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Alexandria Real Estate Equities

538 hedge funds and large institutions have $23.8B invested in Alexandria Real Estate Equities in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.3M

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 179

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.58B)

2% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 61

1% less funds holding

Funds holding: 546538 (-8)

6.43% less ownership

Funds ownership: 105.37%98.94% (-6.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
538
Holders Change
-8
Holders Change %
-1.47%
% of All Funds
9.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
60
Increased
223
Reduced
179
Closed
61
Calls
$13.6M
Puts
$9.3M
Net Calls
+$4.33M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
HPCM
201
Hunter Perkins Capital Management
Illinois
$3.6M +$3.34M +20,220 New
RJA
202
Raymond James & Associates
Florida
$3.53M +$232K +1,402 +8%
WT
203
Whittier Trust
California
$3.53M +$152K +921 +5%
VanEck Associates
204
VanEck Associates
New York
$3.52M +$351K +2,122 +12%
Nordea Investment Management
205
Nordea Investment Management
Sweden
$3.48M +$1.95M +11,817 +153%
DZ Bank
206
DZ Bank
Germany
$3.4M +$2.81M +17,013 +802%
PGFC
207
Peapack-Gladstone Financial Corp
New Jersey
$3.38M +$30.7K +186 +1%
KOCAA
208
Knights of Columbus Asset Advisors
Connecticut
$3.33M +$197K +1,194 +7%
AMI
209
Amica Mutual Insurance
Rhode Island
$3.22M -$502K -3,040 -14%
DnB Asset Management
210
DnB Asset Management
Norway
$3.12M +$318K +1,924 +12%
AII
211
AGF Investments Inc
Ontario, Canada
$3.1M
Osaic Holdings
212
Osaic Holdings
Arizona
$3.09M +$417K +2,522 +17%
GAM
213
Gotham Asset Management
New York
$3.05M -$204K -1,234 -7%
MSA
214
Mason Street Advisors
Wisconsin
$3.04M +$100K +608 +4%
Stifel Financial
215
Stifel Financial
Missouri
$3.03M +$77.8K +471 +3%
AI
216
Atria Investments
North Carolina
$3.03M +$738K +4,463 +36%
PG
217
Pendal Group
Australia
$3.02M +$404K +2,443 +17%
WorldQuant Millennium Advisors
218
WorldQuant Millennium Advisors
New York
$3M
BCM
219
Bourgeon Capital Management
Connecticut
$3M +$706K +4,270 +34%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$2.99M -$141K -854 -5%
PFC
221
Phocas Financial Corp
California
$2.95M -$7.77K -47 -0.3%
SMDAM
222
Sumitomo Mitsui DS Asset Management
Japan
$2.9M +$103K +626 +4%
MOACM
223
Mutual of America Capital Management
New York
$2.8M +$68.6K +415 +3%
COPPSERS
224
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.76M +$761K +4,605 +42%
SOAMC
225
Spirit of America Management Corp
New York
$2.73M +$82.6K +500 +3%

ARE Hedge Fund Activity: Q4 2020 in Review

538 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2020, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ARE and 60 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 223 added.

The largest buyer was PGGM Investments, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 538 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2020, down from 546 in Q3 2020.
  • Funds reported $23.8B of Alexandria Real Estate Equities stock for Q4 2020, up 12% quarter-over-quarter.
  • 60 funds opened new Alexandria Real Estate Equities positions in Q4 2020 and 61 closed out, a net change of -1 holder.
  • The largest Alexandria Real Estate Equities buyer in Q4 2020 was PGGM Investments, an estimated $167M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2020 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2020.