Alexandria Real Estate Equities
417 hedge funds and large institutions have $13.3B invested in Alexandria Real Estate Equities in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 202 increasing their positions, 109 reducing their positions, and 36 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 109
64% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 36
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
5% more funds holding
Funds holding: 399 → 417 (+18)
1% more capital invested
Capital invested by funds: $13.1B → $13.3B (+$180M)
0.24% more ownership
Funds ownership: 104.75% → 104.99% (+0.24%)
26% less call options, than puts
Call options by funds: $8.49M | Put options by funds: $11.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$204M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$119M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$79M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$67.5M |
| 5 |
BlackRock
New York
|
+$57.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$166M |
| 2 |
JP Morgan Chase
New York
|
-$164M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$33.2M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$32M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29.5M |
ARE Hedge Fund Activity: Q1 2018 in Review
417 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2018, worth a combined $13.3B — up 1.4% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new ARE positions and 36 closed out — a net gain of 23 holders — while 202 added to existing stakes and 109 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $204M. The largest seller was Bank of New York Mellon, cutting an estimated $166M.
- 417 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2018, up from 399 in Q4 2017.
- Funds reported $13.3B of Alexandria Real Estate Equities stock for Q1 2018, up 1.4% quarter-over-quarter.
- 59 funds opened new Alexandria Real Estate Equities positions in Q1 2018 and 36 closed out, a net change of +23 holders.
- The largest Alexandria Real Estate Equities buyer in Q1 2018 was Cohen & Steers, an estimated $204M added.
- The largest Alexandria Real Estate Equities seller in Q1 2018 was Bank of New York Mellon, an estimated $166M sold.
Based on aggregated 13F filings for Q1 2018.