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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
176
Zions Bancorporation
Utah
$4.93M +$2.22M +20,276 +67%
Holocene Advisors
177
Holocene Advisors
New York
$4.89M +$955K +8,711 +21%
Calamos Advisors
178
Calamos Advisors
Illinois
$4.88M
DPIM
179
Duff & Phelps Investment Management
Illinois
$4.84M
BCM
180
Bourgeon Capital Management
Connecticut
$4.63M -$582K -5,308 -10%
Simplex Trading
181
Simplex Trading
Illinois
$4.6M +$4.83M +44,062 +1,436%
VOYA Investment Management
182
VOYA Investment Management
Georgia
$4.55M -$408K -3,719 -7%
MIM
183
MetLife Investment Management
New Jersey
$4.49M +$58.3K +532 +1%
State of Tennessee, Department of Treasury
184
State of Tennessee, Department of Treasury
Tennessee
$4.47M -$203K -1,850 -4%
ASRS
185
Arizona State Retirement System
Arizona
$4.46M +$69.5K +634 +1%
IIM
186
Intact Investment Management
Quebec, Canada
$4.42M -$530K -4,830 -10%
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$4.35M +$800K +7,296 +20%
ProShare Advisors
188
ProShare Advisors
Maryland
$4.19M +$1.65M +15,012 +54%
SP
189
Sarasin & Partners
United Kingdom
$4.17M -$279K -2,545 -6%
SOMRS
190
State of Michigan Retirement System
Michigan
$4.12M -$21.9K -200 -0.5%
AssetMark Inc
191
AssetMark Inc
California
$4.09M +$463K +4,224 +11%
NAM
192
Nissay Asset Management
Japan
$4.06M +$61.5K +561 +1%
LFS
193
Leibman Financial Services
Nebraska
$4.06M +$803K +7,322 +21%
Credit Agricole
194
Credit Agricole
France
$4.02M +$2.08M +19,008 +86%
NC
195
Nicholas Company
Wisconsin
$4M +$4.49M +40,965 New
VI
196
Vestcor Inc
New Brunswick, Canada
$3.99M +$1.31M +11,934 +41%
NAAA
197
New Age Alpha Advisors
New York
$3.97M +$4.46M +40,653 New
VIM
198
Vinva Investment Management
Australia
$3.94M +$38.6K +352 +0.9%
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.93M +$1.44M +13,155 +48%
TCM
200
Tang Capital Management
California
$3.9M

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.