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Alexandria Real Estate Equities

557 hedge funds and large institutions have $27.2B invested in Alexandria Real Estate Equities in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 263 increasing their positions, 160 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $100M | Put options by funds: $36.3M

64% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 160

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $23B → $27.2B (+$4.2B)

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 553557 (+4)

0.15% less ownership

Funds ownership: 96.29%96.15% (-0.15%)

Holders
557
Holders Change
+4
Holders Change %
+0.72%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
62
Increased
263
Reduced
160
Closed
53
Calls
$100M
Puts
$36.3M
Net Calls
+$63.7M
Net Calls Change
+$81.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$217M +$18.1M +100,969 +9%
RC
27
Resolution Capital
Australia
$201M -$2.47M -13,821 -1%
Goldman Sachs
28
Goldman Sachs
New York
$185M -$16.8M -94,108 -8%
UBS AM
29
UBS AM
Illinois
$179M -$13.7M -76,494 -7%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$178M +$9.1M +50,871 +6%
Morgan Stanley
31
Morgan Stanley
New York
$169M +$18.5M +103,536 +13%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$150M +$7.32M +40,913 +5%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$142M +$40.2M +224,738 +40%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$127M +$16.4M +91,755 +15%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$123M +$19.5M +108,815 +19%
ACI
36
AMP Capital Investors
Australia
$120M -$5.16M -28,845 -4%
RGREA
37
Ranger Global Real Estate Advisors
Colorado
$119M +$29M +162,280 +33%
Amundi
38
Amundi
France
$114M +$112M +627,986 New
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$114M -$628K -3,508 -0.6%
Bank of America
40
Bank of America
North Carolina
$113M +$12.3M +68,655 +12%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$112M -$6.53M -36,487 -6%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$110M -$183M -1,022,118 -63%
CIMLRA
43
CBRE Investment Management Listed Real Assets
Pennsylvania
$106M -$35.6M -198,780 -25%
Deutsche Bank
44
Deutsche Bank
Germany
$102M +$30.2M +168,666 +43%
Swiss National Bank
45
Swiss National Bank
Switzerland
$96.3M +$1.87M +10,460 +2%
Millennium Management
46
Millennium Management
New York
$96.2M +$45.8M +256,163 +94%
ClearBridge Investments
47
ClearBridge Investments
New York
$87.8M -$1.87M -10,437 -2%
DPIM
48
Duff & Phelps Investment Management
Illinois
$86.5M +$33.5M +187,047 +65%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$85.7M +$1.02M +5,696 +1%
Ameriprise
50
Ameriprise
Minnesota
$84.5M +$12.4M +69,532 +18%

ARE Hedge Fund Activity: Q2 2021 in Review

557 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2021, worth a combined $27.2B — up 18% from $23B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ARE positions and 53 closed out — a net gain of 9 holders — while 263 added to existing stakes and 160 trimmed.

The largest buyer was Norges Bank, adding an estimated $327M. The largest seller was Wellington Management Group, cutting an estimated $183M.

  • 557 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2021, up from 553 in Q1 2021.
  • Funds reported $27.2B of Alexandria Real Estate Equities stock for Q2 2021, up 18% quarter-over-quarter.
  • 62 funds opened new Alexandria Real Estate Equities positions in Q2 2021 and 53 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2021 was Norges Bank, an estimated $327M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2021 was Wellington Management Group, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2021.