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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
EI
501
Ellevest Inc
New York
$40K +$30.9K +155 +292%
DMBA
502
Deseret Mutual Benefit Administrators
Utah
$39K
CPC
503
Consolidated Planning Corp
Georgia
$39K +$40.6K +204 New
GCM
504
Gables Capital Management
Florida
$36K
WBC
505
West Branch Capital
Massachusetts
$36K
FHA
506
First Horizon Advisors
Tennessee
$33K +$7.96K +40 +30%
CFB
507
Cullen/Frost Bankers
Texas
$32K
FRA
508
Front Row Advisors
California
$29K
TFIPS
509
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.8K
AWM
510
AllSquare Wealth Management
New York
$24K
SOW
511
State of Wyoming
Wyoming
$23K +$23.5K +118 New
BIA
512
Bell Investment Advisors
California
$23K +$23.9K +120 New
TFO
513
Tarbox Family Office
California
$22K
FF
514
FourThought Financial
Florida
$21K
Nisa Investment Advisors
515
Nisa Investment Advisors
Missouri
$20.4K +$998K +5,013 +5%
BWA
516
BDO Wealth Advisors
Florida
$19K -$2.99K -15 -13%
KTC
517
Kistler-Tiffany Companies
Pennsylvania
$19K
PFBT
518
Parkside Financial Bank & Trust
Missouri
$18K +$1.59K +8 +9%
TWA
519
TCI Wealth Advisors
Arizona
$18K +$5.38K +27 +40%
CT
520
Caldwell Trust
Florida
$16.2K
PCFFS
521
Pacific Center for Financial Services
California
$16K +$4.98K +25 +44%
GEA
522
Glen Eagle Advisors
New Jersey
$15.3K +$9.95K +50 +167%
Jones Financial Companies
523
Jones Financial Companies
Missouri
$15K
TG
524
TCW Group
California
$14.8K -$3.73M -18,744 -20%
BMD
525
Better Money Decisions
New Mexico
$14K

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.