse Financial Group Securities
Alabama
$14K -$1.34K -11 -8%
QCG
399
Quadrant Capital Group
Ohio
$14K
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$13K

ARE Hedge Fund Activity: Q4 2018 in Review

435 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2018, worth a combined $12.7B — down 7.8% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ARE positions and 46 closed out — a net gain of 8 holders — while 171 added to existing stakes and 154 trimmed.

The largest buyer was Citigroup, adding an estimated $113M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $128M.

  • 435 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2018, up from 429 in Q3 2018.
  • Funds reported $12.7B of Alexandria Real Estate Equities stock for Q4 2018, down 7.8% quarter-over-quarter.
  • 54 funds opened new Alexandria Real Estate Equities positions in Q4 2018 and 46 closed out, a net change of +8 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2018 was Citigroup, an estimated $113M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2018 was CBRE Investment Management Listed Real Assets, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2018.