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iShares Global REIT ETF

266 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $1.07B → $2.69B (+$1.61B)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

34% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 71

11% more funds holding

Funds holding: 240266 (+26)

3.5% more ownership

Funds ownership: 44.56%48.06% (+3.5%)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
95
Reduced
71
Closed
29
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
SSC
226
Syverson Strege & Co
Iowa
$26.4K
Qube Research & Technologies (QRT)
227
Qube Research & Technologies (QRT)
United Kingdom
$25.9K
CG
228
Cutler Group
California
$25K +$2.23K +100 +10%
Fidelity Investments
229
Fidelity Investments
Massachusetts
$20.8K -$42K -1,883 -67%
FA
230
Fortis Advisors
Pennsylvania
$18.9K +$290K +12,995 +852%
LWP
231
Laurel Wealth Planning
Minnesota
$18.7K
PP
232
Pacifica Partners
Canada
$18.4K
SIC
233
SJS Investment Consulting
Ohio
$17.4K -$37.1K -1,662 -68%
FA
234
Fiduciary Alliance
South Carolina
$17.4K +$17.1K +765 New
DI
235
Disciplined Investments
Oklahoma
$15K
AF
236
Allworth Financial
California
$14.5K +$14.2K +639 New
AIM
237
Anchor Investment Management
South Carolina
$13.6K
BCV
238
Banque Cantonale Vaudoise
Switzerland
$13K
PIMG
239
Patriot Investment Management Group
Tennessee
$11.2K +$10K +450 New
FRA
240
Front Row Advisors
California
$11K
WWM
241
Wolff Wiese Magana
California
$10.2K
CAS
242
Coppell Advisory Solutions
Texas
$9.06K +$8.89K +399 New
CASC
243
Coppell Advisory Solutions Corp
Texas
$9.06K +$8.89K +399 New
TFA
244
Transamerica Financial Advisors
Florida
$9K -$67 -3 -0.8%
FFA
245
Founders Financial Alliance
North Carolina
$8.2K
FCG
246
Financial Connections Group
California
$8K
BAM
247
Belpointe Asset Management
Nevada
$7.15K +$7.02K +315 New
PA
248
Parallel Advisors
California
$5.97K -$9.65K -433 -62%
HWMA
249
Heritage Wealth Management (Arizona)
Arizona
$5.86K +$2.88K +129 +100%
CTC
250
Central Trust Company
Missouri
$5.63K

REET Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $2.69B — up 150% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new REET positions and 29 closed out — a net gain of 30 holders — while 95 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.

  • 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $2.69B of iShares Global REIT ETF stock for Q4 2022, up 150% quarter-over-quarter.
  • 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2022.