We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

261 hedge funds and large institutions have $5.55B invested in Alexandria Real Estate Equities in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 94

7% more capital invested

Capital invested by funds: $5.19B → $5.55B (+$357M)

0% more funds holding

Funds holding: 261261 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0.2% less ownership

Funds ownership: 99.96%99.76% (-0.2%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

43% less call options, than puts

Call options by funds: $279K | Put options by funds: $489K

Holders
261
Holders Change
Holders Change %
0%
% of All Funds
7.5%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
29
Increased
106
Reduced
94
Closed
29
Calls
$279K
Puts
$489K
Net Calls
-$210K
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
201
Sumitomo Mitsui DS Asset Management
Japan
$512K -$368K -4,900 -43%
KCMRT
202
Kemper Corp Master Retirement Trust
Illinois
$511K +$48.8K +650 +11%
CC
203
Callan Capital
California
$505K +$488K +6,509 New
JG
204
Jefferies Group
New York
$500K +$483K +6,439 New
BJ
205
BlackRock Japan
Japan
$496K +$58.8K +784 +14%
Mitsubishi UFJ Asset Management
206
Mitsubishi UFJ Asset Management
Japan
$484K +$39K +520 +9%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$482K
Axa
208
Axa
France
$477K -$323K -4,300 -41%
IOOF
209
Independent Order of Foresters
Ontario, Canada
$477K
CAM
210
Capstone Asset Management
Texas
$442K +$28.7K +382 +7%
KAM
211
Keeley Asset Management
Illinois
$420K +$15K +200 +4%
FA
212
FDx Advisors
Illinois
$401K +$170K +2,264 +78%
MCM
213
MAI Capital Management
Ohio
$377K +$58.7K +783 +19%
Canada Life
214
Canada Life
Manitoba, Canada
$353K -$42K -560 -11%
NEI
215
Northwest & Ethical Investments
Ontario, Canada
$332K -$718K -9,570 -69%
Truist Financial
216
Truist Financial
North Carolina
$325K -$27.5K -367 -8%
MCM
217
McKinley Capital Management
Alaska
$325K +$314K +4,190 New
DADC
218
D.A. Davidson & Co
Montana
$303K +$8.18K +109 +3%
TRCT
219
Tower Research Capital (TRC)
New York
$297K +$287K +3,825 New
OI
220
Oakbrook Investments
Illinois
$296K -$22.5K -300 -7%
PFC
221
Phocas Financial Corp
California
$284K
Stifel Financial
222
Stifel Financial
Missouri
$272K +$263K +3,504 New
EVM
223
Eaton Vance Management
Massachusetts
$264K -$67.5K -900 -21%
Rafferty Asset Management
224
Rafferty Asset Management
New York
$264K +$255K +3,401 New
PAM
225
Paradigm Asset Management
New York
$260K +$146K +1,950 +139%

ARE Hedge Fund Activity: Q2 2014 in Review

261 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2014, worth a combined $5.55B — up 6.9% from $5.19B a quarter earlier.

Fund positioning in ARE was balanced in Q2 2014: 29 funds opened new positions, 29 closed out, 106 added to existing stakes and 94 trimmed.

The largest buyer was Norges Bank, adding an estimated $42.4M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $58.5M.

  • 261 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $5.55B of Alexandria Real Estate Equities stock for Q2 2014, up 6.9% quarter-over-quarter.
  • 29 funds opened new Alexandria Real Estate Equities positions in Q2 2014 and 29 closed out, a net change of 0 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2014 was Norges Bank, an estimated $42.4M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2014 was Lasalle Investment Management Securities, an estimated $58.5M sold.

Based on aggregated 13F filings for Q2 2014.