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iShares Global REIT ETF

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271288 (+17)

0.24% more ownership

Funds ownership: 47.99%48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
MAS Advisors
Florida
-$320K -11,976 Closed
CWM
302
Connecticut Wealth Management
Connecticut
-$279K -10,446 Closed
VI
303
VanderPol Investments
Michigan
-$275K -10,287 Closed
SC
304
Scotia Capital
Ontario, Canada
-$272K -10,190 Closed
TB
305
Treynor Bancshares
Iowa
-$261K -9,790 Closed
RMF
306
Red Mountain Financial
Colorado
-$241K -9,046 Closed
Squarepoint
307
Squarepoint
New York
-$234K -8,761 Closed
TSS
308
Two Sigma Securities
New York
-$233K -8,717 Closed
DAS
309
Diversify Advisory Services
Utah
-$226K -8,674 Closed
EAMA
310
EFG Asset Management (Americas)
Florida
-$217K -8,144 Closed
SG
311
StoneX Group
New York
-$217K -8,118 Closed
Empower Advisory Group
312
Empower Advisory Group
Colorado
-$205K -7,699 Closed
LJAC
313
L.J. Altfest & Co
New York
-$200K -7,511 Closed
NP
314
NorthRock Partners
Minnesota
-$49.5K -1,856 Closed
FMTCOCP
315
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$40K -1,480 Closed
NS
316
NBC Securities
Alabama
-$5K -210 Closed
BBHC
317
Brown Brothers Harriman & Co
New York
-$1.17K -44 Closed
VWM
318
Venturi Wealth Management
Texas
-$1.04K -39 Closed
EWM
319
EPG Wealth Management
Georgia
-$597 -22 Closed
RWA
320
Redmont Wealth Advisors
Illinois
-$480 -18 Closed
GCS
321
Gordian Capital (Singapore)
Singapore
-$27 -1 Closed

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.