We are live on ! Find out more
REET icon

iShares Global REIT ETF
REET

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271 → 288 (+17)

0.24% more ownership

Funds ownership: 47.99% → 48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$37.8M
2
M&T Bank
M&T Bank
New York
+$13.3M
3
SAG
SageView Advisory Group
California
+$11.8M
4
LPL Financial
LPL Financial
California
+$11.4M
5
NWM
Nicola Wealth Management
British Columbia, Canada
+$9.06M

Top Sellers

Rank Fund Capital Flow
1
OFG
Oxford Financial Group
Indiana
-$63.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$19M
3
BlackRock
BlackRock
New York
-$13.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$13.1M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$8.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
226
Orion Capital Management
California
$132K +$140K +5,492 New
SPIA
227
Steward Partners Investment Advisory
New York
$124K +$125K +4,914 +1,800%
BIM
228
Breakwater Investment Management
Washington
$122K +$14.1K +551 +12%
OWP
229
ORG Wealth Partners
Texas
$121K – – –
Citigroup
230
Citigroup
New York
$111K +$3.37K +132 +3%
SMA
231
Sage Mountain Advisors
Georgia
$109K – – –
PFM
232
Phillips Financial Management
Indiana
$108K – – –
DJSG
233
D.J. St. Germain
Massachusetts
$102K – – –
TCOV
234
Trust Company of Vermont
Vermont
$93.1K +$59.6K +2,336 +151%
IWP
235
IAG Wealth Partners
Wisconsin
$85.9K – – –
AF
236
Advisornet Financial
Minnesota
$85.8K +$7.2K +282 +9%
EWP
237
Elevation Wealth Partners
California
$82.3K +$1.51K +59 +2%
TC
238
Tacita Capital
Ontario, Canada
$72.4K – – –
EWA
239
Elevate Wealth Advisory
Georgia
$71.7K +$1.99K +78 +3%
PA
240
Parallel Advisors
California
$67.9K +$2.73K +107 +4%
Toronto Dominion Bank
241
Toronto Dominion Bank
Ontario, Canada
$58.9K +$62.7K +2,456 New
QCG
242
Quadrant Capital Group
Ohio
$53K – – –
AAP
243
Arax Advisory Partners
Colorado
$50.5K +$53.8K +2,108 New
MCM
244
MAI Capital Management
Ohio
$47K +$50.1K +1,961 New
MHR
245
Matthew Hamilton Rosenberg
$46K – – –
CCMI
246
Creative Capital Management Investments
California
$44K – – –
SI
247
Sava Infond
Slovenia
$39.6K +$42.1K +1,650 New
CA
248
Continuum Advisory
Idaho
$36.9K – – –
FFA
249
Farther Finance Advisors
California
$34.9K – – –
SFC
250
SYM Financial Corp
Indiana
$33.9K – – –
8 9
10
11 12

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.