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Alexandria Real Estate Equities

651 hedge funds and large institutions have $19.1B invested in Alexandria Real Estate Equities in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 251 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $88.9M | Put options by funds: $76.1M

6% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 251

0% more capital invested

Capital invested by funds: $19B → $19.1B (+$29.2M)

1.34% less ownership

Funds ownership: 93.15%91.81% (-1.3%)

3% less funds holding

Funds holding: 673651 (-22)

19% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 83

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
651
Holders Change
-22
Holders Change %
-3.27%
% of All Funds
9.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
67
Increased
265
Reduced
251
Closed
83
Calls
$88.9M
Puts
$76.1M
Net Calls
+$12.8M
Net Calls Change
+$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
451
Capstone Investment Advisors
New York
$318K -$51.7K -434 -14%
PAG
452
Private Advisor Group
New Jersey
$315K +$15.4K +129 +5%
FMP
453
Financial Management Professionals
Texas
$306K +$4.53K +38 +1%
BPC
454
Banque Pictet & Cie
Switzerland
$306K +$307K +2,574 New
MSAM
455
Moloney Securities Asset Management
Missouri
$304K +$305K +2,557 New
AWM
456
Apollon Wealth Management
South Carolina
$303K +$69.9K +587 +30%
NWM
457
Napa Wealth Management
California
$301K +$48.6K +408 +19%
NLP
458
Next Level Private
New York
$301K
HF
459
HRT Financial
New York
$301K +$302K +2,538 New
Bank Julius Baer & Co
460
Bank Julius Baer & Co
Switzerland
$292K +$16.6K +139 +6%
WT
461
Washington Trust
Rhode Island
$284K +$164K +1,377 +135%
DADC
462
D.A. Davidson & Co
Montana
$281K -$148K -1,240 -34%
BTI
463
Blue Trust Inc
Georgia
$281K -$189K -1,584 -40%
PS
464
Principal Securities
Iowa
$279K +$50.9K +427 +22%
VF
465
Virtu Financial
New York
$276K +$277K +2,322 New
PI
466
PFG Investments
New York
$274K -$10.4K -87 -4%
EWP
467
Elevation Wealth Partners
California
$270K
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K +$1.07K +9 +0.4%
KMWM
469
Keudell/Morrison Wealth Management
Oregon
$265K +$265K +2,228 New
LFM
470
LGT Fund Management
Liechtenstein
$262K
WANY
471
Wealthspire Advisors (New York)
New York
$261K +$262K +2,197 New
NWAG
472
Net Worth Advisory Group
Utah
$261K +$262K +2,197 New
BFC
473
Blue Fin Capital
Rhode Island
$259K
WS
474
Wedbush Securities
California
$258K -$96.6K -811 -27%
HI
475
Horizon Investments
North Carolina
$252K -$17.4K -146 -6%

ARE Hedge Fund Activity: Q3 2024 in Review

651 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2024, worth a combined $19.1B — up 0.15% from $19B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of ARE and 67 opened new positions — a net loss of 16 holders — while 251 trimmed existing stakes and 265 added.

The largest buyer was Citadel Advisors, adding an estimated $70.3M. The largest seller was Principal Financial Group, cutting an estimated $88.9M.

  • 651 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2024, down from 673 in Q2 2024.
  • Funds reported $19.1B of Alexandria Real Estate Equities stock for Q3 2024, up 0.15% quarter-over-quarter.
  • 67 funds opened new Alexandria Real Estate Equities positions in Q3 2024 and 83 closed out, a net change of -16 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2024 was Citadel Advisors, an estimated $70.3M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2024 was Principal Financial Group, an estimated $88.9M sold.

Based on aggregated 13F filings for Q3 2024.