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Alexandria Real Estate Equities

441 hedge funds and large institutions have $16B invested in Alexandria Real Estate Equities in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $49M | Put options by funds: $14.9M

36% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 143

26% more capital invested

Capital invested by funds: $12.7B → $16B (+$3.31B)

19% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 43

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more funds holding

Funds holding: 434441 (+7)

4.26% less ownership

Funds ownership: 104%99.74% (-4.3%)

Holders
441
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
9.55%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
51
Increased
194
Reduced
143
Closed
43
Calls
$49M
Puts
$14.9M
Net Calls
+$34.1M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.55B +$120M +912,712 +5%
BlackRock
2
BlackRock
New York
$1.63B +$57.3M +435,018 +4%
State Street
3
State Street
Massachusetts
$1.03B +$166M +1,259,539 +21%
Principal Financial Group
4
Principal Financial Group
Iowa
$726M +$46.9M +356,441 +8%
AAMU
5
APG Asset Management US
New York
$640M
Wellington Management Group
6
Wellington Management Group
Massachusetts
$452M +$43.7M +331,922 +12%
Invesco
7
Invesco
Georgia
$448M +$45.9M +348,845 +12%
PI
8
PGGM Investments
Netherlands
$389M -$44M -334,408 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$273M +$29.4M +223,319 +13%
Deutsche Bank
10
Deutsche Bank
Germany
$270M +$16.2M +123,066 +7%
Northern Trust
11
Northern Trust
Illinois
$266M +$12.6M +95,716 +5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$234M +$3.94M +29,898 +2%
Goldman Sachs
13
Goldman Sachs
New York
$225M -$30.6M -232,284 -13%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$220M -$13.3M -100,980 -6%
RC
15
Resolution Capital
Australia
$216M +$2.32M +17,598 +1%
Charles Schwab
16
Charles Schwab
California
$189M +$5.61M +42,582 +3%
CIMLRA
17
CBRE Investment Management Listed Real Assets
Pennsylvania
$188M -$59.1M -448,597 -25%
CIM
18
Centersquare Investment Management
Pennsylvania
$172M -$8.26M -62,749 -5%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$165M +$85.8M +651,509 +129%
Ameriprise
20
Ameriprise
Minnesota
$156M -$14.6M -110,956 -9%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$154M +$5.85M +44,467 +4%
Legal & General Group
22
Legal & General Group
United Kingdom
$150M +$21.4M +162,655 +18%
BAMCO Inc
23
BAMCO Inc
New York
$148M +$4.98M +37,848 +4%
Norges Bank
24
Norges Bank
Norway
$143M +$18.4M +139,387 +16%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$140M +$1.67M +12,651 +1%

ARE Hedge Fund Activity: Q1 2019 in Review

441 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2019, worth a combined $16B — up 26% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ARE positions and 43 closed out — a net gain of 8 holders — while 194 added to existing stakes and 143 trimmed.

The largest buyer was State Street, adding an estimated $166M. The largest seller was Citigroup, cutting an estimated $123M.

  • 441 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2019, up from 434 in Q4 2018.
  • Funds reported $16B of Alexandria Real Estate Equities stock for Q1 2019, up 26% quarter-over-quarter.
  • 51 funds opened new Alexandria Real Estate Equities positions in Q1 2019 and 43 closed out, a net change of +8 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2019 was State Street, an estimated $166M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2019 was Citigroup, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2019.