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Alexandria Real Estate Equities

651 hedge funds and large institutions have $19.1B invested in Alexandria Real Estate Equities in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 251 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $88.9M | Put options by funds: $76.1M

6% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 251

0% more capital invested

Capital invested by funds: $19B → $19.1B (+$29.2M)

1.34% less ownership

Funds ownership: 93.15%91.81% (-1.3%)

3% less funds holding

Funds holding: 673651 (-22)

19% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 83

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
651
Holders Change
-22
Holders Change %
-3.27%
% of All Funds
9.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
67
Increased
265
Reduced
251
Closed
83
Calls
$88.9M
Puts
$76.1M
Net Calls
+$12.8M
Net Calls Change
+$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
401
Jump Financial
Illinois
$531K -$2.72M -22,849 -84%
BCAM
402
Boston Common Asset Management
Massachusetts
$528K
SPIA
403
Steward Partners Investment Advisory
New York
$521K +$492K +4,127 +1,606%
PA
404
Profund Advisors
Maryland
$518K +$230K +1,927 +79%
DWM
405
Dynasty Wealth Management
Florida
$512K +$106K +889 +26%
WI
406
Wahed Invest
New York
$499K +$51.7K +434 +12%
AWA
407
Arkadios Wealth Advisors
Georgia
$498K +$180K +1,510 +56%
LWAM
408
Legacy Wealth Asset Management
Minnesota
$493K -$198K -1,658 -29%
HFS
409
Hantz Financial Services
Michigan
$489K +$49.8K +418 +11%
SLI
410
Sumitomo Life Insurance
Japan
$483K -$4.41K -37 -0.9%
MM
411
MQS Management
New York
$463K -$117K -979 -20%
HNB
412
Huntington National Bank
Ohio
$459K -$37.5K -315 -8%
EI
413
Ellevest Inc
New York
$456K -$8.94K -75 -2%
FTDI
414
First Trust Direct Indexing
Massachusetts
$443K +$27.2K +228 +7%
ACGA
415
Atlanta Consulting Group Advisors
Georgia
$441K +$442K +3,712 New
CPRC
416
Consolidated Portfolio Review Corp
New York
$429K +$161K +1,350 +60%
HSA
417
HBK Sorce Advisory
Pennsylvania
$428K -$43.8K -368 -9%
CFG
418
Copley Financial Group
California
$420K +$422K +3,540 New
QIM
419
Quantitative Investment Management
Virginia
$417K +$167K +1,400 +66%
PAS
420
Park Avenue Securities
New York
$416K +$32.8K +275 +9%
BFA
421
Brown Financial Advisors
Ohio
$414K -$294K -2,465 -41%
FCM
422
Fourpath Capital Management
Oklahoma
$413K +$415K +3,482 New
TSS
423
Two Sigma Securities
New York
$413K -$170K -1,431 -29%
HCA
424
Harbour Capital Advisors
Virginia
$411K -$53.6K -450 -11%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$407K +$27.6K +232 +7%

ARE Hedge Fund Activity: Q3 2024 in Review

651 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2024, worth a combined $19.1B — up 0.15% from $19B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of ARE and 67 opened new positions — a net loss of 16 holders — while 251 trimmed existing stakes and 265 added.

The largest buyer was Citadel Advisors, adding an estimated $70.3M. The largest seller was Principal Financial Group, cutting an estimated $88.9M.

  • 651 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2024, down from 673 in Q2 2024.
  • Funds reported $19.1B of Alexandria Real Estate Equities stock for Q3 2024, up 0.15% quarter-over-quarter.
  • 67 funds opened new Alexandria Real Estate Equities positions in Q3 2024 and 83 closed out, a net change of -16 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2024 was Citadel Advisors, an estimated $70.3M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2024 was Principal Financial Group, an estimated $88.9M sold.

Based on aggregated 13F filings for Q3 2024.