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iShares Global REIT ETF
REET

66 hedge funds and large institutions have $203M invested in iShares Global REIT ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more capital invested

Capital invested by funds: $147M → $203M (+$55.1M)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

4.72% more ownership

Funds ownership: 18.14% → 22.87% (+4.7%)

3% more funds holding

Funds holding: 64 → 66 (+2)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
29
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$18.6M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$14.4M
3
GI
Gradient Investments
Minnesota
+$12.2M
4
CWM
Cahaba Wealth Management
Georgia
+$7.47M
5
AB
AT Bancorp
Iowa
+$6.68M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$5.21M
2
Morgan Stanley
Morgan Stanley
New York
-$4.97M
3
SWM
SigFig Wealth Management
California
-$2.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.08M
5
LPL Financial
LPL Financial
California
-$850K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.19M +$79.8K +3,217 +7%
FMC
27
First Merchants Corp
Indiana
$1.04M -$112K -4,500 -10%
LPL Financial
28
LPL Financial
California
$763K -$850K -34,303 -52%
WP
29
WealthPLAN Partners
Nebraska
$688K +$160K +6,467 +30%
WI
30
Wintrust Investments
Illinois
$562K -$25.4K -1,026 -4%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$544K +$150K +6,054 +38%
AWMS
32
Advocacy Wealth Management Services
Georgia
$538K – – –
ACA
33
Anchor Capital Advisors
Massachusetts
$427K -$152K -6,135 -26%
SPIA
34
Steward Partners Investment Advisory
New York
$380K +$53.2K +2,146 +16%
RJA
35
Raymond James & Associates
Florida
$375K -$671K -27,064 -64%
1WA
36
180 Wealth Advisors
Washington
$372K +$374K +15,074 New
CS
37
Credit Suisse
Switzerland
$317K +$320K +12,900 New
CAM
38
Close Asset Management
United Kingdom
$287K +$6.2K +250 +2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$276K -$169K -6,832 -38%
PFM
40
Phillips Financial Management
Indiana
$274K -$1.93K -78 -0.7%
PPA
41
Parametric Portfolio Associates
Washington
$268K +$271K +10,914 New
CA
42
Cetera Advisors
Colorado
$252K +$254K +10,234 New
GA
43
Greytown Advisors
Florida
$246K – – –
CPIG
44
Chicago Partners Investment Group
Illinois
$173K +$1.39K +56 +0.8%
MFBTD
45
MB Financial Bank - Trust Department
Illinois
$110K +$111K +4,469 New
CHP
46
Cable Hill Partners
Oregon
$104K -$23.3K -938 -18%
IA
47
IFP Advisors
Florida
$73K – – –
RE
48
RBC Europe
United Kingdom
$31.9K – – –
OWA
49
One Wealth Advisors
California
$31K +$17.9K +720 +132%
Citigroup
50
Citigroup
New York
$27K +$10.3K +415 +59%
1
2
3 4

REET Hedge Fund Activity: Q1 2018 in Review

66 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2018, worth a combined $203M — up 37% from $147M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new REET positions and 13 closed out — a net gain of 2 holders — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $18.6M. The largest seller was Wells Fargo, cutting an estimated $5.21M.

  • 66 institutional investors held iShares Global REIT ETF (REET) as of Q1 2018, up from 64 in Q4 2017.
  • Funds reported $203M of iShares Global REIT ETF stock for Q1 2018, up 37% quarter-over-quarter.
  • 15 funds opened new iShares Global REIT ETF positions in Q1 2018 and 13 closed out, a net change of +2 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2018 was Deutsche Bank, an estimated $18.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2018 was Wells Fargo, an estimated $5.21M sold.

Based on aggregated 13F filings for Q1 2018.