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Alexandria Real Estate Equities

428 hedge funds and large institutions have $13.8B invested in Alexandria Real Estate Equities in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $4.21M

19% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 151

2% more capital invested

Capital invested by funds: $13.5B → $13.8B (+$282M)

0.27% less ownership

Funds ownership: 104.05%103.77% (-0.27%)

3% less funds holding

Funds holding: 440428 (-12)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

Holders
428
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
9.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
34
Increased
180
Reduced
151
Closed
43
Calls
$14.7M
Puts
$4.21M
Net Calls
+$10.5M
Net Calls Change
+$9.36M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
51
Amundi Asset Management US
Massachusetts
$53.6M +$974K +7,701 +2%
Millennium Management
52
Millennium Management
New York
$53.5M -$34.4M -272,161 -39%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$52.5M +$4.1M +32,453 +8%
Asset Management One
54
Asset Management One
Japan
$50.9M -$441K -3,490 -0.8%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$50.6M +$5.27M +41,685 +12%
Cohen & Steers
56
Cohen & Steers
New York
$47M -$7.28M -57,574 -13%
Westfield Capital Management
57
Westfield Capital Management
Massachusetts
$43.5M +$2.5M +19,742 +6%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$43.1M -$3.53M -27,893 -7%
Wells Fargo
59
Wells Fargo
California
$42.6M +$600K +4,747 +1%
Swiss National Bank
60
Swiss National Bank
Switzerland
$41.3M -$746K -5,900 -2%
Allianz Asset Management
61
Allianz Asset Management
Germany
$41.3M +$4.78M +37,819 +13%
RCAMU
62
Rothschild & Co Asset Management US
Connecticut
$40.3M +$10.9M +86,162 +37%
Barclays
63
Barclays
United Kingdom
$37.9M -$1.04M -8,246 -3%
VRS
64
Virginia Retirement Systems
Virginia
$37.9M +$4.97M +39,300 +15%
TCIM
65
TIAA CREF Investment Management
New York
$37.2M -$1.69M -13,374 -4%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$36.8M +$37M +292,748 New
American Century Companies
67
American Century Companies
Missouri
$35.7M +$441K +3,486 +1%
SAM
68
Securian Asset Management
Minnesota
$35.3M +$6.44M +50,911 +22%
NIPH
69
NN Investment Partners Holdings
Netherlands
$35.2M -$30.2M -239,204 -46%
CS
70
Credit Suisse
Switzerland
$35.2M -$5.69M -44,974 -14%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$34M +$2.44M +19,289 +8%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$33.5M +$11M +87,363 +49%
Bank of America
73
Bank of America
North Carolina
$32.1M -$10.5M -83,137 -25%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$31.7M -$6.07K -48 -0%
WBC
75
Westpac Banking Corp
Australia
$30.9M +$2M +15,788 +7%

ARE Hedge Fund Activity: Q3 2018 in Review

428 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2018, worth a combined $13.8B — up 2.1% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ARE and 34 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 180 added.

The largest buyer was Invesco, adding an estimated $83.2M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $49.7M.

  • 428 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2018, down from 440 in Q2 2018.
  • Funds reported $13.8B of Alexandria Real Estate Equities stock for Q3 2018, up 2.1% quarter-over-quarter.
  • 34 funds opened new Alexandria Real Estate Equities positions in Q3 2018 and 43 closed out, a net change of -9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2018 was Invesco, an estimated $83.2M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2018 was CBRE Investment Management Listed Real Assets, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2018.