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Alexandria Real Estate Equities

594 hedge funds and large institutions have $18.9B invested in Alexandria Real Estate Equities in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 226 increasing their positions, 232 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $106M | Put options by funds: $46.5M

0.67% more ownership

Funds ownership: 95.32%95.99% (+0.67%)

3% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 232

4% less funds holding

Funds holding: 616594 (-22)

9% less capital invested

Capital invested by funds: $20.7B → $18.9B (-$1.86B)

24% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 78

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
594
Holders Change
-22
Holders Change %
-3.57%
% of All Funds
9.33%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.08%
New
59
Increased
226
Reduced
232
Closed
78
Calls
$106M
Puts
$46.5M
Net Calls
+$59.1M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
651
Headlands Technologies
Illinois
-$60.8K -484 Closed
BAM
652
Belpointe Asset Management
Nevada
-$45.8K -365 Closed
TWA
653
TCI Wealth Advisors
Arizona
-$20.2K -161 Closed
PMAM
654
Picton Mahoney Asset Management
Ontario, Canada
-$10K -80 Closed
QL
655
Quarry LP
New York
-$7.79K -62 Closed
HBW
656
Hazlett, Burt & Watson
West Virginia
-$6K -50 Closed
RCM
657
Rain Capital Management
Oregon
-$4.27K -34 Closed
CIA
658
Cape Investment Advisory
Georgia
-$3.77K -30 Closed
BWM
659
BerganKDV Wealth Management
Minnesota
-$3.64K -29 Closed
CA
660
Crewe Advisors
Utah
-$2.89K -23 Closed
OLVIG
661
Oliver Lagore Vanvalin Investment Group
Michigan
-$2.64K -21 Closed
VFA
662
Values First Advisors
Tennessee
-$1.93K -15 Closed
ECG
663
Edge Capital Group
Georgia
-$1.76K -14 Closed
BFPW
664
BOK Financial Private Wealth
Colorado
-$1.4K -11 Closed
FCAS
665
First Command Advisory Services
Texas
-$1.26K -10 Closed
PWMG
666
Prestige Wealth Management Group
New Jersey
-$1.14K -9 Closed
TFM
667
TFC Financial Management
Massachusetts
-$880 -7 Closed
AAS
668
Ameritas Advisory Services
Nebraska
-$620 -5 Closed
WWM
669
Wolff Wiese Magana
California
-$628 -5 Closed

ARE Hedge Fund Activity: Q2 2023 in Review

594 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2023, worth a combined $18.9B — down 9% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of ARE and 59 opened new positions — a net loss of 19 holders — while 232 trimmed existing stakes and 226 added.

The largest buyer was JP Morgan Chase, adding an estimated $229M. The largest seller was Deutsche Bank, cutting an estimated $124M.

  • 594 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2023, down from 616 in Q1 2023.
  • Funds reported $18.9B of Alexandria Real Estate Equities stock for Q2 2023, down 9% quarter-over-quarter.
  • 59 funds opened new Alexandria Real Estate Equities positions in Q2 2023 and 78 closed out, a net change of -19 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2023 was JP Morgan Chase, an estimated $229M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2023 was Deutsche Bank, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2023.