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Alexandria Real Estate Equities

282 hedge funds and large institutions have $6.83B invested in Alexandria Real Estate Equities in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

37% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 92

12% more capital invested

Capital invested by funds: $6.11B → $6.83B (+$720M)

2% more funds holding

Funds holding: 276282 (+6)

1.13% more ownership

Funds ownership: 95.65%96.78% (+1.1%)

10% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $2.05M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
282
Holders Change
+6
Holders Change %
+2.17%
% of All Funds
7.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
24
Increased
126
Reduced
92
Closed
15
Calls
$1.85M
Puts
$2.05M
Net Calls
-$197K
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Adelante Capital Management
California
$61.9M +$1.15M +11,948 +2%
Goldman Sachs
27
Goldman Sachs
New York
$61.1M +$6.82M +70,722 +13%
American Century Companies
28
American Century Companies
Missouri
$60.2M -$1.68M -17,420 -3%
Prudential Financial
29
Prudential Financial
New Jersey
$51.4M -$2.57M -26,681 -5%
BG
30
BlackRock Group
United Kingdom
$50.1M -$5.59M -57,997 -10%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$49.6M +$2.98M +30,883 +7%
ClearBridge Investments
32
ClearBridge Investments
New York
$48.9M +$2.56M +26,497 +6%
EAM
33
Edge Asset Management
Washington
$45M +$8.83M +91,623 +25%
EARNEST Partners
34
EARNEST Partners
Georgia
$42.2M -$2.48M -25,739 -6%
O
35
OppenheimerFunds
New York
$39.1M -$1.48M -15,330 -4%
SAM
36
Securian Asset Management
Minnesota
$37.8M +$4M +41,527 +12%
Asset Management One
37
Asset Management One
Japan
$33.5M +$734K +7,613 +2%
Principal Financial Group
38
Principal Financial Group
Iowa
$32.3M -$6.85M -71,088 -18%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$32.1M -$361K -3,743 -1%
Charles Schwab
40
Charles Schwab
California
$30.6M +$2.5M +25,963 +9%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$29.5M +$4.09M +42,400 +16%
Franklin Resources
42
Franklin Resources
California
$29.1M +$4.3M +44,600 +18%
Bank of America
43
Bank of America
North Carolina
$28.6M +$738K +7,651 +3%
ACM
44
AEW Capital Management
Massachusetts
$27.5M -$1.48M -15,400 -5%
Fidelity International
45
Fidelity International
Bermuda
$26.8M -$4.11M -42,662 -14%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$26.2M -$521K -5,399 -2%
HRES
47
Heitman Real Estate Securities
Illinois
$24.8M -$15.6M -161,748 -39%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$23.8M -$11.9M -122,974 -34%
DGHMC
49
Dalton, Greiner, Hartman, Maher & Co
New York
$23.8M -$1.17M -12,096 -5%
BIM
50
BlackRock Investment Management
Delaware
$23.2M -$742K -7,695 -3%

ARE Hedge Fund Activity: Q1 2015 in Review

282 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2015, worth a combined $6.83B — up 12% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ARE positions and 15 closed out — a net gain of 9 holders — while 126 added to existing stakes and 92 trimmed.

The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $154M. The largest seller was Deutsche Bank, cutting an estimated $94.5M.

  • 282 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2015, up from 276 in Q4 2014.
  • Funds reported $6.83B of Alexandria Real Estate Equities stock for Q1 2015, up 12% quarter-over-quarter.
  • 24 funds opened new Alexandria Real Estate Equities positions in Q1 2015 and 15 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2015 was CBRE Investment Management Listed Real Assets, an estimated $154M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2015 was Deutsche Bank, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2015.