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Alexandria Real Estate Equities

546 hedge funds and large institutions have $21.2B invested in Alexandria Real Estate Equities in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $13.9M

8% more funds holding

Funds holding: 505546 (+41)

4.69% more ownership

Funds ownership: 100.68%105.37% (+4.7%)

3% more capital invested

Capital invested by funds: $20.6B → $21.2B (+$631M)

1% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 193

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
546
Holders Change
+41
Holders Change %
+8.12%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
84
Increased
194
Reduced
193
Closed
37
Calls
$22.6M
Puts
$13.9M
Net Calls
+$8.72M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
DLG
401
Daniel L. Goodwin
$321K
ECM
402
Everence Capital Management
Indiana
$319K
PI
403
PEAK6 Investments
Illinois
$316K -$2.86M -17,147 -90%
EI
404
Ethic Inc
New York
$314K +$328K +1,965 New
AWM
405
AE Wealth Management
Kansas
$304K +$317K +1,901 New
EMG
406
ETF Managers Group
New Jersey
$297K +$16.7K +100 +6%
FC
407
FCA Corp
Texas
$296K
PA
408
Pinnacle Associates
New York
$294K
SS
409
Simplicity Solutions
Minnesota
$293K +$305K +1,829 New
AIP
410
Ameritas Investment Partners
Nebraska
$291K -$39.7K -238 -12%
OAM
411
Optimal Asset Management
California
$288K +$301K +1,800 New
BCM
412
BTC Capital Management
Iowa
$284K +$296K +1,775 New
FA
413
FDx Advisors
Illinois
$275K +$287K +1,720 New
ACM
414
AlphaCrest Capital Management
New York
$274K -$43.2K -259 -13%
Wealthfront Advisers
415
Wealthfront Advisers
California
$272K -$2.34K -14 -0.8%
BFS
416
Bradley Foster & Sargent
Connecticut
$266K +$278K +1,662 New
CI
417
Conning Inc
Connecticut
$263K +$8.35K +50 +3%
BRWA
418
B. Riley Wealth Advisors
Florida
$263K +$273K +1,633 New
OPPTF
419
OPSEU Pension Plan Trust Fund
Ontario, Canada
$257K -$13.4K -80 -5%
BFC
420
Blue Fin Capital
Rhode Island
$256K -$6.68K -40 -2%
SACTSONJ
421
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$256K
QT
422
Quantamental Technologies
New York
$256K +$267K +1,597 New
CP
423
Covenant Partners
Tennessee
$250K -$23.9K -143 -8%
Mercer Global Advisors
424
Mercer Global Advisors
Colorado
$248K +$31.9K +191 +14%
CMBA
425
C.M. Bidwell & Associates
Hawaii
$243K -$72.3K -433 -22%

ARE Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2020, worth a combined $21.2B — up 3.1% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ARE positions and 37 closed out — a net gain of 47 holders — while 194 added to existing stakes and 193 trimmed.

The largest buyer was Norges Bank, adding an estimated $376M. The largest seller was State Street, cutting an estimated $134M.

  • 546 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2020, up from 505 in Q2 2020.
  • Funds reported $21.2B of Alexandria Real Estate Equities stock for Q3 2020, up 3.1% quarter-over-quarter.
  • 84 funds opened new Alexandria Real Estate Equities positions in Q3 2020 and 37 closed out, a net change of +47 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2020 was Norges Bank, an estimated $376M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2020 was State Street, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2020.