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iShares Global REIT ETF

268 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

44% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 82

3% more funds holding

Funds holding: 259268 (+9)

0.49% more ownership

Funds ownership: 44.24%44.73% (+0.49%)

4% less capital invested

Capital invested by funds: $1.61B → $1.55B (-$60.9M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
118
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
276
Bank Julius Baer & Co
Switzerland
-$497K -16,223 Closed
AP
277
Advisors Preferred
Maryland
-$370K -12,154 Closed
EWA
278
EP Wealth Advisors
California
-$356K -11,640 Closed
SFFS
279
Stonehage Fleming Financial Services
Jersey
-$271K -8,875 Closed
IAG
280
Investmark Advisory Group
Connecticut
-$82K -2,697 Closed
AWM
281
Avior Wealth Management
Nebraska
-$51K -1,676 Closed
CA
282
CoreCap Advisors
Michigan
-$17K -561 Closed
BA
283
Bellwether Advisors
Nebraska
-$11K -368 Closed
FAG
284
Fortitude Advisory Group
Washington
-$10K -325 Closed
Simplex Trading
285
Simplex Trading
Illinois
-$8K -291 Closed
CFGS
286
Concourse Financial Group Securities
Alabama
-$7.48K -262 Closed
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
-$6K -180 Closed
OSAM
288
O'Shaughnessy Asset Management
Connecticut
-$3K -109 Closed
MTWM
289
Masso Torrence Wealth Management
New Jersey
-$3K -84 Closed
ADL
290
Asset Dedication LLC
California
-$2K -79 Closed
FPWM
291
FSB Premier Wealth Management
Iowa
-$1K -59 Closed
CCMW
292
Cypress Capital Management (Wyoming)
Wyoming
-$1K -46 Closed
BWL
293
Bogart Wealth LLC
Virginia
-$1K -30 Closed
EWM
294
Elmwood Wealth Management
California
-$1K -22 Closed

REET Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2022, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new REET positions and 25 closed out — a net gain of 11 holders — while 118 added to existing stakes and 82 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $54.6M. The largest seller was Gradient Investments, cutting an estimated $50.8M.

  • 268 institutional investors held iShares Global REIT ETF (REET) as of Q1 2022, up from 259 in Q4 2021.
  • Funds reported $1.55B of iShares Global REIT ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 36 funds opened new iShares Global REIT ETF positions in Q1 2022 and 25 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2022 was HSBC Holdings, an estimated $54.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2022 was Gradient Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2022.