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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
RTL
551
Red Tortoise LLC
Georgia
$3K +$4.58K +23 New
MG
552
MilWealth Group
Wisconsin
$2.29K +$2.39K +12 New
FMP
553
Financial Management Professionals
Texas
$2K
GRP
554
Global Retirement Partners
California
$2K +$995 +5 +125%
BHWM
555
Bay Harbor Wealth Management
Maryland
$1K
EW
556
Evoke Wealth
California
$1K
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$1K
TFM
558
TFC Financial Management
Massachusetts
$1K
VCM
559
Versant Capital Management
Arizona
$1K +$199 +1 +33%
AWM
560
Avior Wealth Management
Nebraska
$1K +$398 +2 +50%
MA
561
MCF Advisors
Kentucky
$1K +$597 +3 New
BU
562
BBVA USA
Alabama
$1K +$1.39K +7 New
BBHC
563
Brown Brothers Harriman & Co
New York
$410 +$417K +2,094 +4,188%
RGREA
564
Ranger Global Real Estate Advisors
Colorado
-$119M -652,668 Closed
Citadel Advisors
565
Citadel Advisors
Florida
-$74.2M -372,797 Closed
CCM
566
Causeway Capital Management
California
-$45.4M -249,493 Closed
RCMU
567
Rokos Capital Management (UK)
United Kingdom
-$18.2M -100,000 Closed
CCM
568
CAAS Capital Management
New York
-$11.6M -63,626 Closed
MIM
569
Monashee Investment Management
Massachusetts
-$10M -55,000 Closed
PCM
570
Pinz Capital Management
New York
-$8.37M -46,000 Closed
State of Tennessee, Department of Treasury
571
State of Tennessee, Department of Treasury
Tennessee
-$4.45M -24,434 Closed
DG
572
DigitalBridge Group
Florida
-$4M -22,000 Closed
CCM
573
Cinctive Capital Management
New York
-$3.65M -20,065 Closed
ECM
574
Element Capital Management
New York
-$3.61M -19,864 Closed
GT
575
Glenmede Trust
Pennsylvania
-$1.8M -9,879 Closed

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.