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Alexandria Real Estate Equities

557 hedge funds and large institutions have $27.2B invested in Alexandria Real Estate Equities in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 263 increasing their positions, 160 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $100M | Put options by funds: $36.3M

64% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 160

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $23B → $27.2B (+$4.2B)

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 553557 (+4)

0.15% less ownership

Funds ownership: 96.29%96.15% (-0.15%)

Holders
557
Holders Change
+4
Holders Change %
+0.72%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
62
Increased
263
Reduced
160
Closed
53
Calls
$100M
Puts
$36.3M
Net Calls
+$63.7M
Net Calls Change
+$81.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
451
C.M. Bidwell & Associates
Hawaii
$152K +$12K +67 +9%
MC
452
Muzinich & Co
New York
$150K
S
453
SignatureFD
Georgia
$150K +$13.2K +74 +10%
BDS
454
Banco de Sabadell
Florida
$137K +$48.7K +272 +57%
CYG
455
Clean Yield Group
Vermont
$126K +$123K +690 New
AIM
456
Anchor Investment Management
South Carolina
$125K +$15.2K +85 +14%
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$124K
AAM
458
Advisors Asset Management
Colorado
$124K +$12.7K +71 +12%
ST
459
Smithfield Trust
Pennsylvania
$120K
ECU
460
Eisler Capital (UK)
United Kingdom
$115K -$1.77M -9,873 -94%
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$113K +$64.8K +362 +140%
ASN
462
Advisory Services Network
Georgia
$113K +$110K +616 New
AAP
463
Arax Advisory Partners
Colorado
$101K +$99.3K +555 New
QCG
464
Quadrant Capital Group
Ohio
$96K +$9.13K +51 +11%
PA
465
Parallel Advisors
California
$96K +$16.8K +94 +22%
LC
466
Lindbrook Capital
California
$94K
AWA
467
Arkadios Wealth Advisors
Georgia
$94K +$64.4K +360 +231%
Acadian Asset Management
468
Acadian Asset Management
Massachusetts
$88K +$58.9K +329 +214%
SAM
469
Shell Asset Management
Netherlands
$87K -$30.1K -168 -26%
CFGS
470
Concourse Financial Group Securities
Alabama
$77K
CHA
471
Carmichael Hill & Associates
Maryland
$71K +$358 +2 +0.5%
CFD
472
Creative Financial Designs
Indiana
$69K
HIA
473
Harbor Investment Advisory
Maryland
$68K
Credit Agricole
474
Credit Agricole
France
$63K +$61.6K +344 New
TPCW
475
TD Private Client Wealth
New York
$62.6K +$16.3K +91 +36%

ARE Hedge Fund Activity: Q2 2021 in Review

557 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2021, worth a combined $27.2B — up 18% from $23B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ARE positions and 53 closed out — a net gain of 9 holders — while 263 added to existing stakes and 160 trimmed.

The largest buyer was Norges Bank, adding an estimated $327M. The largest seller was Wellington Management Group, cutting an estimated $183M.

  • 557 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2021, up from 553 in Q1 2021.
  • Funds reported $27.2B of Alexandria Real Estate Equities stock for Q2 2021, up 18% quarter-over-quarter.
  • 62 funds opened new Alexandria Real Estate Equities positions in Q2 2021 and 53 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2021 was Norges Bank, an estimated $327M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2021 was Wellington Management Group, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2021.