We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities
ARE

261 hedge funds and large institutions have $5.19B invested in Alexandria Real Estate Equities in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $4.66B → $5.19B (+$534M)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

2% more funds holding

Funds holding: 256 → 261 (+5)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

2.26% less ownership

Funds ownership: 102.22% → 99.96% (-2.3%)

55% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $2.97M

Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
7.54%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
24
Increased
106
Reduced
96
Closed
16
Calls
$1.35M
Puts
$2.97M
Net Calls
-$1.62M
Net Calls Change
+$409K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$86M
2
Deutsche Bank
Deutsche Bank
Germany
+$80.3M
3
American Century Companies
American Century Companies
Missouri
+$42.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26M
5
Prudential Financial
Prudential Financial
New Jersey
+$26M

Top Sellers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
-$81.6M
2
SB
Suntrust Banks
Georgia
-$74.1M
3
Cohen & Steers
Cohen & Steers
New York
-$68.3M
4
N
Nuveen
North Carolina
-$40.4M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teachers Advisors
New York
$16.7M +$680K +9,687 +4%
ACM
52
Adelante Capital Management
California
$16.6M -$2.79M -39,697 -15%
WMSA
53
Weiss Multi-Strategy Advisers
New York
$16.3M -$29.5M -420,314 -65%
HRES
54
Heitman Real Estate Securities
Illinois
$16.1M +$15.6M +221,910 New
Citadel Advisors
55
Citadel Advisors
Florida
$16M -$18.2M -258,797 -54%
Goldman Sachs
56
Goldman Sachs
New York
$15.7M -$2.62M -37,349 -15%
Invesco
57
Invesco
Georgia
$15.7M +$514K +7,312 +4%
CS
58
Credit Suisse
Switzerland
$15.4M +$497K +7,083 +3%
BIM
59
BlackRock Investment Management
Delaware
$15.2M -$215K -3,056 -1%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$14.6M – – –
Neuberger Berman Group
61
Neuberger Berman Group
New York
$14.6M +$13.1M +186,745 +1,355%
LI
62
LMCG Investments
Massachusetts
$14.3M -$843K -11,999 -6%
REMS
63
Real Estate Management Services
$14.1M – – –
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$13.5M +$13M +185,781 New
SAM
65
Securian Asset Management
Minnesota
$12.9M +$11.7M +167,000 +1,613%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$12.8M -$565K -8,047 -4%
TCIM
67
TIAA CREF Investment Management
New York
$12.5M +$2.41M +34,281 +25%
TIAAOA
68
Teachers Insurance & Annuity Association of America
New York
$12.5M -$195K -2,770 -2%
SAMC
69
Shinko Asset Management Company
Japan
$12M +$1.05M +14,900 +10%
PSAMP
70
P. Schoenfeld Asset Management (PSAM)
New York
$11.8M +$2.95M +42,000 +35%
Daiwa Securities Group
71
Daiwa Securities Group
Japan
$11.8M -$81.6M -1,161,476 -88%
WBC
72
Westpac Banking Corp
Australia
$11.3M +$6.81M +96,900 +165%
UOC
73
UBS O'Connor
Illinois
$11.2M +$10.8M +154,323 New
MAA
74
Managed Account Advisors
New Jersey
$11M +$2.08M +29,598 +24%
AIG
75
American International Group
New York
$10.7M -$13K -185 -0.1%
1 2
3
4 5

ARE Hedge Fund Activity: Q1 2014 in Review

261 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2014, worth a combined $5.19B — up 11% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ARE positions and 16 closed out — a net gain of 8 holders — while 106 added to existing stakes and 96 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $86M. The largest seller was Daiwa Securities Group, cutting an estimated $81.6M.

  • 261 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2014, up from 256 in Q4 2013.
  • Funds reported $5.19B of Alexandria Real Estate Equities stock for Q1 2014, up 11% quarter-over-quarter.
  • 24 funds opened new Alexandria Real Estate Equities positions in Q1 2014 and 16 closed out, a net change of +8 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2014 was Capital World Investors, an estimated $86M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2014 was Daiwa Securities Group, an estimated $81.6M sold.

Based on aggregated 13F filings for Q1 2014.