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Alexandria Real Estate Equities

617 hedge funds and large institutions have $22.9B invested in Alexandria Real Estate Equities in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 196 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $12.9M

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

41% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 196

15% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 61

1.67% more ownership

Funds ownership: 99.11%100.78% (+1.7%)

1% more funds holding

Funds holding: 613617 (+4)

2% less capital invested

Capital invested by funds: $23.3B → $22.9B (-$472M)

Holders
617
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
10.63%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.26%
New
70
Increased
277
Reduced
196
Closed
61
Calls
$77.1M
Puts
$12.9M
Net Calls
+$64.2M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Spire Wealth Management
Virginia
$16K -$18K -117 -50%
C
552
Covestor
United Kingdom
$15K -$460 -3 -3%
PB
553
Pinnacle Bancorp
Nebraska
$15K
CFO
554
CVA Family Office
Colorado
$15K +$16.9K +110 New
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$14K -$58.8K -383 -79%
BWA
556
BDO Wealth Advisors
Florida
$14K
KTC
557
Kistler-Tiffany Companies
Pennsylvania
$14K
ST
558
Smithfield Trust
Pennsylvania
$13K
GRP
559
Global Retirement Partners
California
$13K +$4.76K +31 +51%
EW
560
Evoke Wealth
California
$13K +$6.45K +42 +89%
SWA
561
Sutton Wealth Advisors
Florida
$13K +$6.45K +42 +84%
CWA
562
Clearview Wealth Advisors
Oregon
$12K -$4.6K -30 -26%
PCFFS
563
Pacific Center for Financial Services
California
$12K +$153 +1 +1%
UB
564
UMB Bank
Missouri
$12K +$6.29K +41 +89%
CA
565
Clearstead Advisors
Ohio
$12K +$12.7K +83 New
RTC
566
Riverview Trust Company
Washington
$12K +$13.2K +86 New
CT
567
Caldwell Trust
Florida
$11.9K
GEA
568
Glen Eagle Advisors
New Jersey
$11.5K +$307 +2 +3%
Jones Financial Companies
569
Jones Financial Companies
Missouri
$11K -$1.07K -7 -8%
Bank of Montreal
570
Bank of Montreal
Ontario, Canada
$10.7K -$1.58M -10,298 -13%
CA
571
Crewe Advisors
Utah
$10K +$2.3K +15 +27%
GIA
572
GHP Investment Advisors
Colorado
$10K +$10.7K +70 New
FCA
573
FinTrust Capital Advisors
South Carolina
$9K
HWA
574
HHM Wealth Advisors
Tennessee
$9K
IFAM
575
Institutional & Family Asset Management
Colorado
$8K

ARE Hedge Fund Activity: Q3 2022 in Review

617 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2022, worth a combined $22.9B — down 2% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ARE positions and 61 closed out — a net gain of 9 holders — while 277 added to existing stakes and 196 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $212M. The largest seller was Parnassus Investments, cutting an estimated $515M.

  • 617 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2022, up from 613 in Q2 2022.
  • Funds reported $22.9B of Alexandria Real Estate Equities stock for Q3 2022, down 2% quarter-over-quarter.
  • 70 funds opened new Alexandria Real Estate Equities positions in Q3 2022 and 61 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2022 was Goldman Sachs, an estimated $212M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2022 was Parnassus Investments, an estimated $515M sold.

Based on aggregated 13F filings for Q3 2022.