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Alexandria Real Estate Equities

538 hedge funds and large institutions have $23.8B invested in Alexandria Real Estate Equities in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $9.3M

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 179

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.58B)

2% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 61

1% less funds holding

Funds holding: 546538 (-8)

6.43% less ownership

Funds ownership: 105.37%98.94% (-6.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
538
Holders Change
-8
Holders Change %
-1.47%
% of All Funds
9.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
60
Increased
223
Reduced
179
Closed
61
Calls
$13.6M
Puts
$9.3M
Net Calls
+$4.33M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.61B +$110M +663,672 +3%
BlackRock
2
BlackRock
New York
$2.33B +$144M +869,729 +7%
Norges Bank
3
Norges Bank
Norway
$2.08B
State Street
4
State Street
Massachusetts
$1.27B +$4.52M +27,320 +0.4%
AAMU
5
APG Asset Management US
New York
$987M +$16.4M +99,000 +2%
Principal Financial Group
6
Principal Financial Group
Iowa
$861M +$66.1M +400,103 +9%
Capital World Investors
7
Capital World Investors
California
$610M +$196K +1,188 +0%
Capital Research Global Investors
8
Capital Research Global Investors
California
$478M -$4.47M -27,058 -1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$465M +$50.2M +303,654 +13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$426M -$412K -2,494 -0.1%
Northern Trust
11
Northern Trust
Illinois
$421M +$7.76M +46,949 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$420M -$68.4M -413,877 -15%
Invesco
13
Invesco
Georgia
$415M -$74.2M -448,778 -16%
PI
14
PGGM Investments
Netherlands
$411M +$167M +1,010,135 +78%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$400M +$25.6M +155,153 +7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$301M -$180M -1,086,348 -39%
Legal & General Group
17
Legal & General Group
United Kingdom
$288M +$13.9M +84,117 +6%
N
18
Nuveen
North Carolina
$286M -$17.7M -107,355 -6%
Goldman Sachs
19
Goldman Sachs
New York
$270M -$163M -983,457 -39%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$248M +$7.96M +48,153 +4%
BAMCO Inc
21
BAMCO Inc
New York
$226M +$1.23M +7,453 +0.6%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$213M +$294K +1,777 +0.1%
RC
23
Resolution Capital
Australia
$200M -$12.1M -73,119 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$196M +$2.38M +14,375 +1%
Deutsche Bank
25
Deutsche Bank
Germany
$194M -$47.7M -288,766 -21%