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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
AWM
626
Abound Wealth Management
Tennessee
$4.22K
NFSG
627
Newbridge Financial Services Group
Florida
$4.09K
VNA
628
Valley National Advisers
Pennsylvania
$4K -$5.72K -48 -58%
CAS
629
Coppell Advisory Solutions
Texas
$3.63K +$3.69K +31 New
LI
630
LRI Investments
Florida
$3.51K
FW
631
Fairway Wealth
Ohio
$3.27K +$3.34K +28 New
WWM
632
Wolff Wiese Magana
California
$2.92K +$1.19K +10 +67%
FNWA
633
Financial Network Wealth Advisors
Utah
$2.76K +$2.86K +24 New
UWS
634
Unique Wealth Strategies
Illinois
$2.71K +$2.5K +21 New
DWA
635
Delos Wealth Advisors
Texas
$2.69K
PWMG
636
Prestige Wealth Management Group
New Jersey
$2.48K -$217K -1,821 -99%
GGI
637
Godsey & Gibb Inc
Virginia
$2.34K +$2.38K +20 New
CSC
638
Caldwell Sutter Capital
California
$2.34K
OA
639
Operose Advisors
Wisconsin
$2.34K
AP
640
Aspect Partners
Virginia
$2.22K
LFG
641
Larson Financial Group
Missouri
$2.22K +$2.27K +19 New
SIC
642
Salem Investment Counselors
North Carolina
$2.01K -$17.2K -144 -89%
CIAS
643
CBIZ Investment Advisory Services
Ohio
$2.01K +$2.03K +17 New
PCM
644
Penserra Capital Management
California
$2K -$944K -7,919 -100%
Loomis, Sayles & Company
645
Loomis, Sayles & Company
Massachusetts
$2K +$2.03K +17 New
AWM
646
Avior Wealth Management
Nebraska
$1.87K -$85.2K -715 -98%
CA
647
Continuum Advisory
Idaho
$1.75K -$1.07K -9 -38%
TWP
648
Triad Wealth Partners
Kansas
$1.75K +$1.79K +15 New
CT
649
Caldwell Trust
Florida
$1.64K -$1.67K -14 -50%
AF
650
Advisornet Financial
Minnesota
$1.64K -$1.19K -10 -42%

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.