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Alexandria Real Estate Equities
ARE

616 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 279 increasing their positions, 195 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $112M | Put options by funds: $73.7M

43% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 195

4% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 72

2% less funds holding

Funds holding: 630 → 616 (-14)

3.7% less ownership

Funds ownership: 99.01% → 95.32% (-3.7%)

11% less capital invested

Capital invested by funds: $23.3B → $20.7B (-$2.6B)

27% less funds holding in top 10

Funds holding in top 10: 15 → 11 (-4)

Holders
616
Holders Change
-14
Holders Change %
-2.22%
% of All Funds
9.82%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
69
Increased
279
Reduced
195
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$197M
2
UBS AM
UBS AM
Illinois
+$185M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$173M
4
State Street
State Street
Massachusetts
+$62.4M
5
CIM
CCLA Investment Management
United Kingdom
+$54.4M

Top Sellers

1
RC
Resolution Capital
Australia
-$114M
2
Invesco
Invesco
Georgia
-$87.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$80.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$76.1M
5
WHG
Westwood Holdings Group
Texas
-$69.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$20.8M +$3.54M +24,119 +17%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$20.2M +$628K +4,272 +3%
VLKIM
103
Van Lanschot Kempen Investment Management
Netherlands
$20.1M +$5M +34,031 +27%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$19.8M +$852K +5,800 +4%
VCM
105
Vigilant Capital Management
Maine
$19.6M +$1.12M +7,638 +5%
BHC
106
Bowen Hanes & Co
Florida
$18.8M +$1.76M +12,000 +9%
Franklin Resources
107
Franklin Resources
California
$18.8M +$1.67M +11,394 +8%
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$18.5M +$592K +4,026 +3%
Swedbank
109
Swedbank
Sweden
$18M -$228K -1,549 -1%
ACM
110
AEW Capital Management
Massachusetts
$17.5M -$709K -4,824 -3%
Retirement Systems of Alabama
111
Retirement Systems of Alabama
Alabama
$17.3M -$149K -1,012 -0.7%
CCMG
112
Clark Capital Management Group
Pennsylvania
$17.2M +$20.2M +137,190 New
Barclays
113
Barclays
United Kingdom
$17.1M -$23.8M -161,987 -54%
SAM
114
Storebrand Asset Management
Norway
$17M -$781K -5,314 -4%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$16.1M +$18.8M +128,031 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$16.1M +$3.52M +23,944 +23%
AIA
117
Avalon Investment & Advisory
Texas
$16M +$1.43M +9,700 +8%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6M +$729K +4,963 +4%
Wellington Management Group
119
Wellington Management Group
Massachusetts
$15.4M -$80.1M -545,264 -82%
Allianz Asset Management
120
Allianz Asset Management
Germany
$15.2M -$27M -184,033 -60%
SOADOR
121
State of Alaska Department of Revenue
Alaska
$14.9M +$1.19M +8,106 +7%
LI
122
Leeward Investments
Massachusetts
$14.5M +$2.59M +17,599 +18%
DSA
123
Davis Selected Advisers
Arizona
$14.3M +$137K +930 +0.8%
DRZID
124
DePrince Race & Zollo Inc (DRZ)
Florida
$14.2M +$16.6M +113,188 New
Natixis Advisors
125
Natixis Advisors
Massachusetts
$14.1M -$15.4M -104,871 -48%
3 4
5
6 7

ARE Hedge Fund Activity: Q1 2023 in Review

616 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2023, worth a combined $20.7B — down 11% from $23.3B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of ARE and 69 opened new positions — a net loss of 3 holders — while 195 trimmed existing stakes and 279 added.

The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Resolution Capital, exiting entirely with an estimated $114M sold.

  • 616 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2023, down from 630 in Q4 2022.
  • Funds reported $20.7B of Alexandria Real Estate Equities stock for Q1 2023, down 11% quarter-over-quarter.
  • 69 funds opened new Alexandria Real Estate Equities positions in Q1 2023 and 72 closed out, a net change of -3 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2023 was BlackRock, an estimated $197M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2023 was Resolution Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2023.