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Alexandria Real Estate Equities

538 hedge funds and large institutions have $23.8B invested in Alexandria Real Estate Equities in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.3M

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 179

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.58B)

2% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 61

1% less funds holding

Funds holding: 546538 (-8)

6.43% less ownership

Funds ownership: 105.37%98.94% (-6.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
538
Holders Change
-8
Holders Change %
-1.47%
% of All Funds
9.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
60
Increased
223
Reduced
179
Closed
61
Calls
$13.6M
Puts
$9.3M
Net Calls
+$4.33M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
176
Gulf International Bank (UK)
United Kingdom
$5.19M -$176K -1,063 -4%
First Trust Advisors
177
First Trust Advisors
Illinois
$5.1M -$3.03M -18,303 -39%
WHG
178
Westwood Holdings Group
Texas
$5M -$13.6M -82,440 -75%
BCM
179
Brasada Capital Management
Texas
$4.99M +$4.13K +25 +0.1%
NLGIA
180
Nippon Life Global Investors Americas
New York
$4.89M -$420K -2,540 -8%
VI
181
Vestcor Inc
New Brunswick, Canada
$4.8M +$2.22M +13,423 +99%
PIM
182
Perpetual Investment Management
Australia
$4.79M +$4.53M +27,381 New
URS
183
Utah Retirement Systems
Utah
$4.79M -$41.6K -252 -0.9%
Comerica Bank
184
Comerica Bank
Texas
$4.67M +$3.31K +20 +0.1%
CS
185
Candriam SCA
Luxembourg
$4.63M +$186K +1,124 +14%
UOC
186
UBS O'Connor
Illinois
$4.62M -$216K -1,307 -5%
KCM
187
Kennedy Capital Management
Missouri
$4.5M -$152K -921 -4%
GLA
188
Great Lakes Advisors
Illinois
$4.43M -$103K -623 -2%
DekaBank Deutsche Girozentrale
189
DekaBank Deutsche Girozentrale
Germany
$4.26M +$354K +2,143 +10%
DCM
190
Dupont Capital Management
Delaware
$4.12M +$280K +1,694 +8%
ZIM
191
Zacks Investment Management
Illinois
$4.08M -$74K -448 -2%
Skandinaviska Enskilda Banken (SEB)
192
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.04M +$56.2K +340 +2%
NAM
193
Nissay Asset Management
Japan
$3.95M -$153K -926 -4%
BCIM
194
British Columbia Investment Management
British Columbia, Canada
$3.79M -$101K -609 -3%
TPSF
195
Texas Permanent School Fund
Texas
$3.75M -$77.2K -467 -2%
Bank of Nova Scotia
196
Bank of Nova Scotia
Ontario, Canada
$3.74M +$947K +5,732 +38%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$3.71M -$960K -5,810 -22%
FAF
198
Första AP-fonden
Sweden
$3.71M -$1.22M -7,400 -26%
SLAM
199
Swiss Life Asset Management
$3.67M
ECM
200
EII Capital Management
New York
$3.66M -$281K -1,703 -8%

ARE Hedge Fund Activity: Q4 2020 in Review

538 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2020, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ARE and 60 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 223 added.

The largest buyer was PGGM Investments, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 538 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2020, down from 546 in Q3 2020.
  • Funds reported $23.8B of Alexandria Real Estate Equities stock for Q4 2020, up 12% quarter-over-quarter.
  • 60 funds opened new Alexandria Real Estate Equities positions in Q4 2020 and 61 closed out, a net change of -1 holder.
  • The largest Alexandria Real Estate Equities buyer in Q4 2020 was PGGM Investments, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2020 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2020.