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Alexandria Real Estate Equities
ARE

328 hedge funds and large institutions have $9.45B invested in Alexandria Real Estate Equities in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 150 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 107

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $8.27B → $9.45B (+$1.17B)

3.65% more ownership

Funds ownership: 108.21% → 111.86% (+3.7%)

2% more funds holding

Funds holding: 321 → 328 (+7)

57% less call options, than puts

Call options by funds: $2.8M | Put options by funds: $6.49M

Holders
328
Holders Change
+7
Holders Change %
+2.18%
% of All Funds
8.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
150
Reduced
107
Closed
24
Calls
$2.8M
Puts
$6.49M
Net Calls
-$3.7M
Net Calls Change
-$4.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$156M
2
Deutsche Bank
Deutsche Bank
Germany
+$156M
3
AIM
abrdn Investment Management
United Kingdom
+$107M
4
N
Nuveen
North Carolina
+$73M
5
Prudential Financial
Prudential Financial
New Jersey
+$70.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$45M
3
Macquarie Group
Macquarie Group
Australia
-$41.9M
4
SFM
Systematic Financial Management
New Jersey
-$39.2M
5
SO
STRS Ohio
Ohio
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$77.4M +$70.7M +649,320 +1,042%
SO
27
STRS Ohio
Ohio
$76.5M -$21.8M -199,996 -22%
Goldman Sachs
28
Goldman Sachs
New York
$73.8M +$17.7M +162,293 +31%
UIC
29
Uniplan Investment Counsel
Wisconsin
$71.1M +$1.26M +11,575 +2%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$69M +$9.08M +83,384 +15%
Norges Bank
31
Norges Bank
Norway
$67.1M +$12.5M +114,561 +22%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$66.3M -$6.6M -60,584 -9%
Charles Schwab
33
Charles Schwab
California
$61.9M +$8.23M +75,544 +15%
EAM
34
Edge Asset Management
Washington
$61.6M +$2.91M +26,720 +5%
PIM
35
Perkins Investment Management
Illinois
$61.3M -$243K -2,232 -0.4%
Bank of America
36
Bank of America
North Carolina
$58.3M +$1.36M +12,491 +2%
American Century Companies
37
American Century Companies
Missouri
$53.8M +$18.9M +173,723 +54%
SCRM
38
Security Capital Research & Management
Illinois
$46.9M -$9.6M -88,167 -17%
CS
39
Credit Suisse
Switzerland
$45.9M +$12.2M +111,689 +36%
Aviva
40
Aviva
United Kingdom
$45.6M -$4.34M -39,840 -9%
Macquarie Group
41
Macquarie Group
Australia
$44.1M -$41.9M -384,796 -49%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$38.2M +$1.53M +14,065 +4%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$38M +$392K +3,600 +1%
SFM
44
Systematic Financial Management
New Jersey
$37M -$39.2M -360,207 -51%
AllianceBernstein
45
AllianceBernstein
Tennessee
$33.6M +$5.62M +51,609 +20%
EA
46
Emerald Acquisition
Washington
$31.6M +$11.4M +104,280 +56%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$31.1M +$31.2M +286,234 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$31.1M +$9.35M +85,880 +43%
Citadel Advisors
49
Citadel Advisors
Florida
$30.9M +$31M +284,401 New
Invesco
50
Invesco
Georgia
$29.7M +$3.2M +29,360 +12%
1
2
3 4 5

ARE Hedge Fund Activity: Q3 2016 in Review

328 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2016, worth a combined $9.45B — up 14% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARE positions and 24 closed out — a net gain of 9 holders — while 150 added to existing stakes and 107 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was Fidelity Investments, exiting entirely with an estimated $59.6M sold.

  • 328 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2016, up from 321 in Q2 2016.
  • Funds reported $9.45B of Alexandria Real Estate Equities stock for Q3 2016, up 14% quarter-over-quarter.
  • 33 funds opened new Alexandria Real Estate Equities positions in Q3 2016 and 24 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2016 was Cohen & Steers, an estimated $156M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2016 was Fidelity Investments, an estimated $59.6M sold.

Based on aggregated 13F filings for Q3 2016.