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Alexandria Real Estate Equities

673 hedge funds and large institutions have $19B invested in Alexandria Real Estate Equities in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 254 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 69

4% more funds holding

Funds holding: 649673 (+24)

2% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 250

2.73% less ownership

Funds ownership: 95.88%93.15% (-2.7%)

12% less capital invested

Capital invested by funds: $21.6B → $19B (-$2.55B)

29% less call options, than puts

Call options by funds: $64.6M | Put options by funds: $90.5M

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
673
Holders Change
+24
Holders Change %
+3.7%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
99
Increased
254
Reduced
250
Closed
69
Calls
$64.6M
Puts
$90.5M
Net Calls
-$25.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
376
Rakuten Investment Management
Japan
$780K +$286K +2,402 +56%
Man Group
377
Man Group
United Kingdom
$768K +$782K +6,565 New
PF
378
Phoenix Financial
Israel
$764K -$1.2M -10,098 -61%
AAIS
379
ABN AMRO Investment Solutions
$757K -$686K -5,757 -47%
MML Investors Services
380
MML Investors Services
Massachusetts
$739K -$98.8K -829 -12%
SSB
381
Sandy Spring Bank
Maryland
$735K -$17.6K -148 -2%
LCGC
382
Legacy Capital Group California
California
$726K +$7.75K +65 +1%
IC
383
IEQ Capital
California
$717K +$87.7K +736 +14%
CS
384
Capital Square
Tennessee
$716K -$20.1K -169 -3%
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$706K +$162K +1,356 +29%
WWM
386
Whalen Wealth Management
Nevada
$704K +$717K +6,015 New
BFA
387
Brown Financial Advisors
Ohio
$696K +$709K +5,952 New
JWCA
388
J.W. Coons Advisors
Ohio
$695K -$119K -1,000 -14%
SOAMC
389
Spirit of America Management Corp
New York
$690K -$143K -1,200 -17%
VIM
390
Vinva Investment Management
Australia
$689K +$20.3K +170 +3%
LWAM
391
Legacy Wealth Asset Management
Minnesota
$680K +$12.5K +105 +2%
Verition Fund Management
392
Verition Fund Management
Connecticut
$660K +$115K +963 +21%
CGH
393
Crossmark Global Holdings
Texas
$653K -$96.3K -808 -13%
BBVA
394
Banco Bilbao Vizcaya Argentaria
Spain
$649K -$10.6K -89 -2%
OC
395
Oppenheimer & Co
New York
$644K
FIM
396
Freedom Investment Management
Connecticut
$628K +$43.1K +362 +7%
TMAM
397
Tokio Marine Asset Management
Japan
$627K
BFA
398
BBJS Financial Advisors
Washington
$625K -$162K -1,362 -20%
PCM
399
Prelude Capital Management
New York
$612K -$386K -3,235 -38%
BOS
400
Bank of Stockton
California
$603K +$145K +1,218 +31%

ARE Hedge Fund Activity: Q2 2024 in Review

673 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2024, worth a combined $19B — down 12% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ARE positions and 69 closed out — a net gain of 30 holders — while 254 added to existing stakes and 250 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $44.9M. The largest seller was Deutsche Bank, cutting an estimated $153M.

  • 673 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2024, up from 649 in Q1 2024.
  • Funds reported $19B of Alexandria Real Estate Equities stock for Q2 2024, down 12% quarter-over-quarter.
  • 99 funds opened new Alexandria Real Estate Equities positions in Q2 2024 and 69 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2024 was Goldman Sachs, an estimated $44.9M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2024 was Deutsche Bank, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2024.