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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
PL
126
Perpetual Ltd
Australia
$4.86M +$2.02M +21,196 +82%
ACI
127
AMP Capital Investors
Australia
$4.8M +$1.59M +16,638 +55%
GI
128
Gradient Investments
Minnesota
$4.64M +$426K +4,459 +11%
BCIM
129
British Columbia Investment Management
British Columbia, Canada
$4.63M +$4.27M +44,754 New
CCMH
130
Cornerstone Capital Management Holdings
New York
$4.47M -$130K -1,367 -3%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$4.44M +$2.98M +31,210 +268%
UBS Group
132
UBS Group
Switzerland
$4.4M +$664K +6,951 +20%
Federated Hermes
133
Federated Hermes
Pennsylvania
$4.38M +$139K +1,452 +4%
VLKIM
134
Van Lanschot Kempen Investment Management
Netherlands
$4.23M +$641K +6,714 +20%
First Trust Advisors
135
First Trust Advisors
Illinois
$4.15M -$978K -10,248 -20%
SI
136
Stephens Inc
Arkansas
$4.04M +$214K +2,243 +6%
JHIU
137
Janus Henderson Investors US
Colorado
$4M -$2.59M -27,100 -41%
Jacobs Levy Equity Management
138
Jacobs Levy Equity Management
New Jersey
$3.9M +$679K +7,110 +23%
HRES
139
Heitman Real Estate Securities
Illinois
$3.78M -$424K -4,446 -11%
KBC Group
140
KBC Group
Belgium
$3.74M +$1.71M +17,878 +98%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$3.73M +$505K +5,288 +17%
RA
142
RMR Advisors
Massachusetts
$3.53M – – –
Credit Agricole
143
Credit Agricole
France
$3.5M -$459K -4,805 -12%
MSA
144
Mason Street Advisors
Wisconsin
$3.49M +$166K +1,740 +5%
FIM
145
Friedberg Investment Management
Texas
$3.46M -$70.2K -735 -2%
MSR
146
Main Street Research
Connecticut
$3.46M +$2.13M +22,322 +202%
MERSOM
147
Municipal Employees' Retirement System of Michigan
Michigan
$3.41M +$784K +8,210 +34%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$3.38M -$129K -1,353 -4%
PDN
149
Pensionfund DSM Netherlands
Netherlands
$3.33M – – –
RJA
150
Raymond James & Associates
Florida
$3.33M -$405K -4,245 -12%
4 5
6
7 8

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.