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iShares Global REIT ETF

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $723K | Put options by funds: $360K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$256M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 267271 (+4)

0.31% less ownership

Funds ownership: 48.3%47.99% (-0.31%)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
28
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
276
D.E. Shaw & Co
New York
-$1.66M -71,534 Closed
HW
277
Hancock Whitney
Mississippi
-$1.13M -48,452 Closed
WP
278
WealthPLAN Partners
Nebraska
-$620K -26,659 Closed
AC
279
Apella Capital
Connecticut
-$291K -12,483 Closed
VF
280
Virtu Financial
New York
-$205K -8,834 Closed
FFM
281
Forum Financial Management
Illinois
-$205K -8,827 Closed
OCM
282
Orion Capital Management
California
-$128K -5,491 Closed
OP
283
ORG Partners
Indiana
-$117K -5,050 Closed
GI
284
Gradient Investments
Minnesota
-$107K -4,619 Closed
CFB
285
Cullen/Frost Bankers
Texas
-$104K -4,454 Closed
SP
286
SWS Partners
Ohio
-$86.2K -3,706 Closed
CSWM
287
Cassady Schiller Wealth Management
Ohio
-$50.2K -2,160 Closed
RIA
288
Realta Investment Advisors
Delaware
-$18.9K -812 Closed
PP
289
Pacifica Partners
Canada
-$16.9K -726 Closed
ATPW
290
Ashton Thomas Private Wealth
Arizona
-$13.2K -569 Closed
CP
291
Castleview Partners
Texas
-$7.32K -315 Closed
NA
292
NewEdge Advisors
Louisiana
-$5.1K -219 Closed
AWM
293
Abound Wealth Management
Tennessee
-$4.97K -214 Closed
BFA
294
Brown Financial Advisors
Ohio
-$4.33K -186 Closed
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
-$1.05K -45 Closed
KFS
296
Kelly Financial Services
Massachusetts
-$705 -30 Closed
VAG
297
VisionPoint Advisory Group
Texas
-$558 -24 Closed
FLPIM
298
F.L. Putnam Investment Management
Massachusetts
-$279 -12 Closed
GLR
299
Great Lakes Retirement
Ohio
-$18 -1 Closed

REET Hedge Fund Activity: Q3 2024 in Review

271 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2024, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new REET positions and 28 closed out — a net gain of 6 holders — while 84 added to existing stakes and 106 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $18M. The largest seller was SageView Advisory Group, cutting an estimated $9.41M.

  • 271 institutional investors held iShares Global REIT ETF (REET) as of Q3 2024, up from 267 in Q2 2024.
  • Funds reported $1.96B of iShares Global REIT ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new iShares Global REIT ETF positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2024 was AllianceBernstein, an estimated $18M added.
  • The largest iShares Global REIT ETF seller in Q3 2024 was SageView Advisory Group, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2024.