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Alexandria Real Estate Equities
ARE

440 hedge funds and large institutions have $13.5B invested in Alexandria Real Estate Equities in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 179 increasing their positions, 147 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

22% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 147

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

6% more funds holding

Funds holding: 417 → 440 (+23)

9% more call options, than puts

Call options by funds: $13M | Put options by funds: $11.9M

2% more capital invested

Capital invested by funds: $13.3B → $13.5B (+$248M)

0.94% less ownership

Funds ownership: 104.99% → 104.05% (-0.94%)

Holders
440
Holders Change
+23
Holders Change %
+5.52%
% of All Funds
10.07%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
50
Increased
179
Reduced
147
Closed
25
Calls
$13M
Puts
$11.9M
Net Calls
+$1.11M
Net Calls Change
+$4.13M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$80M
2
N
Nuveen
North Carolina
+$57.1M
3
Ameriprise
Ameriprise
Minnesota
+$55.6M
4
Invesco
Invesco
Georgia
+$52.7M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$51.1M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$289M
2
WHG
Westwood Holdings Group
Texas
-$36.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$36M
4
Renaissance Technologies
Renaissance Technologies
New York
-$33.7M
5
GC
Guggenheim Capital
Illinois
-$33.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
451
Ellington Management Group
Connecticut
– -$425K -3,400 Closed
PFGIA
452
Patriot Financial Group Insurance Agency
Massachusetts
– -$335K -2,750 Closed
MF
453
Magnetar Financial
Illinois
– -$255K -2,040 Closed
AIA
454
Avalon Investment & Advisory
Texas
– -$254K -2,036 Closed
IG
455
ING Group
Netherlands
– -$230K -1,844 Closed
PG
456
PEAK6 Group
Illinois
– -$202K -1,619 Closed
IIC
457
Integrated Investment Consultants
Michigan
– -$44K -356 Closed
CIM
458
Corbyn Investment Management
Maryland
– -$28K -225 Closed
SWP
459
Stratos Wealth Partners
Ohio
– -$28K -225 Closed
APP
460
Avantax Planning Partners
Iowa
– -$24K -190 Closed
MGIA
461
Moneta Group Investment Advisors
Missouri
– -$18K -145 Closed
AWA
462
Acorn Wealth Advisors
Michigan
– -$9K -69 Closed
WC
463
Whitnell & Co
Illinois
– -$6K -50 Closed
IWM
464
IHT Wealth Management
Illinois
– -$4K -29 Closed
LA
465
Legacy Advisors
Pennsylvania
– -$2K -14 Closed
KTC
466
Kistler-Tiffany Companies
Pennsylvania
– +$375 +3 New
15 16 17 18
19

ARE Hedge Fund Activity: Q2 2018 in Review

440 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2018, worth a combined $13.5B — up 1.9% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ARE positions and 25 closed out — a net gain of 25 holders — while 179 added to existing stakes and 147 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $80M. The largest seller was Cohen & Steers, cutting an estimated $289M.

  • 440 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2018, up from 417 in Q1 2018.
  • Funds reported $13.5B of Alexandria Real Estate Equities stock for Q2 2018, up 1.9% quarter-over-quarter.
  • 50 funds opened new Alexandria Real Estate Equities positions in Q2 2018 and 25 closed out, a net change of +25 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2018 was Balyasny Asset Management, an estimated $80M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2018 was Cohen & Steers, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2018.