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Alexandria Real Estate Equities

651 hedge funds and large institutions have $19.1B invested in Alexandria Real Estate Equities in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 251 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $88.9M | Put options by funds: $76.1M

6% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 251

0% more capital invested

Capital invested by funds: $19B → $19.1B (+$29.2M)

1.34% less ownership

Funds ownership: 93.15%91.81% (-1.3%)

3% less funds holding

Funds holding: 673651 (-22)

19% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 83

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
651
Holders Change
-22
Holders Change %
-3.27%
% of All Funds
9.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
67
Increased
265
Reduced
251
Closed
83
Calls
$88.9M
Puts
$76.1M
Net Calls
+$12.8M
Net Calls Change
+$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
526
HM Payson & Co
Maine
$83.1K -$11.9K -100 -13%
HNB
527
Hilltop National Bank
Wyoming
$81.5K
SIM
528
Sentry Investment Management
Wisconsin
$80K
BIG
529
Brooklyn Investment Group
New York
$74.8K +$75.1K +630 New
CIBC Private Wealth Group
530
CIBC Private Wealth Group
Georgia
$74.7K -$2.38K -20 -3%
AA
531
Alta Advisers
United Kingdom
$71.3K
PTC
532
Private Trust Company
Ohio
$70.8K +$37.8K +317 +114%
Loomis, Sayles & Company
533
Loomis, Sayles & Company
Massachusetts
$65K +$63.4K +532 +3,129%
CHA
534
Carmichael Hill & Associates
Maryland
$62.5K
TCOV
535
Trust Company of Vermont
Vermont
$59.4K -$953 -8 -2%
BGAI
536
Bruce G. Allen Investments
Colorado
$57.7K -$238 -2 -0.4%
CFO
537
CVA Family Office
Colorado
$57.5K +$2.5K +21 +5%
CYG
538
Clean Yield Group
Vermont
$56.4K -$1.79K -15 -3%
AF
539
Allworth Financial
California
$56.3K -$9.05K -76 -14%
GRP
540
Global Retirement Partners
California
$53.4K +$44.7K +375 +500%
CFGS
541
Concourse Financial Group Securities
Alabama
$51.1K -$5.48K -46 -10%
MRCM
542
M&R Capital Management
New Jersey
$49.6K +$49.7K +417 New
TFIPS
543
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.7K
PFBT
544
Parkside Financial Bank & Trust
Missouri
$48.3K +$596 +5 +1%
Jones Financial Companies
545
Jones Financial Companies
Missouri
$46.2K +$28.6K +240 +169%
WSFS
546
Wilmington Savings Fund Society
Delaware
$42.6K +$42.8K +359 New
HWA
547
Heritage Wealth Advisors
Virginia
$41.6K +$11.9K +100 +40%
SWM
548
Spire Wealth Management
Virginia
$40.9K +$1.07K +9 +3%
HT
549
Headlands Technologies
Illinois
$39.3K -$140K -1,179 -78%
GWSG
550
GPS Wealth Strategies Group
Colorado
$39.2K -$2.98K -25 -7%

ARE Hedge Fund Activity: Q3 2024 in Review

651 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2024, worth a combined $19.1B — up 0.15% from $19B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of ARE and 67 opened new positions — a net loss of 16 holders — while 251 trimmed existing stakes and 265 added.

The largest buyer was Citadel Advisors, adding an estimated $70.3M. The largest seller was Principal Financial Group, cutting an estimated $88.9M.

  • 651 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2024, down from 673 in Q2 2024.
  • Funds reported $19.1B of Alexandria Real Estate Equities stock for Q3 2024, up 0.15% quarter-over-quarter.
  • 67 funds opened new Alexandria Real Estate Equities positions in Q3 2024 and 83 closed out, a net change of -16 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2024 was Citadel Advisors, an estimated $70.3M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2024 was Principal Financial Group, an estimated $88.9M sold.

Based on aggregated 13F filings for Q3 2024.