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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
VAM
151
Vert Asset Management
California
$7.55M -$562K -4,717 -7%
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$7.54M +$870K +7,300 +13%
HCM
153
Hahn Capital Management
California
$7.41M +$1.35M +11,286 +22%
CSS
154
Cubist Systematic Strategies
Connecticut
$7.18M +$7.31M +61,364 New
EIA
155
Edgemoor Investment Advisors
Maryland
$7.15M +$7.29M +61,169 New
SAM
156
Storebrand Asset Management
Norway
$7.14M -$556K -4,662 -7%
RRAM
157
River Road Asset Management
Kentucky
$7.05M -$314K -2,635 -4%
RAM
158
RedJay Asset Management
Ontario, Canada
$7.02M
SSA
159
Schonfeld Strategic Advisors
New York
$6.91M +$7.04M +59,070 New
American Century Companies
160
American Century Companies
Missouri
$6.76M +$864K +7,246 +14%
SFI
161
Susquehanna Fundamental Investments
Pennsylvania
$6.65M +$1.33M +11,153 +24%
NAM
162
Nexpoint Asset Management
Texas
$6.55M
VOYA Investment Management
163
VOYA Investment Management
Georgia
$6.37M +$304K +2,550 +5%
Arrowstreet Capital
164
Arrowstreet Capital
Massachusetts
$6.14M +$6.25M +52,456 New
OCBCO
165
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6M
Calamos Advisors
166
Calamos Advisors
Illinois
$6M -$223K -1,873 -4%
UIM
167
USS Investment Management
United Kingdom
$5.85M +$119K +1,000 +2%
SMDAM
168
Sumitomo Mitsui DS Asset Management
Japan
$5.76M +$149K +1,249 +3%
Wealthfront Advisers
169
Wealthfront Advisers
California
$5.74M +$1.71M +14,327 +41%
RJA
170
Raymond James & Associates
Florida
$5.66M -$638K -5,355 -10%
NYLIM
171
New York Life Investment Management
New York
$5.58M -$152K -1,273 -3%
SG Americas Securities
172
SG Americas Securities
New York
$5.55M -$2.9M -24,289 -34%
MIM
173
MetLife Investment Management
New Jersey
$5.51M +$1.18M +9,888 +27%
FCM
174
Frontier Capital Management
Massachusetts
$5.47M +$1.91M +16,041 +52%
DPIM
175
Duff & Phelps Investment Management
Illinois
$5.32M -$21.1M -177,044 -80%

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.