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Alexandria Real Estate Equities

557 hedge funds and large institutions have $27.2B invested in Alexandria Real Estate Equities in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 263 increasing their positions, 160 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $100M | Put options by funds: $36.3M

64% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 160

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $23B → $27.2B (+$4.2B)

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 553557 (+4)

0.15% less ownership

Funds ownership: 96.29%96.15% (-0.15%)

Holders
557
Holders Change
+4
Holders Change %
+0.72%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
62
Increased
263
Reduced
160
Closed
53
Calls
$100M
Puts
$36.3M
Net Calls
+$63.7M
Net Calls Change
+$81.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
501
Tarbox Family Office
California
$21K
FF
502
FourThought Financial
Florida
$20K
Nisa Investment Advisors
503
Nisa Investment Advisors
Missouri
$18.5K -$1.5M -8,373 -8%
KTC
504
Kistler-Tiffany Companies
Pennsylvania
$18K +$8.95K +50 +100%
PFBT
505
Parkside Financial Bank & Trust
Missouri
$16K +$1.79K +10 +13%
CT
506
Caldwell Trust
Florida
$15.5K
Jones Financial Companies
507
Jones Financial Companies
Missouri
$14K -$3.58K -20 -20%
BMD
508
Better Money Decisions
New Mexico
$14K
TWA
509
TCI Wealth Advisors
Arizona
$12K
ZB
510
Zions Bancorporation
Utah
$12K
TAIM
511
TD Ameritrade Investment Management
Nebraska
$11K +$1.97K +11 +21%
RE
512
RBC Europe
United Kingdom
$10.9K +$10.7K +60 New
EI
513
Ellevest Inc
New York
$10K -$24.3K -136 -72%
RA
514
Resolute Advisors
California
$10K
WWM
515
Wolff Wiese Magana
California
$10K
PCFFS
516
Pacific Center for Financial Services
California
$10K +$7.52K +42 +280%
CP
517
Castleview Partners
Texas
$10K +$9.49K +53 New
CWM
518
Cranbrook Wealth Management
Michigan
$9K -$3.04K -17 -25%
EBA
519
Eagle Bay Advisors
New York
$9K +$6.98K +39 New
PB
520
Pinnacle Bancorp
Nebraska
$9K +$9.13K +51 New
ACA
521
Atlas Capital Advisors
Wyoming
$8.37K +$716 +4 +10%
IFAM
522
Institutional & Family Asset Management
Colorado
$8K
PO
523
Private Ocean
California
$8K
GWS
524
Glassman Wealth Services
Virginia
$8K +$3.04K +17 +61%
AIG
525
American International Group
New York
$7.63K +$367K +2,049 +5%

ARE Hedge Fund Activity: Q2 2021 in Review

557 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2021, worth a combined $27.2B — up 18% from $23B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ARE positions and 53 closed out — a net gain of 9 holders — while 263 added to existing stakes and 160 trimmed.

The largest buyer was Norges Bank, adding an estimated $327M. The largest seller was Wellington Management Group, cutting an estimated $183M.

  • 557 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2021, up from 553 in Q1 2021.
  • Funds reported $27.2B of Alexandria Real Estate Equities stock for Q2 2021, up 18% quarter-over-quarter.
  • 62 funds opened new Alexandria Real Estate Equities positions in Q2 2021 and 53 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2021 was Norges Bank, an estimated $327M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2021 was Wellington Management Group, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2021.