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Alexandria Real Estate Equities

651 hedge funds and large institutions have $19.1B invested in Alexandria Real Estate Equities in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 251 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $88.9M | Put options by funds: $76.1M

6% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 251

0% more capital invested

Capital invested by funds: $19B → $19.1B (+$29.2M)

1.34% less ownership

Funds ownership: 93.15%91.81% (-1.3%)

3% less funds holding

Funds holding: 673651 (-22)

19% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 83

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
651
Holders Change
-22
Holders Change %
-3.27%
% of All Funds
9.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
67
Increased
265
Reduced
251
Closed
83
Calls
$88.9M
Puts
$76.1M
Net Calls
+$12.8M
Net Calls Change
+$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
376
OMERS Administration Corp
Ontario, Canada
$683K -$345K -2,900 -34%
SSA
377
Schonfeld Strategic Advisors
New York
$681K -$6.35M -53,334 -90%
WA
378
Wealth Alliance
New York
$681K +$683K +5,733 New
VCA
379
Verdence Capital Advisors
Maryland
$666K +$668K +5,608 New
OC
380
Oppenheimer & Co
New York
$654K
TMAM
381
Tokio Marine Asset Management
Japan
$636K
SOAMC
382
Spirit of America Management Corp
New York
$635K -$65.5K -550 -9%
BFA
383
BBJS Financial Advisors
Washington
$630K -$3.93K -33 -0.6%
P
384
&Partners
Tennessee
$625K +$629K +5,276 New
IMCOOI
385
Investment Management Corp of Ontario (IMCO)
Canada
$622K +$203K +1,700 +48%
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$620K +$83.8K +703 +16%
JFG
387
Jefferies Financial Group
New York
$611K +$613K +5,146 New
CGH
388
Crossmark Global Holdings
Texas
$602K -$62.3K -523 -9%
ETC
389
Exchange Traded Concepts
Oklahoma
$595K +$298K +2,501 +100%
DFG
390
Demars Financial Group
Washington
$591K +$108K +904 +22%
SCA
391
Snowden Capital Advisors
New York
$588K +$194K +1,630 +50%
NMIMC
392
Northwestern Mutual Investment Management Company
Wisconsin
$586K -$9.05K -76 -2%
NIM
393
NEOS Investment Management
Connecticut
$574K +$96.7K +812 +20%
BOS
394
Bank of Stockton
California
$569K -$42.9K -360 -7%
ACM
395
AlphaStar Capital Management
North Carolina
$569K +$190K +1,598 +50%
FIM
396
Freedom Investment Management
Connecticut
$564K -$74.2K -623 -12%
RJT
397
Raymond James Trust
Florida
$563K +$564K +4,737 New
Lido Advisors
398
Lido Advisors
California
$550K +$129K +1,082 +31%
KRSITF
399
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$547K -$55.8K -468 -9%
Wealth Enhancement Advisory Services
400
Wealth Enhancement Advisory Services
Minnesota
$540K +$127K +1,062 +30%

ARE Hedge Fund Activity: Q3 2024 in Review

651 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2024, worth a combined $19.1B — up 0.15% from $19B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of ARE and 67 opened new positions — a net loss of 16 holders — while 251 trimmed existing stakes and 265 added.

The largest buyer was Citadel Advisors, adding an estimated $70.3M. The largest seller was Principal Financial Group, cutting an estimated $88.9M.

  • 651 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2024, down from 673 in Q2 2024.
  • Funds reported $19.1B of Alexandria Real Estate Equities stock for Q3 2024, up 0.15% quarter-over-quarter.
  • 67 funds opened new Alexandria Real Estate Equities positions in Q3 2024 and 83 closed out, a net change of -16 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2024 was Citadel Advisors, an estimated $70.3M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2024 was Principal Financial Group, an estimated $88.9M sold.

Based on aggregated 13F filings for Q3 2024.