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Alexandria Real Estate Equities
ARE

328 hedge funds and large institutions have $9.45B invested in Alexandria Real Estate Equities in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 150 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 107

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $8.27B → $9.45B (+$1.17B)

3.65% more ownership

Funds ownership: 108.21% → 111.86% (+3.7%)

2% more funds holding

Funds holding: 321 → 328 (+7)

57% less call options, than puts

Call options by funds: $2.8M | Put options by funds: $6.49M

Holders
328
Holders Change
+7
Holders Change %
+2.18%
% of All Funds
8.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
150
Reduced
107
Closed
24
Calls
$2.8M
Puts
$6.49M
Net Calls
-$3.7M
Net Calls Change
-$4.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$156M
2
Deutsche Bank
Deutsche Bank
Germany
+$156M
3
AIM
abrdn Investment Management
United Kingdom
+$107M
4
N
Nuveen
North Carolina
+$73M
5
Prudential Financial
Prudential Financial
New Jersey
+$70.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$45M
3
Macquarie Group
Macquarie Group
Australia
-$41.9M
4
SFM
Systematic Financial Management
New Jersey
-$39.2M
5
SO
STRS Ohio
Ohio
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
151
State of Alaska Department of Revenue
Alaska
$3.2M +$1.41M +12,930 +78%
HI
152
Honeywell International
North Carolina
$3.15M +$297K +2,730 +10%
RJA
153
Raymond James & Associates
Florida
$3.07M -$426K -3,908 -12%
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$2.92M +$205K +1,879 +8%
PAMU
155
Pictet Asset Management (UK)
United Kingdom
$2.9M +$185K +1,700 +7%
GIBU
156
Gulf International Bank (UK)
United Kingdom
$2.75M +$468K +4,300 +20%
SCM
157
Sterling Capital Management
North Carolina
$2.6M – – –
MCM
158
Millie Capital Management
California
$2.59M +$1.11M +10,149 +74%
ProShare Advisors
159
ProShare Advisors
Maryland
$2.57M -$186K -1,704 -7%
HNB
160
Huntington National Bank
Ohio
$2.56M -$46.1K -423 -2%
AIP
161
Ameritas Investment Partners
Nebraska
$2.56M +$1.29M +11,817 +101%
Mitsubishi UFJ Asset Management
162
Mitsubishi UFJ Asset Management
Japan
$2.55M +$123K +1,131 +5%
FAF
163
Fjarde Ap-fonden
Sweden
$2.53M +$43.9K +403 +2%
AAF
164
Andra AP-fonden
Sweden
$2.52M – – –
NIPH
165
NN Investment Partners Holdings
Netherlands
$2.37M +$589K +5,404 +33%
CAM
166
Cypress Asset Management
Texas
$2.28M +$308K +2,825 +16%
LSERS
167
Louisiana State Employees Retirement System
Louisiana
$2.2M +$65.4K +600 +3%
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$2.15M -$2.51M -23,061 -54%
MFIMFI
169
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.14M -$55K -505 -3%
FFA
170
First Foundation Advisors
California
$2.13M -$810K -7,436 -28%
Los Angeles Capital Management
171
Los Angeles Capital Management
California
$2.08M -$28.1K -258 -1%
PS
172
Presima Securities
Quebec, Canada
$1.98M -$904K -8,300 -31%
AG
173
Aperio Group
California
$1.93M +$99K +909 +5%
Axa
174
Axa
France
$1.92M -$125K -1,150 -6%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$1.86M -$7.66M -70,290 -80%
5 6
7
8 9

ARE Hedge Fund Activity: Q3 2016 in Review

328 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2016, worth a combined $9.45B — up 14% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARE positions and 24 closed out — a net gain of 9 holders — while 150 added to existing stakes and 107 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was Fidelity Investments, exiting entirely with an estimated $59.6M sold.

  • 328 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2016, up from 321 in Q2 2016.
  • Funds reported $9.45B of Alexandria Real Estate Equities stock for Q3 2016, up 14% quarter-over-quarter.
  • 33 funds opened new Alexandria Real Estate Equities positions in Q3 2016 and 24 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2016 was Cohen & Steers, an estimated $156M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2016 was Fidelity Investments, an estimated $59.6M sold.

Based on aggregated 13F filings for Q3 2016.