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Alexandria Real Estate Equities

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: 1215 (+3)

6% more funds holding

Funds holding: 455481 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$11.7M +$2.55M +16,300 +26%
Fidelity International
127
Fidelity International
Bermuda
$11.3M +$1.67M +10,664 +15%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$10.5M +$626K +3,996 +5%
TG
129
TCW Group
California
$10.4M -$2.9M -18,533 -20%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$10.3M +$1.56M +9,934 +15%
PCM
131
Portolan Capital Management
Massachusetts
$10.2M +$11.6M +74,199 New
WG
132
Winton Group
United Kingdom
$9.82M -$5.2M -33,192 -32%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$9.38M -$1.19M -7,601 -10%
Lazard Asset Management
134
Lazard Asset Management
New York
$9.29M -$449K -2,865 -4%
First Trust Advisors
135
First Trust Advisors
Illinois
$8.67M -$1.65M -10,528 -14%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$8.43M +$4.92M +31,396 +104%
SP
137
Sarasin & Partners
United Kingdom
$8.3M +$252K +1,610 +3%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$8.25M -$2.76M -17,601 -22%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$8.2M -$1.2M -7,638 -11%
AG
140
Aperio Group
California
$8.04M +$2.47M +15,785 +37%
MCL
141
MIK Capital LP
New York
$8.03M +$9.17M +58,565 New
PIA
142
Piedmont Investment Advisors
North Carolina
$8.02M +$8.82M +56,359 +2,592%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$7.73M +$601K +3,837 +7%
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
$7.5M +$1.2M +7,681 +16%
PL
145
Perpetual Ltd
Australia
$7.43M -$1.89M -12,091 -18%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$7.11M +$3.54M +22,633 +77%
RPI
147
Railway Pension Investments
United Kingdom
$6.95M -$47K -300 -0.6%
NLGIA
148
Nippon Life Global Investors Americas
New York
$6.77M +$764K +4,880 +11%
SAM
149
Storebrand Asset Management
Norway
$6.67M +$7.62M +48,648 New
Calamos Advisors
150
Calamos Advisors
Illinois
$6.67M -$788K -5,030 -9%

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.