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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
AAF
176
Andra AP-fonden
Sweden
$2.98M -$1.23M -9,700 -29%
EWA
177
EP Wealth Advisors
California
$2.96M +$57.5K +455 +2%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$2.95M -$138K -1,088 -4%
VanEck Associates
179
VanEck Associates
New York
$2.91M +$256K +2,027 +10%
Stifel Financial
180
Stifel Financial
Missouri
$2.86M +$22.9K +181 +0.8%
URS
181
Utah Retirement Systems
Utah
$2.85M +$88.5K +700 +3%
DCM
182
Dupont Capital Management
Delaware
$2.71M +$620K +4,907 +30%
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$2.7M +$16.6K +131 +0.6%
Bank of Nova Scotia
184
Bank of Nova Scotia
Ontario, Canada
$2.69M +$1.28M +10,113 +89%
BA
185
Boston Advisors
Massachusetts
$2.68M +$224K +1,770 +9%
Squarepoint
186
Squarepoint
New York
$2.66M -$10.9M -86,419 -80%
FAF
187
Första AP-fonden
Sweden
$2.6M -$1.63M -12,900 -38%
KBC Group
188
KBC Group
Belgium
$2.58M
SG Americas Securities
189
SG Americas Securities
New York
$2.55M -$2.91M -23,042 -53%
AG
190
Aperio Group
California
$2.52M -$50.1K -396 -2%
SCM
191
Sterling Capital Management
North Carolina
$2.52M
Natixis Advisors
192
Natixis Advisors
Massachusetts
$2.4M +$150K +1,184 +7%
FFA
193
First Foundation Advisors
California
$2.37M
QSS
194
Quantitative Systematic Strategies
Florida
$2.34M +$1.02M +8,084 +77%
NMIMC
195
Northwestern Mutual Investment Management Company
Wisconsin
$2.33M -$153K -1,214 -6%
Two Sigma Advisers
196
Two Sigma Advisers
New York
$2.3M -$531K -4,200 -19%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$2.29M +$10.4K +82 +0.5%
AG
198
Advisor Group
Arizona
$2.18M +$385K +3,049 +21%
PDN
199
Pensionfund DSM Netherlands
Netherlands
$2.13M
MSV
200
MN Services Vermogensbeheer
Netherlands
$2.02M

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.