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Alexandria Real Estate Equities
ARE

481 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $15.6M

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

6% more funds holding

Funds holding: 455 → 481 (+26)

4.31% less ownership

Funds ownership: 106.45% → 102.14% (-4.3%)

13% less capital invested

Capital invested by funds: $19.8B → $17.2B (-$2.61B)

Holders
481
Holders Change
+26
Holders Change %
+5.71%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
77
Increased
222
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$303M
2
BlackRock
BlackRock
New York
+$129M
3
Capital World Investors
Capital World Investors
California
+$121M
4
CVA
Ceredex Value Advisors
Florida
+$81.6M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$78.5M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$380M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
3
ZP
Zimmer Partners
New York
-$125M
4
LIMS
Lasalle Investment Management Securities
Maryland
-$107M
5
RC
Resolution Capital
Australia
-$61M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIAAOA
101
Teachers Insurance & Annuity Association of America
New York
$17.6M +$2.11M +13,504 +12%
WHG
102
Westwood Holdings Group
Texas
$17.4M -$2.57M -16,418 -11%
JMPWA
103
JP Morgan Private Wealth Advisors
California
$17.3M +$10.1M +64,547 +105%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$16.8M +$72.3K +462 +0.4%
Toronto Dominion Bank
105
Toronto Dominion Bank
Ontario, Canada
$16.6M +$3.36M +21,432 +22%
Renaissance Technologies
106
Renaissance Technologies
New York
$16.5M +$18.8M +120,200 New
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.1M +$1.49M +9,515 +9%
Prudential Financial
108
Prudential Financial
New Jersey
$16M +$1.26M +8,069 +7%
NIMC
109
NWQ Investment Management Company
California
$15.9M +$18.1M +115,820 New
CGM
110
Capital Growth Management
Massachusetts
$15.8M -$12.5M -80,000 -41%
WCP
111
Waterfront Capital Partners
New York
$15.4M +$6.16M +39,366 +54%
Nomura Asset Management
112
Nomura Asset Management
Japan
$15.4M +$2.28M +14,580 +15%
DSA
113
Davis Selected Advisers
Arizona
$15.2M -$1.12M -7,180 -6%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$14.4M +$1.25M +7,990 +8%
Jennison Associates
115
Jennison Associates
New York
$14.4M +$16.4M +104,722 New
Citigroup
116
Citigroup
New York
$13.4M -$10.5M -66,834 -41%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$13M +$973K +6,217 +7%
ERSOT
118
Employees Retirement System of Texas
Texas
$12.9M +$470K +3,000 +3%
BSA
119
Braun Stacey Associates
New York
$12.7M -$193K -1,233 -1%
CCM
120
Copeland Capital Management
Pennsylvania
$12.5M +$1.12M +7,175 +9%
SOADOR
121
State of Alaska Department of Revenue
Alaska
$12.5M +$1.17M +7,504 +9%
Robeco Institutional Asset Management
122
Robeco Institutional Asset Management
Netherlands
$12.4M -$915K -5,846 -6%
LIMS
123
Lasalle Investment Management Securities
Maryland
$12.4M -$107M -683,741 -88%
Axa
124
Axa
France
$12.4M +$1.54M +9,848 +12%
PAMU
125
Pictet Asset Management (UK)
United Kingdom
$12M +$1.66M +10,600 +14%
3 4
5
6 7

ARE Hedge Fund Activity: Q1 2020 in Review

481 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2020, worth a combined $17.2B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARE positions and 47 closed out — a net gain of 30 holders — while 222 added to existing stakes and 138 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Goldman Sachs, cutting an estimated $380M.

  • 481 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2020, up from 455 in Q4 2019.
  • Funds reported $17.2B of Alexandria Real Estate Equities stock for Q1 2020, down 13% quarter-over-quarter.
  • 77 funds opened new Alexandria Real Estate Equities positions in Q1 2020 and 47 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2020 was Norges Bank, an estimated $303M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2020 was Goldman Sachs, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2020.