Alexandria Real Estate Equities
568 hedge funds and large institutions have $16.9B invested in Alexandria Real Estate Equities in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 195 reducing their positions, and 74 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 195
22% more call options, than puts
Call options by funds: $91.8M | Put options by funds: $75.3M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1.19% more ownership
Funds ownership: 95.99% → 97.18% (+1.2%)
4% less funds holding
Funds holding: 594 → 568 (-26)
11% less capital invested
Capital invested by funds: $18.9B → $16.9B (-$2.02B)
30% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$56.3M |
| 2 |
Morgan Stanley
New York
|
+$40.1M |
| 3 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
+$36.2M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$32.5M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$48.2M |
| 2 |
JP Morgan Chase
New York
|
-$38.6M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$38.5M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$34.9M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$34.5M |
ARE Hedge Fund Activity: Q3 2023 in Review
568 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2023, worth a combined $16.9B — down 11% from $18.9B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of ARE and 52 opened new positions — a net loss of 22 holders — while 195 trimmed existing stakes and 253 added.
The largest buyer was State Street, adding an estimated $56.3M. The largest seller was Royal Bank of Canada, cutting an estimated $48.2M.
- 568 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2023, down from 594 in Q2 2023.
- Funds reported $16.9B of Alexandria Real Estate Equities stock for Q3 2023, down 11% quarter-over-quarter.
- 52 funds opened new Alexandria Real Estate Equities positions in Q3 2023 and 74 closed out, a net change of -22 holders.
- The largest Alexandria Real Estate Equities buyer in Q3 2023 was State Street, an estimated $56.3M added.
- The largest Alexandria Real Estate Equities seller in Q3 2023 was Royal Bank of Canada, an estimated $48.2M sold.
Based on aggregated 13F filings for Q3 2023.