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Alexandria Real Estate Equities

546 hedge funds and large institutions have $21.2B invested in Alexandria Real Estate Equities in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $13.9M

8% more funds holding

Funds holding: 505546 (+41)

4.69% more ownership

Funds ownership: 100.68%105.37% (+4.7%)

3% more capital invested

Capital invested by funds: $20.6B → $21.2B (+$631M)

1% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 193

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
546
Holders Change
+41
Holders Change %
+8.12%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
84
Increased
194
Reduced
193
Closed
37
Calls
$22.6M
Puts
$13.9M
Net Calls
+$8.72M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
451
Hantz Financial Services
Michigan
$124K -$3.84K -23 -3%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$124K
FWM
453
Focused Wealth Management
New York
$120K
S
454
SignatureFD
Georgia
$118K -$3.17K -19 -3%
CYG
455
Clean Yield Group
Vermont
$118K
PA
456
Parallel Advisors
California
$116K -$34.9K -209 -22%
Rockefeller Capital Management
457
Rockefeller Capital Management
New York
$116K +$3.01K +18 +3%
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$109K -$2.34K -14 -2%
AAP
459
Arax Advisory Partners
Colorado
$96K -$12.5K -75 -11%
ST
460
Smithfield Trust
Pennsylvania
$94K -$1.67K -10 -2%
MAM
461
Meeder Asset Management
Ohio
$92K +$6.85K +41 +8%
GT
462
Glenmede Trust
Pennsylvania
$90K +$7.01K +42 +8%
CFGS
463
Concourse Financial Group Securities
Alabama
$90K +$44.2K +265 +90%
LC
464
Lindbrook Capital
California
$89K +$5.34K +32 +6%
QCG
465
Quadrant Capital Group
Ohio
$82K +$12.7K +76 +17%
APA
466
American Portfolios Advisors
New York
$80.2K +$74.5K +446 +811%
CIA
467
CSat Investment Advisory
Michigan
$79K +$8.18K +49 +11%
AWA
468
Arkadios Wealth Advisors
Georgia
$77.2K +$15.4K +92 +24%
RMC
469
Resources Management Corp
Connecticut
$77K +$71K +425 +773%
VAIA
470
Virtus Alternative Investment Advisers
Connecticut
$64K
CHA
471
Carmichael Hill & Associates
Maryland
$62K +$501 +3 +0.8%
PCG
472
Private Capital Group
Connecticut
$61K -$3.01K -18 -5%
CFD
473
Creative Financial Designs
Indiana
$61K
WT
474
Washington Trust
Rhode Island
$60K
NIM
475
NuWave Investment Management
New Jersey
$54K +$56.3K +337 New

ARE Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2020, worth a combined $21.2B — up 3.1% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ARE positions and 37 closed out — a net gain of 47 holders — while 194 added to existing stakes and 193 trimmed.

The largest buyer was Norges Bank, adding an estimated $376M. The largest seller was State Street, cutting an estimated $134M.

  • 546 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2020, up from 505 in Q2 2020.
  • Funds reported $21.2B of Alexandria Real Estate Equities stock for Q3 2020, up 3.1% quarter-over-quarter.
  • 84 funds opened new Alexandria Real Estate Equities positions in Q3 2020 and 37 closed out, a net change of +47 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2020 was Norges Bank, an estimated $376M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2020 was State Street, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2020.