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Alexandria Real Estate Equities

428 hedge funds and large institutions have $13.8B invested in Alexandria Real Estate Equities in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $4.21M

19% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 151

2% more capital invested

Capital invested by funds: $13.5B → $13.8B (+$282M)

0.27% less ownership

Funds ownership: 104.05%103.77% (-0.27%)

3% less funds holding

Funds holding: 440428 (-12)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

Holders
428
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
9.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
34
Increased
180
Reduced
151
Closed
43
Calls
$14.7M
Puts
$4.21M
Net Calls
+$10.5M
Net Calls Change
+$9.36M
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
26
Westwood Holdings Group
Texas
$108M -$9.57M -75,698 -8%
ACI
27
AMP Capital Investors
Australia
$107M -$4.77M -37,752 -4%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$105M +$4.36M +34,494 +4%
Norges Bank
29
Norges Bank
Norway
$104M
SCRM
30
Security Capital Research & Management
Illinois
$96.4M +$44.2M +349,643 +84%
JP Morgan Chase
31
JP Morgan Chase
New York
$93.4M +$12.5M +98,882 +15%
DPIM
32
Duff & Phelps Investment Management
Illinois
$91.2M +$16.2M +128,400 +22%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$90.4M +$88K +696 +0.1%
ACM
34
Adelante Capital Management
California
$85.9M -$2.94M -23,222 -3%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$84.5M -$1.19M -9,432 -1%
ClearBridge Investments
36
ClearBridge Investments
New York
$82.2M -$5.66M -44,746 -6%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$81M +$7.13M +56,415 +10%
UBS AM
38
UBS AM
Illinois
$78.9M -$1.89M -14,941 -2%
Citadel Advisors
39
Citadel Advisors
Florida
$78.4M +$16M +126,491 +25%
TA
40
Teachers Advisors
New York
$77.7M +$5.78M +45,755 +8%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$71.4M +$9.65M +76,367 +16%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$69.3M +$56.2M +444,847 +420%
Morgan Stanley
43
Morgan Stanley
New York
$68M +$8.38M +66,287 +14%
UIC
44
Uniplan Investment Counsel
Wisconsin
$65.8M -$9.27M -73,302 -12%
Capital Research Global Investors
45
Capital Research Global Investors
California
$61.7M
Aviva
46
Aviva
United Kingdom
$59.5M +$417K +3,296 +0.7%
BCM
47
Bridgeway Capital Management
Texas
$59.2M +$59.5M +470,500 New
SO
48
STRS Ohio
Ohio
$59.1M +$6.65M +52,627 +13%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$56.8M -$4.33M -34,218 -7%
AllianceBernstein
50
AllianceBernstein
Tennessee
$55.7M -$231K -1,831 -0.4%

ARE Hedge Fund Activity: Q3 2018 in Review

428 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2018, worth a combined $13.8B — up 2.1% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ARE and 34 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 180 added.

The largest buyer was Invesco, adding an estimated $83.2M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $49.7M.

  • 428 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2018, down from 440 in Q2 2018.
  • Funds reported $13.8B of Alexandria Real Estate Equities stock for Q3 2018, up 2.1% quarter-over-quarter.
  • 34 funds opened new Alexandria Real Estate Equities positions in Q3 2018 and 43 closed out, a net change of -9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2018 was Invesco, an estimated $83.2M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2018 was CBRE Investment Management Listed Real Assets, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2018.