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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
Baird Financial Group
551
Baird Financial Group
Wisconsin
-$1.47M -9,071 Closed
LSA
552
L & S Advisors
California
-$1.04M -6,418 Closed
HWC
553
Hill Winds Capital
New York
-$487K -3,000 Closed
CAM
554
Cresset Asset Management
Illinois
-$469K -2,869 Closed
CAAS
555
Capital Asset Advisory Services
Michigan
-$402K -2,334 Closed
BPM
556
Bowling Portfolio Management
Ohio
-$368K -2,268 Closed
MFAM
557
Motley Fool Asset Management
Virginia
-$344K -2,119 Closed
Verition Fund Management
558
Verition Fund Management
Connecticut
-$324K -1,997 Closed
ACM
559
Alethea Capital Management
Washington
-$293K -1,805 Closed
XM
560
XTX Markets
New York
-$264K -1,625 Closed
ER
561
Enlightenment Research
Florida
-$227K -1,400 Closed
CCM
562
Cadence Capital Management
Massachusetts
-$225K -1,388 Closed
MAP
563
Moody Aldrich Partners
Massachusetts
-$225K -1,385 Closed
WAM
564
Wealthspire Advisors (Maryland)
Maryland
-$208K -1,283 Closed
TCM
565
Teza Capital Management
Illinois
-$202K -1,244 Closed
QCMC
566
Quantum Capital Management (California)
California
-$147K -906 Closed
RIM
567
Rampart Investment Management
Connecticut
-$146K -902 Closed
PAG
568
Private Advisor Group
New Jersey
-$112K -693 Closed
AS
569
Altshuler Shaham
Israel
-$81K -500 Closed
PFO
570
Pathstone Family Office
New Jersey
-$81K -500 Closed
OPS
571
Orion Portfolio Solutions
Nebraska
-$70K -430 Closed
CAN
572
Cetera Advisor Networks
California
-$23K -141 Closed
BL
573
Balentine LLC
Georgia
-$19K -120 Closed
CFG
574
Citizens Financial Group
Rhode Island
-$11K -65 Closed
VFA
575
Valeo Financial Advisors
Indiana
-$10K -64 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.