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iShares Global REIT ETF

289 hedge funds and large institutions have $1.75B invested in iShares Global REIT ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 286289 (+3)

0.96% less ownership

Funds ownership: 46.06%45.09% (-0.96%)

7% less capital invested

Capital invested by funds: $1.88B → $1.75B (-$128M)

Holders
289
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
3.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
29
Increased
118
Reduced
98
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
226
Breakwater Investment Management
Washington
$125K
SFFS
227
Stonehage Fleming Financial Services
Jersey
$124K
IA
228
IFP Advisors
Florida
$117K -$53.2K -2,120 -32%
PFM
229
Phillips Financial Management
Indiana
$115K
TC
230
Tacita Capital
Ontario, Canada
$109K
DJSG
231
D.J. St. Germain
Massachusetts
$108K -$1.03K -41 -1%
AF
232
Advisornet Financial
Minnesota
$98.9K -$7.96K -317 -8%
SMA
233
Sage Mountain Advisors
Georgia
$95.4K
IWP
234
IAG Wealth Partners
Wisconsin
$91.6K
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$89.7K -$60K -2,391 -41%
EWP
236
Elevation Wealth Partners
California
$88.9K +$477 +19 +0.5%
PFBT
237
Parkside Financial Bank & Trust
Missouri
$79.7K +$753 +30 +1%
EWA
238
Elevate Wealth Advisory
Georgia
$76.5K
UFAC
239
Urban Financial Advisory Corp
Illinois
$71.3K +$4.42K +176 +7%
BBHC
240
Brown Brothers Harriman & Co
New York
$71.1K
CA
241
CoreCap Advisors
Michigan
$64.2K +$62.8K +2,502 +27,800%
WA
242
Westfuller Advisors
New York
$58.1K +$57K +2,272 New
QCG
243
Quadrant Capital Group
Ohio
$56.5K +$55.5K +2,212 New
HFS
244
Horizon Financial Services
North Carolina
$52.3K +$728 +29 +1%
PS
245
Principal Securities
Iowa
$52.1K +$49.1K +1,957 +2,387%
MHR
246
Matthew Hamilton Rosenberg
$48.6K
CCMI
247
Creative Capital Management Investments
California
$46.9K
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$46.7K +$75 +3 +0.2%
MCM
249
MAI Capital Management
Ohio
$41.8K -$1.58K -63 -4%
PC
250
Promus Capital
Illinois
$35.2K -$34.6K -1,379 -50%

REET Hedge Fund Activity: Q3 2025 in Review

289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2025, worth a combined $1.75B — down 6.8% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new REET positions and 21 closed out — a net gain of 8 holders — while 118 added to existing stakes and 98 trimmed.

The largest buyer was Sumitomo Mitsui DS Asset Management, adding an estimated $19M. The largest seller was HSBC Holdings, exiting entirely with an estimated $140M sold.

  • 289 institutional investors held iShares Global REIT ETF (REET) as of Q3 2025, up from 286 in Q2 2025.
  • Funds reported $1.75B of iShares Global REIT ETF stock for Q3 2025, down 6.8% quarter-over-quarter.
  • 29 funds opened new iShares Global REIT ETF positions in Q3 2025 and 21 closed out, a net change of +8 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2025 was Sumitomo Mitsui DS Asset Management, an estimated $19M added.
  • The largest iShares Global REIT ETF seller in Q3 2025 was HSBC Holdings, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2025.