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Alexandria Real Estate Equities
ARE

616 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 279 increasing their positions, 195 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $112M | Put options by funds: $73.7M

43% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 195

4% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 72

2% less funds holding

Funds holding: 630 → 616 (-14)

3.7% less ownership

Funds ownership: 99.01% → 95.32% (-3.7%)

11% less capital invested

Capital invested by funds: $23.3B → $20.7B (-$2.6B)

27% less funds holding in top 10

Funds holding in top 10: 15 → 11 (-4)

Holders
616
Holders Change
-14
Holders Change %
-2.22%
% of All Funds
9.82%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
69
Increased
279
Reduced
195
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$197M
2
UBS AM
UBS AM
Illinois
+$185M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$173M
4
State Street
State Street
Massachusetts
+$62.4M
5
CIM
CCLA Investment Management
United Kingdom
+$54.4M

Top Sellers

1
RC
Resolution Capital
Australia
-$114M
2
Invesco
Invesco
Georgia
-$87.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$80.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$76.1M
5
WHG
Westwood Holdings Group
Texas
-$69.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
601
Commonwealth Equity Services
Massachusetts
$1.06K -$106K -721 -8%
NSIM
602
North Star Investment Management
Illinois
$1K – – –
KFP
603
KB Financial Partners
New Jersey
$1K – – –
PCM
604
Penserra Capital Management
California
$1K – – –
TFM
605
TFC Financial Management
Massachusetts
$880 – – –
BWM
606
Baystate Wealth Management
Massachusetts
$754 +$882 +6 New
ECM
607
Everence Capital Management
Indiana
$676 – – –
RA
608
Rise Advisors
New York
$644 – – –
BCMLT
609
Beacon Capital Management LLC (Tennessee)
Tennessee
$628 – – –
CWP
610
Concord Wealth Partners
Virginia
$628 – – –
WWM
611
Wolff Wiese Magana
California
$628 +$735 +5 New
AAS
612
Ameritas Advisory Services
Nebraska
$620 +$735 +5 New
YDMI
613
Y.D. More Investments
Israel
$502 +$441 +3 +300%
WTA
614
Washington Trust Advisors
Massachusetts
$23 -$1.18K -8 -20%
RC
615
Resolution Capital
Australia
– -$114M -785,757 Closed
WCP
616
Waterfront Capital Partners
New York
– -$40.9M -281,000 Closed
Marshall Wace
617
Marshall Wace
United Kingdom
– -$32.3M -222,002 Closed
CF
618
Covea Finance
France
– -$18.3M -125,780 Closed
AIM
619
Artemis Investment Management
United Kingdom
– -$17.3M -117,904 Closed
E
620
Ergoteles
New York
– -$4.86M -33,381 Closed
EAM
621
Eventide Asset Management
Massachusetts
– -$4.71M -32,335 Closed
IAN
622
Integrated Advisors Network
Texas
– -$3.65M -25,064 Closed
HF
623
HRT Financial
New York
– -$3.2M -21,995 Closed
Wealth Enhancement Advisory Services
624
Wealth Enhancement Advisory Services
Minnesota
– -$3.37M -21,429 Closed
AP
625
Appleton Partners
Massachusetts
– -$3.01M -20,663 Closed
23 24
25
26 27

ARE Hedge Fund Activity: Q1 2023 in Review

616 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2023, worth a combined $20.7B — down 11% from $23.3B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of ARE and 69 opened new positions — a net loss of 3 holders — while 195 trimmed existing stakes and 279 added.

The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Resolution Capital, exiting entirely with an estimated $114M sold.

  • 616 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2023, down from 630 in Q4 2022.
  • Funds reported $20.7B of Alexandria Real Estate Equities stock for Q1 2023, down 11% quarter-over-quarter.
  • 69 funds opened new Alexandria Real Estate Equities positions in Q1 2023 and 72 closed out, a net change of -3 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2023 was BlackRock, an estimated $197M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2023 was Resolution Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2023.