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Alexandria Real Estate Equities

673 hedge funds and large institutions have $19B invested in Alexandria Real Estate Equities in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 254 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 69

4% more funds holding

Funds holding: 649673 (+24)

2% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 250

2.73% less ownership

Funds ownership: 95.88%93.15% (-2.7%)

12% less capital invested

Capital invested by funds: $21.6B → $19B (-$2.55B)

29% less call options, than puts

Call options by funds: $64.6M | Put options by funds: $90.5M

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
673
Holders Change
+24
Holders Change %
+3.7%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
99
Increased
254
Reduced
250
Closed
69
Calls
$64.6M
Puts
$90.5M
Net Calls
-$25.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$50.2M +$189K +1,587 +0.4%
Deutsche Bank
52
Deutsche Bank
Germany
$49M -$153M -1,282,634 -75%
Millennium Management
53
Millennium Management
New York
$47.2M +$36.3M +304,274 +307%
ClearBridge Investments
54
ClearBridge Investments
New York
$44.8M -$8.05M -67,575 -15%
CVA
55
Ceredex Value Advisors
Florida
$43.7M +$3.38M +28,350 +8%
Parnassus Investments
56
Parnassus Investments
California
$41.9M -$3.64M -30,577 -8%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$41.7M -$50.2M -420,846 -54%
Canada Life
58
Canada Life
Manitoba, Canada
$40.9M +$3.37M +28,244 +9%
Barclays
59
Barclays
United Kingdom
$39.7M +$2.64M +22,171 +7%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$39.6M +$8.2M +68,796 +26%
BTCPP
61
Border to Coast Pensions Partnership
United Kingdom
$36.9M +$256K +2,145 +0.7%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$36.6M -$1.79M -14,983 -5%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$36.4M +$10.3M +86,519 +38%
Mitsubishi UFJ Asset Management
64
Mitsubishi UFJ Asset Management
Japan
$36.4M +$3.52M +29,511 +10%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.3M -$696K -5,840 -2%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$35.3M -$282K -2,363 -0.8%
Citigroup
67
Citigroup
New York
$35M +$4.36M +36,569 +14%
Asset Management One
68
Asset Management One
Japan
$34.3M -$1.27M -10,677 -4%
Ameriprise
69
Ameriprise
Minnesota
$32.4M +$3.65M +30,601 +12%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$30.7M +$2.27M +19,026 +8%
National Pension Service
71
National Pension Service
South Korea
$29.9M +$833K +6,988 +3%
FFB
72
First Financial Bankshares
Texas
$29.8M +$277K +2,323 +0.9%
Jane Street
73
Jane Street
New York
$29.7M +$29.8M +249,663 +5,810%
Tudor Investment Corp
74
Tudor Investment Corp
Connecticut
$29.1M +$29.7M +249,089 New
Nomura Asset Management
75
Nomura Asset Management
Japan
$28.3M +$1.22M +10,255 +4%

ARE Hedge Fund Activity: Q2 2024 in Review

673 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2024, worth a combined $19B — down 12% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ARE positions and 69 closed out — a net gain of 30 holders — while 254 added to existing stakes and 250 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $44.9M. The largest seller was Deutsche Bank, cutting an estimated $153M.

  • 673 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2024, up from 649 in Q1 2024.
  • Funds reported $19B of Alexandria Real Estate Equities stock for Q2 2024, down 12% quarter-over-quarter.
  • 99 funds opened new Alexandria Real Estate Equities positions in Q2 2024 and 69 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2024 was Goldman Sachs, an estimated $44.9M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2024 was Deutsche Bank, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2024.