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Alexandria Real Estate Equities

546 hedge funds and large institutions have $21.2B invested in Alexandria Real Estate Equities in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $13.9M

8% more funds holding

Funds holding: 505546 (+41)

4.69% more ownership

Funds ownership: 100.68%105.37% (+4.7%)

3% more capital invested

Capital invested by funds: $20.6B → $21.2B (+$631M)

1% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 193

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
546
Holders Change
+41
Holders Change %
+8.12%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
84
Increased
194
Reduced
193
Closed
37
Calls
$22.6M
Puts
$13.9M
Net Calls
+$8.72M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Copeland Capital Management
Pennsylvania
$13.9M -$597K -3,577 -4%
PAMU
127
Pictet Asset Management (UK)
United Kingdom
$13.9M +$618K +3,700 +4%
Citadel Advisors
128
Citadel Advisors
Florida
$13.8M +$12.2M +73,012 +546%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$13.6M -$1.02M -6,113 -7%
1832 Asset Management
130
1832 Asset Management
Ontario, Canada
$13.5M -$417K -2,500 -3%
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$13.4M -$5.11M -30,630 -27%
Primecap Management
132
Primecap Management
California
$13.2M +$8.77M +52,500 +174%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$12M -$619K -3,710 -5%
TG
134
TCW Group
California
$11.3M -$1.69M -10,092 -12%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$11.3M +$951K +5,698 +9%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$10.8M +$1.42M +8,484 +14%
AG
137
Aperio Group
California
$10.6M +$973K +5,826 +10%
FWIA
138
Fort Washington Investment Advisors
Ohio
$10M +$2.24M +13,394 +27%
SOADOR
139
State of Alaska Department of Revenue
Alaska
$9.77M -$4.62M -27,676 -31%
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$9.2M +$9.38M +56,187 +4,228%
SP
141
Sarasin & Partners
United Kingdom
$9.18M +$86.3K +517 +0.9%
DIA
142
Dana Investment Advisors
Wisconsin
$9.13M +$4.15M +24,862 +77%
Lazard Asset Management
143
Lazard Asset Management
New York
$8.72M -$705K -4,224 -7%
SAM
144
Storebrand Asset Management
Norway
$8.68M +$455K +2,722 +5%
Fidelity International
145
Fidelity International
Bermuda
$8.56M +$668 +4 +0%
LIMS
146
Lasalle Investment Management Securities
Maryland
$8.38M -$26.6K -159 -0.3%
WCP
147
Waterfront Capital Partners
New York
$7.89M +$8.23M +49,300 New
KBC Group
148
KBC Group
Belgium
$7.76M +$136K +814 +2%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$7.54M -$38.4K -230 -0.5%
First Trust Advisors
150
First Trust Advisors
Illinois
$7.51M +$937K +5,611 +14%

ARE Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2020, worth a combined $21.2B — up 3.1% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ARE positions and 37 closed out — a net gain of 47 holders — while 194 added to existing stakes and 193 trimmed.

The largest buyer was Norges Bank, adding an estimated $376M. The largest seller was State Street, cutting an estimated $134M.

  • 546 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2020, up from 505 in Q2 2020.
  • Funds reported $21.2B of Alexandria Real Estate Equities stock for Q3 2020, up 3.1% quarter-over-quarter.
  • 84 funds opened new Alexandria Real Estate Equities positions in Q3 2020 and 37 closed out, a net change of +47 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2020 was Norges Bank, an estimated $376M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2020 was State Street, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2020.