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Alexandria Real Estate Equities
ARE

616 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 279 increasing their positions, 195 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $112M | Put options by funds: $73.7M

43% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 195

4% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 72

2% less funds holding

Funds holding: 630 → 616 (-14)

3.7% less ownership

Funds ownership: 99.01% → 95.32% (-3.7%)

11% less capital invested

Capital invested by funds: $23.3B → $20.7B (-$2.6B)

27% less funds holding in top 10

Funds holding in top 10: 15 → 11 (-4)

Holders
616
Holders Change
-14
Holders Change %
-2.22%
% of All Funds
9.82%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
69
Increased
279
Reduced
195
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$197M
2
UBS AM
UBS AM
Illinois
+$185M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$173M
4
State Street
State Street
Massachusetts
+$62.4M
5
CIM
CCLA Investment Management
United Kingdom
+$54.4M

Top Sellers

1
RC
Resolution Capital
Australia
-$114M
2
Invesco
Invesco
Georgia
-$87.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$80.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$76.1M
5
WHG
Westwood Holdings Group
Texas
-$69.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI Investments Inc
26
CI Investments Inc
Ontario, Canada
$155M -$33.3M -226,588 -16%
Bank of America
27
Bank of America
North Carolina
$153M +$34.1M +232,233 +23%
MGIM
28
M&G Investment Management
United Kingdom
$152M +$34.7M +236,397 +24%
Amundi
29
Amundi
France
$144M +$19.1M +129,696 +13%
CIMLRA
30
CBRE Investment Management Listed Real Assets
Pennsylvania
$140M +$16.1M +109,468 +11%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$126M +$20.1M +136,960 +16%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$111M +$5.67M +38,606 +5%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$101M +$3.13M +21,313 +3%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$94.5M -$5.6M -38,117 -5%
NIG
35
NFJ Investment Group
Texas
$93.6M +$45.7M +311,000 +72%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$89.4M -$23.3M -158,832 -18%
Macquarie Group
37
Macquarie Group
Australia
$79.7M -$9.97M -67,879 -10%
Swiss National Bank
38
Swiss National Bank
Switzerland
$77.7M -$1.67M -11,400 -2%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$76.3M +$10.7M +72,894 +14%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$75.8M -$4.14M -28,147 -4%
SO
41
STRS Ohio
Ohio
$71.4M +$27.4M +186,421 +49%
Bessemer Group
42
Bessemer Group
New Jersey
$70.8M +$1.53M +10,410 +2%
PI
43
PGGM Investments
Netherlands
$70.2M +$27.6M +187,713 +51%
Parnassus Investments
44
Parnassus Investments
California
$61.2M +$8.16M +55,516 +13%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$59.3M +$3.9M +26,563 +6%
CIC
46
Crawford Investment Counsel
Georgia
$59M +$5.36M +36,482 +8%
Millennium Management
47
Millennium Management
New York
$55.8M +$49.5M +336,931 +313%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$54.8M +$7.85M +53,435 +14%
CIM
49
CCLA Investment Management
United Kingdom
$52.8M +$54.4M +370,146 +735%
ACA
50
Anchor Capital Advisors
Massachusetts
$50.5M +$110K +746 +0.2%
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ARE Hedge Fund Activity: Q1 2023 in Review

616 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2023, worth a combined $20.7B — down 11% from $23.3B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of ARE and 69 opened new positions — a net loss of 3 holders — while 195 trimmed existing stakes and 279 added.

The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Resolution Capital, exiting entirely with an estimated $114M sold.

  • 616 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2023, down from 630 in Q4 2022.
  • Funds reported $20.7B of Alexandria Real Estate Equities stock for Q1 2023, down 11% quarter-over-quarter.
  • 69 funds opened new Alexandria Real Estate Equities positions in Q1 2023 and 72 closed out, a net change of -3 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2023 was BlackRock, an estimated $197M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2023 was Resolution Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2023.