We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

538 hedge funds and large institutions have $23.8B invested in Alexandria Real Estate Equities in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.3M

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 179

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.58B)

2% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 61

1% less funds holding

Funds holding: 546538 (-8)

6.43% less ownership

Funds ownership: 105.37%98.94% (-6.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
538
Holders Change
-8
Holders Change %
-1.47%
% of All Funds
9.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
60
Increased
223
Reduced
179
Closed
61
Calls
$13.6M
Puts
$9.3M
Net Calls
+$4.33M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
426
Legacy Wealth Asset Management
Minnesota
$204K +$189K +1,142 New
NP
427
Ninepoint Partners
Ontario, Canada
$191K +$27.4K +166 +18%
SFS
428
Sowell Financial Services
Arkansas
$184K +$8.59K +52 +5%
FTDI
429
First Trust Direct Indexing
Massachusetts
$180K +$167K +1,008 New
MAM
430
Meeder Asset Management
Ohio
$179K +$71.2K +431 +75%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$174K +$48.1K +291 +43%
SAM
432
Shell Asset Management
Netherlands
$173K
SIM
433
Sonora Investment Management
Arizona
$151K
MC
434
Muzinich & Co
New York
$147K
SPIA
435
Steward Partners Investment Advisory
New York
$146K -$5.62K -34 -4%
FWM
436
Focused Wealth Management
New York
$134K
S
437
SignatureFD
Georgia
$134K +$3.14K +19 +3%
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$134K +$5.29K +32 +4%
CYG
439
Clean Yield Group
Vermont
$132K
HFS
440
Hantz Financial Services
Michigan
$130K -$7.44K -45 -6%
ASN
441
Advisory Services Network
Georgia
$125K -$28.3K -171 -20%
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$124K
PFO
443
Pathstone Family Office
New Jersey
$124K +$115K +694 New
RMC
444
Resources Management Corp
Connecticut
$121K +$33.2K +201 +42%
IA
445
Inspire Advisors
Idaho
$119K +$110K +667 New
LIM
446
Longfellow Investment Management
Massachusetts
$113K +$105K +633 New
ST
447
Smithfield Trust
Pennsylvania
$111K +$5.12K +31 +5%
CFGS
448
Concourse Financial Group Securities
Alabama
$108K +$6.78K +41 +7%
AAP
449
Arax Advisory Partners
Colorado
$104K -$3.14K -19 -3%
HFM
450
Harvest Fund Management
China
$101K -$45.1K -273 -32%

ARE Hedge Fund Activity: Q4 2020 in Review

538 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2020, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ARE and 60 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 223 added.

The largest buyer was PGGM Investments, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 538 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2020, down from 546 in Q3 2020.
  • Funds reported $23.8B of Alexandria Real Estate Equities stock for Q4 2020, up 12% quarter-over-quarter.
  • 60 funds opened new Alexandria Real Estate Equities positions in Q4 2020 and 61 closed out, a net change of -1 holder.
  • The largest Alexandria Real Estate Equities buyer in Q4 2020 was PGGM Investments, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2020 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2020.