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Alexandria Real Estate Equities

481 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $15.6M

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 455481 (+26)

4.31% less ownership

Funds ownership: 106.45%102.14% (-4.3%)

13% less capital invested

Capital invested by funds: $19.8B → $17.2B (-$2.61B)

Holders
481
Holders Change
+26
Holders Change %
+5.71%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
77
Increased
222
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EP Wealth Advisors
California
$2.75M -$45.3K -289 -1%
DG
202
DigitalBridge Group
Florida
$2.65M +$1.18M +7,550 +64%
VI
203
Vestcor Inc
New Brunswick, Canada
$2.56M +$1.44M +9,225 +97%
UCFA
204
United Capital Financial Advisors
Texas
$2.55M +$1.08M +6,903 +59%
WT
205
Whittier Trust
California
$2.5M +$21.3K +136 +0.8%
WorldQuant Millennium Advisors
206
WorldQuant Millennium Advisors
New York
$2.5M +$2.85M +18,208 New
HCM
207
HGI Capital Management
New York
$2.45M +$2.8M +17,865 New
AB
208
Amalgamated Bank
New York
$2.42M +$77.2K +493 +3%
SI
209
Stephens Inc
Arkansas
$2.4M -$639K -4,079 -19%
MSA
210
Mason Street Advisors
Wisconsin
$2.4M +$165K +1,053 +6%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$2.36M +$217K +1,389 +9%
AII
212
AGF Investments Inc
Ontario, Canada
$2.32M +$82.4K +526 +3%
PDN
213
Pensionfund DSM Netherlands
Netherlands
$2.32M
MOACM
214
Mutual of America Capital Management
New York
$2.29M +$191K +1,217 +8%
PFC
215
Phocas Financial Corp
California
$2.29M +$2.62M +16,704 New
US Bancorp
216
US Bancorp
Minnesota
$2.27M +$119K +763 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
217
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.26M +$2.58M +16,500 New
AMI
218
Amica Mutual Insurance
Rhode Island
$2.25M +$958K +6,119 +59%
PGFC
219
Peapack-Gladstone Financial Corp
New Jersey
$2.23M +$2.55M +16,279 New
Citadel Advisors
220
Citadel Advisors
Florida
$2.21M +$2.53M +16,161 New
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$2.18M +$246K +1,569 +11%
Kayne Anderson Rudnick Investment Management
222
Kayne Anderson Rudnick Investment Management
California
$2.03M +$18.3K +117 +0.8%
CIP
223
Chartwell Investment Partners
Pennsylvania
$2.02M -$693K -4,428 -23%
PG
224
Pendal Group
Australia
$2M +$2.29M +14,600 New
Skandinaviska Enskilda Banken (SEB)
225
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.99M +$871K +5,564 +62%

ARE Hedge Fund Activity: Q1 2020 in Review

481 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2020, worth a combined $17.2B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARE positions and 47 closed out — a net gain of 30 holders — while 222 added to existing stakes and 138 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Goldman Sachs, cutting an estimated $380M.

  • 481 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2020, up from 455 in Q4 2019.
  • Funds reported $17.2B of Alexandria Real Estate Equities stock for Q1 2020, down 13% quarter-over-quarter.
  • 77 funds opened new Alexandria Real Estate Equities positions in Q1 2020 and 47 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2020 was Norges Bank, an estimated $303M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2020 was Goldman Sachs, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2020.