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Alexandria Real Estate Equities
ARE

328 hedge funds and large institutions have $9.45B invested in Alexandria Real Estate Equities in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 150 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 107

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $8.27B → $9.45B (+$1.17B)

3.65% more ownership

Funds ownership: 108.21% → 111.86% (+3.7%)

2% more funds holding

Funds holding: 321 → 328 (+7)

57% less call options, than puts

Call options by funds: $2.8M | Put options by funds: $6.49M

Holders
328
Holders Change
+7
Holders Change %
+2.18%
% of All Funds
8.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
150
Reduced
107
Closed
24
Calls
$2.8M
Puts
$6.49M
Net Calls
-$3.7M
Net Calls Change
-$4.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$156M
2
Deutsche Bank
Deutsche Bank
Germany
+$156M
3
AIM
abrdn Investment Management
United Kingdom
+$107M
4
N
Nuveen
North Carolina
+$73M
5
Prudential Financial
Prudential Financial
New Jersey
+$70.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$45M
3
Macquarie Group
Macquarie Group
Australia
-$41.9M
4
SFM
Systematic Financial Management
New Jersey
-$39.2M
5
SO
STRS Ohio
Ohio
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
101
Phocas Financial Corp
California
$10.3M -$1.59M -14,554 -13%
Citigroup
102
Citigroup
New York
$10.1M +$8.76M +80,445 +660%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$9.73M +$8.55M +78,525 +718%
PPA
104
Parametric Portfolio Associates
Washington
$9.46M +$263K +2,416 +3%
MNA
105
Manning & Napier Advisors
New York
$9.1M -$534K -4,900 -6%
TIAAOA
106
Teachers Insurance & Annuity Association of America
New York
$8.97M +$417K +3,831 +5%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$8.44M +$429K +3,942 +5%
KCM
108
Kennedy Capital Management
Missouri
$8.33M -$354K -3,250 -4%
O
109
OppenheimerFunds
New York
$8.26M -$9.26K -85 -0.1%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$8.01M +$240K +2,200 +3%
Credit Agricole
111
Credit Agricole
France
$7.68M +$4.01M +36,844 +109%
AACA
112
American Assets Capital Advisers
California
$7.5M -$109K -1,000 -1%
SP
113
Sarasin & Partners
United Kingdom
$7.44M +$185K +1,701 +3%
JHIU
114
Janus Henderson Investors US
Colorado
$7.42M +$3.21M +29,500 +76%
MPAM
115
Monarch Partners Asset Management
Massachusetts
$7.08M -$4.96M -45,510 -41%
Robeco Institutional Asset Management
116
Robeco Institutional Asset Management
Netherlands
$7.07M -$545K -5,000 -7%
Nomura Asset Management
117
Nomura Asset Management
Japan
$6.51M +$220K +2,016 +3%
TPSF
118
Texas Permanent School Fund
Texas
$6.46M +$318K +2,915 +5%
MOACM
119
Mutual of America Capital Management
New York
$6.43M +$398K +3,657 +7%
PL
120
Perpetual Ltd
Australia
$6.06M +$958K +8,800 +19%
Comerica Bank
121
Comerica Bank
Texas
$6.02M +$381K +3,494 +6%
AWCI
122
Alpine Woods Capital Investors
New York
$5.91M -$327K -3,000 -5%
Wells Fargo
123
Wells Fargo
California
$5.54M -$1.13M -10,406 -17%
Renaissance Technologies
124
Renaissance Technologies
New York
$5.53M -$6.07M -55,700 -52%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$5.33M -$628K -5,767 -11%
3 4
5
6 7

ARE Hedge Fund Activity: Q3 2016 in Review

328 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2016, worth a combined $9.45B — up 14% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARE positions and 24 closed out — a net gain of 9 holders — while 150 added to existing stakes and 107 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was Fidelity Investments, exiting entirely with an estimated $59.6M sold.

  • 328 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2016, up from 321 in Q2 2016.
  • Funds reported $9.45B of Alexandria Real Estate Equities stock for Q3 2016, up 14% quarter-over-quarter.
  • 33 funds opened new Alexandria Real Estate Equities positions in Q3 2016 and 24 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2016 was Cohen & Steers, an estimated $156M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2016 was Fidelity Investments, an estimated $59.6M sold.

Based on aggregated 13F filings for Q3 2016.