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Alexandria Real Estate Equities

481 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $15.6M

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 455481 (+26)

4.31% less ownership

Funds ownership: 106.45%102.14% (-4.3%)

13% less capital invested

Capital invested by funds: $19.8B → $17.2B (-$2.61B)

Holders
481
Holders Change
+26
Holders Change %
+5.71%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
77
Increased
222
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
CIMLRA
26
CBRE Investment Management Listed Real Assets
Pennsylvania
$136M +$4.66M +29,776 +3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$126M +$1.37M +8,733 +1%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$109M +$26M +166,327 +26%
UBS AM
29
UBS AM
Illinois
$108M +$1.78M +11,363 +1%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$102M +$23.1M +147,377 +25%
Ameriprise
31
Ameriprise
Minnesota
$98.6M -$23.5M -150,227 -17%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$97.7M -$990K -6,324 -0.9%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$97.6M -$1.2M -7,679 -1%
DPIM
34
Duff & Phelps Investment Management
Illinois
$97.5M -$98.6K -630 -0.1%
SCRM
35
Security Capital Research & Management
Illinois
$96M +$17.5M +111,840 +19%
ACI
36
AMP Capital Investors
Australia
$88.6M -$11.6M -74,343 -11%
ACM
37
Adelante Capital Management
California
$87.7M +$2.18M +13,935 +2%
AAMU
38
Amundi Asset Management US
Massachusetts
$83.2M +$14.4M +91,736 +18%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$83M -$34.3M -218,800 -27%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$82M -$9.75M -62,247 -9%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$75.1M +$3.92M +25,005 +5%
Charles Schwab
42
Charles Schwab
California
$74.9M +$5.95M +37,994 +7%
CVA
43
Ceredex Value Advisors
Florida
$71.8M +$81.6M +520,895 New
ClearBridge Investments
44
ClearBridge Investments
New York
$70.9M -$8.66M -55,314 -10%
UIC
45
Uniplan Investment Counsel
Wisconsin
$63.5M +$4.68M +29,888 +7%
Swiss National Bank
46
Swiss National Bank
Switzerland
$61.3M +$14M +89,200 +25%
Bank of America
47
Bank of America
North Carolina
$60.6M -$18.7M -119,731 -21%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$57.6M -$3.86M -24,624 -6%
AllianceBernstein
49
AllianceBernstein
Tennessee
$51.5M -$6.4M -40,850 -10%
SO
50
STRS Ohio
Ohio
$50.3M +$2.71M +17,303 +5%

ARE Hedge Fund Activity: Q1 2020 in Review

481 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2020, worth a combined $17.2B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARE positions and 47 closed out — a net gain of 30 holders — while 222 added to existing stakes and 138 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Goldman Sachs, cutting an estimated $380M.

  • 481 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2020, up from 455 in Q4 2019.
  • Funds reported $17.2B of Alexandria Real Estate Equities stock for Q1 2020, down 13% quarter-over-quarter.
  • 77 funds opened new Alexandria Real Estate Equities positions in Q1 2020 and 47 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2020 was Norges Bank, an estimated $303M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2020 was Goldman Sachs, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2020.