We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

673 hedge funds and large institutions have $19B invested in Alexandria Real Estate Equities in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 254 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 69

4% more funds holding

Funds holding: 649673 (+24)

2% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 250

2.73% less ownership

Funds ownership: 95.88%93.15% (-2.7%)

12% less capital invested

Capital invested by funds: $21.6B → $19B (-$2.55B)

29% less call options, than puts

Call options by funds: $64.6M | Put options by funds: $90.5M

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
673
Holders Change
+24
Holders Change %
+3.7%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
99
Increased
254
Reduced
250
Closed
69
Calls
$64.6M
Puts
$90.5M
Net Calls
-$25.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
451
Wedbush Securities
California
$349K +$41.4K +347 +13%
ECM
452
Evergreen Capital Management
Washington
$345K -$834 -7 -0.2%
VAS
453
Vestmark Advisory Solutions
Massachusetts
$344K -$8.82K -74 -2%
CL
454
Choreo LLC
Illinois
$339K +$349K +2,931 New
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$339K +$9.77K +82 +3%
AG
456
AIA Group
Hong Kong
$325K +$53.5K +449 +19%
SC
457
Steph & Co
Wisconsin
$325K +$2.74K +23 +0.8%
AAM
458
Advisors Asset Management
Colorado
$321K -$30.4K -255 -8%
AWA
459
Arkadios Wealth Advisors
Georgia
$314K +$320K +2,683 New
EF
460
Empowered Funds
Pennsylvania
$309K +$37.9K +318 +14%
HWM
461
HB Wealth Management
Georgia
$302K +$117K +982 +61%
CIBC World Market
462
CIBC World Market
Ontario, Canada
$302K +$308K +2,580 New
FMP
463
Financial Management Professionals
Texas
$297K +$26.5K +222 +10%
NLP
464
Next Level Private
New York
$297K
PAG
465
Private Advisor Group
New Jersey
$295K -$10K -84 -3%
ETC
466
Exchange Traded Concepts
Oklahoma
$294K +$20.9K +175 +7%
Assenagon Asset Management
467
Assenagon Asset Management
Luxembourg
$288K -$36.1K -303 -11%
PA
468
Profund Advisors
Maryland
$285K +$7.39K +62 +3%
Bank Julius Baer & Co
469
Bank Julius Baer & Co
Switzerland
$282K -$6.67K -56 -2%
PI
470
PFG Investments
New York
$280K +$13.7K +115 +5%
PA
471
Pinnacle Associates
New York
$279K +$21.9K +184 +8%
SFA
472
Sequoia Financial Advisors
Ohio
$274K +$477 +4 +0.2%
FB
473
Fulton Bank
Pennsylvania
$274K +$31.9K +268 +13%
SI
474
Stephens Inc
Arkansas
$270K -$29.3K -246 -10%
Nomura Holdings
475
Nomura Holdings
Japan
$267K +$272K +2,279 New

ARE Hedge Fund Activity: Q2 2024 in Review

673 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2024, worth a combined $19B — down 12% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ARE positions and 69 closed out — a net gain of 30 holders — while 254 added to existing stakes and 250 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $44.9M. The largest seller was Deutsche Bank, cutting an estimated $153M.

  • 673 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2024, up from 649 in Q1 2024.
  • Funds reported $19B of Alexandria Real Estate Equities stock for Q2 2024, down 12% quarter-over-quarter.
  • 99 funds opened new Alexandria Real Estate Equities positions in Q2 2024 and 69 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2024 was Goldman Sachs, an estimated $44.9M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2024 was Deutsche Bank, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2024.