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Alexandria Real Estate Equities

634 hedge funds and large institutions have $32.5B invested in Alexandria Real Estate Equities in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 285 increasing their positions, 168 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 168

68% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 59

51% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $22.9M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

5% more funds holding

Funds holding: 603634 (+31)

1.68% more ownership

Funds ownership: 99.73%101.41% (+1.7%)

5% less capital invested

Capital invested by funds: $34.4B → $32.5B (-$1.87B)

Holders
634
Holders Change
+31
Holders Change %
+5.14%
% of All Funds
10%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
99
Increased
285
Reduced
168
Closed
59
Calls
$34.6M
Puts
$22.9M
Net Calls
+$11.7M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.01B +$217M +1,114,118 +5%
BlackRock
2
BlackRock
New York
$3.05B +$44.2M +226,651 +2%
Norges Bank
3
Norges Bank
Norway
$2.71B
State Street
4
State Street
Massachusetts
$2.1B +$242M +1,238,751 +14%
AAMU
5
APG Asset Management US
New York
$1.27B -$4.71M -24,160 -0.4%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.03B +$43.9M +224,811 +5%
JP Morgan Chase
7
JP Morgan Chase
New York
$889M +$272M +1,391,740 +46%
Parnassus Investments
8
Parnassus Investments
California
$696M +$197M +1,008,054 +41%
Capital World Investors
9
Capital World Investors
California
$647M -$80M -409,992 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$639M +$46.9M +240,556 +8%
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$563M +$75.4M +386,587 +16%
PI
12
PGGM Investments
Netherlands
$538M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$484M +$17.4M +89,156 +4%
Northern Trust
14
Northern Trust
Illinois
$461M +$9.16M +46,933 +2%
Invesco
15
Invesco
Georgia
$448M -$204M -1,046,604 -32%
Legal & General Group
16
Legal & General Group
United Kingdom
$416M +$23.6M +121,156 +6%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$397M -$265M -1,358,325 -41%
Victory Capital Management
18
Victory Capital Management
Texas
$374M +$40.9M +209,552 +13%
RC
19
Resolution Capital
Australia
$347M +$12.6M +64,354 +4%
Capital Research Global Investors
20
Capital Research Global Investors
California
$312M -$66.7M -341,594 -18%
N
21
Nuveen
North Carolina
$311M +$8.57M +43,917 +3%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$276M +$15M +77,104 +6%
Charles Schwab
23
Charles Schwab
California
$275M +$16.1M +82,580 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$275M +$23.9M +122,258 +10%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$273M -$19.2M -98,252 -7%

ARE Hedge Fund Activity: Q1 2022 in Review

634 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2022, worth a combined $32.5B — down 5.4% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ARE positions and 59 closed out — a net gain of 40 holders — while 285 added to existing stakes and 168 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $272M. The largest seller was T. Rowe Price Associates, cutting an estimated $265M.

  • 634 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2022, up from 603 in Q4 2021.
  • Funds reported $32.5B of Alexandria Real Estate Equities stock for Q1 2022, down 5.4% quarter-over-quarter.
  • 99 funds opened new Alexandria Real Estate Equities positions in Q1 2022 and 59 closed out, a net change of +40 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2022 was JP Morgan Chase, an estimated $272M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2022 was T. Rowe Price Associates, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2022.