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iShares Global REIT ETF
REET

280 hedge funds and large institutions have $1.85B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

1.09% more ownership

Funds ownership: 48.24% → 49.32% (+1.1%)

4% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$63.3M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 288 → 280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
114
Reduced
97
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
+$29.7M
2
M&T Bank
M&T Bank
New York
+$10.6M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$8.16M
4
Amundi
Amundi
France
+$7.74M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.58M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.7M
2
KA
Kooman & Associates
Pennsylvania
-$5.63M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.41M
4
Goldman Sachs
Goldman Sachs
New York
-$3.02M
5
AWA
Arete Wealth Advisors
Illinois
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
251
Financial Gravity Asset Management
Texas
$10.3K +$10.3K +424 New
MMCM
252
Murphy & Mullick Capital Management
New York
$10.2K – – –
GWSG
253
GPS Wealth Strategies Group
Colorado
$10K +$7.79K +320 +348%
HIW
254
Holos Integrated Wealth
Pennsylvania
$8.05K – – –
SPIA
255
Steward Partners Investment Advisory
New York
$6.62K -$120K -4,914 -95%
GSWM
256
Golden State Wealth Management
California
$6.5K – – –
Q1WB
257
Quest 10 Wealth Builders
Virginia
$5.72K -$755 -31 -12%
NS
258
NBC Securities
Alabama
$5K +$5.79K +238 New
FDCDDQ
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5K +$5.01K +206 New
WWM
260
Wolff Wiese Magana
California
$4.85K -$584 -24 -11%
IRC
261
Investors Research Corp
Georgia
$4.75K – – –
IF
262
Integrity Financial
Wyoming
$4.63K +$4.65K +191 New
KFP
263
Keener Financial Planning
Texas
$4K – – –
HI
264
Harbour Investments
Wisconsin
$3.8K -$170 -7 -4%
CSC
265
Caldwell Sutter Capital
California
$3.47K – – –
CFD
266
Creative Financial Designs
Indiana
$3.44K – – –
PS
267
Principal Securities
Iowa
$3.31K – – –
MSWA
268
Marshall & Sterling Wealth Advisors
New York
$3.07K +$3.09K +127 New
MSFP
269
Mark Sheptoff Financial Planning
Connecticut
$3.06K – – –
HBW
270
Hazlett, Burt & Watson
West Virginia
$2K – – –
FFA
271
Founders Financial Alliance
North Carolina
$1.92K – – –
SWM
272
Spire Wealth Management
Virginia
$1.7K – – –
VCM
273
Versant Capital Management
Arizona
$1.36K – – –
GJIA
274
Glass Jacobson Investment Advisors
Maryland
$472 – – –
RWA
275
Redmont Wealth Advisors
Illinois
$437 +$438 +18 New
9 10
11
12 13

REET Hedge Fund Activity: Q1 2025 in Review

280 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2025, worth a combined $1.85B — up 3.5% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of REET and 22 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 114 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $29.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.7M.

  • 280 institutional investors held iShares Global REIT ETF (REET) as of Q1 2025, down from 288 in Q4 2024.
  • Funds reported $1.85B of iShares Global REIT ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 22 funds opened new iShares Global REIT ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q1 2025 was Partners Capital Investment Group, an estimated $29.7M added.
  • The largest iShares Global REIT ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2025.