Alexandria Real Estate Equities
300 hedge funds and large institutions have $6.02B invested in Alexandria Real Estate Equities in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 103 reducing their positions, and 14 closing their positions.
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
108% more call options, than puts
Call options by funds: $2.44M | Put options by funds: $1.17M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 103
6% more funds holding
Funds holding: 283 → 300 (+17)
0.3% more ownership
Funds ownership: 98.02% → 98.32% (+0.3%)
3% less capital invested
Capital invested by funds: $6.18B → $6.02B (-$157M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$30.9M |
| 2 |
RIM
Rainier Investment Management
Seattle,
Washington
|
+$23.4M |
| 3 |
USSCPF
United States Steel & Carnegie Pension Fund
New York
|
+$22.5M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$18.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$61M |
| 2 |
ACM
Adelante Capital Management
Alameda,
California
|
-$20.9M |
| 3 |
O
OppenheimerFunds
New York
|
-$20.1M |
| 4 |
Citigroup
New York
|
-$14.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$14.4M |
ARE Hedge Fund Activity: Q3 2015 in Review
300 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2015, worth a combined $6.02B — down 2.5% from $6.18B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ARE positions and 14 closed out — a net gain of 19 holders — while 118 added to existing stakes and 103 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $30.9M. The largest seller was Morgan Stanley, cutting an estimated $61M.
- 300 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2015, up from 283 in Q2 2015.
- Funds reported $6.02B of Alexandria Real Estate Equities stock for Q3 2015, down 2.5% quarter-over-quarter.
- 33 funds opened new Alexandria Real Estate Equities positions in Q3 2015 and 14 closed out, a net change of +19 holders.
- The largest Alexandria Real Estate Equities buyer in Q3 2015 was Principal Financial Group, an estimated $30.9M added.
- The largest Alexandria Real Estate Equities seller in Q3 2015 was Morgan Stanley, an estimated $61M sold.
Based on aggregated 13F filings for Q3 2015.