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Alexandria Real Estate Equities

673 hedge funds and large institutions have $19B invested in Alexandria Real Estate Equities in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 254 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 69

4% more funds holding

Funds holding: 649673 (+24)

2% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 250

2.73% less ownership

Funds ownership: 95.88%93.15% (-2.7%)

12% less capital invested

Capital invested by funds: $21.6B → $19B (-$2.55B)

29% less call options, than puts

Call options by funds: $64.6M | Put options by funds: $90.5M

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
673
Holders Change
+24
Holders Change %
+3.7%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
99
Increased
254
Reduced
250
Closed
69
Calls
$64.6M
Puts
$90.5M
Net Calls
-$25.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
401
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$594K -$14.3K -120 -2%
NMIMC
402
Northwestern Mutual Investment Management Company
Wisconsin
$586K +$1.55K +13 +0.3%
XT
403
XTX Topco
Cayman Islands
$585K +$596K +5,002 New
Envestnet Portfolio Solutions
404
Envestnet Portfolio Solutions
Illinois
$578K +$37.9K +318 +7%
TSS
405
Two Sigma Securities
New York
$574K +$585K +4,910 New
MM
406
MQS Management
New York
$571K +$582K +4,881 New
CA
407
Crumly & Associates
Illinois
$556K +$27.4K +230 +5%
FHA
408
Flagship Harbor Advisors
Massachusetts
$546K +$206K +1,730 +59%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$529K +$28.8K +242 +6%
BCAM
410
Boston Common Asset Management
Massachusetts
$521K +$51K +428 +11%
BTI
411
Blue Trust Inc
Georgia
$513K +$418K +3,504 +732%
LMIM
412
Lockheed Martin Investment Management
Maryland
$494K -$317K -2,659 -39%
BCM
413
Brasada Capital Management
Texas
$493K -$5.01K -42 -1%
MYAM
414
Meiji Yasuda Asset Management
Japan
$492K +$33.4K +280 +7%
HNB
415
Huntington National Bank
Ohio
$489K +$10.1K +85 +2%
SLI
416
Sumitomo Life Insurance
Japan
$480K -$64K -537 -12%
DFG
417
Demars Financial Group
Washington
$476K +$485K +4,072 New
HPG
418
Harvest Portfolios Group
Ontario, Canada
$472K +$30.2K +253 +7%
NIM
419
NEOS Investment Management
Connecticut
$471K +$119K +996 +33%
HCA
420
Harbour Capital Advisors
Virginia
$468K -$16.7K -140 -3%
HSA
421
HBK Sorce Advisory
Pennsylvania
$465K -$103K -861 -18%
ICA
422
Infrastructure Capital Advisors
New York
$462K +$114K +953 +32%
EI
423
Ellevest Inc
New York
$458K -$28.5K -239 -6%
KA
424
Kovack Advisors
Florida
$444K +$452K +3,796 New
WI
425
Wahed Invest
New York
$441K +$49.3K +414 +12%

ARE Hedge Fund Activity: Q2 2024 in Review

673 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2024, worth a combined $19B — down 12% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ARE positions and 69 closed out — a net gain of 30 holders — while 254 added to existing stakes and 250 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $44.9M. The largest seller was Deutsche Bank, cutting an estimated $153M.

  • 673 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2024, up from 649 in Q1 2024.
  • Funds reported $19B of Alexandria Real Estate Equities stock for Q2 2024, down 12% quarter-over-quarter.
  • 99 funds opened new Alexandria Real Estate Equities positions in Q2 2024 and 69 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2024 was Goldman Sachs, an estimated $44.9M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2024 was Deutsche Bank, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2024.