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Alexandria Real Estate Equities
ARE

321 hedge funds and large institutions have $8.27B invested in Alexandria Real Estate Equities in 2016 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 98 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 13

51% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $1.76M

37% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 98

25% more capital invested

Capital invested by funds: $6.61B → $8.27B (+$1.66B)

10% more funds holding

Funds holding: 291 → 321 (+30)

8.2% more ownership

Funds ownership: 100.01% → 108.21% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
321
Holders Change
+30
Holders Change %
+10.31%
% of All Funds
8.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
47
Increased
134
Reduced
98
Closed
13
Calls
$2.66M
Puts
$1.76M
Net Calls
+$903K
Net Calls Change
+$2.14M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$455M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$195M
3
State Street
State Street
Massachusetts
+$47.7M
4
Macquarie Group
Macquarie Group
Australia
+$42.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$39M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$145M
2
SFM
Systematic Financial Management
New Jersey
-$79.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.4M
4
SIA
Sit Investment Associates
Minnesota
-$36.9M
5
Ameriprise
Ameriprise
Minnesota
-$30.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
51
IronBridge Capital Management
Illinois
$24.8M -$5.23M -54,762 -19%
BIM
52
BlackRock Investment Management
Delaware
$24.3M +$1.86M +19,460 +9%
Franklin Resources
53
Franklin Resources
California
$23.8M -$4.62M -48,400 -17%
REMS
54
Real Estate Management Services
$22.4M -$6.9M -72,300 -25%
Asset Management One
55
Asset Management One
Japan
$22.3M -$1.05M -10,979 -5%
Legal & General Group
56
Legal & General Group
United Kingdom
$22.1M +$5.12M +53,632 +34%
UBS AM
57
UBS AM
Illinois
$21.5M +$280K +2,935 +1%
Swiss National Bank
58
Swiss National Bank
Switzerland
$21.3M +$8.19M +85,800 +72%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$20.7M -$692K -7,254 -4%
SAM
60
Securian Asset Management
Minnesota
$20.4M -$5.49M -57,545 -23%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$20M +$2.84M +29,730 +18%
BlackRock
62
BlackRock
New York
$19.9M +$6.62M +69,403 +56%
Deutsche Bank
63
Deutsche Bank
Germany
$19.5M +$3.05M +31,941 +20%
EA
64
Emerald Acquisition
Washington
$19.3M +$17.8M +186,663 New
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$18.7M +$1.53M +16,000 +10%
TCIM
66
TIAA CREF Investment Management
New York
$18.6M +$1.1M +11,549 +7%
AAMU
67
Amundi Asset Management US
Massachusetts
$18.2M -$47.8K -501 -0.3%
MAM
68
Martingale Asset Management
Massachusetts
$17.4M -$774K -8,106 -5%
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$17.3M +$477K +5,000 +3%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$16.4M +$95.9K +1,005 +0.6%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$15.9M +$113K +1,184 +0.8%
SAMC
72
Shinko Asset Management Company
Japan
$15.5M +$2.31M +24,151 +19%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$15.2M +$14M +147,085 New
AIG
74
American International Group
New York
$14.8M +$68.9K +722 +0.5%
DGHMC
75
Dalton, Greiner, Hartman, Maher & Co
New York
$13.9M -$1.05M -10,960 -8%
1 2
3
4 5

ARE Hedge Fund Activity: Q2 2016 in Review

321 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2016, worth a combined $8.27B — up 25% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ARE positions and 13 closed out — a net gain of 34 holders — while 134 added to existing stakes and 98 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $455M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $145M.

  • 321 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2016, up from 291 in Q1 2016.
  • Funds reported $8.27B of Alexandria Real Estate Equities stock for Q2 2016, up 25% quarter-over-quarter.
  • 47 funds opened new Alexandria Real Estate Equities positions in Q2 2016 and 13 closed out, a net change of +34 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2016 was Cohen & Steers, an estimated $455M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2016 was CBRE Investment Management Listed Real Assets, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2016.