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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
VCM
601
Versant Capital Management
Arizona
$13.7K +$10.8K +91 +350%
TFF
602
The Family Firm
Maryland
$13.1K +$13.3K +112 New
RA
603
Ransom Advisory
Rhode Island
$12.8K +$13K +109 New
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$12.6K
CA
605
Clearstead Advisors
Ohio
$12.3K +$6.32K +53 +102%
MAM
606
Meeder Asset Management
Ohio
$12.2K +$12.4K +104 New
AW
607
Avion Wealth
Texas
$12K +$10.7K +90 +500%
GKIM
608
GW&K Investment Management
Massachusetts
$11K +$477 +4 +5%
PCFFS
609
Pacific Center for Financial Services
California
$10.6K +$119 +1 +1%
CA
610
Crewe Advisors
Utah
$10.2K
GRP
611
Global Retirement Partners
California
$8.74K -$358 -3 -4%
FCA
612
FinTrust Capital Advisors
South Carolina
$8.42K
GEA
613
Glen Eagle Advisors
New Jersey
$7.84K
DJSG
614
D.J. St. Germain
Massachusetts
$7.25K +$7.39K +62 New
HWA
615
HHM Wealth Advisors
Tennessee
$7.02K -$16K -134 -69%
CC
616
Cultivar Capital
Texas
$7.02K +$7.15K +60 New
S
617
Sachetta
Massachusetts
$6.07K +$3.69K +31 +155%
PMFA
618
Plante Moran Financial Advisors
Michigan
$5.85K
FHA
619
First Horizon Advisors
Tennessee
$5.61K +$596 +5 +12%
CT
620
Colonial Trust
South Carolina
$5.19K +$834 +7 +18%
MHR
621
Matthew Hamilton Rosenberg
$4.98K
FFO
622
Fortitude Family Office
Arizona
$4.91K
BIA
623
Bell Investment Advisors
California
$4.8K -$477 -4 -9%
WBC
624
West Branch Capital
Massachusetts
$4.68K
JPWM
625
Jamison Private Wealth Management
Georgia
$4.59K

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.