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Alexandria Real Estate Equities

613 hedge funds and large institutions have $23.3B invested in Alexandria Real Estate Equities in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 172 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $26.6M

70% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 172

2.3% less ownership

Funds ownership: 101.41%99.11% (-2.3%)

3% less funds holding

Funds holding: 634613 (-21)

13% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 77

28% less capital invested

Capital invested by funds: $32.5B → $23.3B (-$9.19B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
613
Holders Change
-21
Holders Change %
-3.31%
% of All Funds
10.33%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
67
Increased
293
Reduced
172
Closed
77
Calls
$53.7M
Puts
$26.6M
Net Calls
+$27.1M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$170M +$12.4M +73,106 +7%
Bank of America
27
Bank of America
North Carolina
$156M +$38.4M +226,048 +27%
Morgan Stanley
28
Morgan Stanley
New York
$151M +$73.4M +432,253 +71%
CIMLRA
29
CBRE Investment Management Listed Real Assets
Pennsylvania
$136M +$69.1M +407,098 +77%
Amundi
30
Amundi
France
$124M +$23.1M +135,924 +18%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$120M +$37M +218,043 +36%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$120M -$383K -2,257 -0.3%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$115M -$95.7M -563,968 -42%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$109M -$18.9M -111,189 -13%
Macquarie Group
35
Macquarie Group
Australia
$108M +$15.9M +93,819 +15%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$105M +$33.5M +197,144 +37%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$102M -$8.52M -50,191 -7%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$101M -$835K -4,918 -0.7%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$98.7M +$64M +377,410 +124%
Swiss National Bank
40
Swiss National Bank
Switzerland
$95.6M +$3.63M +21,400 +3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$92.6M -$2.1M -12,362 -2%
Capital World Investors
42
Capital World Investors
California
$91.7M -$438M -2,582,793 -80%
RC
43
Resolution Capital
Australia
$87.3M -$191M -1,123,508 -65%
WCP
44
Waterfront Capital Partners
New York
$86.3M +$101M +594,971 New
NIG
45
NFJ Investment Group
Texas
$81.5M +$71.1M +419,221 +294%
ACM
46
AEW Capital Management
Massachusetts
$80.9M -$24.9M -146,590 -21%
RGREA
47
Ranger Global Real Estate Advisors
Colorado
$73.9M +$77.1M +454,184 +83%
First Trust Advisors
48
First Trust Advisors
Illinois
$71.7M +$22M +129,609 +36%
Ameriprise
49
Ameriprise
Minnesota
$68.4M +$24.1M +142,072 +42%
SO
50
STRS Ohio
Ohio
$67.9M +$547K +3,224 +0.7%

ARE Hedge Fund Activity: Q2 2022 in Review

613 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2022, worth a combined $23.3B — down 28% from $32.5B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of ARE and 67 opened new positions — a net loss of 10 holders — while 172 trimmed existing stakes and 293 added.

The largest buyer was Marshall Wace, adding an estimated $163M. The largest seller was Capital World Investors, cutting an estimated $438M.

  • 613 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2022, down from 634 in Q1 2022.
  • Funds reported $23.3B of Alexandria Real Estate Equities stock for Q2 2022, down 28% quarter-over-quarter.
  • 67 funds opened new Alexandria Real Estate Equities positions in Q2 2022 and 77 closed out, a net change of -10 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2022 was Marshall Wace, an estimated $163M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2022 was Capital World Investors, an estimated $438M sold.

Based on aggregated 13F filings for Q2 2022.