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Alexandria Real Estate Equities

653 hedge funds and large institutions have $21.4B invested in Alexandria Real Estate Equities in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 241 increasing their positions, 209 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 57

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

27% more capital invested

Capital invested by funds: $16.9B → $21.4B (+$4.54B)

15% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 209

15% more funds holding

Funds holding: 568653 (+85)

0.11% less ownership

Funds ownership: 97.18%97.07% (-0.11%)

13% less call options, than puts

Call options by funds: $89.2M | Put options by funds: $102M

Holders
653
Holders Change
+85
Holders Change %
+14.96%
% of All Funds
9.51%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
149
Increased
241
Reduced
209
Closed
57
Calls
$89.2M
Puts
$102M
Net Calls
-$12.8M
Net Calls Change
-$29.3M

ARE Hedge Fund Activity: Q4 2023 in Review

653 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2023, worth a combined $21.4B — up 27% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new ARE positions and 57 closed out — a net gain of 92 holders — while 241 added to existing stakes and 209 trimmed.

The largest buyer was Invesco, adding an estimated $119M. The largest seller was JP Morgan Chase, cutting an estimated $313M.

  • 653 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2023, up from 568 in Q3 2023.
  • Funds reported $21.4B of Alexandria Real Estate Equities stock for Q4 2023, up 27% quarter-over-quarter.
  • 149 funds opened new Alexandria Real Estate Equities positions in Q4 2023 and 57 closed out, a net change of +92 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2023 was Invesco, an estimated $119M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2023 was JP Morgan Chase, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2023.