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Alexandria Real Estate Equities
ARE

649 hedge funds and large institutions have $21.6B invested in Alexandria Real Estate Equities in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 267 increasing their positions, 224 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 224

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

0% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $90.2M

0% less capital invested

Capital invested by funds: $21.6B → $21.6B (-$7.81M)

0% less funds holding

Funds holding: 651 → 649 (-2)

2.1% less ownership

Funds ownership: 97.97% → 95.88% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

Holders
649
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
70
Increased
267
Reduced
224
Closed
67
Calls
$90.6M
Puts
$90.2M
Net Calls
+$330K
Net Calls Change
+$13.1M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$167M
2
Charles Schwab
Charles Schwab
California
+$89M
3
RC
Resolution Capital
Australia
+$84.5M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$57.9M
5
DC
Davenport & Co
Virginia
+$52.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$180M
2
N
Nuveen
North Carolina
-$126M
3
Principal Financial Group
Principal Financial Group
Iowa
-$105M
4
State Street
State Street
Massachusetts
-$95.8M
5
CIM
Centersquare Investment Management
Pennsylvania
-$64.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
451
Sequoia Financial Advisors
Ohio
$302K -$104K -840 -26%
ACM
452
AlphaStar Capital Management
North Carolina
$302K +$288K +2,339 New
ETC
453
Exchange Traded Concepts
Oklahoma
$301K +$31.9K +259 +12%
AG
454
AIA Group
Hong Kong
$301K +$287K +2,333 New
EF
455
Empowered Funds
Pennsylvania
$300K +$60.9K +494 +27%
FMP
456
Financial Management Professionals
Texas
$299K +$114K +923 +66%
PI
457
PFG Investments
New York
$294K +$25.4K +206 +10%
MC
458
Moors & Cabot
Massachusetts
$294K +$281K +2,277 New
EWP
459
Elevation Wealth Partners
California
$293K – – –
BFS
460
Bradley Foster & Sargent
Connecticut
$291K -$70.5K -572 -20%
NA
461
NewEdge Advisors
Louisiana
$291K -$115K -935 -29%
LFM
462
LGT Fund Management
Liechtenstein
$290K – – –
Bank Julius Baer & Co
463
Bank Julius Baer & Co
Switzerland
$289K -$3.82K -31 -1%
HI
464
Horizon Investments
North Carolina
$289K – – –
GT
465
Greenleaf Trust
Michigan
$288K +$17.4K +141 +7%
LNWWM
466
Laird Norton Wetherby Wealth Management
California
$285K +$14.7K +119 +6%
PA
467
Pinnacle Associates
New York
$284K +$272K +2,205 New
BFC
468
Blue Fin Capital
Rhode Island
$281K +$986 +8 +0.4%
BCM
469
BTC Capital Management
Iowa
$281K +$269K +2,180 New
TC
470
TownSquare Capital
Utah
$279K +$23.2K +188 +10%
Group One Trading
471
Group One Trading
Illinois
$275K -$123K -995 -32%
CCM
472
Coldstream Capital Management
Washington
$273K +$4.31K +35 +2%
PP
473
Prudential plc
United Kingdom
$271K -$853K -6,923 -77%
KIA
474
KCM Investment Advisors
California
$268K -$34.5K -280 -12%
FB
475
Fulton Bank
Pennsylvania
$267K +$10.2K +83 +4%
17 18
19
20 21

ARE Hedge Fund Activity: Q1 2024 in Review

649 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2024, worth a combined $21.6B — down 0.04% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ARE positions and 67 closed out — a net gain of 3 holders — while 267 added to existing stakes and 224 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $167M. The largest seller was Morgan Stanley, cutting an estimated $180M.

  • 649 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2024, down from 651 in Q4 2023.
  • Funds reported $21.6B of Alexandria Real Estate Equities stock for Q1 2024, down 0.04% quarter-over-quarter.
  • 70 funds opened new Alexandria Real Estate Equities positions in Q1 2024 and 67 closed out, a net change of +3 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2024 was Deutsche Bank, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2024 was Morgan Stanley, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2024.