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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
AWG
501
Altus Wealth Group
Colorado
$9K +$8.43K +51 New
HR
502
Howe & Rusling
New York
$8K
IFAM
503
Institutional & Family Asset Management
Colorado
$8K +$1.16K +7 +18%
ACA
504
Atlas Capital Advisors
Wyoming
$7.49K +$6.94K +42 New
AIG
505
American International Group
New York
$7.16K +$83K +502 +1%
FHC
506
First Horizon Corporation
Tennessee
$7K
BBHC
507
Brown Brothers Harriman & Co
New York
$7K +$165 +1 +3%
HCP
508
Hexagon Capital Partners
Arkansas
$6K
TFM
509
TFC Financial Management
Massachusetts
$6K
GEA
510
Glen Eagle Advisors
New Jersey
$5.35K
GWM
511
Geneos Wealth Management
Colorado
$5K -$31.6K -191 -86%
FMP
512
Financial Management Professionals
Texas
$5K
IF
513
Ironwood Financial
Arizona
$5K
TWA
514
TCI Wealth Advisors
Arizona
$5K +$661 +4 +17%
RPWA
515
Regent Peak Wealth Advisors
Georgia
$5K +$4.63K +28 New
SWA
516
Sutton Wealth Advisors
Florida
$4.81K +$661 +4 +17%
ICP
517
Interchange Capital Partners
Pennsylvania
$4K +$3.8K +23 New
IAIM
518
International Assets Investment Management
Florida
$4K +$3.97K +24 New
BWA
519
BDO Wealth Advisors
Florida
$3K
EFSCE
520
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
EWA
521
Evolution Wealth Advisors
Florida
$3K
GWS
522
Glassman Wealth Services
Virginia
$3K
FPS
523
Fieldpoint Private Securities
Connecticut
$3K +$2.48K +15 New
SIAG
524
Safeguard Investment Advisory Group
California
$3K +$3.14K +19 New
SL
525
Savior LLC
Massachusetts
$2K

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.