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iShares Global REIT ETF

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271288 (+17)

0.24% more ownership

Funds ownership: 47.99%48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
CoreCap Advisors
Michigan
$33.1K +$35K +1,372 +15,244%
PTC
252
Private Trust Company
Ohio
$28.1K -$894 -35 -3%
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$25K
BFO
254
Biltmore Family Office
North Carolina
$20.4K
NMG
255
New Millennium Group
Utah
$15.9K +$17K +664 New
RCM
256
Raleigh Capital Management
North Carolina
$15.9K +$306 +12 +2%
BL
257
BFSG LLC
California
$15.1K
WWP
258
WR Wealth Planners
Missouri
$14.4K -$42.9K -1,680 -74%
S
259
SignatureFD
Georgia
$13K +$230 +9 +2%
FRA
260
Front Row Advisors
California
$12K
FGC
261
Financial Gravity Companies
Texas
$10.2K +$10.8K +424 New
MMCM
262
Murphy & Mullick Capital Management
New York
$10.1K +$10.7K +420 New
T
263
Transce3nd
Texas
$9.97K +$10.6K +416 New
HIW
264
Holos Integrated Wealth
Pennsylvania
$7.96K +$8.48K +332 New
GSWM
265
Golden State Wealth Management
California
$6.42K +$6.84K +268 New
Q1WB
266
Quest 10 Wealth Builders
Virginia
$6.4K +$6.82K +267 New
WWM
267
Wolff Wiese Magana
California
$5.37K -$5.72K -224 -50%
IRC
268
Investors Research Corp
Georgia
$4.7K +$306 +12 +7%
WSFS
269
Wilmington Savings Fund Society
Delaware
$4.05K +$4.32K +169 New
KFP
270
Keener Financial Planning
Texas
$4K
HI
271
Harbour Investments
Wisconsin
$3.93K
CSC
272
Caldwell Sutter Capital
California
$3.43K
CFD
273
Creative Financial Designs
Indiana
$3.4K
PS
274
Principal Securities
Iowa
$3.31K +$1.33K +52 +60%
MSFP
275
Mark Sheptoff Financial Planning
Connecticut
$3.02K -$2.58K -101 -44%

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.