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Alexandria Real Estate Equities

546 hedge funds and large institutions have $21.2B invested in Alexandria Real Estate Equities in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $13.9M

8% more funds holding

Funds holding: 505546 (+41)

4.69% more ownership

Funds ownership: 100.68%105.37% (+4.7%)

3% more capital invested

Capital invested by funds: $20.6B → $21.2B (+$631M)

1% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 193

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
546
Holders Change
+41
Holders Change %
+8.12%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
84
Increased
194
Reduced
193
Closed
37
Calls
$22.6M
Puts
$13.9M
Net Calls
+$8.72M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.14B -$97.7M -584,899 -3%
BlackRock
2
BlackRock
New York
$1.95B -$54.6M -327,058 -3%
Norges Bank
3
Norges Bank
Norway
$1.87B +$376M +2,250,000 +24%
State Street
4
State Street
Massachusetts
$1.14B -$134M -803,733 -10%
AAMU
5
APG Asset Management US
New York
$870M -$39.2M -234,500 -4%
Principal Financial Group
6
Principal Financial Group
Iowa
$709M -$11.8M -70,518 -2%
Capital World Investors
7
Capital World Investors
California
$547M +$101M +606,783 +22%
Invesco
8
Invesco
Georgia
$445M +$232M +1,388,837 +100%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$444M +$151M +905,658 +48%
JP Morgan Chase
10
JP Morgan Chase
New York
$443M +$216M +1,292,626 +88%
Capital Research Global Investors
11
Capital Research Global Investors
California
$433M -$139K -835 -0%
Goldman Sachs
12
Goldman Sachs
New York
$400M +$248M +1,486,101 +147%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$383M -$14.9M -89,506 -4%
Northern Trust
14
Northern Trust
Illinois
$371M +$1.16M +6,918 +0.3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$369M +$44.6M +267,322 +13%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$334M +$35.9M +214,779 +11%
N
17
Nuveen
North Carolina
$274M -$8.14M -48,744 -3%
Legal & General Group
18
Legal & General Group
United Kingdom
$245M +$8.49M +50,834 +3%
Deutsche Bank
19
Deutsche Bank
Germany
$220M -$186K -1,111 -0.1%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$215M -$1.77M -10,572 -0.8%
PI
21
PGGM Investments
Netherlands
$207M -$68M -407,255 -24%
BAMCO Inc
22
BAMCO Inc
New York
$202M +$147K +880 +0.1%
RC
23
Resolution Capital
Australia
$192M -$9.06M -54,250 -4%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$191M +$7.61M +45,590 +4%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$175M -$7.9M -47,283 -4%

ARE Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2020, worth a combined $21.2B — up 3.1% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ARE positions and 37 closed out — a net gain of 47 holders — while 194 added to existing stakes and 193 trimmed.

The largest buyer was Norges Bank, adding an estimated $376M. The largest seller was State Street, cutting an estimated $134M.

  • 546 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2020, up from 505 in Q2 2020.
  • Funds reported $21.2B of Alexandria Real Estate Equities stock for Q3 2020, up 3.1% quarter-over-quarter.
  • 84 funds opened new Alexandria Real Estate Equities positions in Q3 2020 and 37 closed out, a net change of +47 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2020 was Norges Bank, an estimated $376M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2020 was State Street, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2020.