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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
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.5M -$3.21M -24,418 -9%
O
77
OppenheimerFunds
New York
$31.8M +$4.69M +35,596 +19%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$31.4M +$491K +3,727 +2%
WBC
79
Westpac Banking Corp
Australia
$30.8M -$3.08M -23,381 -10%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$30.3M +$1.32M +10,000 +5%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$30M +$1.02M +7,750 +4%
EARNEST Partners
82
EARNEST Partners
Georgia
$29M -$33.4K -254 -0.1%
HRES
83
Heitman Real Estate Securities
Illinois
$28.9M -$32.8M -248,783 -55%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$28.4M +$26M +197,560 +14,264%
HCM
85
Hahn Capital Management
California
$27.8M +$227K +1,726 +0.9%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$26.5M -$1.3M -9,877 -5%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$25.9M +$734K +5,572 +3%
GC
88
Guggenheim Capital
Illinois
$23.7M -$7.09M -53,872 -25%
UBS Group
89
UBS Group
Switzerland
$23.4M +$14.5M +109,845 +201%
Franklin Resources
90
Franklin Resources
California
$22.5M -$868K -6,592 -4%
WG
91
Winton Group
United Kingdom
$22.5M +$3.02M +22,915 +17%
Lazard Asset Management
92
Lazard Asset Management
New York
$21.4M -$1.84M -14,006 -9%
Citigroup
93
Citigroup
New York
$20.9M -$123M -935,578 -86%
PPA
94
Parametric Portfolio Associates
Washington
$20.6M +$1.21M +9,193 +7%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$20.1M +$1.28M +9,700 +7%
AACA
96
American Assets Capital Advisers
California
$19.8M -$1.58M -12,000 -8%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$19.6M +$198K +1,502 +1%
National Pension Service
98
National Pension Service
South Korea
$18.9M +$714K +5,420 +4%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$17.4M +$42.4K +322 +0.3%
DSA
100
Davis Selected Advisers
Arizona
$17M +$292K +2,220 +2%

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.