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Alexandria Real Estate Equities
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328 hedge funds and large institutions have $9.45B invested in Alexandria Real Estate Equities in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 150 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 107

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $8.27B → $9.45B (+$1.17B)

3.65% more ownership

Funds ownership: 108.21% → 111.86% (+3.7%)

2% more funds holding

Funds holding: 321 → 328 (+7)

57% less call options, than puts

Call options by funds: $2.8M | Put options by funds: $6.49M

Holders
328
Holders Change
+7
Holders Change %
+2.18%
% of All Funds
8.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
150
Reduced
107
Closed
24
Calls
$2.8M
Puts
$6.49M
Net Calls
-$3.7M
Net Calls Change
-$4.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$156M
2
Deutsche Bank
Deutsche Bank
Germany
+$156M
3
AIM
abrdn Investment Management
United Kingdom
+$107M
4
N
Nuveen
North Carolina
+$73M
5
Prudential Financial
Prudential Financial
New Jersey
+$70.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$45M
3
Macquarie Group
Macquarie Group
Australia
-$41.9M
4
SFM
Systematic Financial Management
New Jersey
-$39.2M
5
SO
STRS Ohio
Ohio
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAF
201
Tredje AP-fonden
Sweden
$1.21M +$1.05M +9,660 +690%
PS
202
Pensionfund Sabic
Netherlands
$1.2M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
203
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.2M -$54.5K -500 -4%
BTS
204
BB&T Securities
Virginia
$1.2M +$281K +2,577 +31%
SLAM
205
Swiss Life Asset Management
$1.17M +$1.17M +10,751 New
KFS
206
Kissinger Financial Services
Maryland
$1.16M +$1.16M +10,675 New
AB
207
Amalgamated Bank
New York
$1.16M +$11.5K +106 +1%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$1.15M +$1.15M +10,583 New
KAM
209
Keeley Asset Management
Illinois
$1.12M +$3.27K +30 +0.3%
NMERB
210
New Mexico Educational Retirement Board
New Mexico
$1.08M +$32.7K +300 +3%
PP
211
Paloma Partners
Connecticut
$1.08M +$548K +5,031 +103%
FIM
212
Foresters Investment Management
New York
$1.07M -$273K -2,505 -20%
Tudor Investment Corp
213
Tudor Investment Corp
Connecticut
$1.01M +$792K +7,274 +362%
BNP Paribas Asset Management
214
BNP Paribas Asset Management
France
$960K +$44.9K +412 +5%
SMDAM
215
Sumitomo Mitsui DS Asset Management
Japan
$946K +$68.6K +630 +8%
AA
216
ALPS Advisors
Colorado
$916K +$917K +8,423 New
UCFA
217
United Capital Financial Advisors
Texas
$906K +$127K +1,165 +16%
PCA
218
Personal Capital Advisors
California
$871K +$258K +2,370 +43%
CGH
219
Crossmark Global Holdings
Texas
$827K +$757K +6,950 New
LIA
220
LS Investment Advisors
Michigan
$787K -$59.4K -545 -7%
IRF
221
IBM Retirement Fund
New York
$786K -$16.4K -151 -2%
Stifel Financial
222
Stifel Financial
Missouri
$784K +$48.5K +445 +7%
CC
223
Cedar Capital
Illinois
$778K -$2.3M -21,100 -75%
CAM
224
Capstone Asset Management
Texas
$771K +$5.45K +50 +0.7%
ED
225
Exane Derivatives
France
$765K +$766K +7,036 New
7 8
9
10 11

ARE Hedge Fund Activity: Q3 2016 in Review

328 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2016, worth a combined $9.45B — up 14% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARE positions and 24 closed out — a net gain of 9 holders — while 150 added to existing stakes and 107 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was Fidelity Investments, exiting entirely with an estimated $59.6M sold.

  • 328 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2016, up from 321 in Q2 2016.
  • Funds reported $9.45B of Alexandria Real Estate Equities stock for Q3 2016, up 14% quarter-over-quarter.
  • 33 funds opened new Alexandria Real Estate Equities positions in Q3 2016 and 24 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2016 was Cohen & Steers, an estimated $156M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2016 was Fidelity Investments, an estimated $59.6M sold.

Based on aggregated 13F filings for Q3 2016.