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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
CTC
551
Central Trust Company
Missouri
$38.8K +$119 +1 +0.3%
VCM
552
Versant Capital Management
Arizona
$38.5K +$24.7K +207 +177%
S
553
Sachetta
Massachusetts
$38K +$32K +269 +527%
VWM
554
Venturi Wealth Management
Texas
$36.2K +$21.4K +180 +144%
RA
555
Rational Advisors
New York
$35.4K -$5.96K -50 -14%
CA
556
Clearstead Advisors
Ohio
$35.3K +$22.9K +192 +183%
RTC
557
Riverview Trust Company
Washington
$34.8K +$834 +7 +2%
GXJ
558
Global X Japan
Japan
$34.4K -$9.65K -81 -22%
HI
559
Harbour Investments
Wisconsin
$33.3K -$3.57K -30 -10%
LSA
560
Leonteq Securities AG
Switzerland
$32.3K +$1.43K +12 +5%
RIL
561
Rothschild Investment LLC
Illinois
$32.2K -$1.67K -14 -5%
UB
562
UMB Bank
Missouri
$31K -$1.07K -9 -3%
ATS
563
Ashton Thomas Securities
New York
$30.2K +$30.3K +254 New
QC
564
Quent Capital
New York
$28.9K +$8.1K +68 +39%
DMBA
565
Deseret Mutual Benefit Administrators
Utah
$28.6K
MA
566
MCF Advisors
Kentucky
$27.7K +$4.65K +39 +20%
ST
567
Smithfield Trust
Pennsylvania
$26K
MG
568
Mather Group
Illinois
$25.2K -$3.69K -31 -13%
CCA
569
Catalyst Capital Advisors
New York
$25.2K +$25.3K +212 New
CAL
570
Capital Advisors Ltd
Ohio
$24K -$6.08K -51 -20%
QL
571
Quarry LP
New York
$23.6K +$2.74K +23 +13%
GCM
572
Gables Capital Management
Florida
$22.6K
EWA
573
EverSource Wealth Advisors
Alabama
$22.4K +$834 +7 +4%
IA
574
IFP Advisors
Florida
$21.2K -$715 -6 -3%
WAG
575
Wiser Advisor Group
Arizona
$20.8K +$238 +2 +1%

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.