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iShares Global REIT ETF

268 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

44% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 82

3% more funds holding

Funds holding: 259268 (+9)

0.49% more ownership

Funds ownership: 44.24%44.73% (+0.49%)

4% less capital invested

Capital invested by funds: $1.61B → $1.55B (-$60.9M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
118
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$72K +$59K +2,065 +464%
ACA
227
Aptus Capital Advisors
Alabama
$68K +$65.6K +2,296 +4,885%
AF
228
Advisornet Financial
Minnesota
$64K +$10.9K +381 +21%
PA
229
Parallel Advisors
California
$56K -$2.6K -91 -5%
Bessemer Group
230
Bessemer Group
New Jersey
$50K +$48.6K +1,700 New
SWM
231
Spire Wealth Management
Virginia
$49K +$8K +280 +20%
MA
232
MUFG Americas
New York
$42K
DI
233
Disciplined Investments
Oklahoma
$36K
Koshinski Asset Management
234
Koshinski Asset Management
Illinois
$36K +$10.3K +360 +41%
TWC
235
TD Waterhouse Canada
Ontario, Canada
$35.4K -$3.14K -110 -8%
SSC
236
Syverson Strege & Co
Iowa
$34K -$9.43K -330 -22%
EDRH
237
Edmond de Rothschild Holding
Switzerland
$33K -$75.7K -2,650 -70%
ED
238
Exane Derivatives
France
$26.3K +$2.34K +82 +10%
LWP
239
Laurel Wealth Planning
Minnesota
$24K -$8.37K -293 -26%
CFN
240
Cordasco Financial Network
Florida
$21K -$12.4K -435 -37%
HWMA
241
Heritage Wealth Management (Arizona)
Arizona
$21K +$20.3K +711 New
GRP
242
Global Retirement Partners
California
$21K +$22.9K +801 New
CCA
243
Column Capital Advisors
Indiana
$20K
SPIA
244
Steward Partners Investment Advisory
New York
$20K +$2.43K +85 +14%
AIM
245
Anchor Investment Management
South Carolina
$17.5K +$17.1K +600 New
BCV
246
Banque Cantonale Vaudoise
Switzerland
$17K
FRA
247
Front Row Advisors
California
$15K
OHWP
248
Oak Harbor Wealth Partners
North Carolina
$14K
FFA
249
Founders Financial Alliance
North Carolina
$11K
SIC
250
SJS Investment Consulting
Ohio
$11K +$114 +4 +1%

REET Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2022, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new REET positions and 25 closed out — a net gain of 11 holders — while 118 added to existing stakes and 82 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $54.6M. The largest seller was Gradient Investments, cutting an estimated $50.8M.

  • 268 institutional investors held iShares Global REIT ETF (REET) as of Q1 2022, up from 259 in Q4 2021.
  • Funds reported $1.55B of iShares Global REIT ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 36 funds opened new iShares Global REIT ETF positions in Q1 2022 and 25 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2022 was HSBC Holdings, an estimated $54.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2022 was Gradient Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2022.