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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
651
WealthTrak Capital Management
Virginia
$488 +$548 +5 New
BMC
652
Bear Mountain Capital
Washington
$301
NC
653
NewSquare Capital
Pennsylvania
$293 +$329 +3 New
WW
654
Winnow Wealth
Texas
$275 +$329 +3 New
SIS
655
Sound Income Strategies
Florida
$195
CIA
656
Cape Investment Advisory
Georgia
$195 +$110 +1 +100%
Jennison Associates
657
Jennison Associates
New York
-$46.5M -391,475 Closed
Parnassus Investments
658
Parnassus Investments
California
-$31.4M -264,524 Closed
CVA
659
Ceredex Value Advisors
Florida
-$26.5M -220,400 Closed
CHP
660
Castle Hook Partners
New York
-$14.3M -120,578 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
661
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$14.3M -120,000 Closed
Renaissance Technologies
662
Renaissance Technologies
New York
-$11.1M -93,800 Closed
BIC
663
B&I Capital
Switzerland
-$10.3M -87,067 Closed
RP
664
Reinhart Partners
Wisconsin
-$9.2M -77,514 Closed
WCP
665
Waterfront Capital Partners
New York
-$5M -42,069 Closed
UOC
666
UBS O'Connor
Illinois
-$4.2M -35,373 Closed
GAM
667
Groupama Asset Management
France
-$1.31M -25,593 Closed
BG
668
BDF Gestion
France
-$3.72M -21,885 Closed
IAIM
669
International Assets Investment Management
Florida
-$160 -19,000 Closed
D.E. Shaw & Co
670
D.E. Shaw & Co
New York
-$1.65M -15,013 Closed
ATPW
671
Ashton Thomas Private Wealth
Arizona
-$1.77M -14,916 Closed
AWM
672
Avitas Wealth Management
California
-$1.3M -10,910 Closed
AMI
673
Amica Mutual Insurance
Rhode Island
-$1.12M -9,466 Closed
LI
674
LMCG Investments
Massachusetts
-$1.11M -9,361 Closed
PP
675
Paloma Partners
Connecticut
-$928K -7,817 Closed

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.