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Alexandria Real Estate Equities

399 hedge funds and large institutions have $13.1B invested in Alexandria Real Estate Equities in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 170 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 31

84% more call options, than puts

Call options by funds: $8.2M | Put options by funds: $4.47M

42% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 120

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $11.6B → $13.1B (+$1.49B)

6% more funds holding

Funds holding: 375399 (+24)

0.51% more ownership

Funds ownership: 104.23%104.75% (+0.51%)

Holders
399
Holders Change
+24
Holders Change %
+6.4%
% of All Funds
9.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
59
Increased
170
Reduced
120
Closed
31
Calls
$8.2M
Puts
$4.47M
Net Calls
+$3.73M
Net Calls Change
+$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B +$62.3M +494,566 +3%
BlackRock
2
BlackRock
New York
$1.33B +$109M +867,397 +9%
State Street
3
State Street
Massachusetts
$691M +$25.8M +204,677 +4%
AAMU
4
APG Asset Management US
New York
$580M +$15.1M +119,500 +3%
Principal Financial Group
5
Principal Financial Group
Iowa
$457M +$3.39M +26,933 +0.8%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$402M +$54.3M +431,156 +16%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$318M +$9.23M +73,307 +3%
Deutsche Bank
8
Deutsche Bank
Germany
$311M -$8.67M -68,874 -3%
PI
9
PGGM Investments
Netherlands
$282M +$26.4M +209,900 +11%
JP Morgan Chase
10
JP Morgan Chase
New York
$266M +$83.2M +660,586 +48%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$264M +$139M +1,104,722 +121%
Goldman Sachs
12
Goldman Sachs
New York
$244M -$31.4M -249,504 -12%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$230M -$11.1M -88,436 -5%
Northern Trust
14
Northern Trust
Illinois
$205M +$13.4M +106,541 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$176M +$6.89M +54,734 +4%
WHG
16
Westwood Holdings Group
Texas
$174M +$1.48M +11,747 +0.9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$161M +$8.85M +70,264 +6%
Invesco
18
Invesco
Georgia
$159M +$118M +938,680 +339%
Cohen & Steers
19
Cohen & Steers
New York
$144M +$241K +1,911 +0.2%
Charles Schwab
20
Charles Schwab
California
$143M +$11.4M +90,250 +9%
RC
21
Resolution Capital
Australia
$135M +$4.51M +35,805 +4%
BAMCO Inc
22
BAMCO Inc
New York
$132M -$951K -7,550 -0.7%
ACI
23
AMP Capital Investors
Australia
$126M -$5.79M -45,984 -5%
Aberdeen Group
24
Aberdeen Group
United Kingdom
$115M -$76.3M -605,426 -41%
Ameriprise
25
Ameriprise
Minnesota
$113M -$571K -4,535 -0.5%