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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
HR
526
Howe & Rusling
New York
$7K -$895 -5 -11%
FHC
527
First Horizon Corporation
Tennessee
$7K
EFSCE
528
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$895 +5 +14%
SWA
529
Sutton Wealth Advisors
Florida
$6K
HCP
530
Hexagon Capital Partners
Arkansas
$6K
GEA
531
Glen Eagle Advisors
New Jersey
$5.46K
IF
532
Ironwood Financial
Arizona
$5K
MCM
533
MV Capital Management
Maryland
$5K +$4.47K +25 New
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$4K +$179 +1 +4%
EWA
535
Evolution Wealth Advisors
Florida
$3K
FPS
536
Fieldpoint Private Securities
Connecticut
$3K
LAS
537
Lloyd Advisory Services
Georgia
$3K
PWMG
538
Prestige Wealth Management Group
New Jersey
$3K
IA
539
IFP Advisors
Florida
$3K +$179 +1 +6%
CA
540
Clearstead Advisors
Ohio
$3K +$3.04K +17 New
SB
541
Strategic Blueprint
Georgia
$3K +$3.4K +19 New
WPA
542
West Paces Advisors
Georgia
$2.18K +$2.15K +12 New
FMP
543
Financial Management Professionals
Texas
$2K -$2.69K -15 -54%
KFP
544
KB Financial Partners
New Jersey
$2K
MF
545
Magnetar Financial
Illinois
$1K -$377K -2,108 -28%
TFM
546
TFC Financial Management
Massachusetts
$1K -$5.37K -30 -91%
BHWM
547
Bay Harbor Wealth Management
Maryland
$1K
EW
548
Evoke Wealth
California
$1K
FI
549
FormulaFolio Investments
Michigan
$1K
PFGIA
550
Patriot Financial Group Insurance Agency
Massachusetts
$1K

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.