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Alexandria Real Estate Equities

651 hedge funds and large institutions have $19.1B invested in Alexandria Real Estate Equities in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 251 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $88.9M | Put options by funds: $76.1M

6% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 251

0% more capital invested

Capital invested by funds: $19B → $19.1B (+$29.2M)

1.34% less ownership

Funds ownership: 93.15%91.81% (-1.3%)

3% less funds holding

Funds holding: 673651 (-22)

19% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 83

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
651
Holders Change
-22
Holders Change %
-3.27%
% of All Funds
9.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
67
Increased
265
Reduced
251
Closed
83
Calls
$88.9M
Puts
$76.1M
Net Calls
+$12.8M
Net Calls Change
+$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.1B +$889K +7,461 +0%
BlackRock
2
BlackRock
New York
$2.06B +$44.1M +369,781 +2%
Norges Bank
3
Norges Bank
Norway
$1.95B
State Street
4
State Street
Massachusetts
$1.27B +$13.4M +112,864 +1%
AAMU
5
APG Asset Management US
New York
$820M -$17.5M -147,145 -2%
Principal Financial Group
6
Principal Financial Group
Iowa
$555M -$88.9M -746,197 -14%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$490M +$6.18M +51,853 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$478M -$779K -6,542 -0.2%
Invesco
9
Invesco
Georgia
$451M -$37.9M -318,201 -8%
Victory Capital Management
10
Victory Capital Management
Texas
$431M -$18.9M -158,430 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$314M -$13M -109,166 -4%
Charles Schwab
12
Charles Schwab
California
$291M +$8.69M +72,934 +3%
Legal & General Group
13
Legal & General Group
United Kingdom
$288M -$7.8M -65,495 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$279M -$7.02M -58,956 -2%
Goldman Sachs
15
Goldman Sachs
New York
$236M -$39.1M -327,868 -14%
MGP
16
M&G plc
United Kingdom
$194M -$3.01M -25,235 -2%
Morgan Stanley
17
Morgan Stanley
New York
$183M -$22.8M -191,483 -11%
Northern Trust
18
Northern Trust
Illinois
$181M -$8.97M -75,277 -5%
Bank of America
19
Bank of America
North Carolina
$151M +$29.5M +247,469 +24%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$138M -$2.95M -24,798 -2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$134M -$2.25M -18,882 -2%
N
22
Nuveen
North Carolina
$115M -$14.4M -120,577 -11%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$113M +$56.2M +471,345 +99%
CIM
24
Centersquare Investment Management
Pennsylvania
$112M +$21.8M +182,697 +24%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$102M +$523K +4,389 +0.5%

ARE Hedge Fund Activity: Q3 2024 in Review

651 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2024, worth a combined $19.1B — up 0.15% from $19B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of ARE and 67 opened new positions — a net loss of 16 holders — while 251 trimmed existing stakes and 265 added.

The largest buyer was Citadel Advisors, adding an estimated $70.3M. The largest seller was Principal Financial Group, cutting an estimated $88.9M.

  • 651 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2024, down from 673 in Q2 2024.
  • Funds reported $19.1B of Alexandria Real Estate Equities stock for Q3 2024, up 0.15% quarter-over-quarter.
  • 67 funds opened new Alexandria Real Estate Equities positions in Q3 2024 and 83 closed out, a net change of -16 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2024 was Citadel Advisors, an estimated $70.3M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2024 was Principal Financial Group, an estimated $88.9M sold.

Based on aggregated 13F filings for Q3 2024.