We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities
ARE

649 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 267 increasing their positions, 224 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 224

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

0% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $90.2M

0% less capital invested

Capital invested by funds: $21.6B → $21.6B (-$7.81M)

0% less funds holding

Funds holding: 651 → 649 (-2)

2.1% less ownership

Funds ownership: 97.97% → 95.88% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

Holders
649
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
70
Increased
267
Reduced
224
Closed
67
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$167M
2
Charles Schwab
Charles Schwab
California
+$89M
3
RC
Resolution Capital
Australia
+$84.5M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$57.9M
5
DC
Davenport & Co
Virginia
+$52.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$180M
2
N
Nuveen
North Carolina
-$126M
3
Principal Financial Group
Principal Financial Group
Iowa
-$105M
4
State Street
State Street
Massachusetts
-$95.8M
5
CIM
Centersquare Investment Management
Pennsylvania
-$64.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
401
Cetera Advisors
Colorado
$485K +$463K +3,760 New
RJFSA
402
Raymond James Financial Services Advisors
Florida
$477K +$74.4K +604 +19%
BTW
403
Boston Trust Walden
Massachusetts
$474K -$657K -5,334 -59%
PAS
404
Park Avenue Securities
New York
$458K +$79.1K +642 +22%
GPGA
405
Grandeur Peak Global Advisors
Utah
$449K -$7.66M -62,141 -95%
WI
406
Wahed Invest
New York
$433K +$53.2K +432 +15%
S
407
SignatureFD
Georgia
$429K +$38.6K +313 +10%
NP
408
NorthRock Partners
Minnesota
$421K -$13.1K -106 -3%
DPAM
409
Degroof Petercam Asset Management
Belgium
$416K -$135K -1,097 -25%
SCA
410
Snowden Capital Advisors
New York
$416K -$21.6K -175 -5%
KAS
411
Kestra Advisory Services
Texas
$415K +$392K +3,185 New
SSG
412
Summit Securities Group
New York
$413K +$61.6K +500 +19%
DWT
413
Dorsey & Whitney Trust
South Dakota
$411K +$27.8K +226 +8%
DWM
414
Dynasty Wealth Management
Florida
$407K +$389K +3,158 New
FTDI
415
First Trust Direct Indexing
Massachusetts
$404K +$66.2K +537 +21%
MC
416
Marest Capital
California
$398K -$140K -1,138 -27%
CCP
417
Carmel Capital Partners
California
$397K +$29.7K +241 +8%
CSPIA
418
Cary Street Partners Investment Advisory
Virginia
$396K +$81.9K +665 +28%
ACH
419
ArrowMark Colorado Holdings
Colorado
$394K +$56.7K +460 +18%
NIM
420
NEOS Investment Management
Connecticut
$390K +$111K +904 +43%
VAS
421
Vestmark Advisory Solutions
Massachusetts
$389K -$370 -3 -0.1%
AAM
422
Advisors Asset Management
Colorado
$387K -$20.1K -163 -5%
ICA
423
Infrastructure Capital Advisors
New York
$387K -$568K -4,606 -61%
ECM
424
Evergreen Capital Management
Washington
$380K +$5.79K +47 +2%
FHA
425
Flagship Harbor Advisors
Massachusetts
$379K +$30.8K +250 +9%
15 16
17
18 19

ARE Hedge Fund Activity: Q1 2024 in Review

649 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2024, worth a combined $21.6B — down 0.04% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ARE positions and 67 closed out — a net gain of 3 holders — while 267 added to existing stakes and 224 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $167M. The largest seller was Morgan Stanley, cutting an estimated $180M.

  • 649 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2024, down from 651 in Q4 2023.
  • Funds reported $21.6B of Alexandria Real Estate Equities stock for Q1 2024, down 0.04% quarter-over-quarter.
  • 70 funds opened new Alexandria Real Estate Equities positions in Q1 2024 and 67 closed out, a net change of +3 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2024 was Deutsche Bank, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2024 was Morgan Stanley, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2024.