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Alexandria Real Estate Equities

546 hedge funds and large institutions have $21.2B invested in Alexandria Real Estate Equities in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $13.9M

8% more funds holding

Funds holding: 505546 (+41)

4.69% more ownership

Funds ownership: 100.68%105.37% (+4.7%)

3% more capital invested

Capital invested by funds: $20.6B → $21.2B (+$631M)

1% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 193

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
546
Holders Change
+41
Holders Change %
+8.12%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
84
Increased
194
Reduced
193
Closed
37
Calls
$22.6M
Puts
$13.9M
Net Calls
+$8.72M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$173M -$1.02M -6,093 -0.6%
Charles Schwab
27
Charles Schwab
California
$158M -$17.5M -104,877 -10%
Ameriprise
28
Ameriprise
Minnesota
$149M +$92K +551 +0.1%
UBS AM
29
UBS AM
Illinois
$139M +$9.99M +59,802 +7%
CIMLRA
30
CBRE Investment Management Listed Real Assets
Pennsylvania
$137M -$2.6M -15,596 -2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$126M +$2.83M +16,972 +2%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$117M -$10.9M -65,311 -8%
AAMU
33
Amundi Asset Management US
Massachusetts
$113M +$11.1M +66,629 +10%
ACI
34
AMP Capital Investors
Australia
$109M +$15.1M +90,281 +15%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$103M +$7.97M +47,709 +8%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$99.2M +$8.43M +50,507 +9%
ACM
37
Adelante Capital Management
California
$92.7M -$10.5M -62,988 -10%
Bank of America
38
Bank of America
North Carolina
$85.4M +$18.7M +112,037 +27%
Morgan Stanley
39
Morgan Stanley
New York
$82.8M -$3.94M -23,579 -4%
ClearBridge Investments
40
ClearBridge Investments
New York
$80M -$354K -2,120 -0.4%
ACM
41
AEW Capital Management
Massachusetts
$79.7M -$7.99M -47,850 -9%
Swiss National Bank
42
Swiss National Bank
Switzerland
$78.6M +$968K +5,800 +1%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$76.6M +$32.3M +193,591 +68%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$76.1M +$3.2M +19,178 +4%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$69.9M -$26.8M -160,395 -27%
Allianz Asset Management
46
Allianz Asset Management
Germany
$67.6M +$13.3M +79,784 +23%
CIM
47
Centersquare Investment Management
Pennsylvania
$64.9M +$6.22M +37,243 +10%
AllianceBernstein
48
AllianceBernstein
Tennessee
$64.2M -$286K -1,713 -0.4%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$64.1M -$2.59M -15,529 -4%
SO
50
STRS Ohio
Ohio
$62.7M +$2.5M +14,992 +4%

ARE Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2020, worth a combined $21.2B — up 3.1% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ARE positions and 37 closed out — a net gain of 47 holders — while 194 added to existing stakes and 193 trimmed.

The largest buyer was Norges Bank, adding an estimated $376M. The largest seller was State Street, cutting an estimated $134M.

  • 546 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2020, up from 505 in Q2 2020.
  • Funds reported $21.2B of Alexandria Real Estate Equities stock for Q3 2020, up 3.1% quarter-over-quarter.
  • 84 funds opened new Alexandria Real Estate Equities positions in Q3 2020 and 37 closed out, a net change of +47 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2020 was Norges Bank, an estimated $376M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2020 was State Street, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2020.