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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$23.9M -$717K -6,544 -3%
Barclays
77
Barclays
United Kingdom
$23.9M -$8.94M -81,580 -25%
National Pension Service
78
National Pension Service
South Korea
$22.4M -$1.67M -15,221 -6%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$21.3M -$1.64M -14,948 -6%
Ameriprise
80
Ameriprise
Minnesota
$20.8M -$10.6M -96,770 -31%
Citigroup
81
Citigroup
New York
$19.4M -$2.56M -23,343 -11%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$19M -$1.02M -9,289 -5%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$18.8M +$14.5M +132,650 +222%
CIMLRA
84
CBRE Investment Management Listed Real Assets
Pennsylvania
$18.5M -$13.4M -122,215 -39%
SSA
85
Schonfeld Strategic Advisors
New York
$17.9M +$19.5M +178,204 +3,107%
SM
86
Senvest Management
New York
$17.9M +$20.1M +183,500 New
VLKIM
87
Van Lanschot Kempen Investment Management
Netherlands
$17.8M -$640K -5,834 -3%
Axa
88
Axa
France
$17.5M -$3.2M -29,165 -14%
Macquarie Group
89
Macquarie Group
Australia
$17.4M -$60.6M -552,621 -75%
TIM
90
Triodos Investment Management
Netherlands
$16.8M +$3.2M +29,200 +20%
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$16.6M +$2.73M +24,926 +17%
KBC Group
92
KBC Group
Belgium
$15.8M -$828K -7,553 -4%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$15.4M -$640K -5,841 -4%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$15.4M +$268K +2,440 +2%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$15M +$2.35M +21,464 +16%
TWC
96
TD Waterhouse Canada
Ontario, Canada
$14.7M +$1.05M +9,534 +7%
DSA
97
Davis Selected Advisers
Arizona
$14.7M +$892K +8,140 +6%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$14.6M +$270K +2,461 +2%
DekaBank Deutsche Girozentrale
99
DekaBank Deutsche Girozentrale
Germany
$14.5M
Two Sigma Advisers
100
Two Sigma Advisers
New York
$13.5M +$11.8M +107,300 +346%

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.