We are live on ! Find out more
REET icon

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
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$4.32K +$4.24K +190 New
HPC
252
HM Payson & Co
Maine
$3.88K +$3.81K +171 New
EE
253
EWG Elevate
California
$3.34K +$3.28K +147 New
OHWP
254
Oak Harbor Wealth Partners
North Carolina
$3.25K
TF
255
TimeScale Financial
Massachusetts
$3.02K
MSFP
256
Mark Sheptoff Financial Planning
Connecticut
$2.86K
IRC
257
Investors Research Corp
Georgia
$2.5K
CA
258
CoreCap Advisors
Michigan
$2.32K +$2.27K +102 New
BTI
259
Blue Trust Inc
Georgia
$2K
BBHC
260
Brown Brothers Harriman & Co
New York
$1.98K -$233K -10,431 -99%
SWA
261
Sutton Wealth Advisors
Florida
$1.25K +$45 +2 +4%
ME
262
McIlrath & Eck
Washington
$908
KFS
263
Kelly Financial Services
Massachusetts
$681 +$669 +30 New
PAG
264
Private Advisor Group
New Jersey
$243
MCC
265
Money Concepts Capital
Florida
$136
NA
266
NewEdge Advisors
Louisiana
$3 +$3.12K +140 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
267
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.25M -293,600 Closed
DA
268
Drake & Associates
Wisconsin
-$5.27M -247,948 Closed
CF
269
Centaurus Financial
California
-$3.17M -149,111 Closed
Bank of Nova Scotia
270
Bank of Nova Scotia
Ontario, Canada
-$1.76M -82,676 Closed
RFN
271
RDA Financial Network
Iowa
-$899K -42,267 Closed
CWM
272
Cahaba Wealth Management
Georgia
-$829K -38,991 Closed
Renaissance Technologies
273
Renaissance Technologies
New York
-$821K -38,600 Closed
Millennium Management
274
Millennium Management
New York
-$746K -35,085 Closed
TLFA
275
True Link Financial Advisors
California
-$657K -30,880 Closed

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.