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iShares Global REIT ETF
REET

108 hedge funds and large institutions have $493M invested in iShares Global REIT ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

10% more funds holding

Funds holding: 98 → 108 (+10)

1.19% more ownership

Funds ownership: 37.3% → 38.49% (+1.2%)

5% more capital invested

Capital invested by funds: $471M → $493M (+$21.9M)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
26
Increased
46
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$24.6M
2
Wells Fargo
Wells Fargo
California
+$14M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.1M
4
CFA
Capstone Financial Advisors
Illinois
+$6.6M
5
Goldman Sachs
Goldman Sachs
New York
+$5.84M

Top Sellers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
-$36.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$8.65M
3
Jane Street
Jane Street
New York
-$4.08M
4
CWM
Cornerstone Wealth Management
Missouri
-$2.68M
5
PFM
Phillips Financial Management
Indiana
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
26
MFA Wealth Advisors
Pennsylvania
$3.33M +$47.8K +1,941 +1%
EFL
27
ERn Financial LLC
Wisconsin
$3.31M +$3.48M +141,504 New
UBS Group
28
UBS Group
Switzerland
$3.03M +$1.55M +62,825 +95%
SMDAM
29
Sumitomo Mitsui DS Asset Management
Japan
$2.59M +$1.42M +57,610 +109%
Ameriprise
30
Ameriprise
Minnesota
$2.58M +$7.16K +291 +0.3%
QCG
31
Quadrant Capital Group
Ohio
$1.98M +$1.41M +57,259 +204%
BPC
32
Banque Pictet & Cie
Switzerland
$1.81M – – –
PNAA
33
Pictet North America Advisors
Switzerland
$1.81M – – –
FA
34
Fortis Advisors
Pennsylvania
$1.56M +$61.6K +2,502 +4%
BTS
35
BB&T Securities
Virginia
$1.45M -$412K -16,738 -21%
PO
36
Private Ocean
California
$1.35M +$1.42M +57,648 New
BCI
37
Brinker Capital Investments
Pennsylvania
$1.25M -$289K -11,736 -18%
LPL Financial
38
LPL Financial
California
$1.22M +$55.6K +2,260 +5%
PAG
39
Private Advisor Group
New Jersey
$1.21M +$746K +30,318 +143%
GLA
40
Great Lakes Advisors
Illinois
$1.15M +$59.5K +2,415 +5%
TL
41
TrueWealth LLC
Georgia
$1.11M -$255K -10,350 -18%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$960K -$28.8K -1,171 -3%
Invesco
43
Invesco
Georgia
$930K +$978K +39,716 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$915K +$246K +9,984 +34%
1WA
45
180 Wealth Advisors
Washington
$868K -$15.7K -638 -2%
WI
46
Wintrust Investments
Illinois
$868K +$75.1K +3,049 +9%
CSM
47
CAMG Solamere Management
North Carolina
$817K +$857K +34,806 New
WP
48
WealthPLAN Partners
Nebraska
$737K -$7.58K -308 -1%
BFPW
49
BOK Financial Private Wealth
Colorado
$720K +$756K +30,727 New
CPIG
50
Chicago Partners Investment Group
Illinois
$658K +$485K +19,695 +273%
1
2
3 4 5

REET Hedge Fund Activity: Q4 2018 in Review

108 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2018, worth a combined $493M — up 4.7% from $471M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new REET positions and 16 closed out — a net gain of 10 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $24.6M. The largest seller was FDx Advisors, exiting entirely with an estimated $36.7M sold.

  • 108 institutional investors held iShares Global REIT ETF (REET) as of Q4 2018, up from 98 in Q3 2018.
  • Funds reported $493M of iShares Global REIT ETF stock for Q4 2018, up 4.7% quarter-over-quarter.
  • 26 funds opened new iShares Global REIT ETF positions in Q4 2018 and 16 closed out, a net change of +10 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $24.6M added.
  • The largest iShares Global REIT ETF seller in Q4 2018 was FDx Advisors, an estimated $36.7M sold.

Based on aggregated 13F filings for Q4 2018.