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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
RE
526
RBC Europe
United Kingdom
$11.5K
WWM
527
Wolff Wiese Magana
California
$11K -$398 -2 -4%
CWM
528
Cranbrook Wealth Management
Michigan
$10K
PB
529
Pinnacle Bancorp
Nebraska
$10K
RA
530
Resolute Advisors
California
$10K
GWS
531
Glassman Wealth Services
Virginia
$10K +$1.59K +8 +18%
ACA
532
Atlas Capital Advisors
Wyoming
$8.79K
ZB
533
Zions Bancorporation
Utah
$8K -$5.57K -28 -41%
IFAM
534
Institutional & Family Asset Management
Colorado
$8K
KIG
535
Kowal Investment Group
Wisconsin
$8K +$8.16K +41 New
HR
536
Howe & Rusling
New York
$7K
MCM
537
MV Capital Management
Maryland
$7K +$2.59K +13 +52%
FPS
538
Fieldpoint Private Securities
Connecticut
$7K +$4.58K +23 +153%
TAIM
539
TD Ameritrade Investment Management
Nebraska
$6K -$4.98K -25 -40%
HCP
540
Hexagon Capital Partners
Arkansas
$6K
IF
541
Ironwood Financial
Arizona
$6K
IA
542
IFP Advisors
Florida
$6K +$199 +1 +5%
CA
543
Clearstead Advisors
Ohio
$6K +$2.99K +15 +88%
ETC
544
Exchange Traded Concepts
Oklahoma
$6K +$6.57K +33 New
SWA
545
Sutton Wealth Advisors
Florida
$5.16K -$1.2K -6 -18%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$5K
LAS
547
Lloyd Advisory Services
Georgia
$4K
EWA
548
Evolution Wealth Advisors
Florida
$3K
PWMG
549
Prestige Wealth Management Group
New Jersey
$3K
AA
550
Addison Advisors
Vermont
$3K +$2.79K +14 New

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.