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Alexandria Real Estate Equities

673 hedge funds and large institutions have $19B invested in Alexandria Real Estate Equities in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 254 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 69

4% more funds holding

Funds holding: 649673 (+24)

2% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 250

2.73% less ownership

Funds ownership: 95.88%93.15% (-2.7%)

12% less capital invested

Capital invested by funds: $21.6B → $19B (-$2.55B)

29% less call options, than puts

Call options by funds: $64.6M | Put options by funds: $90.5M

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
673
Holders Change
+24
Holders Change %
+3.7%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
99
Increased
254
Reduced
250
Closed
69
Calls
$64.6M
Puts
$90.5M
Net Calls
-$25.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Hutchinson Capital Management
California
$10.2M -$281K -2,360 -3%
Two Sigma Investments
127
Two Sigma Investments
New York
$10.1M +$10.2M +85,970 New
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$10.1M -$151K -1,264 -1%
Handelsbanken Fonder
129
Handelsbanken Fonder
Sweden
$9.97M +$2.46M +20,651 +32%
KCM
130
Kennedy Capital Management
Missouri
$9.67M -$724K -6,072 -7%
RP
131
Reinhart Partners
Wisconsin
$9.65M -$805K -6,754 -8%
WT
132
Whittier Trust
California
$9.59M +$418K +3,503 +4%
SAM
133
Socorro Asset Management
Texas
$9.22M
Kovitz Investment Group Partners
134
Kovitz Investment Group Partners
Illinois
$9.11M -$122K -1,022 -1%
Toronto Dominion Bank
135
Toronto Dominion Bank
Ontario, Canada
$8.99M -$1.54M -12,909 -14%
Squarepoint
136
Squarepoint
New York
$8.98M +$5.31M +44,522 +138%
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$8.96M -$362K -3,035 -4%
BMSSC
138
B. Metzler seel. Sohn & Co
Germany
$8.95M -$356K -2,984 -4%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$8.93M +$5.18M +43,434 +132%
DB
140
Danske Bank
Denmark
$8.89M -$627K -5,263 -6%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$8.78M +$4.89M +41,002 +118%
II
142
IFM Investors
Australia
$8.71M +$4.75M +39,859 +115%
MFWM
143
Motley Fool Wealth Management
Virginia
$8.58M +$70K +587 +0.8%
Neuberger Berman Group
144
Neuberger Berman Group
New York
$8.11M +$211K +1,771 +3%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$7.87M +$763K +6,399 +11%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$7.79M -$225K -1,888 -3%
VanEck Associates
147
VanEck Associates
New York
$7.76M -$245K -2,052 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
148
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.76M -$560K -4,700 -7%
AACA
149
American Assets Capital Advisers
California
$7.73M -$4.18M -35,051 -35%
COPPSERS
150
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.63M -$8.94K -75 -0.1%

ARE Hedge Fund Activity: Q2 2024 in Review

673 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2024, worth a combined $19B — down 12% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ARE positions and 69 closed out — a net gain of 30 holders — while 254 added to existing stakes and 250 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $44.9M. The largest seller was Deutsche Bank, cutting an estimated $153M.

  • 673 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2024, up from 649 in Q1 2024.
  • Funds reported $19B of Alexandria Real Estate Equities stock for Q2 2024, down 12% quarter-over-quarter.
  • 99 funds opened new Alexandria Real Estate Equities positions in Q2 2024 and 69 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2024 was Goldman Sachs, an estimated $44.9M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2024 was Deutsche Bank, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2024.