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Alexandria Real Estate Equities
ARE

321 hedge funds and large institutions have $8.27B invested in Alexandria Real Estate Equities in 2016 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 98 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 13

51% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $1.76M

37% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 98

25% more capital invested

Capital invested by funds: $6.61B → $8.27B (+$1.66B)

10% more funds holding

Funds holding: 291 → 321 (+30)

8.2% more ownership

Funds ownership: 100.01% → 108.21% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
321
Holders Change
+30
Holders Change %
+10.31%
% of All Funds
8.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
47
Increased
134
Reduced
98
Closed
13
Calls
$2.66M
Puts
$1.76M
Net Calls
+$903K
Net Calls Change
+$2.14M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$455M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$195M
3
State Street
State Street
Massachusetts
+$47.7M
4
Macquarie Group
Macquarie Group
Australia
+$42.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$39M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$145M
2
SFM
Systematic Financial Management
New Jersey
-$79.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.4M
4
SIA
Sit Investment Associates
Minnesota
-$36.9M
5
Ameriprise
Ameriprise
Minnesota
-$30.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B +$39M +408,368 +4%
Cohen & Steers
2
Cohen & Steers
New York
$662M +$455M +4,771,625 +295%
AAMU
3
APG Asset Management US
New York
$609M -$1.91M -19,977 -0.3%
BFA
4
BlackRock Fund Advisors
California
$375M +$17M +178,468 +5%
State Street
5
State Street
Massachusetts
$370M +$47.7M +499,742 +16%
BIT
6
BlackRock Institutional Trust
California
$329M +$7.36M +77,097 +2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$296M – – –
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$263M +$195M +2,045,619 +415%
Principal Financial Group
9
Principal Financial Group
Iowa
$224M -$2.14M -22,417 -1%
WHG
10
Westwood Holdings Group
Texas
$179M -$14.8M -155,322 -8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$167M +$26.6M +279,118 +21%
PI
12
PGGM Investments
Netherlands
$139M – – –
CIMLRA
13
CBRE Investment Management Listed Real Assets
Pennsylvania
$135M -$145M -1,519,611 -54%
Ameriprise
14
Ameriprise
Minnesota
$124M -$30.8M -322,290 -21%
BAMCO Inc
15
BAMCO Inc
New York
$121M -$5.31M -55,604 -5%
Northern Trust
16
Northern Trust
Illinois
$112M +$12.4M +130,132 +14%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$97.9M +$1.62M +16,963 +2%
SO
18
STRS Ohio
Ohio
$93.5M -$10.9M -114,552 -11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$93.2M +$4.21M +44,122 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$92M +$6.49M +68,017 +8%
Macquarie Group
21
Macquarie Group
Australia
$81.8M +$42.5M +445,505 +129%
BG
22
BlackRock Group
United Kingdom
$76.7M +$18.8M +196,531 +36%
RC
23
Resolution Capital
Australia
$73.5M +$33.3M +349,273 +97%
SFM
24
Systematic Financial Management
New Jersey
$72.5M -$79.3M -830,587 -54%
ClearBridge Investments
25
ClearBridge Investments
New York
$70.5M -$145K -1,515 -0.2%
1
2 3 4 5

ARE Hedge Fund Activity: Q2 2016 in Review

321 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2016, worth a combined $8.27B — up 25% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ARE positions and 13 closed out — a net gain of 34 holders — while 134 added to existing stakes and 98 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $455M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $145M.

  • 321 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2016, up from 291 in Q1 2016.
  • Funds reported $8.27B of Alexandria Real Estate Equities stock for Q2 2016, up 25% quarter-over-quarter.
  • 47 funds opened new Alexandria Real Estate Equities positions in Q2 2016 and 13 closed out, a net change of +34 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2016 was Cohen & Steers, an estimated $455M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2016 was CBRE Investment Management Listed Real Assets, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2016.