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iShares Global REIT ETF

286 hedge funds and large institutions have $1.88B invested in iShares Global REIT ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

2% more funds holding

Funds holding: 280286 (+6)

6% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 100

1% more capital invested

Capital invested by funds: $1.85B → $1.88B (+$27.4M)

3.27% less ownership

Funds ownership: 49.32%46.06% (-3.3%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
30
Increased
106
Reduced
100
Closed
16
Calls
$321K
Puts
Net Calls
+$321K
Net Calls Change
+$321K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Tacita Capital
Ontario, Canada
$105K
DJSG
227
D.J. St. Germain
Massachusetts
$105K
AF
228
Advisornet Financial
Minnesota
$103K +$13.9K +573 +16%
SMA
229
Sage Mountain Advisors
Georgia
$92.2K
IWP
230
IAG Wealth Partners
Wisconsin
$88.5K
NS
231
NBC Securities
Alabama
$87K +$79.8K +3,292 +1,383%
EWP
232
Elevation Wealth Partners
California
$85.5K +$388 +16 +0.5%
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$79.5K -$133K -5,504 -63%
PFBT
234
Parkside Financial Bank & Trust
Missouri
$76.3K
EWA
235
Elevate Wealth Advisory
Georgia
$73.9K
TH
236
TCTC Holdings
Texas
$71.6K +$70.2K +2,899 New
BBHC
237
Brown Brothers Harriman & Co
New York
$68.7K +$67.4K +2,780 New
PC
238
Promus Capital
Illinois
$68.1K +$66.8K +2,758 New
UFAC
239
Urban Financial Advisory Corp
Illinois
$64.5K +$485 +20 +0.8%
HFS
240
Horizon Financial Services
North Carolina
$49.8K +$654 +27 +1%
MHR
241
Matthew Hamilton Rosenberg
$47K -$460 -19 -1%
CCMI
242
Creative Capital Management Investments
California
$45.3K
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$45K -$30.6K -1,262 -41%
MCM
244
MAI Capital Management
Ohio
$41.9K -$5.96K -246 -13%
VNA
245
Valley National Advisers
Pennsylvania
$29K -$28.4K -1,171 -49%
PTC
246
Private Trust Company
Ohio
$28.9K
CCM
247
Chilton Capital Management
Texas
$28.1K +$27.6K +1,138 New
PA
248
Parallel Advisors
California
$26.1K -$16.1K -663 -39%
SFC
249
SYM Financial Corp
Indiana
$23.4K -$11.3K -465 -33%
S
250
SignatureFD
Georgia
$21.6K +$97 +4 +0.5%

REET Hedge Fund Activity: Q2 2025 in Review

286 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2025, worth a combined $1.88B — up 1.5% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new REET positions and 16 closed out — a net gain of 14 holders — while 106 added to existing stakes and 100 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $23.6M. The largest seller was Partners Capital Investment Group, cutting an estimated $44.4M.

  • 286 institutional investors held iShares Global REIT ETF (REET) as of Q2 2025, up from 280 in Q1 2025.
  • Funds reported $1.88B of iShares Global REIT ETF stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 30 funds opened new iShares Global REIT ETF positions in Q2 2025 and 16 closed out, a net change of +14 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2025 was Jane Street, an estimated $23.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2025 was Partners Capital Investment Group, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2025.