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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
TCM
376
Telos Capital Management
California
$603K -$2K -13 -0.3%
CCM
377
Chilton Capital Management
Texas
$603K
PA
378
PFG Advisors
Arizona
$595K +$18.4K +120 +3%
OPS
379
Orion Portfolio Solutions
Nebraska
$595K +$209K +1,360 +47%
DADC
380
D.A. Davidson & Co
Montana
$586K +$21.5K +140 +3%
OPPTF
381
OPSEU Pension Plan Trust Fund
Ontario, Canada
$577K +$2.15K +14 +0.3%
AAIM
382
American Assets Investment Management
California
$574K +$284K +1,848 +82%
LJAC
383
L.J. Altfest & Co
New York
$560K +$8.44K +55 +1%
BWM
384
Biltmore Wealth Management
Arizona
$552K +$49.3K +321 +9%
NW
385
NewEdge Wealth
Pennsylvania
$547K +$174K +1,135 +41%
CCG
386
Cypress Capital Group
Florida
$531K +$3.07K +20 +0.5%
S
387
Seeyond
France
$528K -$236K -1,538 -29%
Lido Advisors
388
Lido Advisors
California
$528K -$14.7K -96 -2%
PRWA
389
Platte River Wealth Advisors
Colorado
$518K -$59.4K -387 -9%
ESCM
390
Echo Street Capital Management
New York
$513K -$657K -4,281 -54%
Susquehanna International Group
391
Susquehanna International Group
Pennsylvania
$499K -$3.48M -22,679 -86%
BBVA
392
Banco Bilbao Vizcaya Argentaria
Spain
$496K -$8.75K -57 -2%
VAS
393
Vestmark Advisory Solutions
Massachusetts
$496K +$269K +1,750 +98%
PP
394
Prudential plc
United Kingdom
$490K +$72.3K +471 +16%
KCM
395
KLK Capital Management
California
$474K +$520K +3,387 New
CCM
396
Community Capital Management
Florida
$462K +$161K +1,050 +47%
KIA
397
KCM Investment Advisors
California
$460K -$24.4K -159 -5%
HWA
398
Hillcrest Wealth Advisors
New Jersey
$457K +$4.14K +27 +0.8%
ETC
399
Exchange Traded Concepts
Oklahoma
$453K +$18.4K +120 +4%
VU
400
Vanderbilt University
Tennessee
$449K +$17K +111 +4%

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.