iShares Global REIT ETF
REET
203 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 24 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 47
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
20% more capital invested
Capital invested by funds: $870M → $1.04B (+$173M)
6% more funds holding
Funds holding: 191 → 203 (+12)
1.93% more ownership
Funds ownership: 35.39% → 37.32% (+1.9%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$44.3M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.81M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$7.84M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$7.09M |
| 5 |
BlackRock
New York
|
+$6.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$4.86M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.86M |
| 3 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$3.96M |
| 4 |
Jane Street
New York
|
-$3.93M |
| 5 |
SLWS
Swaine & Leidel Wealth Services
Sebring,
Florida
|
-$3.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
AssetMark Inc
Concord,
California
| – | -$6K | -232 | Closed |
|
|
PFO
227
Pathstone Family Office
Englewood,
New Jersey
| – | -$4K | -150 | Closed |
|
|
BHWM
228
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | -$3K | -129 | Closed |
|
|
CWC
229
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$2K | -82 | Closed |
|
REET Hedge Fund Activity: Q1 2021 in Review
203 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2021, worth a combined $1.04B — up 20% from $870M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new REET positions and 24 closed out — a net gain of 13 holders — while 90 added to existing stakes and 47 trimmed.
The largest buyer was Gradient Investments, adding an estimated $44.3M. The largest seller was People's United Financial, cutting an estimated $4.86M.
- 203 institutional investors held iShares Global REIT ETF (REET) as of Q1 2021, up from 191 in Q4 2020.
- Funds reported $1.04B of iShares Global REIT ETF stock for Q1 2021, up 20% quarter-over-quarter.
- 37 funds opened new iShares Global REIT ETF positions in Q1 2021 and 24 closed out, a net change of +13 holders.
- The largest iShares Global REIT ETF buyer in Q1 2021 was Gradient Investments, an estimated $44.3M added.
- The largest iShares Global REIT ETF seller in Q1 2021 was People's United Financial, an estimated $4.86M sold.
Based on aggregated 13F filings for Q1 2021.