Alexandria Real Estate Equities
505 hedge funds and large institutions have $20.6B invested in Alexandria Real Estate Equities in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 175 reducing their positions, and 60 closing their positions.
43% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 60
20% more capital invested
Capital invested by funds: $17.2B → $20.6B (+$3.41B)
11% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 175
5% more funds holding
Funds holding: 481 → 505 (+24)
2% more call options, than puts
Call options by funds: $34.6M | Put options by funds: $33.7M
1.46% less ownership
Funds ownership: 102.14% → 100.68% (-1.5%)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$204M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$130M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$126M |
| 4 |
AAMU
APG Asset Management US
New York
|
+$86M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$83.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$142M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$139M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$138M |
| 4 |
Goldman Sachs
New York
|
-$130M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$114M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIA
551
Gateway Investment Advisers
Cincinnati,
Ohio
| – | -$210K | -1,533 | Closed |
|
|
BF
552
BOK Financial
Tulsa,
Oklahoma
| – | -$207K | -1,512 | Closed |
|
|
ASN
553
Advisory Services Network
Atlanta,
Georgia
| – | -$100K | -727 | Closed |
|
554
Marshall Wace
London,
United Kingdom
| – | -$40K | -292 | Closed |
|
|
NFG
555
Next Financial Group
Houston,
Texas
| – | -$32K | -235 | Closed |
|
|
AW
556
Avion Wealth
The Woodlands,
Texas
| – | -$19K | -140 | Closed |
|
|
SF
557
Synovus Financial
Columbus,
Georgia
| – | -$14K | -102 | Closed |
|
|
II
558
Inspire Investing
Meridian,
Idaho
| – | -$11K | -84 | Closed |
|
|
HGWM
559
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$5K | -37 | Closed |
|
|
TL
560
TrueWealth LLC
Atlanta,
Georgia
| – | -$5K | -33 | Closed |
|
|
SMFS
561
Squar Milner Financial Services
Irvine,
California
| – | -$3K | -25 | Closed |
|
|
CWC
562
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | +$153 | +1 | New |
|
ARE Hedge Fund Activity: Q2 2020 in Review
505 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2020, worth a combined $20.6B — up 20% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new ARE positions and 60 closed out — a net gain of 26 holders — while 195 added to existing stakes and 175 trimmed.
The largest buyer was State Street, adding an estimated $204M. The largest seller was Invesco, cutting an estimated $142M.
- 505 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2020, up from 481 in Q1 2020.
- Funds reported $20.6B of Alexandria Real Estate Equities stock for Q2 2020, up 20% quarter-over-quarter.
- 86 funds opened new Alexandria Real Estate Equities positions in Q2 2020 and 60 closed out, a net change of +26 holders.
- The largest Alexandria Real Estate Equities buyer in Q2 2020 was State Street, an estimated $204M added.
- The largest Alexandria Real Estate Equities seller in Q2 2020 was Invesco, an estimated $142M sold.
Based on aggregated 13F filings for Q2 2020.