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Alexandria Real Estate Equities

324 hedge funds and large institutions have $10B invested in Alexandria Real Estate Equities in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 148 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 103

6% more capital invested

Capital invested by funds: $9.45B → $10B (+$569M)

1.66% more ownership

Funds ownership: 111.86%113.52% (+1.7%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 328324 (-4)

48% less call options, than puts

Call options by funds: $3.59M | Put options by funds: $6.96M

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
8.1%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
33
Increased
148
Reduced
103
Closed
31
Calls
$3.59M
Puts
$6.96M
Net Calls
-$3.37M
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
26
STRS Ohio
Ohio
$81.7M +$3.41M +31,753 +5%
ClearBridge Investments
27
ClearBridge Investments
New York
$79.9M +$258K +2,407 +0.3%
Norges Bank
28
Norges Bank
Norway
$79.5M +$7.45M +69,381 +11%
JP Morgan Chase
29
JP Morgan Chase
New York
$76.7M -$18.6M -173,512 -20%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$75.8M +$42.5M +395,800 +138%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$75.6M +$4.85M +45,181 +7%
Bank of America
32
Bank of America
North Carolina
$75.1M +$15M +140,081 +26%
UIC
33
Uniplan Investment Counsel
Wisconsin
$73.8M +$1.16M +10,807 +2%
Citadel Advisors
34
Citadel Advisors
Florida
$68.6M +$35.7M +332,757 +117%
Charles Schwab
35
Charles Schwab
California
$67M +$3.62M +33,757 +6%
EAM
36
Edge Asset Management
Washington
$66.4M +$3.25M +30,316 +5%
SCRM
37
Security Capital Research & Management
Illinois
$60.5M +$12.1M +112,630 +26%
PIM
38
Perkins Investment Management
Illinois
$58M -$4.46M -41,571 -7%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$56.7M -$10.6M -99,126 -16%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$54.3M +$14.8M +137,633 +39%
American Century Companies
41
American Century Companies
Missouri
$52.7M -$2.2M -20,513 -4%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$52.5M +$51.1M +475,961 New
HRES
43
Heitman Real Estate Securities
Illinois
$47.1M +$41.6M +387,447 +1,062%
CS
44
Credit Suisse
Switzerland
$46.9M +$77K +717 +0.2%
Aviva
45
Aviva
United Kingdom
$46.6M
Legal & General Group
46
Legal & General Group
United Kingdom
$36.2M +$8.81M +82,093 +34%
Asset Management One
47
Asset Management One
Japan
$34.6M +$9.78M +91,115 +41%
BIM
48
BlackRock Investment Management
Delaware
$34.1M +$4.94M +46,046 +18%
AllianceBernstein
49
AllianceBernstein
Tennessee
$31.6M -$2.63M -24,491 -8%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$31.6M +$2.55M +23,805 +9%

ARE Hedge Fund Activity: Q4 2016 in Review

324 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2016, worth a combined $10B — up 6% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARE positions and 31 closed out — a net gain of 2 holders — while 148 added to existing stakes and 103 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $70.2M. The largest seller was Capital Research Global Investors, cutting an estimated $169M.

  • 324 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2016, down from 328 in Q3 2016.
  • Funds reported $10B of Alexandria Real Estate Equities stock for Q4 2016, up 6% quarter-over-quarter.
  • 33 funds opened new Alexandria Real Estate Equities positions in Q4 2016 and 31 closed out, a net change of +2 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2016 was Goldman Sachs, an estimated $70.2M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2016 was Capital Research Global Investors, an estimated $169M sold.

Based on aggregated 13F filings for Q4 2016.