ARE icon

Alexandria Real Estate Equities
ARE

Overview Fund Activity

564 hedge funds and large institutions have $16.8B invested in Alexandria Real Estate Equities in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 251 increasing their positions, 193 reducing their positions, and 74 closing their positions.

Holders
564
Holders Change
-26
Holders Change %
-4.41%
% of All Funds
9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
52
Increased
251
Reduced
193
Closed
74
Calls
$91.8M
Puts
$75.3M
Net Calls
+$16.5M
Net Calls Change
-$42.5M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.13B
2
Morgan Stanley
2
Morgan Stanley
New York
$151M
3
ACM
3
AEW Capital Management
Massachusetts
$34.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$59.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$106M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$21.7M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$532M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$10.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$8.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.68B 26,767,277 -243,050 -0.9%
BlackRock
2
BlackRock
New York
$1.72B 17,153,912 +9,941 +0.1%
Norges Bank
3
Norges Bank
Norway
$1.65B 16,453,236 – –
State Street
4
State Street
Massachusetts
$1.13B 11,129,083 +484,876 +5%
AAMU
5
APG Asset Management US
New York
$718M 7,177,446 -72,549 -1%
Principal Financial Group
6
Principal Financial Group
Iowa
$637M 6,368,647 -48,969 -0.8%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$532M 5,315,732 -332,131 -6%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$404M 4,038,496 – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$373M 3,734,726 +53,301 +1%
Victory Capital Management
10
Victory Capital Management
Texas
$372M 3,715,744 -150,970 -4%
Invesco
11
Invesco
Georgia
$266M 2,654,089 +194,651 +8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$237M 2,369,291 +57,846 +3%
Legal & General Group
13
Legal & General Group
United Kingdom
$232M 2,316,770 +77,012 +3%
Northern Trust
14
Northern Trust
Illinois
$217M 2,168,273 +54,717 +3%
MGIM
15
M&G Investment Management
United Kingdom
$203M 2,033,011 +206,782 +11%
Charles Schwab
16
Charles Schwab
California
$160M 1,603,260 +2,253 +0.1%
CIM
17
Centersquare Investment Management
Pennsylvania
$160M 1,599,848 +134,453 +9%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$151M 1,508,541 +10,914 +0.7%
Morgan Stanley
19
Morgan Stanley
New York
$151M 1,507,980 +345,079 +30%
Goldman Sachs
20
Goldman Sachs
New York
$134M 1,335,946 +247,919 +23%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$132M 1,315,364 -41,777 -3%
UBS AM
22
UBS AM
Illinois
$131M 1,304,782 +44,259 +4%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$127M 1,266,871 +6,285 +0.5%
Amundi
24
Amundi
France
$126M 1,267,710 +225,838 +22%
BAMCO Inc
25
BAMCO Inc
New York
$120M 1,202,373 +53,640 +5%
1
2 3 4 5