Alexandria Real Estate Equities
441 hedge funds and large institutions have $16B invested in Alexandria Real Estate Equities in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 143 reducing their positions, and 43 closing their positions.
228% more call options, than puts
Call options by funds: $49M | Put options by funds: $14.9M
36% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 143
26% more capital invested
Capital invested by funds: $12.7B → $16B (+$3.31B)
19% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 43
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
2% more funds holding
Funds holding: 434 → 441 (+7)
4.26% less ownership
Funds ownership: 104% → 99.74% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$166M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$120M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$85.8M |
| 4 |
BlackRock
New York
|
+$57.3M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$52.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$123M |
| 2 |
JP Morgan Chase
New York
|
-$81.8M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$59.1M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$47.1M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
476
Twin Tree Management
Dallas,
Texas
| – | -$222K | -1,689 | Closed |
|
|
ED
477
Exane Derivatives
Paris,
France
| – | -$187K | -1,627 | Closed |
|
|
MOS
478
MGO One Seven
Beachwood,
Ohio
| – | -$59K | -516 | Closed |
|
|
ER
479
Enlightenment Research
Miami,
Florida
| – | -$23K | -200 | Closed |
|
|
OAJ
480
Ogorek Anthony Joseph
Williamsville,
New York
| – | -$23K | -200 | Closed |
|
|
JA
481
JOYN Advisors
Atlanta,
Georgia
| – | -$20K | -171 | Closed |
|
|
PRC
482
Pearl River Capital
Niles,
Michigan
| – | -$12K | -101 | Closed |
|
483
Group One Trading
Chicago,
Illinois
| – | -$8K | -69 | Closed |
|
484
AssetMark Inc
Concord,
California
| – | -$5K | -45 | Closed |
|
|
WANY
485
Wealthspire Advisors (New York)
New York
| – | -$5K | -42 | Closed |
|
|
AIC
486
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$3K | -25 | Closed |
|
|
TCOV
487
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3K | -24 | Closed |
|
|
PWMG
488
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$2K | -17 | Closed |
|
ARE Hedge Fund Activity: Q1 2019 in Review
441 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2019, worth a combined $16B — up 26% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new ARE positions and 43 closed out — a net gain of 8 holders — while 194 added to existing stakes and 143 trimmed.
The largest buyer was State Street, adding an estimated $166M. The largest seller was Citigroup, cutting an estimated $123M.
- 441 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2019, up from 434 in Q4 2018.
- Funds reported $16B of Alexandria Real Estate Equities stock for Q1 2019, up 26% quarter-over-quarter.
- 51 funds opened new Alexandria Real Estate Equities positions in Q1 2019 and 43 closed out, a net change of +8 holders.
- The largest Alexandria Real Estate Equities buyer in Q1 2019 was State Street, an estimated $166M added.
- The largest Alexandria Real Estate Equities seller in Q1 2019 was Citigroup, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2019.