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Alexandria Real Estate Equities
ARE

630 hedge funds and large institutions have $23.3B invested in Alexandria Real Estate Equities in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 274 increasing their positions, 205 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more call options, than puts

Call options by funds: $87.8M | Put options by funds: $19.1M

39% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 56

34% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 205

2% more funds holding

Funds holding: 617 → 630 (+13)

2% more capital invested

Capital invested by funds: $22.9B → $23.3B (+$469M)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

1.76% less ownership

Funds ownership: 100.78% → 99.01% (-1.8%)

Holders
630
Holders Change
+13
Holders Change %
+2.11%
% of All Funds
10.13%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
78
Increased
274
Reduced
205
Closed
56
Calls
$87.8M
Puts
$19.1M
Net Calls
+$68.7M
Net Calls Change
+$4.55M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$116M
2
BlackRock
BlackRock
New York
+$92.3M
3
CIM
Centersquare Investment Management
Pennsylvania
+$82.9M
4
HRES
Heitman Real Estate Securities
Illinois
+$75.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$64.4M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$160M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$150M
3
Goldman Sachs
Goldman Sachs
New York
-$150M
4
Invesco
Invesco
Georgia
-$126M
5
Marshall Wace
Marshall Wace
United Kingdom
-$63.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.78B +$24.4M +168,450 +0.7%
BlackRock
2
BlackRock
New York
$2.3B +$92.3M +638,123 +4%
Norges Bank
3
Norges Bank
Norway
$2.28B +$16.5M +114,409 +0.7%
State Street
4
State Street
Massachusetts
$1.5B +$16.6M +114,584 +1%
AAMU
5
APG Asset Management US
New York
$1.07B -$10.4M -72,077 -1%
Principal Financial Group
6
Principal Financial Group
Iowa
$843M -$21.9M -151,735 -3%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$588M +$18.1M +125,200 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$562M -$13.5M -93,640 -2%
Victory Capital Management
9
Victory Capital Management
Texas
$515M +$64.4M +445,358 +14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$488M +$10.8M +74,359 +2%
Invesco
11
Invesco
Georgia
$362M -$126M -868,214 -26%
Northern Trust
12
Northern Trust
Illinois
$313M -$14.9M -103,206 -5%
Legal & General Group
13
Legal & General Group
United Kingdom
$310M -$2.19M -15,156 -0.7%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$258M -$5.94M -41,054 -2%
CIM
15
Centersquare Investment Management
Pennsylvania
$244M +$82.9M +573,596 +52%
N
16
Nuveen
North Carolina
$222M +$9.29M +64,239 +4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$222M +$23.3M +161,364 +12%
Goldman Sachs
18
Goldman Sachs
New York
$221M -$150M -1,035,297 -41%
Charles Schwab
19
Charles Schwab
California
$215M +$9.19M +63,557 +4%
CI Investments Inc
20
CI Investments Inc
Ontario, Canada
$212M +$18.7M +129,227 +10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$202M +$2.73M +18,847 +1%
BAMCO Inc
22
BAMCO Inc
New York
$187M +$6.48M +44,839 +4%
Morgan Stanley
23
Morgan Stanley
New York
$183M +$13.8M +95,375 +8%
Amundi
24
Amundi
France
$156M +$1.79M +12,397 +1%
Deutsche Bank
25
Deutsche Bank
Germany
$154M +$116M +804,563 +318%
1
2 3 4 5

ARE Hedge Fund Activity: Q4 2022 in Review

630 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2022, worth a combined $23.3B — up 2.1% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ARE positions and 56 closed out — a net gain of 22 holders — while 274 added to existing stakes and 205 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $116M. The largest seller was UBS AM, exiting entirely with an estimated $160M sold.

  • 630 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2022, up from 617 in Q3 2022.
  • Funds reported $23.3B of Alexandria Real Estate Equities stock for Q4 2022, up 2.1% quarter-over-quarter.
  • 78 funds opened new Alexandria Real Estate Equities positions in Q4 2022 and 56 closed out, a net change of +22 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2022 was Deutsche Bank, an estimated $116M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2022 was UBS AM, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2022.