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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
Janney Montgomery Scott
626
Janney Montgomery Scott
Pennsylvania
– -$2.8M -19,229 Closed
LOAMS
627
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$2.49M -17,062 Closed
PMEF
628
Point72 Middle East FZE
United Arab Emirates
– -$1.25M -8,605 Closed
AIIMS
629
Analyst IMS Investment Management Services
Israel
– -$1.19M -8,200 Closed
PR
630
Payden & Rygel
California
– -$1.14M -7,800 Closed
CM
631
Capula Management
Cayman Islands
– -$959K -6,580 Closed
MML Investors Services
632
MML Investors Services
Massachusetts
– -$835K -5,734 Closed
CIBC World Market
633
CIBC World Market
Ontario, Canada
– -$803K -5,515 Closed
SWS
634
SYSTM Wealth Solutions
Illinois
– -$800K -5,493 Closed
PRWA
635
Platte River Wealth Advisors
Colorado
– -$538K -3,696 Closed
SCP
636
Stamos Capital Partners
California
– -$501K -3,440 Closed
Lido Advisors
637
Lido Advisors
California
– -$483K -3,316 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
638
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$482K -3,306 Closed
KFA
639
Krane Funds Advisors
New York
– -$477K -3,273 Closed
AGM
640
Alpine Global Management
New York
– -$466K -3,202 Closed
IB
641
Intrust Bank
Kansas
– -$404K -2,770 Closed
Holocene Advisors
642
Holocene Advisors
New York
– -$375K -2,575 Closed
NLP
643
Next Level Private
New York
– -$372K -2,535 Closed
PAS
644
Park Avenue Securities
New York
– -$369K -2,531 Closed
Mercer Global Advisors
645
Mercer Global Advisors
Colorado
– -$366K -2,512 Closed
BEI
646
Benjamin Edwards Inc
Missouri
– -$363K -2,490 Closed
GTCM
647
Gyon Technologies Capital Management
New Jersey
– -$316K -2,171 Closed
SIM
648
Sandia Investment Management
Massachusetts
– -$308K -2,115 Closed
DLG
649
Daniel L. Goodwin
– -$307K -2,110 Closed
GT
650
Greenleaf Trust
Michigan
– -$305K -2,092 Closed
24 25
26
27 28

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.