We are live on ! Find out more
REET icon

iShares Global REIT ETF
REET

48 hedge funds and large institutions have $192M invested in iShares Global REIT ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $158M → $192M (+$34M)

14% more funds holding

Funds holding: 42 → 48 (+6)

2.13% more ownership

Funds ownership: 41.25% → 43.37% (+2.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
23
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$10M
2
RJA
Raymond James & Associates
Florida
+$9.41M
3
Morgan Stanley
Morgan Stanley
New York
+$6.27M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.68M
5
Wells Fargo
Wells Fargo
California
+$3.11M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$3.06M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.98M
3
Citadel Advisors
Citadel Advisors
Florida
-$957K
4
WAM
Wolverine Asset Management
Illinois
-$296K
5
GWM
Geneos Wealth Management
Colorado
-$193K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$294K +$296K +11,500 New
CAM
27
Close Asset Management
United Kingdom
$284K – – –
GA
28
Greytown Advisors
Florida
$256K – – –
CL
29
CPWM LLC
Washington
$253K – – –
CAN
30
Cetera Advisor Networks
California
$229K +$3.83K +149 +2%
SFFS
31
Stonehage Fleming Financial Services
Jersey
$227K – – –
HSBC Holdings
32
HSBC Holdings
United Kingdom
$206K -$45.2K -1,758 -18%
CPIG
33
Chicago Partners Investment Group
Illinois
$178K +$179K +6,938 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$152K +$1.13K +44 +0.7%
CHP
35
Cable Hill Partners
Oregon
$82K +$82.5K +3,205 New
RE
36
RBC Europe
United Kingdom
$33.3K +$33.5K +1,300 New
AG
37
Advisor Group
Arizona
$30K +$901 +35 +3%
IA
38
IFP Advisors
Florida
$27K -$154 -6 -0.6%
Citigroup
39
Citigroup
New York
$24K – – –
Barclays
40
Barclays
United Kingdom
$21K +$2.47K +96 +13%
GWM
41
Geneos Wealth Management
Colorado
$8K -$193K -7,510 -96%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$154 +6 +3%
GRP
43
Global Retirement Partners
California
$5K – – –
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$5K +$5.04K +196 New
SWA
45
Sutton Wealth Advisors
Florida
$2.43K +$1.8K +70 +280%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$1.15K – – –
SCA
47
Stuart Chaussee & Associates
California
– -$3.06M -120,314 Closed
WAM
48
Wolverine Asset Management
Illinois
– -$296K -11,654 Closed
Creative Planning
49
Creative Planning
Kansas
– -$61K -2,380 Closed
1
2

REET Hedge Fund Activity: Q3 2017 in Review

48 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2017, worth a combined $192M — up 22% from $158M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new REET positions and 3 closed out — a net gain of 7 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $3.06M sold.

  • 48 institutional investors held iShares Global REIT ETF (REET) as of Q3 2017, up from 42 in Q2 2017.
  • Funds reported $192M of iShares Global REIT ETF stock for Q3 2017, up 22% quarter-over-quarter.
  • 10 funds opened new iShares Global REIT ETF positions in Q3 2017 and 3 closed out, a net change of +7 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2017 was Jane Street, an estimated $10M added.
  • The largest iShares Global REIT ETF seller in Q3 2017 was Stuart Chaussee & Associates, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2017.