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Alexandria Real Estate Equities

505 hedge funds and large institutions have $20.6B invested in Alexandria Real Estate Equities in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 175 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $17.2B → $20.6B (+$3.41B)

11% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 175

5% more funds holding

Funds holding: 481505 (+24)

2% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $33.7M

1.46% less ownership

Funds ownership: 102.14%100.68% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
505
Holders Change
+24
Holders Change %
+4.99%
% of All Funds
10.35%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.27%
New
86
Increased
195
Reduced
175
Closed
60
Calls
$34.6M
Puts
$33.7M
Net Calls
+$830K
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.28B +$126M +823,287 +4%
BlackRock
2
BlackRock
New York
$2.04B +$57.9M +378,570 +3%
Norges Bank
3
Norges Bank
Norway
$1.53B +$130M +853,532 +10%
State Street
4
State Street
Massachusetts
$1.28B +$204M +1,337,290 +20%
AAMU
5
APG Asset Management US
New York
$921M +$86M +562,500 +11%
Principal Financial Group
6
Principal Financial Group
Iowa
$730M -$138M -903,201 -17%
Capital World Investors
7
Capital World Investors
California
$456M +$74.4M +486,452 +21%
Capital Research Global Investors
8
Capital Research Global Investors
California
$439M +$31.8M +208,243 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$403M +$83.6M +546,882 +28%
Northern Trust
10
Northern Trust
Illinois
$375M +$11.1M +72,717 +3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$330M -$32.6M -213,316 -9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$304M +$10.1M +66,180 +4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$303M -$139M -912,219 -33%
N
14
Nuveen
North Carolina
$286M -$57.8M -378,378 -18%
PI
15
PGGM Investments
Netherlands
$276M +$24M +157,000 +10%
Legal & General Group
16
Legal & General Group
United Kingdom
$240M +$11.7M +76,708 +5%
JP Morgan Chase
17
JP Morgan Chase
New York
$239M -$8.22M -53,793 -4%
Invesco
18
Invesco
Georgia
$225M -$142M -930,214 -40%
Deutsche Bank
19
Deutsche Bank
Germany
$224M -$10.2M -67,013 -5%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$220M +$16M +104,413 +8%
BAMCO Inc
21
BAMCO Inc
New York
$205M +$1.63M +10,661 +0.9%
RC
22
Resolution Capital
Australia
$203M +$1.52M +9,919 +0.8%
CI Investments Inc
23
CI Investments Inc
Ontario, Canada
$186M +$2.37M +15,512 +1%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$185M +$20.4M +133,307 +13%
Charles Schwab
25
Charles Schwab
California
$177M +$83M +542,735 +99%

ARE Hedge Fund Activity: Q2 2020 in Review

505 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2020, worth a combined $20.6B — up 20% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ARE positions and 60 closed out — a net gain of 26 holders — while 195 added to existing stakes and 175 trimmed.

The largest buyer was State Street, adding an estimated $204M. The largest seller was Invesco, cutting an estimated $142M.

  • 505 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2020, up from 481 in Q1 2020.
  • Funds reported $20.6B of Alexandria Real Estate Equities stock for Q2 2020, up 20% quarter-over-quarter.
  • 86 funds opened new Alexandria Real Estate Equities positions in Q2 2020 and 60 closed out, a net change of +26 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2020 was State Street, an estimated $204M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2020 was Invesco, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2020.