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Alexandria Real Estate Equities

446 hedge funds and large institutions have $18.3B invested in Alexandria Real Estate Equities in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 195 increasing their positions, 159 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $13.9M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

23% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 159

10% more capital invested

Capital invested by funds: $16.7B → $18.3B (+$1.64B)

0.67% more ownership

Funds ownership: 104.18%104.85% (+0.67%)

2% less funds holding

Funds holding: 457446 (-11)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

Holders
446
Holders Change
-11
Holders Change %
-2.41%
% of All Funds
9.78%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
40
Increased
195
Reduced
159
Closed
50
Calls
$26.8M
Puts
$13.9M
Net Calls
+$13M
Net Calls Change
+$8.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.87B +$56.1M +379,722 +2%
BlackRock
2
BlackRock
New York
$1.69B -$47.8M -323,247 -3%
State Street
3
State Street
Massachusetts
$1B +$7.14M +48,287 +0.8%
Norges Bank
4
Norges Bank
Norway
$800M +$119M +807,223 +18%
Principal Financial Group
5
Principal Financial Group
Iowa
$794M -$15.6M -105,516 -2%
AAMU
6
APG Asset Management US
New York
$702M +$20.2M +136,500 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$600M +$182M +1,231,992 +46%
Invesco
8
Invesco
Georgia
$385M -$128M -865,364 -26%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$358M -$14.7M -99,423 -4%
Northern Trust
10
Northern Trust
Illinois
$309M +$8.82M +59,668 +3%
Capital Research Global Investors
11
Capital Research Global Investors
California
$308M -$12M -81,144 -4%
Goldman Sachs
12
Goldman Sachs
New York
$289M -$44.6M -301,913 -14%
N
13
Nuveen
North Carolina
$281M +$16.2M +109,613 +6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$265M +$2.55M +17,238 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$258M +$8.88M +60,122 +4%
Deutsche Bank
16
Deutsche Bank
Germany
$238M -$15.3M -103,758 -6%
RC
17
Resolution Capital
Australia
$235M -$20.2M -136,870 -8%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$235M -$9M -60,899 -4%
JP Morgan Chase
19
JP Morgan Chase
New York
$198M +$28.8M +195,027 +18%
BAMCO Inc
20
BAMCO Inc
New York
$185M +$23.4M +158,378 +15%
Legal & General Group
21
Legal & General Group
United Kingdom
$185M +$3.59M +24,320 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$163M -$14.3M -96,824 -8%
CI Investments Inc
23
CI Investments Inc
Ontario, Canada
$161M +$2M +13,517 +1%
CIMLRA
24
CBRE Investment Management Listed Real Assets
Pennsylvania
$154M +$2.58M +17,486 +2%
Ameriprise
25
Ameriprise
Minnesota
$154M -$2.82M -19,076 -2%