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Alexandria Real Estate Equities

276 hedge funds and large institutions have $6.11B invested in Alexandria Real Estate Equities in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $683K

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

18% more capital invested

Capital invested by funds: $5.19B → $6.11B (+$921M)

1% more funds holding

Funds holding: 273276 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.24% less ownership

Funds ownership: 97.89%95.65% (-2.2%)

12% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 114

Holders
276
Holders Change
+3
Holders Change %
+1.1%
% of All Funds
7.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
100
Reduced
114
Closed
23
Calls
$2.49M
Puts
$683K
Net Calls
+$1.81M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$884M +$25M +299,269 +3%
AAMU
2
APG Asset Management US
New York
$453M -$3.86M -46,151 -0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$322M +$15.4M +183,699 +5%
BFA
4
BlackRock Fund Advisors
California
$286M +$9.54M +114,083 +4%
BIT
5
BlackRock Institutional Trust
California
$274M +$6.25M +74,750 +2%
Deutsche Bank
6
Deutsche Bank
Germany
$207M -$13.8M -164,819 -7%
State Street
7
State Street
Massachusetts
$176M -$1.49M -17,830 -0.9%
WHG
8
Westwood Holdings Group
Texas
$165M -$8.86M -105,952 -5%
PI
9
PGGM Investments
Netherlands
$122M
Ameriprise
10
Ameriprise
Minnesota
$117M +$14M +167,919 +15%
Capital World Investors
11
Capital World Investors
California
$109M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$109M -$42.5M -508,024 -29%
LIMS
13
Lasalle Investment Management Securities
Maryland
$107M -$14.5M -172,976 -13%
SO
14
STRS Ohio
Ohio
$105M -$12.5M -149,488 -11%
BAMCO Inc
15
BAMCO Inc
New York
$102M +$7.93M +94,800 +9%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$87.5M -$13.2M -157,590 -14%
PIM
17
Perkins Investment Management
Illinois
$84.8M +$8.82M +105,526 +12%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$79M +$382K +4,564 +0.5%
SCRM
19
Security Capital Research & Management
Illinois
$75.4M -$31.7M -379,532 -31%
Northern Trust
20
Northern Trust
Illinois
$73.5M -$137K -1,644 -0.2%
Morgan Stanley
21
Morgan Stanley
New York
$63.1M -$28.2M -337,775 -32%
JP Morgan Chase
22
JP Morgan Chase
New York
$62.6M -$12.9M -153,843 -18%
Victory Capital Management
23
Victory Capital Management
Texas
$62.6M -$769K -9,200 -1%
Capital Research Global Investors
24
Capital Research Global Investors
California
$61.8M +$58.2M +695,904 New
CIMLRA
25
CBRE Investment Management Listed Real Assets
Pennsylvania
$61.5M +$7.53M +90,000 +15%