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Alexandria Real Estate Equities
ARE

321 hedge funds and large institutions have $8.27B invested in Alexandria Real Estate Equities in 2016 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 98 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 13

51% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $1.76M

37% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 98

25% more capital invested

Capital invested by funds: $6.61B → $8.27B (+$1.66B)

10% more funds holding

Funds holding: 291 → 321 (+30)

8.2% more ownership

Funds ownership: 100.01% → 108.21% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
321
Holders Change
+30
Holders Change %
+10.31%
% of All Funds
8.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
47
Increased
134
Reduced
98
Closed
13
Calls
$2.66M
Puts
$1.76M
Net Calls
+$903K
Net Calls Change
+$2.14M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$455M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$195M
3
State Street
State Street
Massachusetts
+$47.7M
4
Macquarie Group
Macquarie Group
Australia
+$42.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$39M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$145M
2
SFM
Systematic Financial Management
New Jersey
-$79.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.4M
4
SIA
Sit Investment Associates
Minnesota
-$36.9M
5
Ameriprise
Ameriprise
Minnesota
-$30.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
101
Nuveen
North Carolina
$8.9M +$2.81M +29,441 +52%
PPA
102
Parametric Portfolio Associates
Washington
$8.75M -$523K -5,479 -6%
HCMT
103
Highland Capital Management (Texas)
Texas
$8.38M +$7.73M +81,000 New
KCM
104
Kennedy Capital Management
Missouri
$8.27M -$1.05M -10,973 -12%
TIAAOA
105
Teachers Insurance & Annuity Association of America
New York
$8.14M – – –
O
106
OppenheimerFunds
New York
$7.87M -$3.63K -38 -0%
SEI Investments
107
SEI Investments
Pennsylvania
$7.7M +$1.12M +11,685 +19%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$7.62M +$311K +3,253 +5%
ERSOT
109
Employees Retirement System of Texas
Texas
$7.45M +$5.25M +55,000 +324%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$7.39M +$2.01M +21,070 +42%
Robeco Institutional Asset Management
111
Robeco Institutional Asset Management
Netherlands
$7.25M -$3.05M -32,000 -31%
AACA
112
American Assets Capital Advisers
California
$7.24M -$28.4K -297 -0.4%
AQR Capital Management
113
AQR Capital Management
Connecticut
$6.96M +$1.4M +14,647 +28%
SP
114
Sarasin & Partners
United Kingdom
$6.91M +$55.6K +582 +0.9%
PAM
115
Panagora Asset Management
Massachusetts
$6.87M -$1.77M -18,562 -22%
Prudential Financial
116
Prudential Financial
New Jersey
$6.45M -$4.59M -48,120 -44%
Wells Fargo
117
Wells Fargo
California
$6.35M -$943K -9,874 -14%
Comerica Bank
118
Comerica Bank
Texas
$6.13M +$93.4K +978 +2%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$5.99M – – –
Nomura Asset Management
120
Nomura Asset Management
Japan
$5.99M +$717K +7,513 +15%
AWCI
121
Alpine Woods Capital Investors
New York
$5.93M -$28.6K -300 -0.5%
TPSF
122
Texas Permanent School Fund
Texas
$5.85M -$194K -2,033 -3%
MOACM
123
Mutual of America Capital Management
New York
$5.74M +$460K +4,820 +10%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$5.67M -$947K -9,924 -15%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$5.09M +$55.6K +582 +1%
3 4
5
6 7

ARE Hedge Fund Activity: Q2 2016 in Review

321 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2016, worth a combined $8.27B — up 25% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ARE positions and 13 closed out — a net gain of 34 holders — while 134 added to existing stakes and 98 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $455M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $145M.

  • 321 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2016, up from 291 in Q1 2016.
  • Funds reported $8.27B of Alexandria Real Estate Equities stock for Q2 2016, up 25% quarter-over-quarter.
  • 47 funds opened new Alexandria Real Estate Equities positions in Q2 2016 and 13 closed out, a net change of +34 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2016 was Cohen & Steers, an estimated $455M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2016 was CBRE Investment Management Listed Real Assets, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2016.