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Alexandria Real Estate Equities
ARE

649 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 267 increasing their positions, 224 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 224

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

0% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $90.2M

0% less capital invested

Capital invested by funds: $21.6B → $21.6B (-$7.81M)

0% less funds holding

Funds holding: 651 → 649 (-2)

2.1% less ownership

Funds ownership: 97.97% → 95.88% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

Holders
649
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
70
Increased
267
Reduced
224
Closed
67
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$167M
2
Charles Schwab
Charles Schwab
California
+$89M
3
RC
Resolution Capital
Australia
+$84.5M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$57.9M
5
DC
Davenport & Co
Virginia
+$52.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$180M
2
N
Nuveen
North Carolina
-$126M
3
Principal Financial Group
Principal Financial Group
Iowa
-$105M
4
State Street
State Street
Massachusetts
-$95.8M
5
CIM
Centersquare Investment Management
Pennsylvania
-$64.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$374K +$60K +487 +20%
IIM
427
INTECH Investment Management
Florida
$372K -$164K -1,329 -32%
NW
428
NewEdge Wealth
Pennsylvania
$367K -$4.56K -37 -1%
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$363K +$121K +980 +53%
Lido Advisors
430
Lido Advisors
California
$363K -$19.3K -157 -5%
RMC
431
Resources Management Corp
Connecticut
$362K -$67.2K -545 -16%
Assenagon Asset Management
432
Assenagon Asset Management
Luxembourg
$356K +$26.6K +216 +8%
CAN
433
Cetera Advisor Networks
California
$356K -$112K -908 -25%
SC
434
Steph & Co
Wisconsin
$355K +$202K +1,643 +148%
BBP
435
Banco BTG Pactual
Brazil
$355K +$339K +2,750 New
IMCOOI
436
Investment Management Corp of Ontario (IMCO)
Canada
$340K -$148K -1,200 -31%
Capstone Investment Advisors
437
Capstone Investment Advisors
New York
$340K +$180K +1,464 +125%
WS
438
Wedbush Securities
California
$340K +$325K +2,638 New
PAG
439
Private Advisor Group
New Jersey
$336K +$39.8K +323 +14%
SI
440
Stephens Inc
Arkansas
$330K +$62.2K +505 +25%
NWM
441
Napa Wealth Management
California
$329K -$8.63K -70 -3%
NLP
442
Next Level Private
New York
$327K – – –
AAIM
443
American Assets Investment Management
California
$326K -$82.3K -668 -21%
Walleye Capital
444
Walleye Capital
New York
$326K +$311K +2,527 New
Wealth Enhancement Advisory Services
445
Wealth Enhancement Advisory Services
Minnesota
$325K +$43.5K +353 +16%
IWC
446
Integrated Wealth Concepts
Massachusetts
$322K -$49.9K -405 -14%
AWM
447
Apollon Wealth Management
South Carolina
$314K +$300K +2,438 New
AI
448
AXS Investments
New York
$309K – – –
EAM
449
Erste Asset Management
Austria
$309K – – –
PA
450
Profund Advisors
Maryland
$306K -$50.5K -410 -15%
16 17
18
19 20

ARE Hedge Fund Activity: Q1 2024 in Review

649 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2024, worth a combined $21.6B — down 0.04% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ARE positions and 67 closed out — a net gain of 3 holders — while 267 added to existing stakes and 224 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $167M. The largest seller was Morgan Stanley, cutting an estimated $180M.

  • 649 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2024, down from 651 in Q4 2023.
  • Funds reported $21.6B of Alexandria Real Estate Equities stock for Q1 2024, down 0.04% quarter-over-quarter.
  • 70 funds opened new Alexandria Real Estate Equities positions in Q1 2024 and 67 closed out, a net change of +3 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2024 was Deutsche Bank, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2024 was Morgan Stanley, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2024.