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Alexandria Real Estate Equities
ARE

324 hedge funds and large institutions have $10B invested in Alexandria Real Estate Equities in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 148 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 103

6% more capital invested

Capital invested by funds: $9.45B → $10B (+$569M)

1.66% more ownership

Funds ownership: 111.86% → 113.52% (+1.7%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1% less funds holding

Funds holding: 328 → 324 (-4)

48% less call options, than puts

Call options by funds: $3.59M | Put options by funds: $6.96M

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
8.1%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
33
Increased
148
Reduced
103
Closed
31
Calls
$3.59M
Puts
$6.96M
Net Calls
-$3.37M
Net Calls Change
+$330K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$70.2M
2
AIM
abrdn Investment Management
United Kingdom
+$61.5M
3
Cohen & Steers
Cohen & Steers
New York
+$54.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$49.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$48.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$169M
2
AAMU
APG Asset Management US
New York
-$133M
3
SFM
Systematic Financial Management
New Jersey
-$37M
4
Ameriprise
Ameriprise
Minnesota
-$29.6M
5
Macquarie Group
Macquarie Group
Australia
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36B +$49.1M +457,191 +4%
Cohen & Steers
2
Cohen & Steers
New York
$926M +$54.5M +507,534 +6%
AAMU
3
APG Asset Management US
New York
$502M -$133M -1,241,635 -22%
BFA
4
BlackRock Fund Advisors
California
$457M +$10.8M +100,697 +3%
State Street
5
State Street
Massachusetts
$420M -$4.39M -40,929 -1%
BIT
6
BlackRock Institutional Trust
California
$387M +$33M +307,457 +10%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$370M +$30.1M +280,907 +9%
Principal Financial Group
8
Principal Financial Group
Iowa
$293M +$10.1M +94,086 +4%
Deutsche Bank
9
Deutsche Bank
Germany
$230M +$48.6M +453,127 +28%
PI
10
PGGM Investments
Netherlands
$201M +$39M +363,333 +25%
AIM
11
abrdn Investment Management
United Kingdom
$184M +$61.5M +573,283 +53%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$174M -$1.86M -17,284 -1%
CIMLRA
13
CBRE Investment Management Listed Real Assets
Pennsylvania
$166M +$27.9M +259,537 +21%
WHG
14
Westwood Holdings Group
Texas
$165M -$11.8M -109,584 -7%
Goldman Sachs
15
Goldman Sachs
New York
$148M +$70.2M +654,118 +96%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$139M +$4.32M +40,270 +3%
BAMCO Inc
17
BAMCO Inc
New York
$124M -$4.6M -42,850 -4%
N
18
Nuveen
North Carolina
$116M +$30.8M +287,085 +38%
Northern Trust
19
Northern Trust
Illinois
$114M -$12M -111,522 -10%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$114M +$4.78M +44,538 +5%
Ameriprise
21
Ameriprise
Minnesota
$104M -$29.6M -275,768 -23%
Capital Research Global Investors
22
Capital Research Global Investors
California
$96.2M -$169M -1,577,621 -65%
RC
23
Resolution Capital
Australia
$94.7M +$6.14M +57,208 +7%
BG
24
BlackRock Group
United Kingdom
$93.2M +$1.02M +9,487 +1%
Prudential Financial
25
Prudential Financial
New Jersey
$82.3M +$3.14M +29,290 +4%
1
2 3 4 5

ARE Hedge Fund Activity: Q4 2016 in Review

324 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2016, worth a combined $10B — up 6% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARE positions and 31 closed out — a net gain of 2 holders — while 148 added to existing stakes and 103 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $70.2M. The largest seller was Capital Research Global Investors, cutting an estimated $169M.

  • 324 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2016, down from 328 in Q3 2016.
  • Funds reported $10B of Alexandria Real Estate Equities stock for Q4 2016, up 6% quarter-over-quarter.
  • 33 funds opened new Alexandria Real Estate Equities positions in Q4 2016 and 31 closed out, a net change of +2 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2016 was Goldman Sachs, an estimated $70.2M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2016 was Capital Research Global Investors, an estimated $169M sold.

Based on aggregated 13F filings for Q4 2016.