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Alexandria Real Estate Equities

564 hedge funds and large institutions have $28.9B invested in Alexandria Real Estate Equities in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 177

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

6% more capital invested

Capital invested by funds: $27.2B → $28.9B (+$1.75B)

3.29% more ownership

Funds ownership: 96.15%99.44% (+3.3%)

1% more funds holding

Funds holding: 557564 (+7)

9% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $29.3M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
564
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
9.87%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
59
Increased
240
Reduced
177
Closed
44
Calls
$26.6M
Puts
$29.3M
Net Calls
-$2.62M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
426
B. Riley Wealth Advisors
Florida
$257K -$8.96K -45 -3%
SC
427
Steph & Co
Wisconsin
$253K
MLL
428
Moody Lynn & Lieberson
Massachusetts
$252K -$2.39K -12 -0.9%
AWM
429
AE Wealth Management
Kansas
$251K +$3.58K +18 +1%
CCM
430
Copeland Capital Management
Pennsylvania
$249K -$10.2M -50,983 -98%
SPIA
431
Steward Partners Investment Advisory
New York
$249K +$57.9K +291 +29%
FAFN
432
First Affirmative Financial Network
Colorado
$248K +$258K +1,296 New
CP
433
Covenant Partners
Tennessee
$244K
HH
434
Hilltop Holdings
Texas
$244K +$254K +1,277 New
ARMT
435
Amica Retiree Medical Trust
Rhode Island
$242K -$112K -562 -31%
BF
436
BOK Financial
Oklahoma
$240K +$250K +1,256 New
AAS
437
Avantax Advisory Services
Texas
$239K -$141K -706 -36%
GWM
438
Gitterman Wealth Management
New Jersey
$235K -$16.1K -81 -6%
NP
439
Ninepoint Partners
Ontario, Canada
$232K
LWAM
440
Legacy Wealth Asset Management
Minnesota
$231K +$199 +1 +0.1%
Brown Advisory
441
Brown Advisory
Maryland
$229K -$22.9K -115 -9%
FCI
442
Financial Counselors Inc
Kansas
$229K
QI
443
Qtron Investments
Massachusetts
$227K +$236K +1,186 New
CAM
444
Cresset Asset Management
Illinois
$223K +$232K +1,165 New
TCM
445
Teza Capital Management
Illinois
$218K -$254K -1,276 -53%
ASN
446
Advisory Services Network
Georgia
$217K +$103K +519 +84%
CCP
447
Corient Capital Partners
California
$210K +$219K +1,100 New
AG
448
AlphaSimPlex Group
Massachusetts
$208K -$214K -1,073 -50%
CG
449
Caprock Group
Idaho
$207K +$215K +1,079 New
HFS
450
Hantz Financial Services
Michigan
$206K +$36K +181 +20%

ARE Hedge Fund Activity: Q3 2021 in Review

564 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2021, worth a combined $28.9B — up 6.4% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ARE positions and 44 closed out — a net gain of 15 holders — while 240 added to existing stakes and 177 trimmed.

The largest buyer was Vanguard Group, adding an estimated $228M. The largest seller was PGGM Investments, cutting an estimated $250M.

  • 564 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2021, up from 557 in Q2 2021.
  • Funds reported $28.9B of Alexandria Real Estate Equities stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 59 funds opened new Alexandria Real Estate Equities positions in Q3 2021 and 44 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2021 was Vanguard Group, an estimated $228M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2021 was PGGM Investments, an estimated $250M sold.

Based on aggregated 13F filings for Q3 2021.