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Alexandria Real Estate Equities

564 hedge funds and large institutions have $28.9B invested in Alexandria Real Estate Equities in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 177

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

6% more capital invested

Capital invested by funds: $27.2B → $28.9B (+$1.75B)

3.29% more ownership

Funds ownership: 96.15%99.44% (+3.3%)

1% more funds holding

Funds holding: 557564 (+7)

9% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $29.3M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
564
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
9.87%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
59
Increased
240
Reduced
177
Closed
44
Calls
$26.6M
Puts
$29.3M
Net Calls
-$2.62M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
476
Advisors Asset Management
Colorado
$111K -$20.1K -101 -15%
BCA
477
Berman Capital Advisors
Georgia
$109K +$47.4K +238 +71%
QCG
478
Quadrant Capital Group
Ohio
$108K +$7.37K +37 +7%
AAP
479
Arax Advisory Partners
Colorado
$107K +$1.2K +6 +1%
LC
480
Lindbrook Capital
California
$99K
AS
481
Altshuler Shaham
Israel
$96K -$73.1K -367 -42%
CFGS
482
Concourse Financial Group Securities
Alabama
$90K +$8.96K +45 +11%
T
483
TOBAM
France
$81K +$40.8K +205 +93%
CHA
484
Carmichael Hill & Associates
Maryland
$75K +$398 +2 +0.5%
CFD
485
Creative Financial Designs
Indiana
$72K
HIA
486
Harbor Investment Advisory
Maryland
$71K
MCM
487
Manchester Capital Management
Vermont
$68K +$70.7K +355 New
Federated Hermes
488
Federated Hermes
Pennsylvania
$67K +$3.58K +18 +5%
CI
489
CX Institutional
Indiana
$66K +$6.97K +35 +11%
PCG
490
Private Capital Group
Connecticut
$66K +$11.7K +59 +21%
TPCW
491
TD Private Client Wealth
New York
$58.7K -$7.37K -37 -11%
FDCDDQ
492
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.3K
HI
493
Harbour Investments
Wisconsin
$57K +$1.2K +6 +2%
DFCM
494
Dark Forest Capital Management
Puerto Rico
$57K +$59.1K +297 New
SWM
495
Spire Wealth Management
Virginia
$55K +$2.99K +15 +6%
NFG
496
Next Financial Group
Texas
$50K +$3.38K +17 +7%
CAL
497
Capital Analysts LLC
Pennsylvania
$49K -$1.79K -9 -3%
CWA
498
Clearview Wealth Advisors
Oregon
$48K +$1.59K +8 +3%
Bessemer Group
499
Bessemer Group
New Jersey
$42K -$1.79K -9 -4%
MA
500
MUFG Americas
New York
$42K +$44.2K +222 New

ARE Hedge Fund Activity: Q3 2021 in Review

564 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2021, worth a combined $28.9B — up 6.4% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ARE positions and 44 closed out — a net gain of 15 holders — while 240 added to existing stakes and 177 trimmed.

The largest buyer was Vanguard Group, adding an estimated $228M. The largest seller was PGGM Investments, cutting an estimated $250M.

  • 564 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2021, up from 557 in Q2 2021.
  • Funds reported $28.9B of Alexandria Real Estate Equities stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 59 funds opened new Alexandria Real Estate Equities positions in Q3 2021 and 44 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2021 was Vanguard Group, an estimated $228M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2021 was PGGM Investments, an estimated $250M sold.

Based on aggregated 13F filings for Q3 2021.