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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
Wells Fargo
76
Wells Fargo
California
$28.3M -$4.01M -33,673 -12%
HighTower Advisors
77
HighTower Advisors
Illinois
$28.1M +$493K +4,133 +2%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$27.8M -$2.7M -22,658 -9%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$27.3M -$5.73M -48,095 -17%
Marshall Wace
80
Marshall Wace
United Kingdom
$26.7M -$4.61M -38,704 -14%
Axa
81
Axa
France
$25.9M -$1.69M -14,215 -6%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$24.2M +$45.3K +380 +0.2%
Impax Asset Management Group
83
Impax Asset Management Group
United Kingdom
$23.9M -$5.33M -44,747 -18%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$23.7M -$13.8M -115,581 -36%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$23.6M +$24.1M +201,963 New
GC
86
Guggenheim Capital
Illinois
$23.1M -$2.72M -22,841 -10%
Point72 Asset Management
87
Point72 Asset Management
Connecticut
$22.7M +$12.6M +105,752 +119%
MPM
88
MBB Public Markets
Illinois
$21.8M +$10.4M +87,090 +88%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$21.5M -$5.59M -46,891 -20%
AIIMS
90
Analyst IMS Investment Management Services
Israel
$19.9M +$2.99M +25,068 +17%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$19.2M -$2.87M -24,077 -13%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$19.2M -$10.2M -85,879 -34%
UIC
93
Uniplan Investment Counsel
Wisconsin
$19M -$3.44M -28,849 -15%
WorldQuant Millennium Advisors
94
WorldQuant Millennium Advisors
New York
$18.4M -$526K -4,416 -3%
DekaBank Deutsche Girozentrale
95
DekaBank Deutsche Girozentrale
Germany
$17.9M +$10.2M +85,600 +124%
Lazard Asset Management
96
Lazard Asset Management
New York
$17.8M -$248K -2,080 -1%
UBS AM
97
UBS AM
Illinois
$17.7M -$140M -1,177,860 -89%
HRES
98
Heitman Real Estate Securities
Illinois
$17.6M +$4.36M +36,581 +32%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$17.6M -$52.2K -438 -0.3%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$17.5M -$286K -2,399 -2%

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.