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Alexandria Real Estate Equities

673 hedge funds and large institutions have $19B invested in Alexandria Real Estate Equities in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 254 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 69

4% more funds holding

Funds holding: 649673 (+24)

2% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 250

2.73% less ownership

Funds ownership: 95.88%93.15% (-2.7%)

12% less capital invested

Capital invested by funds: $21.6B → $19B (-$2.55B)

29% less call options, than puts

Call options by funds: $64.6M | Put options by funds: $90.5M

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
673
Holders Change
+24
Holders Change %
+3.7%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
99
Increased
254
Reduced
250
Closed
69
Calls
$64.6M
Puts
$90.5M
Net Calls
-$25.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
576
TD Private Client Wealth
New York
$28.8K +$6.08K +51 +26%
DMBA
577
Deseret Mutual Benefit Administrators
Utah
$28.2K
ST
578
Smithfield Trust
Pennsylvania
$26K +$17.9K +150 +214%
FRA
579
Front Row Advisors
California
$25.4K -$358 -3 -1%
Cohen & Steers
580
Cohen & Steers
New York
$24K +$24K +201 New
OC
581
Oakworth Capital
Alabama
$23.2K
MA
582
MCF Advisors
Kentucky
$22.7K +$22.9K +192 New
GCM
583
Gables Capital Management
Florida
$22.2K
IA
584
IFP Advisors
Florida
$21.6K +$11.1K +93 +101%
EWA
585
EverSource Wealth Advisors
Alabama
$21.3K +$4.53K +38 +26%
PHK
586
Point72 Hong Kong
Hong Kong
$21.1K +$21.5K +180 New
QL
587
Quarry LP
New York
$20.6K +$21K +176 New
QC
588
Quent Capital
New York
$20.5K +$12.2K +102 +140%
WAG
589
Wiser Advisor Group
Arizona
$20.3K +$358 +3 +2%
BFEC
590
Benjamin F. Edwards & Company
Missouri
$19K -$18.6K -156 -49%
RCM
591
Raleigh Capital Management
North Carolina
$18.7K -$1.91K -16 -9%
MCM
592
MV Capital Management
Maryland
$18.6K -$238 -2 -1%
AGWCA
593
Annis Gardner Whiting Capital Advisors
Florida
$16.7K +$596 +5 +4%
Jones Financial Companies
594
Jones Financial Companies
Missouri
$16.6K +$16.8K +141 +14,100%
RA
595
Rise Advisors
New York
$16.2K +$119 +1 +0.7%
PB
596
Pinnacle Bancorp
Nebraska
$16K +$3.22K +27 +25%
C
597
Covestor
United Kingdom
$16K +$715 +6 +5%
ZB
598
Zions Bancorporation
Utah
$15.3K -$1.43K -12 -8%
VWM
599
Venturi Wealth Management
Texas
$14.6K +$11.1K +93 +291%
PWMG
600
Private Wealth Management Group
New Jersey
$13.8K +$4.77K +40 +51%

ARE Hedge Fund Activity: Q2 2024 in Review

673 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2024, worth a combined $19B — down 12% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ARE positions and 69 closed out — a net gain of 30 holders — while 254 added to existing stakes and 250 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $44.9M. The largest seller was Deutsche Bank, cutting an estimated $153M.

  • 673 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2024, up from 649 in Q1 2024.
  • Funds reported $19B of Alexandria Real Estate Equities stock for Q2 2024, down 12% quarter-over-quarter.
  • 99 funds opened new Alexandria Real Estate Equities positions in Q2 2024 and 69 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2024 was Goldman Sachs, an estimated $44.9M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2024 was Deutsche Bank, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2024.