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Alexandria Real Estate Equities

538 hedge funds and large institutions have $23.8B invested in Alexandria Real Estate Equities in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.3M

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 179

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.58B)

2% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 61

1% less funds holding

Funds holding: 546538 (-8)

6.43% less ownership

Funds ownership: 105.37%98.94% (-6.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
538
Holders Change
-8
Holders Change %
-1.47%
% of All Funds
9.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
60
Increased
223
Reduced
179
Closed
61
Calls
$13.6M
Puts
$9.3M
Net Calls
+$4.33M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$27K
FHA
477
First Horizon Advisors
Tennessee
$25K +$2.31K +14 +11%
PWM
478
Perigon Wealth Management
California
$25K +$22.8K +138 New
AIL
479
AGF Investments LLC
Ontario, Canada
$24K -$3.31K -20 -13%
TFIPS
480
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.2K +$21.5K +130 New
AWM
481
AllSquare Wealth Management
New York
$22K
BHWM
482
Bay Harbor Wealth Management
Maryland
$22K
BCA
483
Berman Capital Advisors
Georgia
$21K -$1.32K -8 -6%
TFO
484
Tarbox Family Office
California
$20K
FF
485
FourThought Financial
Florida
$19K +$18.5K +112 New
APA
486
American Portfolios Advisors
New York
$18.2K -$65.9K -399 -80%
PMFA
487
Plante Moran Financial Advisors
Michigan
$18K
ZB
488
Zions Bancorporation
Utah
$16K
CT
489
Caldwell Trust
Florida
$15.1K
AWA
490
Arkadios Wealth Advisors
Georgia
$15K -$64.1K -388 -82%
PFBT
491
Parkside Financial Bank & Trust
Missouri
$15K +$826 +5 +6%
Jones Financial Companies
492
Jones Financial Companies
Missouri
$14K +$12.9K +78 New
IA
493
IFP Advisors
Florida
$13K -$661 -4 -5%
LAS
494
Lloyd Advisory Services
Georgia
$13K
SLF
495
Sun Life Financial
Ontario, Canada
$13K +$331 +2 +3%
GRP
496
Global Retirement Partners
California
$11K -$331 -2 -3%
WWM
497
Wolff Wiese Magana
California
$10K +$9.42K +57 New
TAIM
498
TD Ameritrade Investment Management
Nebraska
$9K +$2.31K +14 +37%
CTC
499
Central Trust Company
Missouri
$9K +$2.48K +15 +43%
CCA
500
Childress Capital Advisors
Texas
$9K +$8.1K +49 New

ARE Hedge Fund Activity: Q4 2020 in Review

538 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2020, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ARE and 60 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 223 added.

The largest buyer was PGGM Investments, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 538 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2020, down from 546 in Q3 2020.
  • Funds reported $23.8B of Alexandria Real Estate Equities stock for Q4 2020, up 12% quarter-over-quarter.
  • 60 funds opened new Alexandria Real Estate Equities positions in Q4 2020 and 61 closed out, a net change of -1 holder.
  • The largest Alexandria Real Estate Equities buyer in Q4 2020 was PGGM Investments, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2020 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2020.