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Alexandria Real Estate Equities

557 hedge funds and large institutions have $27.2B invested in Alexandria Real Estate Equities in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 263 increasing their positions, 160 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $100M | Put options by funds: $36.3M

64% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 160

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $23B → $27.2B (+$4.2B)

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

1% more funds holding

Funds holding: 553557 (+4)

0.15% less ownership

Funds ownership: 96.29%96.15% (-0.15%)

Holders
557
Holders Change
+4
Holders Change %
+0.72%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
62
Increased
263
Reduced
160
Closed
53
Calls
$100M
Puts
$36.3M
Net Calls
+$63.7M
Net Calls Change
+$81.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.99B +$143M +799,369 +4%
BlackRock
2
BlackRock
New York
$2.49B +$128M +717,572 +6%
Norges Bank
3
Norges Bank
Norway
$2.45B +$327M +1,829,770 +16%
State Street
4
State Street
Massachusetts
$1.44B +$96.4M +538,394 +7%
AAMU
5
APG Asset Management US
New York
$1.23B +$112M +627,900 +10%
Principal Financial Group
6
Principal Financial Group
Iowa
$913M +$11M +61,409 +1%
PI
7
PGGM Investments
Netherlands
$680M -$21.7M -121,462 -3%
Capital World Investors
8
Capital World Investors
California
$659M +$36.2M +202,110 +6%
JP Morgan Chase
9
JP Morgan Chase
New York
$577M -$104M -579,739 -15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$485M +$37M +206,659 +8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$465M +$192M +1,070,159 +72%
Parnassus Investments
12
Parnassus Investments
California
$440M +$137M +763,946 +46%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$432M +$12.6M +70,250 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$430M +$67.7M +378,486 +19%
Invesco
15
Invesco
Georgia
$426M +$151M +845,501 +57%
Northern Trust
16
Northern Trust
Illinois
$407M -$8.66M -48,362 -2%
Capital Research Global Investors
17
Capital Research Global Investors
California
$350M -$151M -841,002 -30%
N
18
Nuveen
North Carolina
$321M +$1.2M +6,727 +0.4%
Legal & General Group
19
Legal & General Group
United Kingdom
$319M +$18.1M +101,034 +6%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$286M +$131M +731,437 +87%
ZP
21
Zimmer Partners
New York
$241M +$4.03M +22,491 +2%
BAMCO Inc
22
BAMCO Inc
New York
$239M +$7.1M +39,653 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$235M +$12M +67,180 +5%
Victory Capital Management
24
Victory Capital Management
Texas
$228M +$204M +1,141,696 +1,037%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$228M -$6.18M -34,555 -3%

ARE Hedge Fund Activity: Q2 2021 in Review

557 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q2 2021, worth a combined $27.2B — up 18% from $23B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ARE positions and 53 closed out — a net gain of 9 holders — while 263 added to existing stakes and 160 trimmed.

The largest buyer was Norges Bank, adding an estimated $327M. The largest seller was Wellington Management Group, cutting an estimated $183M.

  • 557 institutional investors held Alexandria Real Estate Equities (ARE) as of Q2 2021, up from 553 in Q1 2021.
  • Funds reported $27.2B of Alexandria Real Estate Equities stock for Q2 2021, up 18% quarter-over-quarter.
  • 62 funds opened new Alexandria Real Estate Equities positions in Q2 2021 and 53 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q2 2021 was Norges Bank, an estimated $327M added.
  • The largest Alexandria Real Estate Equities seller in Q2 2021 was Wellington Management Group, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2021.