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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$88.1M +$4.7M +42,825 +5%
Amundi
27
Amundi
France
$85.4M +$7.74M +70,553 +9%
UBS Group
28
UBS Group
Switzerland
$84.9M +$30.2M +275,276 +46%
NIG
29
NFJ Investment Group
Texas
$82.4M -$581K -5,301 -0.6%
CIM
30
CCLA Investment Management
United Kingdom
$82M +$3.55M +32,367 +4%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$80.6M -$33M -300,591 -27%
Deutsche Bank
32
Deutsche Bank
Germany
$73.7M +$25.5M +232,626 +44%
CIC
33
Crawford Investment Counsel
Georgia
$70.7M -$6.29M -57,368 -7%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$68.6M -$8.89M -81,118 -10%
Federated Hermes
35
Federated Hermes
Pennsylvania
$67.8M +$12.9M +117,753 +20%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$67.2M +$1.33M +12,102 +2%
BAMCO Inc
37
BAMCO Inc
New York
$67M -$16.8M -153,323 -18%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$61.5M +$21.4M +195,364 +45%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$60.5M +$1.11M +10,158 +2%
LIMS
40
Lasalle Investment Management Securities
Maryland
$57.1M +$16.2M +147,936 +34%
ClearBridge Investments
41
ClearBridge Investments
New York
$54.7M -$4.15M -37,894 -6%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$54.6M +$25.4M +231,767 +71%
FWIA
43
Fort Washington Investment Advisors
Ohio
$54.1M +$9.01M +82,223 +17%
CIM
44
Centersquare Investment Management
Pennsylvania
$51.8M -$44.7M -407,740 -43%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$51.4M +$11.6M +106,002 +25%
UM
46
UniSuper Management
Australia
$47.4M -$5.14M -46,905 -9%
AIIMS
47
Analyst IMS Investment Management Services
Israel
$47.4M +$33.6M +306,145 +170%
EARNEST Partners
48
EARNEST Partners
Georgia
$46.8M +$315K +2,871 +0.6%
Bessemer Group
49
Bessemer Group
New Jersey
$46.1M -$2.31M -21,061 -4%
Wells Fargo
50
Wells Fargo
California
$44.9M +$786K +7,173 +2%

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.