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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
First Trust Advisors
176
First Trust Advisors
Illinois
$5.25M -$2.96M -24,820 -36%
WTC
177
WhitTier Trust Company
Nevada
$5.21M +$205K +1,723 +4%
Korea Investment Corp
178
Korea Investment Corp
South Korea
$5.15M -$7.74M -64,936 -60%
KOCAA
179
Knights of Columbus Asset Advisors
Connecticut
$5.12M +$1.25M +10,464 +31%
ASRS
180
Arizona State Retirement System
Arizona
$5.06M -$257K -2,153 -5%
SOMRS
181
State of Michigan Retirement System
Michigan
$5.04M
MOACM
182
Mutual of America Capital Management
New York
$5.01M -$165K -1,386 -3%
MMRF
183
Michelson Medical Research Foundation
California
$5M
Stifel Financial
184
Stifel Financial
Missouri
$4.92M -$18.2K -153 -0.4%
SP
185
Sarasin & Partners
United Kingdom
$4.91M -$123K -1,035 -2%
Truist Financial
186
Truist Financial
North Carolina
$4.9M +$346K +2,904 +7%
1832 Asset Management
187
1832 Asset Management
Ontario, Canada
$4.83M -$620K -5,200 -11%
MG
188
Marex Group
$4.83M +$4.92M +41,271 New
KBC Group
189
KBC Group
Belgium
$4.76M +$1.3M +10,883 +36%
CF
190
Corebridge Financial
Texas
$4.72M +$4.81M +40,337 New
Holocene Advisors
191
Holocene Advisors
New York
$4.71M
AQR Capital Management
192
AQR Capital Management
Connecticut
$4.7M +$2.99M +25,056 +161%
TCM
193
Tang Capital Management
California
$4.68M +$4.77M +40,000 New
NAM
194
Nissay Asset Management
Japan
$4.6M +$104K +874 +2%
WBC
195
Westpac Banking Corp
Australia
$4.47M +$185K +1,548 +4%
FNBT
196
FineMark National Bank & Trust
Florida
$4.45M +$187K +1,572 +4%
Citadel Advisors
197
Citadel Advisors
Florida
$4.17M +$3.52M +29,503 +482%
Fidelity International
198
Fidelity International
Bermuda
$4.07M +$230K +1,931 +6%
LPL Financial
199
LPL Financial
California
$4.07M -$218K -1,827 -5%
WTA
200
Washington Trust Advisors
Massachusetts
$4.05M +$3.61M +30,249 +690%

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.