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Alexandria Real Estate Equities

557 hedge funds and large institutions have $27.2B invested in Alexandria Real Estate Equities in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 263 increasing their positions, 160 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $100M | Put options by funds: $36.3M

64% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 160

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $23B → $27.2B (+$4.2B)

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 553557 (+4)

0.15% less ownership

Funds ownership: 96.29%96.15% (-0.15%)

Holders
557
Holders Change
+4
Holders Change %
+0.72%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
62
Increased
263
Reduced
160
Closed
53
Calls
$100M
Puts
$36.3M
Net Calls
+$63.7M
Net Calls Change
+$81.2M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
426
American Portfolios Advisors
New York
$259K +$231K +1,289 +962%
BRWA
427
B. Riley Wealth Advisors
Florida
$253K +$249K +1,390 New
HW
428
Hancock Whitney
Mississippi
$247K -$895 -5 -0.4%
MLL
429
Moody Lynn & Lieberson
Massachusetts
$242K +$238K +1,329 New
SC
430
Steph & Co
Wisconsin
$241K
GWM
431
Gitterman Wealth Management
New Jersey
$239K -$26.5K -148 -10%
Brown Advisory
432
Brown Advisory
Maryland
$239K
DTL
433
Dynamic Technology Lab
Singapore
$238K -$854K -4,771 -78%
AWM
434
AE Wealth Management
Kansas
$236K +$232K +1,298 New
CP
435
Covenant Partners
Tennessee
$233K -$10.9K -61 -5%
FTDI
436
First Trust Direct Indexing
Massachusetts
$222K +$219K +1,222 New
SIM
437
Sentry Investment Management
Wisconsin
$221K
NP
438
Ninepoint Partners
Ontario, Canada
$221K +$25.1K +140 +13%
LWAM
439
Legacy Wealth Asset Management
Minnesota
$219K +$216K +1,206 New
FCI
440
Financial Counselors Inc
Kansas
$218K +$215K +1,200 New
RMC
441
Resources Management Corp
Connecticut
$204K +$13.6K +76 +7%
GLA
442
Great Lakes Advisors
Illinois
$203K -$1.86M -10,402 -90%
RFC
443
Regions Financial Corp
Alabama
$203K -$26.7K -149 -12%
MAM
444
Meeder Asset Management
Ohio
$188K -$43.5K -243 -19%
SPIA
445
Steward Partners Investment Advisory
New York
$184K -$35.6K -199 -16%
WT
446
Washington Trust
Rhode Island
$182K -$67.1K -375 -27%
NIM
447
NuWave Investment Management
New Jersey
$174K -$443K -2,476 -72%
HFS
448
Hantz Financial Services
Michigan
$163K +$25.1K +140 +19%
AS
449
Altshuler Shaham
Israel
$158K +$155K +867 New
SIM
450
Sonora Investment Management
Arizona
$154K

ARE Hedge Fund Activity: Q2 2021 in Review

557 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2021, worth a combined $27.2B — up 18% from $23B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ARE positions and 53 closed out — a net gain of 9 holders — while 263 added to existing stakes and 160 trimmed.

The largest buyer was Norges Bank, adding an estimated $327M. The largest seller was Wellington Management Group, cutting an estimated $183M.

  • 557 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2021, up from 553 in Q1 2021.
  • Funds reported $27.2B of Alexandria Real Estate Equities stock for Q2 2021, up 18% quarter-over-quarter.
  • 62 funds opened new Alexandria Real Estate Equities positions in Q2 2021 and 53 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2021 was Norges Bank, an estimated $327M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2021 was Wellington Management Group, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2021.