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Alexandria Real Estate Equities

546 hedge funds and large institutions have $21.2B invested in Alexandria Real Estate Equities in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $13.9M

8% more funds holding

Funds holding: 505546 (+41)

4.69% more ownership

Funds ownership: 100.68%105.37% (+4.7%)

3% more capital invested

Capital invested by funds: $20.6B → $21.2B (+$631M)

1% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 193

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
546
Holders Change
+41
Holders Change %
+8.12%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
84
Increased
194
Reduced
193
Closed
37
Calls
$22.6M
Puts
$13.9M
Net Calls
+$8.72M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ellevest Inc
New York
$16K +$9.02K +54 +126%
PMFA
502
Plante Moran Financial Advisors
Michigan
$16K +$16.5K +99 New
ZB
503
Zions Bancorporation
Utah
$15K +$3.17K +19 +26%
CCA
504
Column Capital Advisors
Indiana
$15K +$6.68K +40 +75%
CI
505
CX Institutional
Indiana
$14K
CT
506
Caldwell Trust
Florida
$13.6K
PFBT
507
Parkside Financial Bank & Trust
Missouri
$13K +$1K +6 +8%
PFS
508
Prospera Financial Services
Texas
$13K +$13.2K +79 New
IA
509
IFP Advisors
Florida
$12K -$2.34K -14 -16%
LAS
510
Lloyd Advisory Services
Georgia
$12K
NNP
511
Nachman Norwood & Parrott
South Carolina
$12K +$12.4K +74 New
SLF
512
Sun Life Financial
Ontario, Canada
$11K +$11.9K +71 New
GRP
513
Global Retirement Partners
California
$10K
JSC
514
Jackson Square Capital
California
$8K
HR
515
Howe & Rusling
New York
$7K
PO
516
Private Ocean
California
$7K
BBHC
517
Brown Brothers Harriman & Co
New York
$6K
IFAM
518
Institutional & Family Asset Management
Colorado
$6K
CTC
519
Central Trust Company
Missouri
$6K +$5.84K +35 New
TAIM
520
TD Ameritrade Investment Management
Nebraska
$6K +$6.34K +38 New
FHC
521
First Horizon Corporation
Tennessee
$6K +$6.68K +40 New
IF
522
Ironwood Financial
Arizona
$5K
RA
523
Rational Advisors
New York
$5K +$5.34K +32 New
TFM
524
TFC Financial Management
Massachusetts
$5K +$5.51K +33 New
HCP
525
Hexagon Capital Partners
Arkansas
$5K +$5.68K +34 New

ARE Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2020, worth a combined $21.2B — up 3.1% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ARE positions and 37 closed out — a net gain of 47 holders — while 194 added to existing stakes and 193 trimmed.

The largest buyer was Norges Bank, adding an estimated $376M. The largest seller was State Street, cutting an estimated $134M.

  • 546 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2020, up from 505 in Q2 2020.
  • Funds reported $21.2B of Alexandria Real Estate Equities stock for Q3 2020, up 3.1% quarter-over-quarter.
  • 84 funds opened new Alexandria Real Estate Equities positions in Q3 2020 and 37 closed out, a net change of +47 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2020 was Norges Bank, an estimated $376M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2020 was State Street, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2020.