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Alexandria Real Estate Equities

481 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $15.6M

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 455481 (+26)

4.31% less ownership

Funds ownership: 106.45%102.14% (-4.3%)

13% less capital invested

Capital invested by funds: $19.8B → $17.2B (-$2.61B)

Holders
481
Holders Change
+26
Holders Change %
+5.71%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
77
Increased
222
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$49.6M -$8.62M -55,041 -13%
Aberdeen Group
52
Aberdeen Group
United Kingdom
$49.5M -$2.69M -17,191 -5%
Allianz Asset Management
53
Allianz Asset Management
Germany
$49.2M -$20.5M -130,860 -27%
Korea Investment Corp
54
Korea Investment Corp
South Korea
$46.9M +$6.23M +39,768 +13%
Morgan Stanley
55
Morgan Stanley
New York
$46.7M -$58M -370,679 -52%
American Century Companies
56
American Century Companies
Missouri
$46.6M +$7.26M +46,360 +16%
VRS
57
Virginia Retirement Systems
Virginia
$46.3M +$15.6M +99,700 +42%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$45.9M +$381K +2,436 +0.7%
CIM
59
Centersquare Investment Management
Pennsylvania
$43.8M -$861K -5,496 -2%
CS
60
Credit Suisse
Switzerland
$42.9M +$5.55M +35,445 +13%
TD Asset Management
61
TD Asset Management
Ontario, Canada
$42M +$36.4M +232,700 +315%
Asset Management One
62
Asset Management One
Japan
$40.6M -$2.54M -16,219 -5%
HRES
63
Heitman Real Estate Securities
Illinois
$39.3M +$19.4M +124,109 +76%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$38.7M -$10.7M -68,641 -20%
UBS Group
65
UBS Group
Switzerland
$38.4M -$14.7M -94,149 -25%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$37.7M -$3.7M -23,655 -8%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$35.7M -$644K -4,112 -2%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$35.3M +$391K +2,500 +1%
PPA
69
Parametric Portfolio Associates
Washington
$34.8M +$8.65M +55,274 +28%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$33.5M +$3.65M +23,340 +11%
EARNEST Partners
71
EARNEST Partners
Georgia
$33.1M +$989K +6,319 +3%
Victory Capital Management
72
Victory Capital Management
Texas
$30.7M +$19.5M +124,823 +126%
SAM
73
Securian Asset Management
Minnesota
$30.5M -$253K -1,618 -0.7%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$30.1M +$15.1M +96,702 +79%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$29.6M -$208K -1,326 -0.6%

ARE Hedge Fund Activity: Q1 2020 in Review

481 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2020, worth a combined $17.2B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARE positions and 47 closed out — a net gain of 30 holders — while 222 added to existing stakes and 138 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Goldman Sachs, cutting an estimated $380M.

  • 481 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2020, up from 455 in Q4 2019.
  • Funds reported $17.2B of Alexandria Real Estate Equities stock for Q1 2020, down 13% quarter-over-quarter.
  • 77 funds opened new Alexandria Real Estate Equities positions in Q1 2020 and 47 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2020 was Norges Bank, an estimated $303M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2020 was Goldman Sachs, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2020.