We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

457 hedge funds and large institutions have $16.7B invested in Alexandria Real Estate Equities in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 186 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

25% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 149

13% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $30.6M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4.44% more ownership

Funds ownership: 99.74%104.18% (+4.4%)

4% more funds holding

Funds holding: 441457 (+16)

4% more capital invested

Capital invested by funds: $16B → $16.7B (+$645M)

Holders
457
Holders Change
+16
Holders Change %
+3.63%
% of All Funds
9.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
66
Increased
186
Reduced
149
Closed
44
Calls
$34.6M
Puts
$30.6M
Net Calls
+$4.02M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
426
Citizens Financial Group
Rhode Island
$17K +$9.39K +65 +120%
TFO
427
Tarbox Family Office
California
$16K
PCP
428
Proficio Capital Partners
Massachusetts
$16K +$433 +3 +3%
BL
429
Balentine LLC
Georgia
$13K +$6.64K +46 +94%
Bessemer Group
430
Bessemer Group
New Jersey
$12K -$11.7K -81 -48%
LWM
431
Lenox Wealth Management
Ohio
$12K
GRP
432
Global Retirement Partners
California
$11K
APA
433
American Portfolios Advisors
New York
$10.3K
ASN
434
Advisory Services Network
Georgia
$10K +$10.4K +72 New
IFAM
435
Institutional & Family Asset Management
Colorado
$8K
HR
436
Howe & Rusling
New York
$8K +$7.8K +54 New
BCA
437
Berman Capital Advisors
Georgia
$7K
PCTC
438
Perkins Coie Trust Company
Washington
$7K
MA
439
MUFG Americas
New York
$6K -$13.9K -96 -71%
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$6K
VFA
441
Valeo Financial Advisors
Indiana
$6K
ACS
442
Archford Capital Strategies
Illinois
$5K
TL
443
TrueWealth LLC
Georgia
$5K
ED
444
Exane Derivatives
France
$4.94K +$5.05K +35 New
SMFS
445
Squar Milner Financial Services
California
$4K -$2.89K -20 -44%
IF
446
Ironwood Financial
Arizona
$4K
PFBT
447
Parkside Financial Bank & Trust
Missouri
$4K
ST
448
Smithfield Trust
Pennsylvania
$4K
BBHC
449
Brown Brothers Harriman & Co
New York
$4K +$433 +3 +12%
CI
450
CX Institutional
Indiana
$4K +$578 +4 +17%