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iShares Global REIT ETF

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: 288280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 109 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Allworth Financial
California
$239 -$141K -5,793 -100%
CA
277
CoreCap Advisors
Michigan
$218 -$33.4K -1,372 -99%
SSB
278
Sandy Spring Bank
Maryland
$195 +$195 +8 New
DCM
279
Davis Capital Management
Florida
$24
HNB
280
Huntington National Bank
Ohio
$24
HFS
281
Hughes Financial Services
Virginia
$24 +$24 +1 New
KA
282
Kooman & Associates
Pennsylvania
-$5.63M -234,848 Closed
AWA
283
Arete Wealth Advisors
Illinois
-$3.02M -125,932 Closed
Macquarie Group
284
Macquarie Group
Australia
-$1.69M -70,613 Closed
CA
285
Crossingbridge Advisors
New York
-$1.44M -60,000 Closed
CCM
286
Cullen Capital Management
New York
-$1.23M -51,410 Closed
NL
287
NWAM LLC
Washington
-$643K -26,839 Closed
Natixis Advisors
288
Natixis Advisors
Massachusetts
-$395K -16,479 Closed
Susquehanna International Group
289
Susquehanna International Group
Pennsylvania
-$376K -15,686 Closed
MWM
290
McMill Wealth Management
Nebraska
-$360K -15,039 Closed
WA
291
Wealth Alliance
New York
-$323K -13,486 Closed
WMN
292
Wealth Management Nebraska
Nebraska
-$295K -13,371 Closed
TW
293
Traveka Wealth
California
-$320K -13,349 Closed
FI
294
FWG Investments
Kentucky
-$250K -10,434 Closed
GM
295
GeoWealth Management
Illinois
-$230K -9,614 Closed
KAS
296
Kestra Advisory Services
Texas
-$228K -9,496 Closed
SEIA
297
Signature Estate & Investment Advisors
California
-$205K -8,548 Closed
AAP
298
Arax Advisory Partners
Colorado
-$50.5K -2,108 Closed
WSFS
299
Wilmington Savings Fund Society
Delaware
-$4.05K -169 Closed
FWM
300
FLP Wealth Management
Arkansas
-$1.79K -75 Closed

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.