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Alexandria Real Estate Equities

481 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $15.6M

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 455481 (+26)

4.31% less ownership

Funds ownership: 106.45%102.14% (-4.3%)

13% less capital invested

Capital invested by funds: $19.8B → $17.2B (-$2.61B)

Holders
481
Holders Change
+26
Holders Change %
+5.71%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
77
Increased
222
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
426
Harbor Investment Advisory
Maryland
$27K
AssetMark Inc
427
AssetMark Inc
California
$27K +$30.8K +197 New
SPIA
428
Steward Partners Investment Advisory
New York
$26K -$9.86K -63 -25%
GCM
429
Gables Capital Management
Florida
$26K +$29.7K +190 New
FRA
430
Front Row Advisors
California
$25K
PCG
431
Private Capital Group
Connecticut
$24K -$3.29K -21 -11%
FHA
432
First Horizon Advisors
Tennessee
$21K +$6.42K +41 +37%
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$20K +$783 +5 +4%
AW
434
Avion Wealth
Texas
$19K +$21.9K +140 New
FCA
435
FinTrust Capital Advisors
South Carolina
$18K
NSIM
436
North Star Investment Management
Illinois
$17K
IA
437
IFP Advisors
Florida
$17K +$2.04K +13 +12%
TPCW
438
TD Private Client Wealth
New York
$16.9K +$8.14K +52 +73%
TFO
439
Tarbox Family Office
California
$16K -$1.41K -9 -7%
BCA
440
Berman Capital Advisors
Georgia
$16K +$10.8K +69 +128%
SF
441
Synovus Financial
Georgia
$14K +$16K +102 New
CT
442
Caldwell Trust
Florida
$11.7K
ZB
443
Zions Bancorporation
Utah
$11K +$2.5K +16 +24%
II
444
Inspire Investing
Idaho
$11K +$13.2K +84 New
CFG
445
Citizens Financial Group
Rhode Island
$9K
GRP
446
Global Retirement Partners
California
$9K
IFAM
447
Institutional & Family Asset Management
Colorado
$8K -$1.1K -7 -10%
CCA
448
Column Capital Advisors
Indiana
$7K -$11.7K -75 -59%
JSC
449
Jackson Square Capital
California
$7K
HR
450
Howe & Rusling
New York
$6K -$1.57K -10 -19%

ARE Hedge Fund Activity: Q1 2020 in Review

481 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2020, worth a combined $17.2B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARE positions and 47 closed out — a net gain of 30 holders — while 222 added to existing stakes and 138 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Goldman Sachs, cutting an estimated $380M.

  • 481 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2020, up from 455 in Q4 2019.
  • Funds reported $17.2B of Alexandria Real Estate Equities stock for Q1 2020, down 13% quarter-over-quarter.
  • 77 funds opened new Alexandria Real Estate Equities positions in Q1 2020 and 47 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2020 was Norges Bank, an estimated $303M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2020 was Goldman Sachs, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2020.