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Alexandria Real Estate Equities

564 hedge funds and large institutions have $28.9B invested in Alexandria Real Estate Equities in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 177

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

6% more capital invested

Capital invested by funds: $27.2B → $28.9B (+$1.75B)

3.29% more ownership

Funds ownership: 96.15%99.44% (+3.3%)

1% more funds holding

Funds holding: 557564 (+7)

9% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $29.3M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
564
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
9.87%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
59
Increased
240
Reduced
177
Closed
44
Calls
$26.6M
Puts
$29.3M
Net Calls
-$2.62M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
401
Moody Aldrich Partners
Massachusetts
$364K -$199 -1 -0.1%
AIP
402
Ameritas Investment Partners
Nebraska
$358K
B
403
Bailard
California
$355K
PA
404
Pinnacle Associates
New York
$351K
RJT
405
Raymond James Trust
Florida
$332K +$42.2K +212 +14%
WA1
406
Wimmer Associates 1
California
$331K -$16.9K -85 -5%
PI
407
Putnam Investments
Massachusetts
$330K -$2.99K -15 -0.9%
MFS
408
Mirabella Financial Services
United Kingdom
$324K +$338K +1,697 New
OWA
409
Outlook Wealth Advisors
Texas
$323K +$6.57K +33 +2%
MCM
410
MAI Capital Management
Ohio
$321K +$334K +1,679 New
CCA
411
Checchi Capital Advisers
California
$320K +$8.76K +44 +3%
CIC
412
Crawford Investment Counsel
Georgia
$319K +$332K +1,669 New
SCM
413
Stevens Capital Management
Pennsylvania
$312K +$325K +1,633 New
EM
414
Excalibur Management
Massachusetts
$310K
SACTSONJ
415
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$306K
BFC
416
Blue Fin Capital
Rhode Island
$302K
BEI
417
Benjamin Edwards Inc
Missouri
$300K +$5.77K +29 +2%
AIS
418
American Investment Services
Massachusetts
$296K
APA
419
American Portfolios Advisors
New York
$296K +$24.7K +124 +9%
CAAS
420
Capital Asset Advisory Services
Michigan
$294K -$1.99K -10 -0.7%
BAMF
421
BI Asset Management Fondsmaeglerselskab
Denmark
$284K
HPC
422
HM Payson & Co
Maine
$277K -$79.6K -400 -22%
SFI
423
Siemens Fonds Invest
Germany
$275K +$287K +1,440 New
RMC
424
Resources Management Corp
Connecticut
$268K +$55.9K +281 +25%
IC
425
IEQ Capital
California
$265K +$277K +1,391 New

ARE Hedge Fund Activity: Q3 2021 in Review

564 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2021, worth a combined $28.9B — up 6.4% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ARE positions and 44 closed out — a net gain of 15 holders — while 240 added to existing stakes and 177 trimmed.

The largest buyer was Vanguard Group, adding an estimated $228M. The largest seller was PGGM Investments, cutting an estimated $250M.

  • 564 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2021, up from 557 in Q2 2021.
  • Funds reported $28.9B of Alexandria Real Estate Equities stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 59 funds opened new Alexandria Real Estate Equities positions in Q3 2021 and 44 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2021 was Vanguard Group, an estimated $228M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2021 was PGGM Investments, an estimated $250M sold.

Based on aggregated 13F filings for Q3 2021.