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iShares Global REIT ETF

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $723K | Put options by funds: $360K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$256M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 267271 (+4)

0.31% less ownership

Funds ownership: 48.3%47.99% (-0.31%)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
28
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
251
Caldwell Sutter Capital
California
$3.82K
CFD
252
Creative Financial Designs
Indiana
$3.79K
HBW
253
Hazlett, Burt & Watson
West Virginia
$3K
IAIM
254
International Assets Investment Management
Florida
$2.91K +$1.89M +74,747 +2,593%
GWSG
255
GPS Wealth Strategies Group
Colorado
$2.41K +$25 +1 +1%
PS
256
Principal Securities
Iowa
$2.29K -$77.4K -3,062 -97%
GWM
257
Geneos Wealth Management
Colorado
$2K +$1.9K +75 New
SWM
258
Spire Wealth Management
Virginia
$1.87K -$5.21K -206 -75%
VCM
259
Versant Capital Management
Arizona
$1.5K
BBHC
260
Brown Brothers Harriman & Co
New York
$1.17K
ME
261
McIlrath & Eck
Washington
$1.07K
VWM
262
Venturi Wealth Management
Texas
$1.04K +$986 +39 New
EWM
263
EPG Wealth Management
Georgia
$597 +$556 +22 New
GJIA
264
Glass Jacobson Investment Advisors
Maryland
$517
RWA
265
Redmont Wealth Advisors
Illinois
$480
AF
266
Allworth Financial
California
$267 +$253 +10 New
CA
267
CoreCap Advisors
Michigan
$240
AssetMark Inc
268
AssetMark Inc
California
$160 +$152 +6 New
TRCT
269
Tower Research Capital (TRC)
New York
$160 +$152 +6 New
DCM
270
Davis Capital Management
Florida
$27
GCS
271
Gordian Capital (Singapore)
Singapore
$27
SW
272
SVB Wealth
Massachusetts
-$7.73M -332,507 Closed
IG
273
ING Group
Netherlands
-$5.01M -215,400 Closed
CPL
274
Corecam Pte Ltd
-$3.31M -142,450 Closed
S
275
Sunpointe
Missouri
-$2.18M -93,806 Closed

REET Hedge Fund Activity: Q3 2024 in Review

271 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2024, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new REET positions and 28 closed out — a net gain of 6 holders — while 84 added to existing stakes and 106 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $18M. The largest seller was SageView Advisory Group, cutting an estimated $9.41M.

  • 271 institutional investors held iShares Global REIT ETF (REET) as of Q3 2024, up from 267 in Q2 2024.
  • Funds reported $1.96B of iShares Global REIT ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new iShares Global REIT ETF positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2024 was AllianceBernstein, an estimated $18M added.
  • The largest iShares Global REIT ETF seller in Q3 2024 was SageView Advisory Group, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2024.