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Alexandria Real Estate Equities
ARE

328 hedge funds and large institutions have $9.45B invested in Alexandria Real Estate Equities in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 150 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 107

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $8.27B → $9.45B (+$1.17B)

3.65% more ownership

Funds ownership: 108.21% → 111.86% (+3.7%)

2% more funds holding

Funds holding: 321 → 328 (+7)

57% less call options, than puts

Call options by funds: $2.8M | Put options by funds: $6.49M

Holders
328
Holders Change
+7
Holders Change %
+2.18%
% of All Funds
8.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
150
Reduced
107
Closed
24
Calls
$2.8M
Puts
$6.49M
Net Calls
-$3.7M
Net Calls Change
-$4.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$156M
2
Deutsche Bank
Deutsche Bank
Germany
+$156M
3
AIM
abrdn Investment Management
United Kingdom
+$107M
4
N
Nuveen
North Carolina
+$73M
5
Prudential Financial
Prudential Financial
New Jersey
+$70.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$45M
3
Macquarie Group
Macquarie Group
Australia
-$41.9M
4
SFM
Systematic Financial Management
New Jersey
-$39.2M
5
SO
STRS Ohio
Ohio
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
51
Securian Asset Management
Minnesota
$28.5M +$7.06M +64,820 +33%
BIM
52
BlackRock Investment Management
Delaware
$28.3M +$2.83M +25,950 +11%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$28.3M +$1.4M +12,856 +5%
ACM
54
Adelante Capital Management
California
$27.2M -$8.26M -75,796 -23%
Legal & General Group
55
Legal & General Group
United Kingdom
$26.5M +$3.29M +30,218 +14%
TA
56
Teachers Advisors
New York
$26.5M +$17.1M +157,360 +183%
EARNEST Partners
57
EARNEST Partners
Georgia
$26.1M -$847K -7,780 -3%
Allianz Asset Management
58
Allianz Asset Management
Germany
$25.9M -$6.64M -60,976 -20%
BlackRock
59
BlackRock
New York
$25.6M +$4.69M +43,050 +22%
Franklin Resources
60
Franklin Resources
California
$25.6M +$560K +5,140 +2%
UBS AM
61
UBS AM
Illinois
$24.4M +$1.76M +16,158 +8%
Asset Management One
62
Asset Management One
Japan
$24.3M +$280K +2,572 +1%
ICM
63
IronBridge Capital Management
Illinois
$23.9M -$2.23M -20,428 -9%
Fidelity International
64
Fidelity International
Bermuda
$22.6M -$3.61M -33,180 -14%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$22.5M +$5.79M +53,178 +35%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$22.4M -$5.77M -52,945 -20%
USSCPF
67
United States Steel & Carnegie Pension Fund
New York
$22.2M -$4.99M -45,790 -18%
Swiss National Bank
68
Swiss National Bank
Switzerland
$22.2M -$174K -1,600 -0.8%
REMS
69
Real Estate Management Services
$21M -$2.53M -23,200 -11%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$19.8M +$1.63M +15,000 +9%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$19.4M -$1.65M -15,150 -8%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$19.3M -$338K -3,100 -2%
AAMU
73
Amundi Asset Management US
Massachusetts
$19.1M – – –
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$18.4M +$1.12M +10,300 +6%
SAMC
75
Shinko Asset Management Company
Japan
$18M +$1.68M +15,390 +10%
1 2
3
4 5

ARE Hedge Fund Activity: Q3 2016 in Review

328 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2016, worth a combined $9.45B — up 14% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARE positions and 24 closed out — a net gain of 9 holders — while 150 added to existing stakes and 107 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was Fidelity Investments, exiting entirely with an estimated $59.6M sold.

  • 328 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2016, up from 321 in Q2 2016.
  • Funds reported $9.45B of Alexandria Real Estate Equities stock for Q3 2016, up 14% quarter-over-quarter.
  • 33 funds opened new Alexandria Real Estate Equities positions in Q3 2016 and 24 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2016 was Cohen & Steers, an estimated $156M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2016 was Fidelity Investments, an estimated $59.6M sold.

Based on aggregated 13F filings for Q3 2016.