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iShares Global REIT ETF

249 hedge funds and large institutions have $1.19B invested in iShares Global REIT ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1.34% less ownership

Funds ownership: 44.73%43.39% (-1.3%)

7% less funds holding

Funds holding: 268249 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less capital invested

Capital invested by funds: $1.55B → $1.19B (-$361M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.19%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
24
Increased
107
Reduced
86
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
226
Front Row Advisors
California
$12K
OHWP
227
Oak Harbor Wealth Partners
North Carolina
$12K
BMD
228
Better Money Decisions
New Mexico
$12K +$13.3K +500 New
WWM
229
Wolff Wiese Magana
California
$11K +$6.6K +248 +124%
TFA
230
Transamerica Financial Advisors
Florida
$10K +$10K +376 New
FFA
231
Founders Financial Alliance
North Carolina
$9K
FCG
232
Financial Connections Group
California
$9K +$10.5K +396 New
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$7K
CTC
234
Central Trust Company
Missouri
$6K
CG
235
Cutler Group
California
$6K +$1.54K +58 +29%
BTI
236
Blue Trust Inc
Georgia
$6K +$5.35K +201 New
HWMA
237
Heritage Wealth Management (Arizona)
Arizona
$3.12K -$15.5K -582 -82%
MSFP
238
Mark Sheptoff Financial Planning
Connecticut
$3K
TF
239
TimeScale Financial
Massachusetts
$3K
TWA
240
TCI Wealth Advisors
Arizona
$2K +$160 +6 +9%
IRC
241
Investors Research Corp
Georgia
$2K +$745 +28 +38%
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.92K +72 New
CA
243
CoreCap Advisors
Michigan
$2K +$2.1K +79 New
SWA
244
Sutton Wealth Advisors
Florida
$1.28K
AF
245
Allworth Financial
California
$1K -$2.53K -95 -82%
ME
246
McIlrath & Eck
Washington
$1K
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$665 +25 New
GWSG
248
GPS Wealth Strategies Group
Colorado
$1K +$772 +29 New
MMA
249
Miracle Mile Advisors
California
-$19.8M -679,189 Closed
Allianz Asset Management
250
Allianz Asset Management
Germany
-$4.58M -156,900 Closed

REET Hedge Fund Activity: Q2 2022 in Review

249 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2022, worth a combined $1.19B — down 23% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of REET and 24 opened new positions — a net loss of 13 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Great Lakes Advisors, adding an estimated $16.6M. The largest seller was Jones Financial Companies, cutting an estimated $48.4M.

  • 249 institutional investors held iShares Global REIT ETF (REET) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $1.19B of iShares Global REIT ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 24 funds opened new iShares Global REIT ETF positions in Q2 2022 and 37 closed out, a net change of -13 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2022 was Great Lakes Advisors, an estimated $16.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.