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Alexandria Real Estate Equities

481 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $15.6M

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 455481 (+26)

4.31% less ownership

Funds ownership: 106.45%102.14% (-4.3%)

13% less capital invested

Capital invested by funds: $19.8B → $17.2B (-$2.61B)

Holders
481
Holders Change
+26
Holders Change %
+5.71%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
77
Increased
222
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
501
Raymond James Financial Services Advisors
Florida
-$278K -1,719 Closed
RCM
502
RNC Capital Management
California
-$242K -1,500 Closed
PI
503
Putnam Investments
Massachusetts
-$237K -1,465 Closed
Cambridge Investment Research Advisors
504
Cambridge Investment Research Advisors
Iowa
-$234K -1,447 Closed
MC
505
Miles Capital
Iowa
-$219K -1,356 Closed
FWM
506
Focused Wealth Management
New York
-$210K -1,300 Closed
SAM
507
Shikiar Asset Management
New York
-$203K -1,255 Closed
EM
508
Excalibur Management
Massachusetts
-$202K -1,250 Closed
TMAM
509
Tokio Marine Asset Management
Japan
-$202K -1,248 Closed
TAF
510
Tredje AP-fonden
Sweden
-$193K -1,188 Closed
WAM
511
Wolverine Asset Management
Illinois
-$122K -758 Closed
CCM
512
Crabel Capital Management
California
-$101K -625 Closed
GLI
513
Guardian Life Insurance
New York
-$55K -339 Closed
AA
514
Argent Advisors
Louisiana
-$21K -135 Closed
SC
515
Solstein Capital
California
-$8K -52 Closed
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
-$7K -44 Closed
IA
517
IndexIQ Advisors
New York
-$6K -40 Closed
EWA
518
Evolution Wealth Advisors
Florida
-$4K -25 Closed
SQA
519
Simon Quick Advisors
New Jersey
-$3K -16 Closed
PW
520
Price Wealth
Texas
-$1K -8 Closed
WCM
521
Wealthcare Capital Management
Virginia
-$1K -6 Closed
PWP
522
Personal Wealth Partners
Minnesota
-$1K -5 Closed
FPFS
523
First Personal Financial Services
North Carolina
-$1K -4 Closed
GI
524
Gradient Investments
Minnesota
-$1K -4 Closed
BFC
525
Bedel Financial Consulting
Indiana
+$470 +3 New

ARE Hedge Fund Activity: Q1 2020 in Review

481 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2020, worth a combined $17.2B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARE positions and 47 closed out — a net gain of 30 holders — while 222 added to existing stakes and 138 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Goldman Sachs, cutting an estimated $380M.

  • 481 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2020, up from 455 in Q4 2019.
  • Funds reported $17.2B of Alexandria Real Estate Equities stock for Q1 2020, down 13% quarter-over-quarter.
  • 77 funds opened new Alexandria Real Estate Equities positions in Q1 2020 and 47 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2020 was Norges Bank, an estimated $303M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2020 was Goldman Sachs, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2020.