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Alexandria Real Estate Equities

617 hedge funds and large institutions have $22.9B invested in Alexandria Real Estate Equities in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 196 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more call options, than puts

Call options by funds: $77.1M | Put options by funds: $12.9M

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

41% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 196

15% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 61

1.67% more ownership

Funds ownership: 99.11%100.78% (+1.7%)

1% more funds holding

Funds holding: 613617 (+4)

2% less capital invested

Capital invested by funds: $23.3B → $22.9B (-$472M)

Holders
617
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
10.63%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.26%
New
70
Increased
277
Reduced
196
Closed
61
Calls
$77.1M
Puts
$12.9M
Net Calls
+$64.2M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
651
Capital Asset Advisory Services
Michigan
-$246K -1,680 Closed
DZ Bank
652
DZ Bank
Germany
-$208K -1,435 Closed
DILIC
653
Dai-ichi Life Insurance Company
Japan
-$206K -1,423 Closed
BWP
654
BSW Wealth Partners
Colorado
-$205K -1,413 Closed
VVP
655
Venture Visionary Partners
Ohio
-$149K -1,030 Closed
CFGS
656
Concourse Financial Group Securities
Alabama
-$57.7K -376 Closed
MA
657
MUFG Americas
New York
-$17K -118 Closed
SBL
658
Sargent Bickham Lagudis
Colorado
-$13K -89 Closed
BMD
659
Better Money Decisions
New Mexico
-$11K -75 Closed
CI
660
CX Institutional
Indiana
-$8K -58 Closed
VRM
661
Vectors Research Management
New York
-$7K -50 Closed
CIBC Private Wealth Group
662
CIBC Private Wealth Group
Georgia
-$7K -45 Closed
HCP
663
Hexagon Capital Partners
Arkansas
-$5K -34 Closed
GWM
664
Geneos Wealth Management
Colorado
-$4K -30 Closed
GKIM
665
GW&K Investment Management
Massachusetts
-$4K -29 Closed
COCM
666
Charter Oak Capital Management
New Hampshire
-$3K -20 Closed
S
667
Surevest
California
-$2K -15 Closed
HS
668
Horan Securities
United States
-$1K -10 Closed
CA
669
CoreCap Advisors
Michigan
-$1K -5 Closed
PFGIA
670
Patriot Financial Group Insurance Agency
Massachusetts
-$1K -5 Closed
Twin Tree Management
671
Twin Tree Management
Texas
-$460 -3 Closed
IAS
672
IMA Advisory Services
Colorado
+$153 +1 New

ARE Hedge Fund Activity: Q3 2022 in Review

617 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2022, worth a combined $22.9B — down 2% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ARE positions and 61 closed out — a net gain of 9 holders — while 277 added to existing stakes and 196 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $212M. The largest seller was Parnassus Investments, cutting an estimated $515M.

  • 617 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2022, up from 613 in Q2 2022.
  • Funds reported $22.9B of Alexandria Real Estate Equities stock for Q3 2022, down 2% quarter-over-quarter.
  • 70 funds opened new Alexandria Real Estate Equities positions in Q3 2022 and 61 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2022 was Goldman Sachs, an estimated $212M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2022 was Parnassus Investments, an estimated $515M sold.

Based on aggregated 13F filings for Q3 2022.