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Alexandria Real Estate Equities
ARE

649 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 267 increasing their positions, 224 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 224

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

0% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $90.2M

0% less capital invested

Capital invested by funds: $21.6B → $21.6B (-$7.81M)

0% less funds holding

Funds holding: 651 → 649 (-2)

2.1% less ownership

Funds ownership: 97.97% → 95.88% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

Holders
649
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
70
Increased
267
Reduced
224
Closed
67
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$167M
2
Charles Schwab
Charles Schwab
California
+$89M
3
RC
Resolution Capital
Australia
+$84.5M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$57.9M
5
DC
Davenport & Co
Virginia
+$52.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$180M
2
N
Nuveen
North Carolina
-$126M
3
Principal Financial Group
Principal Financial Group
Iowa
-$105M
4
State Street
State Street
Massachusetts
-$95.8M
5
CIM
Centersquare Investment Management
Pennsylvania
-$64.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
376
PFG Advisors
Arizona
$620K +$33.3K +270 +6%
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$604K +$248K +2,009 +75%
Verition Fund Management
378
Verition Fund Management
Connecticut
$603K +$11K +89 +2%
SLI
379
Sumitomo Life Insurance
Japan
$598K -$31.8K -258 -5%
Envestnet Portfolio Solutions
380
Envestnet Portfolio Solutions
Illinois
$596K -$11K -89 -2%
CA
381
Crumly & Associates
Illinois
$584K -$9.73K -79 -2%
JF
382
Jump Financial
Illinois
$577K +$185K +1,500 +50%
OAM
383
Ostrum Asset Management
France
$569K – – –
WTA
384
Washington Trust Advisors
Massachusetts
$565K +$534K +4,334 +8,668%
VF
385
Virtu Financial
New York
$561K +$28.5K +231 +6%
RIM
386
Rakuten Investment Management
Japan
$554K +$482K +3,908 +994%
Jane Street
387
Jane Street
New York
$554K -$17.8M -144,316 -97%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$552K +$61.4K +498 +13%
Teacher Retirement System of Texas
389
Teacher Retirement System of Texas
Texas
$541K -$3.16M -25,640 -86%
EI
390
Ellevest Inc
New York
$535K -$13.2M -106,750 -96%
AIMCA
391
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$529K – – –
HNB
392
Huntington National Bank
Ohio
$528K -$34.4K -279 -6%
HCA
393
Harbour Capital Advisors
Virginia
$518K +$77K +625 +18%
BCAM
394
Boston Common Asset Management
Massachusetts
$518K – – –
BCM
395
Brasada Capital Management
Texas
$515K -$6.78K -55 -1%
BOS
396
Bank of Stockton
California
$507K +$32.7K +265 +7%
MYAM
397
Meiji Yasuda Asset Management
Japan
$507K +$61.6K +500 +15%
HFS
398
Hantz Financial Services
Michigan
$491K +$51.8K +420 +12%
HPG
399
Harvest Portfolios Group
Ontario, Canada
$487K +$26K +211 +6%
DADC
400
D.A. Davidson & Co
Montana
$485K -$17.9K -145 -4%
14 15
16
17 18

ARE Hedge Fund Activity: Q1 2024 in Review

649 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2024, worth a combined $21.6B — down 0.04% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ARE positions and 67 closed out — a net gain of 3 holders — while 267 added to existing stakes and 224 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $167M. The largest seller was Morgan Stanley, cutting an estimated $180M.

  • 649 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2024, down from 651 in Q4 2023.
  • Funds reported $21.6B of Alexandria Real Estate Equities stock for Q1 2024, down 0.04% quarter-over-quarter.
  • 70 funds opened new Alexandria Real Estate Equities positions in Q1 2024 and 67 closed out, a net change of +3 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2024 was Deutsche Bank, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2024 was Morgan Stanley, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2024.