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Alexandria Real Estate Equities

324 hedge funds and large institutions have $10B invested in Alexandria Real Estate Equities in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 148 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 103

6% more capital invested

Capital invested by funds: $9.45B → $10B (+$569M)

1.66% more ownership

Funds ownership: 111.86%113.52% (+1.7%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 328324 (-4)

48% less call options, than puts

Call options by funds: $3.59M | Put options by funds: $6.96M

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
8.1%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
33
Increased
148
Reduced
103
Closed
31
Calls
$3.59M
Puts
$6.96M
Net Calls
-$3.37M
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$30.5M -$1.26M -11,700 -4%
UBS AM
52
UBS AM
Illinois
$30M +$4.92M +45,855 +20%
TA
53
Teachers Advisors
New York
$29M +$1.93M +18,020 +7%
SAM
54
Securian Asset Management
Minnesota
$29M -$118K -1,097 -0.4%
Invesco
55
Invesco
Georgia
$29M -$1.27M -11,827 -4%
BlackRock
56
BlackRock
New York
$28.4M +$2.16M +20,102 +9%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$26.9M -$11.5M -107,356 -31%
Allianz Asset Management
58
Allianz Asset Management
Germany
$26.1M -$410K -3,824 -2%
ACM
59
Adelante Capital Management
California
$25.3M -$2.41M -22,500 -9%
AAMU
60
Amundi Asset Management US
Massachusetts
$24.9M +$5.16M +48,048 +27%
NIPH
61
NN Investment Partners Holdings
Netherlands
$24.7M +$21.5M +200,610 +923%
ICM
62
IronBridge Capital Management
Illinois
$24.3M -$110K -1,028 -0.5%
JHIU
63
Janus Henderson Investors US
Colorado
$24.3M +$16.1M +150,367 +221%
EARNEST Partners
64
EARNEST Partners
Georgia
$24.2M -$2.35M -21,903 -9%
Franklin Resources
65
Franklin Resources
California
$24.1M -$1.91M -17,799 -8%
Swiss National Bank
66
Swiss National Bank
Switzerland
$23.6M +$912K +8,500 +4%
BA
67
BlackRock Advisors
Delaware
$23.4M +$12M +111,697 +113%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$23.1M +$222K +2,071 +1%
USSCPF
69
United States Steel & Carnegie Pension Fund
New York
$22.7M
HSBC Holdings
70
HSBC Holdings
United Kingdom
$22.2M -$733K -6,834 -3%
Millennium Management
71
Millennium Management
New York
$21.9M +$21.2M +197,244 New
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$21.9M +$1.61M +15,000 +8%
Macquarie Group
73
Macquarie Group
Australia
$21.7M -$22.5M -209,865 -52%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$21.1M +$1.26M +11,730 +7%
TCIM
75
TIAA CREF Investment Management
New York
$20M -$74.8K -697 -0.4%

ARE Hedge Fund Activity: Q4 2016 in Review

324 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2016, worth a combined $10B — up 6% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARE positions and 31 closed out — a net gain of 2 holders — while 148 added to existing stakes and 103 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $70.2M. The largest seller was Capital Research Global Investors, cutting an estimated $169M.

  • 324 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2016, down from 328 in Q3 2016.
  • Funds reported $10B of Alexandria Real Estate Equities stock for Q4 2016, up 6% quarter-over-quarter.
  • 33 funds opened new Alexandria Real Estate Equities positions in Q4 2016 and 31 closed out, a net change of +2 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2016 was Goldman Sachs, an estimated $70.2M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2016 was Capital Research Global Investors, an estimated $169M sold.

Based on aggregated 13F filings for Q4 2016.