We are live on ! Find out more
ARE icon

Alexandria Real Estate Equities

603 hedge funds and large institutions have $34.4B invested in Alexandria Real Estate Equities in 2021 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 259 increasing their positions, 173 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 48

50% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 173

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

19% more capital invested

Capital invested by funds: $28.9B → $34.4B (+$5.46B)

7% more funds holding

Funds holding: 564603 (+39)

0.29% more ownership

Funds ownership: 99.44%99.73% (+0.29%)

10% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $23.9M

Holders
603
Holders Change
+39
Holders Change %
+6.91%
% of All Funds
9.28%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
92
Increased
259
Reduced
173
Closed
48
Calls
$21.4M
Puts
$23.9M
Net Calls
-$2.45M
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.3B +$142M +687,246 +3%
BlackRock
2
BlackRock
New York
$3.33B +$174M +842,831 +6%
Norges Bank
3
Norges Bank
Norway
$3.01B
State Street
4
State Street
Massachusetts
$2.05B +$170M +822,034 +10%
AAMU
5
APG Asset Management US
New York
$1.41B -$49.3M -238,000 -4%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.09B -$9.77M -47,219 -1%
Capital World Investors
7
Capital World Investors
California
$808M +$1.89M +9,123 +0.3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$742M +$47.3M +228,604 +7%
Invesco
9
Invesco
Georgia
$730M +$38.6M +186,573 +6%
JP Morgan Chase
10
JP Morgan Chase
New York
$675M +$105M +507,127 +20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$654M +$32.7M +157,857 +6%
Parnassus Investments
12
Parnassus Investments
California
$547M -$1.2M -5,781 -0.2%
PI
13
PGGM Investments
Netherlands
$538M -$13.3M -64,191 -3%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$537M +$48.4M +233,884 +11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$516M -$3.36M -16,221 -0.7%
Northern Trust
16
Northern Trust
Illinois
$500M -$3.09M -14,906 -0.7%
Legal & General Group
17
Legal & General Group
United Kingdom
$433M +$5.29M +25,563 +1%
Capital Research Global Investors
18
Capital Research Global Investors
California
$422M -$6.14M -29,689 -2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$400M -$106M -511,419 -22%
RC
20
Resolution Capital
Australia
$370M +$122M +587,375 +55%
Victory Capital Management
21
Victory Capital Management
Texas
$370M +$43.5M +210,170 +15%
N
22
Nuveen
North Carolina
$348M -$17.5M -84,704 -5%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$324M +$52.7M +254,382 +21%
BAMCO Inc
24
BAMCO Inc
New York
$291M +$293K +1,415 +0.1%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$289M +$8.23M +39,775 +3%

ARE Hedge Fund Activity: Q4 2021 in Review

603 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2021, worth a combined $34.4B — up 19% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ARE positions and 48 closed out — a net gain of 44 holders — while 259 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $174M. The largest seller was Zimmer Partners, exiting entirely with an estimated $127M sold.

  • 603 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2021, up from 564 in Q3 2021.
  • Funds reported $34.4B of Alexandria Real Estate Equities stock for Q4 2021, up 19% quarter-over-quarter.
  • 92 funds opened new Alexandria Real Estate Equities positions in Q4 2021 and 48 closed out, a net change of +44 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2021 was BlackRock, an estimated $174M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2021 was Zimmer Partners, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2021.