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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
ANBT
576
American National Bank & Trust
Texas
$20.5K +$20.6K +173 New
Cohen & Steers
577
Cohen & Steers
New York
$20K -$3.81K -32 -16%
MCM
578
MV Capital Management
Maryland
$18.8K -$119 -1 -0.6%
LFG
579
Larson Financial Group
Missouri
$17.3K +$15.1K +127 +668%
RA
580
Rise Advisors
New York
$16.6K +$238 +2 +1%
AGWCA
581
Annis Gardner Whiting Capital Advisors
Florida
$16.3K -$596 -5 -4%
PB
582
Pinnacle Bancorp
Nebraska
$16.3K
C
583
Covestor
United Kingdom
$14K -$2.26K -19 -14%
PWMG
584
Private Wealth Management Group
New Jersey
$13.9K -$119 -1 -0.8%
NA
585
NewEdge Advisors
Louisiana
$13.3K -$212K -1,783 -94%
GKIM
586
GW&K Investment Management
Massachusetts
$13K +$2.26K +19 +21%
RA
587
Ransom Advisory
Rhode Island
$12.9K
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$12.8K
MAM
589
Meeder Asset Management
Ohio
$12.6K +$238 +2 +2%
HWA
590
HHM Wealth Advisors
Tennessee
$11.9K +$4.76K +40 +67%
RI
591
Ridgewood Investments
New Jersey
$11.9K +$11.9K +100 New
AW
592
Avion Wealth
Texas
$11K -$953 -8 -7%
PCFFS
593
Pacific Center for Financial Services
California
$10.9K +$119 +1 +1%
CA
594
Crewe Advisors
Utah
$10.3K
TWD
595
True Wealth Design
Ohio
$10.1K +$10.1K +85 New
FFO
596
Fortitude Family Office
Arizona
$9.86K +$4.88K +41 +98%
RWPA
597
Richard W. Paul & Associates
Michigan
$9.38K +$9.41K +79 New
JPWM
598
Jamison Private Wealth Management
Georgia
$8.72K +$4.05K +34 +87%
FCA
599
FinTrust Capital Advisors
South Carolina
$8.55K
APC
600
Aspire Private Capital
North Carolina
$8.07K +$8.1K +68 New

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.