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Alexandria Real Estate Equities

538 hedge funds and large institutions have $23.8B invested in Alexandria Real Estate Equities in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.3M

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 179

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.58B)

2% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 61

1% less funds holding

Funds holding: 546538 (-8)

6.43% less ownership

Funds ownership: 105.37%98.94% (-6.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
538
Holders Change
-8
Holders Change %
-1.47%
% of All Funds
9.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
60
Increased
223
Reduced
179
Closed
61
Calls
$13.6M
Puts
$9.3M
Net Calls
+$4.33M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
401
Wambolt & Associates
Colorado
$295K +$274K +1,657 New
Mercer Global Advisors
402
Mercer Global Advisors
Colorado
$292K +$15K +91 +6%
MAP
403
Moody Aldrich Partners
Massachusetts
$289K +$268K +1,620 New
BFC
404
Blue Fin Capital
Rhode Island
$285K
SACTSONJ
405
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$285K
OPPTF
406
OPSEU Pension Plan Trust Fund
Ontario, Canada
$285K +$3.97K +24 +2%
CP
407
Covenant Partners
Tennessee
$279K
HPC
408
HM Payson & Co
Maine
$276K +$21.2K +128 +9%
OWA
409
Outlook Wealth Advisors
Texas
$269K +$6.78K +41 +3%
BRWA
410
B. Riley Wealth Advisors
Florida
$259K -$30.6K -185 -11%
AAS
411
Avantax Advisory Services
Texas
$256K +$231K +1,400 New
DTL
412
Dynamic Technology Lab
Singapore
$253K -$331K -2,001 -59%
CCA
413
Checchi Capital Advisers
California
$250K +$20.7K +125 +10%
CMBA
414
C.M. Bidwell & Associates
Hawaii
$246K -$23.3K -141 -9%
WA1
415
Wimmer Associates 1
California
$243K
RFC
416
Regions Financial Corp
Alabama
$240K -$29.1K -176 -12%
KIA
417
KCM Investment Advisors
California
$238K +$2.48K +15 +1%
SC
418
Steph & Co
Wisconsin
$236K -$331 -2 -0.2%
EM
419
Excalibur Management
Massachusetts
$223K
BF
420
BOK Financial
Oklahoma
$219K +$204K +1,233 New
FMWA
421
Forvis Mazars Wealth Advisors
Missouri
$215K +$200K +1,209 New
AS
422
Altshuler Shaham
Israel
$214K +$198K +1,200 New
FCI
423
Financial Counselors Inc
Kansas
$214K +$198K +1,200 New
HPC
424
Hobart Private Capital
North Carolina
$213K +$197K +1,192 New
RJT
425
Raymond James Trust
Florida
$207K +$192K +1,162 New

ARE Hedge Fund Activity: Q4 2020 in Review

538 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2020, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ARE and 60 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 223 added.

The largest buyer was PGGM Investments, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 538 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2020, down from 546 in Q3 2020.
  • Funds reported $23.8B of Alexandria Real Estate Equities stock for Q4 2020, up 12% quarter-over-quarter.
  • 60 funds opened new Alexandria Real Estate Equities positions in Q4 2020 and 61 closed out, a net change of -1 holder.
  • The largest Alexandria Real Estate Equities buyer in Q4 2020 was PGGM Investments, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2020 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2020.