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Alexandria Real Estate Equities

656 hedge funds and large institutions have $16.2B invested in Alexandria Real Estate Equities in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 86

2.89% more ownership

Funds ownership: 91.81%94.7% (+2.9%)

1% more funds holding

Funds holding: 651656 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.91B)

16% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $64M

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
8.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
101
Increased
238
Reduced
260
Closed
86
Calls
$53.5M
Puts
$64M
Net Calls
-$10.5M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.54B -$8.58M -78,290 -0.3%
BlackRock
2
BlackRock
New York
$1.74B +$50.3M +458,747 +3%
Norges Bank
3
Norges Bank
Norway
$1.61B
State Street
4
State Street
Massachusetts
$1.04B -$6.63M -60,447 -0.6%
JP Morgan Chase
5
JP Morgan Chase
New York
$806M +$617M +5,624,163 +213%
AAMU
6
APG Asset Management US
New York
$667M -$18.3M -167,298 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$402M +$10.6M +96,771 +2%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$401M -$1.43M -13,021 -0.3%
Capital World Investors
9
Capital World Investors
California
$327M +$367M +3,351,702 New
Northern Trust
10
Northern Trust
Illinois
$250M +$114M +1,037,413 +68%
Charles Schwab
11
Charles Schwab
California
$241M +$1.68M +15,285 +0.6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$229M +$519K +4,738 +0.2%
Victory Capital Management
13
Victory Capital Management
Texas
$228M -$142M -1,290,871 -36%
Legal & General Group
14
Legal & General Group
United Kingdom
$225M -$13.5M -123,192 -5%
Invesco
15
Invesco
Georgia
$221M -$168M -1,534,883 -40%
Principal Financial Group
16
Principal Financial Group
Iowa
$165M -$327M -2,985,898 -64%
MGP
17
M&G plc
United Kingdom
$159M -$1.29M -11,749 -0.7%
UBS AM
18
UBS AM
Illinois
$157M +$161M +1,468,644 +1,038%
Morgan Stanley
19
Morgan Stanley
New York
$149M -$1.58M -14,421 -0.9%
Goldman Sachs
20
Goldman Sachs
New York
$148M -$51.5M -469,849 -24%
N
21
Nuveen
North Carolina
$116M +$25.4M +231,469 +24%
Bank of America
22
Bank of America
North Carolina
$114M -$12.1M -109,995 -9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$112M -$1.37M -12,505 -1%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$106M +$15.5M +141,483 +15%
PI
25
PGGM Investments
Netherlands
$93.5M +$102M +932,956 +3,602%

ARE Hedge Fund Activity: Q4 2024 in Review

656 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2024, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ARE positions and 86 closed out — a net gain of 15 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $617M. The largest seller was Principal Financial Group, cutting an estimated $327M.

  • 656 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2024, up from 651 in Q3 2024.
  • Funds reported $16.2B of Alexandria Real Estate Equities stock for Q4 2024, down 15% quarter-over-quarter.
  • 101 funds opened new Alexandria Real Estate Equities positions in Q4 2024 and 86 closed out, a net change of +15 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2024 was JP Morgan Chase, an estimated $617M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2024 was Principal Financial Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.