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Alexandria Real Estate Equities

481 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $15.6M

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 455481 (+26)

4.31% less ownership

Funds ownership: 106.45%102.14% (-4.3%)

13% less capital invested

Capital invested by funds: $19.8B → $17.2B (-$2.61B)

Holders
481
Holders Change
+26
Holders Change %
+5.71%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
77
Increased
222
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
401
Capital Analysts LLC
Pennsylvania
$106K +$470 +3 +0.4%
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$101K -$29.9K -191 -21%
ASN
403
Advisory Services Network
Georgia
$100K +$86K +549 +308%
S
404
SignatureFD
Georgia
$96K -$5.64K -36 -5%
PI
405
PineBridge Investments
New York
$95K +$21.1K +135 +24%
AAP
406
Arax Advisory Partners
Colorado
$93K -$5.95K -38 -5%
HFM
407
Harvest Fund Management
China
$86K +$7.83K +50 +9%
LC
408
Lindbrook Capital
California
$71K +$2.5K +16 +3%
MAM
409
Meeder Asset Management
Ohio
$67K +$76.3K +487 New
Rockefeller Capital Management
410
Rockefeller Capital Management
New York
$61K -$10.8K -69 -13%
GT
411
Glenmede Trust
Pennsylvania
$55K
OPS
412
Orion Portfolio Solutions
Nebraska
$53K +$2.5K +16 +4%
CHA
413
Carmichael Hill & Associates
Maryland
$52K +$470 +3 +0.8%
WT
414
Washington Trust
Rhode Island
$51K +$58.7K +375 New
Marshall Wace
415
Marshall Wace
United Kingdom
$40K +$45.7K +292 New
CIA
416
CSat Investment Advisory
Michigan
$37K +$2.19K +14 +5%
SIAS
417
Shine Investment Advisory Services
Colorado
$36K
TFS
418
TrustCore Financial Services
Tennessee
$35K
CYG
419
Clean Yield Group
Vermont
$34K +$39.1K +250 New
PFO
420
Pathstone Family Office
New Jersey
$34K +$39.1K +250 New
NFG
421
Next Financial Group
Texas
$32K +$24.9K +159 +209%
GWM
422
Geneos Wealth Management
Colorado
$31K -$14.1K -90 -29%
SFS
423
Sowell Financial Services
Arkansas
$30K +$22.9K +146 +195%
Bessemer Group
424
Bessemer Group
New Jersey
$28K +$17.9K +114 +125%
AIM
425
AIA Investment Management
Singapore
$27K

ARE Hedge Fund Activity: Q1 2020 in Review

481 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2020, worth a combined $17.2B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARE positions and 47 closed out — a net gain of 30 holders — while 222 added to existing stakes and 138 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Goldman Sachs, cutting an estimated $380M.

  • 481 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2020, up from 455 in Q4 2019.
  • Funds reported $17.2B of Alexandria Real Estate Equities stock for Q1 2020, down 13% quarter-over-quarter.
  • 77 funds opened new Alexandria Real Estate Equities positions in Q1 2020 and 47 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2020 was Norges Bank, an estimated $303M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2020 was Goldman Sachs, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2020.