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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
WPC
651
Wedmont Private Capital
Pennsylvania
– -$304K -2,063 Closed
AWM
652
Apollon Wealth Management
South Carolina
– -$282K -1,936 Closed
GVAG
653
Great Valley Advisor Group
Delaware
– -$268K -1,841 Closed
AWA
654
Arkadios Wealth Advisors
Georgia
– -$252K -1,730 Closed
SIA
655
Schechter Investment Advisors
Michigan
– -$244K -1,676 Closed
PI
656
PFS Investments
Georgia
– -$237K -1,629 Closed
FAFN
657
First Affirmative Financial Network
Colorado
– -$234K -1,610 Closed
LFA
658
LGT Financial Advisors
Texas
– -$234K -1,603 Closed
FB
659
Fulton Bank
Pennsylvania
– -$215K -1,478 Closed
CA
660
Commerzbank Aktiengesellschaft
Germany
– -$208K -1,423 Closed
DILIC
661
Dai-ichi Life Insurance Company
Japan
– -$207K -1,423 Closed
BWP
662
BSW Wealth Partners
Colorado
– -$204K -1,397 Closed
NP
663
Ninepoint Partners
Ontario, Canada
– -$183K -1,258 Closed
TF
664
Tompkins Financial
New York
– -$89K -609 Closed
ANBT
665
American National Bank & Trust
Texas
– -$56K -382 Closed
CS
666
Comerica Securities
Michigan
– -$47.3K -322 Closed
Capstone Investment Advisors
667
Capstone Investment Advisors
New York
– -$46.3K -318 Closed
RFA
668
Resurgent Financial Advisors
Georgia
– -$37.9K -260 Closed
SC
669
Seldon Capital
California
– -$28.3K -194 Closed
FGAM
670
Financial Gravity Asset Management
Texas
– -$4.88K -146 Closed
Jones Financial Companies
671
Jones Financial Companies
Missouri
– -$11K -78 Closed
AWM
672
Accurate Wealth Management
Florida
– -$11.2K -76 Closed
GIA
673
GHP Investment Advisors
Colorado
– -$10.2K -70 Closed
BSB
674
Bangor Savings Bank
Maine
– -$3K -20 Closed
First Manhattan
675
First Manhattan
New York
– -$2.91K -20 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.