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Alexandria Real Estate Equities
ARE

616 hedge funds and large institutions have $20.7B invested in Alexandria Real Estate Equities in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 279 increasing their positions, 195 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $112M | Put options by funds: $73.7M

43% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 195

4% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 72

2% less funds holding

Funds holding: 630 → 616 (-14)

3.7% less ownership

Funds ownership: 99.01% → 95.32% (-3.7%)

11% less capital invested

Capital invested by funds: $23.3B → $20.7B (-$2.6B)

27% less funds holding in top 10

Funds holding in top 10: 15 → 11 (-4)

Holders
616
Holders Change
-14
Holders Change %
-2.22%
% of All Funds
9.82%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
69
Increased
279
Reduced
195
Closed
72
Calls
$112M
Puts
$73.7M
Net Calls
+$38.7M
Net Calls Change
-$30.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$197M
2
UBS AM
UBS AM
Illinois
+$185M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$173M
4
State Street
State Street
Massachusetts
+$62.4M
5
CIM
CCLA Investment Management
United Kingdom
+$54.4M

Top Sellers

1
RC
Resolution Capital
Australia
-$114M
2
Invesco
Invesco
Georgia
-$87.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$80.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$76.1M
5
WHG
Westwood Holdings Group
Texas
-$69.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.4B +$173M +1,177,699 +5%
BlackRock
2
BlackRock
New York
$2.15B +$197M +1,338,634 +8%
Norges Bank
3
Norges Bank
Norway
$1.96B – – –
State Street
4
State Street
Massachusetts
$1.35B +$62.4M +424,932 +4%
AAMU
5
APG Asset Management US
New York
$911M -$15.9M -107,985 -1%
Principal Financial Group
6
Principal Financial Group
Iowa
$752M +$29.5M +200,487 +3%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$507M -$82.3K -560 -0%
JP Morgan Chase
8
JP Morgan Chase
New York
$468M -$19.2M -130,650 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$452M +$36M +245,322 +7%
Victory Capital Management
10
Victory Capital Management
Texas
$439M -$5.74M -39,102 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$286M +$19.7M +133,881 +6%
Legal & General Group
12
Legal & General Group
United Kingdom
$285M +$21M +143,250 +7%
Northern Trust
13
Northern Trust
Illinois
$279M +$10.4M +70,481 +3%
Invesco
14
Invesco
Georgia
$237M -$87.8M -597,659 -24%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$214M -$9.55M -65,030 -4%
CIM
16
Centersquare Investment Management
Pennsylvania
$199M -$13M -88,144 -5%
Charles Schwab
17
Charles Schwab
California
$199M +$15.9M +108,111 +7%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$180M -$13.2M -89,983 -6%
Deutsche Bank
19
Deutsche Bank
Germany
$178M +$53.1M +361,234 +34%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$174M +$479K +3,258 +0.2%
Morgan Stanley
21
Morgan Stanley
New York
$166M +$8.74M +59,483 +5%
N
22
Nuveen
North Carolina
$163M -$33.3M -226,650 -15%
UBS AM
23
UBS AM
Illinois
$158M +$185M +1,260,523 New
Goldman Sachs
24
Goldman Sachs
New York
$158M -$37.8M -257,158 -17%
BAMCO Inc
25
BAMCO Inc
New York
$157M -$4.75M -32,308 -3%
1
2 3 4 5

ARE Hedge Fund Activity: Q1 2023 in Review

616 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2023, worth a combined $20.7B — down 11% from $23.3B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of ARE and 69 opened new positions — a net loss of 3 holders — while 195 trimmed existing stakes and 279 added.

The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Resolution Capital, exiting entirely with an estimated $114M sold.

  • 616 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2023, down from 630 in Q4 2022.
  • Funds reported $20.7B of Alexandria Real Estate Equities stock for Q1 2023, down 11% quarter-over-quarter.
  • 69 funds opened new Alexandria Real Estate Equities positions in Q1 2023 and 72 closed out, a net change of -3 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2023 was BlackRock, an estimated $197M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2023 was Resolution Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2023.