We are live on ! Find out more
REET icon

iShares Global REIT ETF

266 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $1.07B → $2.69B (+$1.61B)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

34% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 71

11% more funds holding

Funds holding: 240266 (+26)

3.5% more ownership

Funds ownership: 44.56%48.06% (+3.5%)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
95
Reduced
71
Closed
29
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
FP
276
Financial Perspectives
Minnesota
-$490K -23,055 Closed
MSFS
277
Main Street Financial Solutions
Pennsylvania
-$391K -18,365 Closed
CCA
278
Column Capital Advisors
Indiana
-$321K -15,100 Closed
AFP
279
Ausdal Financial Partners
Iowa
-$306K -14,404 Closed
CIAS
280
CFS Investment Advisory Services
New Jersey
-$1K -14,315 Closed
GG
281
Gofen & Glossberg
Illinois
-$270K -12,709 Closed
TBWA
282
Three Bridge Wealth Advisors
California
-$266K -12,499 Closed
API
283
Advisor Partners II
California
-$252K -11,867 Closed
CAN
284
Claraphi Advisory Network
United States
-$238K -11,196 Closed
PFA
285
Professional Financial Advisors
Nebraska
-$178K -8,371 Closed
Betterment LLC
286
Betterment LLC
New York
-$202K -8,342 Closed
EIP
287
Ellis Investment Partners
Pennsylvania
-$68K -3,197 Closed
CWM
288
Castle Wealth Management
Florida
-$41K -1,930 Closed
MA
289
MUFG Americas
New York
-$26K -1,236 Closed
EDRH
290
Edmond de Rothschild Holding
Switzerland
-$13K -600 Closed
OPW
291
Oxler Private Wealth
New York
-$48.1K -500 Closed
CT
292
Cambridge Trust
Massachusetts
-$3K -150 Closed
CMA
293
Cedar Mountain Advisors
Oregon
-$2K -96 Closed
CB
294
CNB Bank
Pennsylvania
-$1K -54 Closed
GWSG
295
GPS Wealth Strategies Group
Colorado
-$1K -29 Closed

REET Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $2.69B — up 150% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new REET positions and 29 closed out — a net gain of 30 holders — while 95 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.

  • 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $2.69B of iShares Global REIT ETF stock for Q4 2022, up 150% quarter-over-quarter.
  • 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2022.