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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
URS
176
Utah Retirement Systems
Utah
$1.83M +$65.4K +600 +4%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$1.83M -$46K -422 -2%
M&T Bank
178
M&T Bank
New York
$1.82M -$250K -2,294 -12%
PG
179
PEAK6 Group
Illinois
$1.77M +$1.78M +16,314 New
AIMCA
180
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.76M -$927K -8,510 -34%
TRSOTSOK
181
Teachers Retirement System of the State of Kentucky
Kentucky
$1.72M – – –
Lazard Asset Management
182
Lazard Asset Management
New York
$1.67M +$196K +1,795 +13%
US Bancorp
183
US Bancorp
Minnesota
$1.66M +$331K +3,042 +25%
MC
184
Menta Capital
California
$1.58M +$1.59M +14,560 New
TC
185
TFS Capital
Pennsylvania
$1.51M +$1.52M +13,918 New
CSS
186
Cubist Systematic Strategies
Connecticut
$1.51M +$1.51M +13,852 New
PA
187
Profund Advisors
Maryland
$1.49M -$98.2K -902 -6%
VKH
188
Virtu KCG Holdings
New York
$1.49M +$1.49M +13,679 New
QCM
189
Quadrant Capital Management
New Jersey
$1.46M -$15.2K -140 -1%
NMIMC
190
Northwestern Mutual Investment Management Company
Wisconsin
$1.46M +$73.4K +674 +5%
Truist Financial
191
Truist Financial
North Carolina
$1.45M -$22.1K -203 -2%
IOOF
192
Independent Order of Foresters
Ontario, Canada
$1.43M -$109K -1,000 -7%
Ninety One (UK)
193
Ninety One (UK)
United Kingdom
$1.38M -$577K -5,300 -29%
MAM
194
Mizuho Asset Management
Japan
$1.36M – – –
WT
195
Whittier Trust
California
$1.31M +$2.72K +25 +0.2%
AAIM
196
American Assets Investment Management
California
$1.3M – – –
LS
197
Livforsakringsbolaget Skandia
Sweden
$1.27M +$12.9M +118,855 +1,774%
COPPSERS
198
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.25M -$293K -2,686 -19%
Neuberger Berman Group
199
Neuberger Berman Group
New York
$1.25M -$45.4K -417 -3%
Jane Street
200
Jane Street
New York
$1.24M +$998K +9,161 +409%
6 7
8
9 10

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.