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Alexandria Real Estate Equities

564 hedge funds and large institutions have $28.9B invested in Alexandria Real Estate Equities in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 177

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

6% more capital invested

Capital invested by funds: $27.2B → $28.9B (+$1.75B)

3.29% more ownership

Funds ownership: 96.15%99.44% (+3.3%)

1% more funds holding

Funds holding: 557564 (+7)

9% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $29.3M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
564
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
9.87%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
59
Increased
240
Reduced
177
Closed
44
Calls
$26.6M
Puts
$29.3M
Net Calls
-$2.62M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$231M +$37.6M +189,001 +19%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$229M +$118M +594,379 +98%
RC
28
Resolution Capital
Australia
$205M -$6.39M -32,107 -3%
UBS AM
29
UBS AM
Illinois
$201M +$13.2M +66,126 +7%
TCI Fund Management
30
TCI Fund Management
United Kingdom
$200M +$175M +881,359 +541%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$182M -$5.04M -25,313 -3%
Deutsche Bank
32
Deutsche Bank
Germany
$180M +$76M +381,757 +68%
Morgan Stanley
33
Morgan Stanley
New York
$172M -$5.84M -29,316 -3%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$163M +$5.99M +30,067 +4%
Bank of America
35
Bank of America
North Carolina
$151M +$33.7M +169,379 +27%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$132M +$12.7M +63,863 +10%
ZP
37
Zimmer Partners
New York
$127M -$132M -664,800 -50%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$126M -$8.52M -42,809 -6%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$123M -$27M -135,551 -17%
Amundi
40
Amundi
France
$123M +$3.06M +15,353 +2%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$120M +$2.28M +11,429 +2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$119M -$10.9M -54,603 -8%
ACI
43
AMP Capital Investors
Australia
$115M -$11.7M -58,633 -9%
Swiss National Bank
44
Swiss National Bank
Switzerland
$106M +$4.9M +24,600 +5%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$91.3M +$1.35M +6,783 +1%
ClearBridge Investments
46
ClearBridge Investments
New York
$90.3M -$1.97M -9,872 -2%
CIMLRA
47
CBRE Investment Management Listed Real Assets
Pennsylvania
$82.3M -$30M -150,712 -26%
ACM
48
AEW Capital Management
Massachusetts
$81.5M +$35.6M +178,825 +72%
AllianceBernstein
49
AllianceBernstein
Tennessee
$81M -$2.13M -10,696 -2%
Wells Fargo
50
Wells Fargo
California
$80.4M +$14.2M +71,099 +20%

ARE Hedge Fund Activity: Q3 2021 in Review

564 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2021, worth a combined $28.9B — up 6.4% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ARE positions and 44 closed out — a net gain of 15 holders — while 240 added to existing stakes and 177 trimmed.

The largest buyer was Vanguard Group, adding an estimated $228M. The largest seller was PGGM Investments, cutting an estimated $250M.

  • 564 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2021, up from 557 in Q2 2021.
  • Funds reported $28.9B of Alexandria Real Estate Equities stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 59 funds opened new Alexandria Real Estate Equities positions in Q3 2021 and 44 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2021 was Vanguard Group, an estimated $228M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2021 was PGGM Investments, an estimated $250M sold.

Based on aggregated 13F filings for Q3 2021.