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Alexandria Real Estate Equities

481 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $15.6M

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 455481 (+26)

4.31% less ownership

Funds ownership: 106.45%102.14% (-4.3%)

13% less capital invested

Capital invested by funds: $19.8B → $17.2B (-$2.61B)

Holders
481
Holders Change
+26
Holders Change %
+5.71%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
77
Increased
222
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.65B +$69M +440,491 +2%
BlackRock
2
BlackRock
New York
$1.67B +$129M +821,353 +7%
Norges Bank
3
Norges Bank
Norway
$1.17B +$303M +1,932,607 +29%
State Street
4
State Street
Massachusetts
$902M +$66.7M +425,919 +7%
Principal Financial Group
5
Principal Financial Group
Iowa
$741M +$10.6M +67,503 +1%
AAMU
6
APG Asset Management US
New York
$701M +$67.6M +432,000 +9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$381M -$141M -902,286 -24%
Capital Research Global Investors
8
Capital Research Global Investors
California
$343M +$78.5M +501,073 +25%
Capital World Investors
9
Capital World Investors
California
$319M +$121M +773,710 +50%
Invesco
10
Invesco
Georgia
$318M -$50.3M -321,201 -12%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$308M +$9.74M +62,200 +3%
Northern Trust
12
Northern Trust
Illinois
$307M +$42.6M +272,311 +14%
N
13
Nuveen
North Carolina
$293M +$49.5M +316,389 +17%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$265M +$25M +159,947 +9%
Goldman Sachs
15
Goldman Sachs
New York
$255M -$380M -2,426,830 -57%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$248M +$9.57M +61,131 +3%
PI
17
PGGM Investments
Netherlands
$212M +$39.4M +251,789 +19%
JP Morgan Chase
18
JP Morgan Chase
New York
$210M -$28.5M -182,117 -11%
Deutsche Bank
19
Deutsche Bank
Germany
$198M +$912K +5,827 +0.4%
Legal & General Group
20
Legal & General Group
United Kingdom
$192M +$23.3M +148,789 +12%
BAMCO Inc
21
BAMCO Inc
New York
$172M +$367K +2,346 +0.2%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$171M -$27M -172,329 -12%
RC
23
Resolution Capital
Australia
$170M -$61M -389,323 -24%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$155M +$872K +5,569 +0.5%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$138M +$10.9M +69,554 +7%

ARE Hedge Fund Activity: Q1 2020 in Review

481 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2020, worth a combined $17.2B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARE positions and 47 closed out — a net gain of 30 holders — while 222 added to existing stakes and 138 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Goldman Sachs, cutting an estimated $380M.

  • 481 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2020, up from 455 in Q4 2019.
  • Funds reported $17.2B of Alexandria Real Estate Equities stock for Q1 2020, down 13% quarter-over-quarter.
  • 77 funds opened new Alexandria Real Estate Equities positions in Q1 2020 and 47 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2020 was Norges Bank, an estimated $303M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2020 was Goldman Sachs, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2020.