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Alexandria Real Estate Equities

481 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $15.6M

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 455481 (+26)

4.31% less ownership

Funds ownership: 106.45%102.14% (-4.3%)

13% less capital invested

Capital invested by funds: $19.8B → $17.2B (-$2.61B)

Holders
481
Holders Change
+26
Holders Change %
+5.71%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
77
Increased
222
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
451
Valeo Financial Advisors
Indiana
$6K
PFBT
452
Parkside Financial Bank & Trust
Missouri
$6K +$939 +6 +17%
CFGS
453
Concourse Financial Group Securities
Alabama
$6K +$6.73K +43 New
ACA
454
Atlas Capital Advisors
Wyoming
$5.76K +$6.58K +42 New
HGWM
455
Harvest Group Wealth Management
Massachusetts
$5K
TL
456
TrueWealth LLC
Georgia
$5K
PO
457
Private Ocean
California
$5K +$6.58K +42 New
APA
458
American Portfolios Advisors
New York
$4.8K +$1.25K +8 +30%
GEA
459
Glen Eagle Advisors
New Jersey
$4.11K
IF
460
Ironwood Financial
Arizona
$4K
ST
461
Smithfield Trust
Pennsylvania
$4K
SWA
462
Sutton Wealth Advisors
Florida
$3.98K -$313 -2 -6%
BBHC
463
Brown Brothers Harriman & Co
New York
$3K -$2.66K -17 -46%
CI
464
CX Institutional
Indiana
$3K -$1.1K -7 -23%
SMFS
465
Squar Milner Financial Services
California
$3K
TWA
466
TCI Wealth Advisors
Arizona
$3K
KPW
467
Kore Private Wealth
New York
$3K +$3.76K +24 New
OSAM
468
O'Shaughnessy Asset Management
Connecticut
$2K -$5.17K -33 -75%
FANJ
469
Financial Architects (New Jersey)
New Jersey
$2K
SL
470
Savior LLC
Massachusetts
$2K
GWS
471
Glassman Wealth Services
Virginia
$2K +$157 +1 +6%
EFSCE
472
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$626 +4 +31%
EW
473
Evoke Wealth
California
$1.94K -$99.4K -635 -98%
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$626 +4 New
SFSIG
475
San Francisco Sentry Investment Group
California
$1K +$626 +4 New

ARE Hedge Fund Activity: Q1 2020 in Review

481 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2020, worth a combined $17.2B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARE positions and 47 closed out — a net gain of 30 holders — while 222 added to existing stakes and 138 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Goldman Sachs, cutting an estimated $380M.

  • 481 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2020, up from 455 in Q4 2019.
  • Funds reported $17.2B of Alexandria Real Estate Equities stock for Q1 2020, down 13% quarter-over-quarter.
  • 77 funds opened new Alexandria Real Estate Equities positions in Q1 2020 and 47 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2020 was Norges Bank, an estimated $303M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2020 was Goldman Sachs, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2020.