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Alexandria Real Estate Equities

428 hedge funds and large institutions have $13.8B invested in Alexandria Real Estate Equities in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $4.21M

19% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 151

2% more capital invested

Capital invested by funds: $13.5B → $13.8B (+$282M)

0.27% less ownership

Funds ownership: 104.05%103.77% (-0.27%)

3% less funds holding

Funds holding: 440428 (-12)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

Holders
428
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
9.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
34
Increased
180
Reduced
151
Closed
43
Calls
$14.7M
Puts
$4.21M
Net Calls
+$10.5M
Net Calls Change
+$9.36M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
151
American International Group
New York
$4.71M +$397K +3,140 +9%
DCM
152
Driehaus Capital Management
Illinois
$4.5M +$1.64M +13,004 +57%
GIBU
153
Gulf International Bank (UK)
United Kingdom
$4.29M +$152K +1,200 +4%
USAA
154
United Services Automobile Association
Texas
$4.24M +$99.9K +790 +2%
GCM
155
Garland Capital Management
Washington
$4.18M -$94.8K -750 -2%
Connor, Clark & Lunn Investment Management (CC&L)
156
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4M -$158K -1,251 -4%
FAF
157
Fjarde Ap-fonden
Sweden
$4M -$88.5K -700 -2%
SOMRS
158
State of Michigan Retirement System
Michigan
$3.96M +$126K +1,000 +3%
Mitsubishi UFJ Asset Management
159
Mitsubishi UFJ Asset Management
Japan
$3.95M +$136K +1,078 +4%
CRC
160
Curi RMB Capital
Illinois
$3.95M -$413K -3,270 -9%
MIM
161
MetLife Investment Management
New Jersey
$3.87M +$56.5K +447 +1%
UOC
162
UBS O'Connor
Illinois
$3.82M +$524K +4,148 +16%
Canada Pension Plan Investment Board
163
Canada Pension Plan Investment Board
Ontario, Canada
$3.82M +$139K +1,100 +4%
TD Asset Management
164
TD Asset Management
Ontario, Canada
$3.71M +$60.7K +480 +2%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$3.61M -$543K -4,299 -13%
Rafferty Asset Management
166
Rafferty Asset Management
New York
$3.59M -$273K -2,163 -7%
AMI
167
Amica Mutual Insurance
Rhode Island
$3.53M
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$3.52M +$89.8K +710 +3%
BCM
169
Brasada Capital Management
Texas
$3.49M +$538K +4,259 +18%
APFBOT
170
Amica Pension Fund Board of Trustees
Rhode Island
$3.4M
AQR Capital Management
171
AQR Capital Management
Connecticut
$3.39M +$282K +2,232 +9%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$3.25M -$162K -1,283 -5%
PFC
173
Phocas Financial Corp
California
$3.09M -$9.36K -74 -0.3%
Daiwa Securities Group
174
Daiwa Securities Group
Japan
$3.04M +$152K +1,200 +5%
TPSF
175
Texas Permanent School Fund
Texas
$2.99M -$176K -1,389 -6%

ARE Hedge Fund Activity: Q3 2018 in Review

428 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2018, worth a combined $13.8B — up 2.1% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ARE and 34 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 180 added.

The largest buyer was Invesco, adding an estimated $83.2M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $49.7M.

  • 428 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2018, down from 440 in Q2 2018.
  • Funds reported $13.8B of Alexandria Real Estate Equities stock for Q3 2018, up 2.1% quarter-over-quarter.
  • 34 funds opened new Alexandria Real Estate Equities positions in Q3 2018 and 43 closed out, a net change of -9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2018 was Invesco, an estimated $83.2M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2018 was CBRE Investment Management Listed Real Assets, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2018.