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Alexandria Real Estate Equities

440 hedge funds and large institutions have $13.5B invested in Alexandria Real Estate Equities in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 179 increasing their positions, 147 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

22% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 147

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 417440 (+23)

9% more call options, than puts

Call options by funds: $13M | Put options by funds: $11.9M

2% more capital invested

Capital invested by funds: $13.3B → $13.5B (+$248M)

0.94% less ownership

Funds ownership: 104.99%104.05% (-0.94%)

Holders
440
Holders Change
+23
Holders Change %
+5.52%
% of All Funds
10.07%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
50
Increased
179
Reduced
147
Closed
25
Calls
$13M
Puts
$11.9M
Net Calls
+$1.11M
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
51
STRS Ohio
Ohio
$52.6M -$12.4M -99,233 -19%
SCRM
52
Security Capital Research & Management
Illinois
$52.6M +$4.03M +32,225 +8%
Asset Management One
53
Asset Management One
Japan
$52.2M +$4.22M +33,748 +9%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$48.5M +$3.65M +29,227 +8%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$47.2M +$1.25M +9,971 +3%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$45.5M -$3.18M -25,428 -7%
HRES
57
Heitman Real Estate Securities
Illinois
$43.2M +$4.21M +33,713 +12%
Bank of America
58
Bank of America
North Carolina
$42.7M -$10.2M -81,378 -19%
Swiss National Bank
59
Swiss National Bank
Switzerland
$42.2M +$3.44M +27,500 +9%
Wells Fargo
60
Wells Fargo
California
$42.1M +$2.49M +19,941 +6%
Westfield Capital Management
61
Westfield Capital Management
Massachusetts
$41.1M -$117K -940 -0.3%
CS
62
Credit Suisse
Switzerland
$40.9M -$3.94M -31,506 -9%
Barclays
63
Barclays
United Kingdom
$39.1M -$3.24M -25,957 -8%
TCIM
64
TIAA CREF Investment Management
New York
$39M -$3.19M -25,517 -8%
Allianz Asset Management
65
Allianz Asset Management
Germany
$36.7M -$3.28M -26,258 -8%
American Century Companies
66
American Century Companies
Missouri
$35.4M -$28.7M -230,005 -45%
Korea Investment Corp
67
Korea Investment Corp
South Korea
$34.2M +$6.64M +53,100 +24%
VRS
68
Virginia Retirement Systems
Virginia
$33M +$10.5M +83,800 +47%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$31.9M -$6.96M -55,666 -18%
Renaissance Technologies
70
Renaissance Technologies
New York
$31.8M -$33.7M -269,600 -52%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$31.6M +$1.08M +8,617 +4%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$31.5M -$452K -3,617 -1%
RCAMU
73
Rothschild & Co Asset Management US
Connecticut
$29.5M +$29.2M +234,059 New
WBC
74
Westpac Banking Corp
Australia
$29M -$387K -3,100 -1%
SAM
75
Securian Asset Management
Minnesota
$29M -$7.73M -61,856 -21%

ARE Hedge Fund Activity: Q2 2018 in Review

440 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2018, worth a combined $13.5B — up 1.9% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ARE positions and 25 closed out — a net gain of 25 holders — while 179 added to existing stakes and 147 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $80M. The largest seller was Cohen & Steers, cutting an estimated $289M.

  • 440 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2018, up from 417 in Q1 2018.
  • Funds reported $13.5B of Alexandria Real Estate Equities stock for Q2 2018, up 1.9% quarter-over-quarter.
  • 50 funds opened new Alexandria Real Estate Equities positions in Q2 2018 and 25 closed out, a net change of +25 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2018 was Balyasny Asset Management, an estimated $80M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2018 was Cohen & Steers, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2018.