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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
GEA
526
Glen Eagle Advisors
New Jersey
$4.8K
FMP
527
Financial Management Professionals
Texas
$4K
PW
528
Price Wealth
Texas
$4K
TWA
529
TCI Wealth Advisors
Arizona
$4K
PFWA
530
Paces Ferry Wealth Advisors
Georgia
$4K +$3.84K +23 New
SWA
531
Sutton Wealth Advisors
Florida
$3.68K
EFSCE
532
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
CWC
533
Carolinas Wealth Consulting
North Carolina
$3K +$2.5K +15 +1,500%
EWA
534
Evolution Wealth Advisors
Florida
$2K
GWS
535
Glassman Wealth Services
Virginia
$2K
BWA
536
BDO Wealth Advisors
Florida
$2K +$2.5K +15 New
EW
537
Evoke Wealth
California
$1K
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PWMG
539
Prestige Wealth Management Group
New Jersey
$1K
SFSIG
540
San Francisco Sentry Investment Group
California
$1K
SL
541
Savior LLC
Massachusetts
$1K
FFA
542
Founders Financial Alliance
North Carolina
$1K +$668 +4 New
GI
543
Gradient Investments
Minnesota
$1K +$668 +4 New
SXL
544
Summit X LLC
Missouri
$320 +$74.8K +448 New
CVA
545
Ceredex Value Advisors
Florida
-$74.6M -455,823 Closed
PAA
546
Peregrine Asset Advisers
Oregon
-$4M -24,659 Closed
VLC
547
Van Leeuwen & Company
New Jersey
-$2.4M -14,805 Closed
N
548
Natixis
France
-$2.2M -13,565 Closed
HCM
549
HGI Capital Management
New York
-$2.18M -13,446 Closed
PCM
550
Penserra Capital Management
California
-$2.03M -12,516 Closed

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.