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Alexandria Real Estate Equities

538 hedge funds and large institutions have $23.8B invested in Alexandria Real Estate Equities in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.3M

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 179

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.58B)

2% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 61

1% less funds holding

Funds holding: 546538 (-8)

6.43% less ownership

Funds ownership: 105.37%98.94% (-6.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
538
Holders Change
-8
Holders Change %
-1.47%
% of All Funds
9.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
60
Increased
223
Reduced
179
Closed
61
Calls
$13.6M
Puts
$9.3M
Net Calls
+$4.33M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
376
AlphaSimPlex Group
Massachusetts
$385K -$29.9K -181 -8%
FT
377
Fiduciary Trust
Massachusetts
$384K
LIA
378
LS Investment Advisors
Michigan
$377K -$4.13K -25 -1%
CBB
379
Citizens Business Bank
California
$374K +$347K +2,100 New
KFA
380
Krane Funds Advisors
New York
$368K -$46.3K -280 -12%
LNWWM
381
Laird Norton Wetherby Wealth Management
California
$367K +$1.98K +12 +0.6%
AWM
382
AE Wealth Management
Kansas
$365K +$24.6K +149 +8%
EMG
383
ETF Managers Group
New Jersey
$365K +$37.5K +227 +12%
MSRPS
384
Maryland State Retirement & Pension System
Maryland
$359K +$358K +2,168 New
DLG
385
Daniel L. Goodwin
$358K
TMAM
386
Tokio Marine Asset Management
Japan
$346K +$99.8K +604 +45%
SS
387
Simplicity Solutions
Minnesota
$342K +$14.9K +90 +5%
LS
388
Livforsakringsbolaget Skandia
Sweden
$339K +$116K +700 +58%
FC
389
FCA Corp
Texas
$330K
PA
390
Pinnacle Associates
New York
$327K
AIP
391
Ameritas Investment Partners
Nebraska
$324K
CG
392
Colony Group
Massachusetts
$322K -$240K -1,451 -45%
OAM
393
Optimal Asset Management
California
$321K
CI
394
Conning Inc
Connecticut
$320K +$24.8K +150 +9%
IA
395
IndexIQ Advisors
New York
$311K +$127K +766 +78%
Wealthfront Advisers
396
Wealthfront Advisers
California
$310K +$6.78K +41 +2%
Creative Planning
397
Creative Planning
Kansas
$307K +$285K +1,724 New
OFS
398
OneAscent Financial Services
Alabama
$298K -$188K -1,137 -41%
Los Angeles Capital Management
399
Los Angeles Capital Management
California
$297K -$250K -1,510 -47%
FA
400
FDx Advisors
Illinois
$297K -$9.09K -55 -3%

ARE Hedge Fund Activity: Q4 2020 in Review

538 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2020, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ARE and 60 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 223 added.

The largest buyer was PGGM Investments, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 538 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2020, down from 546 in Q3 2020.
  • Funds reported $23.8B of Alexandria Real Estate Equities stock for Q4 2020, up 12% quarter-over-quarter.
  • 60 funds opened new Alexandria Real Estate Equities positions in Q4 2020 and 61 closed out, a net change of -1 holder.
  • The largest Alexandria Real Estate Equities buyer in Q4 2020 was PGGM Investments, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2020 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2020.