iShares Global REIT ETF
REET
249 hedge funds and large institutions have $1.19B invested in iShares Global REIT ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 37 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 86
1.34% less ownership
Funds ownership: 44.73% → 43.39% (-1.3%)
7% less funds holding
Funds holding: 268 → 249 (-19)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
23% less capital invested
Capital invested by funds: $1.55B → $1.19B (-$361M)
35% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$16.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$13.7M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$9.69M |
| 4 |
Jane Street
New York
|
+$6.06M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$48.4M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$19.8M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$10M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$9.78M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCFA
276
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$202K | -6,919 | Closed |
|
|
CPW
277
Crestmont Private Wealth
Houston,
Texas
| – | -$146K | -4,984 | Closed |
|
278
Koshinski Asset Management
Decatur,
Illinois
| – | -$36K | -1,231 | Closed |
|
|
CCA
279
Column Capital Advisors
Indianapolis,
Indiana
| – | -$20K | -700 | Closed |
|
280
AssetMark Inc
Concord,
California
| – | -$10K | -339 | Closed |
|
|
HF
281
Halpern Financial
Ashburn,
Virginia
| – | -$9.81K | -336 | Closed |
|
|
BFC
282
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$7K | -225 | Closed |
|
|
LPP
283
Life Planning Partners
Jacksonville,
Florida
| – | -$5K | -179 | Closed |
|
|
FCAS
284
First Command Advisory Services
Fort Worth,
Texas
| – | -$4K | -123 | Closed |
|
|
MCC
285
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$2.98K | -112 | -95% |
|
286
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -20 | Closed |
|
REET Hedge Fund Activity: Q2 2022 in Review
249 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2022, worth a combined $1.19B — down 23% from $1.55B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of REET and 24 opened new positions — a net loss of 13 holders — while 86 trimmed existing stakes and 107 added.
The largest buyer was Great Lakes Advisors, adding an estimated $16.6M. The largest seller was Jones Financial Companies, cutting an estimated $48.4M.
- 249 institutional investors held iShares Global REIT ETF (REET) as of Q2 2022, down from 268 in Q1 2022.
- Funds reported $1.19B of iShares Global REIT ETF stock for Q2 2022, down 23% quarter-over-quarter.
- 24 funds opened new iShares Global REIT ETF positions in Q2 2022 and 37 closed out, a net change of -13 holders.
- The largest iShares Global REIT ETF buyer in Q2 2022 was Great Lakes Advisors, an estimated $16.6M added.
- The largest iShares Global REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $48.4M sold.
Based on aggregated 13F filings for Q2 2022.