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Alexandria Real Estate Equities
ARE

457 hedge funds and large institutions have $16.7B invested in Alexandria Real Estate Equities in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 186 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

25% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 149

13% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $30.6M

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

4.44% more ownership

Funds ownership: 99.74% → 104.18% (+4.4%)

4% more funds holding

Funds holding: 441 → 457 (+16)

4% more capital invested

Capital invested by funds: $16B → $16.7B (+$645M)

Holders
457
Holders Change
+16
Holders Change %
+3.63%
% of All Funds
9.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
66
Increased
186
Reduced
149
Closed
44
Calls
$34.6M
Puts
$30.6M
Net Calls
+$4.02M
Net Calls Change
-$30.1M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$488M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$217M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$172M
4
N
Nuveen
North Carolina
+$159M
5
ZP
Zimmer Partners
New York
+$128M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$235M
2
Charles Schwab
Charles Schwab
California
-$123M
3
State Street
State Street
Massachusetts
-$113M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$107M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$61.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRF
376
IBM Retirement Fund
New York
$245K -$2.46K -17 -1%
EMG
377
Ellington Management Group
Connecticut
$240K +$245K +1,700 New
CC
378
ClearArc Capital
Ohio
$238K -$28.9K -200 -11%
DA
379
Duality Advisers
Florida
$238K +$244K +1,690 New
PIA
380
Piedmont Investment Advisors
North Carolina
$236K -$110K -764 -31%
PCA
381
Personal Capital Advisors
California
$234K -$1.59K -11 -0.7%
MERSOM
382
Municipal Employees' Retirement System of Michigan
Michigan
$219K +$14.4K +100 +7%
CMBA
383
C.M. Bidwell & Associates
Hawaii
$218K -$21.7K -150 -9%
CCM
384
Cadence Capital Management
Massachusetts
$215K -$51K -353 -19%
CI
385
Conning Inc
Connecticut
$209K -$50.5K -350 -19%
BF
386
BOK Financial
Oklahoma
$207K -$144K -998 -41%
HW
387
Hancock Whitney
Mississippi
$206K +$211K +1,461 New
CP
388
Covenant Partners
Tennessee
$205K +$7.22K +50 +4%
PHK
389
Point72 Hong Kong
Hong Kong
$205K +$210K +1,455 New
Commonwealth Equity Services
390
Commonwealth Equity Services
Massachusetts
$203K -$8.52K -59 -4%
EMG
391
ETF Managers Group
New Jersey
$188K +$25.6K +177 +15%
LS
392
Livforsakringsbolaget Skandia
Sweden
$183K +$57.8K +400 +44%
FWM
393
Focused Wealth Management
New York
$183K +$188K +1,300 New
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
HCM
395
Hilton Capital Management
New York
$105K +$5.05K +35 +5%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$102K -$2.74K -19 -3%
HFM
397
Harvest Fund Management
China
$102K +$18.8K +130 +22%
RCAG
398
Rehmann Capital Advisory Group
Michigan
$101K +$18.5K +128 +22%
QCG
399
Quadrant Capital Group
Ohio
$101K +$82.3K +570 +308%
SIA
400
Sit Investment Associates
Minnesota
$95K -$26.7K -185 -22%
14 15
16
17 18

ARE Hedge Fund Activity: Q2 2019 in Review

457 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2019, worth a combined $16.7B — up 4% from $16B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ARE positions and 44 closed out — a net gain of 22 holders — while 186 added to existing stakes and 149 trimmed.

The largest buyer was Norges Bank, adding an estimated $488M. The largest seller was PGGM Investments, cutting an estimated $235M.

  • 457 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2019, up from 441 in Q1 2019.
  • Funds reported $16.7B of Alexandria Real Estate Equities stock for Q2 2019, up 4% quarter-over-quarter.
  • 66 funds opened new Alexandria Real Estate Equities positions in Q2 2019 and 44 closed out, a net change of +22 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2019 was Norges Bank, an estimated $488M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2019 was PGGM Investments, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2019.