We are live on ! Find out more
REET icon

iShares Global REIT ETF

280 hedge funds and large institutions have $1.85B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

1.09% more ownership

Funds ownership: 48.24%49.32% (+1.1%)

4% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$63.3M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 288280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
114
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$74.9K +$75.2K +3,089 New
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$74.8K +$49.7K +2,040 +195%
Toronto Dominion Bank
228
Toronto Dominion Bank
Ontario, Canada
$74.7K +$15.2K +624 +25%
EWA
229
Elevate Wealth Advisory
Georgia
$72.6K
UFAC
230
Urban Financial Advisory Corp
Illinois
$62.9K +$63.1K +2,593 New
VNA
231
Valley National Advisers
Pennsylvania
$57K +$57.8K +2,374 New
QCG
232
Quadrant Capital Group
Ohio
$53.7K
HFS
233
Horizon Financial Services
North Carolina
$48.3K +$48.4K +1,989 New
MCM
234
MAI Capital Management
Ohio
$47.2K -$414 -17 -0.9%
MHR
235
Matthew Hamilton Rosenberg
$46.6K
CCMI
236
Creative Capital Management Investments
California
$44.5K
PA
237
Parallel Advisors
California
$41.7K -$27.1K -1,113 -39%
CA
238
Continuum Advisory
Idaho
$35.6K -$1.83K -75 -5%
SFC
239
SYM Financial Corp
Indiana
$34.3K
PTC
240
Private Trust Company
Ohio
$28.4K
S
241
SignatureFD
Georgia
$21.2K +$7.99K +328 +60%
BFO
242
Biltmore Family Office
North Carolina
$20.6K
SI
243
Sava Infond
Slovenia
$19.4K -$20.7K -850 -52%
T
244
Transce3nd
Texas
$17.9K +$7.82K +321 +77%
NMG
245
New Millennium Group
Utah
$16.1K
RCM
246
Raleigh Capital Management
North Carolina
$15.6K -$463 -19 -3%
BL
247
BFSG LLC
California
$15.3K
CI
248
CX Institutional
Indiana
$14K +$14K +574 New
GT
249
Glenmede Trust
Pennsylvania
$13.9K -$124K -5,090 -90%
FRA
250
Front Row Advisors
California
$12.1K

REET Hedge Fund Activity: Q1 2025 in Review

280 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2025, worth a combined $1.85B — up 3.5% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of REET and 22 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 114 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $29.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.7M.

  • 280 institutional investors held iShares Global REIT ETF (REET) as of Q1 2025, down from 288 in Q4 2024.
  • Funds reported $1.85B of iShares Global REIT ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 22 funds opened new iShares Global REIT ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q1 2025 was Partners Capital Investment Group, an estimated $29.7M added.
  • The largest iShares Global REIT ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2025.