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Alexandria Real Estate Equities

441 hedge funds and large institutions have $16B invested in Alexandria Real Estate Equities in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $49M | Put options by funds: $14.9M

36% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 143

26% more capital invested

Capital invested by funds: $12.7B → $16B (+$3.31B)

19% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 43

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more funds holding

Funds holding: 434441 (+7)

4.26% less ownership

Funds ownership: 104%99.74% (-4.3%)

Holders
441
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
9.55%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
51
Increased
194
Reduced
143
Closed
43
Calls
$49M
Puts
$14.9M
Net Calls
+$34.1M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$62.8M -$4.73M -35,951 -8%
American Century Companies
52
American Century Companies
Missouri
$61.5M +$7.37K +56 +0%
SO
53
STRS Ohio
Ohio
$59.6M -$7.35M -55,811 -12%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$58.8M +$1.89M +14,384 +4%
Prudential Financial
55
Prudential Financial
New Jersey
$52M +$32.6M +247,710 +212%
CS
56
Credit Suisse
Switzerland
$51.6M +$12.7M +96,269 +36%
Swiss National Bank
57
Swiss National Bank
Switzerland
$51.2M +$1.97M +15,000 +4%
Millennium Management
58
Millennium Management
New York
$50.2M +$19.1M +145,080 +70%
TCIM
59
TIAA CREF Investment Management
New York
$49.8M +$5.73M +43,491 +14%
Wells Fargo
60
Wells Fargo
California
$49.6M +$4.99M +37,879 +12%
Barclays
61
Barclays
United Kingdom
$45.7M +$9.9M +75,217 +31%
Nordea Investment Management
62
Nordea Investment Management
Sweden
$44.7M +$782K +5,942 +2%
CGM
63
Capital Growth Management
Massachusetts
$44.2M +$1.32M +10,000 +3%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$43.5M +$3.43M +26,076 +9%
Bank of America
65
Bank of America
North Carolina
$42.5M -$23M -174,905 -37%
Aberdeen Group
66
Aberdeen Group
United Kingdom
$42.2M -$8.29M -62,960 -18%
Allianz Asset Management
67
Allianz Asset Management
Germany
$42.2M +$291K +2,212 +0.8%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$41.3M +$1.64M +12,484 +4%
ESCM
69
Echo Street Capital Management
New York
$40.7M -$1.8M -13,668 -5%
SAM
70
Securian Asset Management
Minnesota
$40.5M -$3.94M -29,888 -10%
Asset Management One
71
Asset Management One
Japan
$40.2M -$15M -113,840 -29%
Korea Investment Corp
72
Korea Investment Corp
South Korea
$37.2M +$2.92M +22,141 +9%
VRS
73
Virginia Retirement Systems
Virginia
$36.7M -$6.39M -48,500 -16%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$36.5M +$663K +5,035 +2%
RCAMU
75
Rothschild & Co Asset Management US
Connecticut
$35.3M -$128K -975 -0.4%

ARE Hedge Fund Activity: Q1 2019 in Review

441 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2019, worth a combined $16B — up 26% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ARE positions and 43 closed out — a net gain of 8 holders — while 194 added to existing stakes and 143 trimmed.

The largest buyer was State Street, adding an estimated $166M. The largest seller was Citigroup, cutting an estimated $123M.

  • 441 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2019, up from 434 in Q4 2018.
  • Funds reported $16B of Alexandria Real Estate Equities stock for Q1 2019, up 26% quarter-over-quarter.
  • 51 funds opened new Alexandria Real Estate Equities positions in Q1 2019 and 43 closed out, a net change of +8 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2019 was State Street, an estimated $166M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2019 was Citigroup, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2019.