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Alexandria Real Estate Equities

538 hedge funds and large institutions have $23.8B invested in Alexandria Real Estate Equities in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.3M

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 179

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.58B)

2% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 61

1% less funds holding

Funds holding: 546538 (-8)

6.43% less ownership

Funds ownership: 105.37%98.94% (-6.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
538
Holders Change
-8
Holders Change %
-1.47%
% of All Funds
9.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
60
Increased
223
Reduced
179
Closed
61
Calls
$13.6M
Puts
$9.3M
Net Calls
+$4.33M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
451
Lindbrook Capital
California
$93K -$5.62K -34 -6%
PWPS
452
Pinnacle Wealth Planning Services
Ohio
$91K +$83.8K +507 New
QCG
453
Quadrant Capital Group
Ohio
$79K -$11.7K -71 -14%
VAIA
454
Virtus Alternative Investment Advisers
Connecticut
$72K
HIA
455
Harbor Investment Advisory
Maryland
$71K +$12.9K +78 +24%
CHA
456
Carmichael Hill & Associates
Maryland
$69K +$331 +2 +0.5%
CFD
457
Creative Financial Designs
Indiana
$68K
WT
458
Washington Trust
Rhode Island
$67K
PA
459
Parallel Advisors
California
$63K -$61.2K -370 -51%
PCG
460
Private Capital Group
Connecticut
$63K -$4.79K -29 -8%
AAM
461
Advisors Asset Management
Colorado
$56K +$20.7K +125 +67%
FDCDDQ
462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.5K +$49.6K +300 New
EI
463
Ellevest Inc
New York
$50K +$29.9K +181 +187%
CAL
464
Capital Analysts LLC
Pennsylvania
$49K -$1.65K -10 -3%
Bessemer Group
465
Bessemer Group
New Jersey
$48K +$6.78K +41 +18%
APC
466
Aspire Private Capital
North Carolina
$46K -$331 -2 -0.8%
TFS
467
TrustCore Financial Services
Tennessee
$46K
NFG
468
Next Financial Group
Texas
$44K +$2.48K +15 +6%
VCG
469
Vantage Consulting Group
Virginia
$40K +$37.2K +225 New
TPCW
470
TD Private Client Wealth
New York
$36.2K +$5.79K +35 +21%
OSAM
471
O'Shaughnessy Asset Management
Connecticut
$36K +$6.28K +38 +23%
GCM
472
Gables Capital Management
Florida
$34K
CIA
473
CSat Investment Advisory
Michigan
$28K -$55.4K -335 -68%
FRA
474
Front Row Advisors
California
$28K
CI
475
CX Institutional
Indiana
$28K +$10.9K +66 +73%

ARE Hedge Fund Activity: Q4 2020 in Review

538 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2020, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ARE and 60 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 223 added.

The largest buyer was PGGM Investments, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 538 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2020, down from 546 in Q3 2020.
  • Funds reported $23.8B of Alexandria Real Estate Equities stock for Q4 2020, up 12% quarter-over-quarter.
  • 60 funds opened new Alexandria Real Estate Equities positions in Q4 2020 and 61 closed out, a net change of -1 holder.
  • The largest Alexandria Real Estate Equities buyer in Q4 2020 was PGGM Investments, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2020 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2020.