We are live on ! Find out more
REET icon

iShares Global REIT ETF
REET

173 hedge funds and large institutions have $773M invested in iShares Global REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

8% more capital invested

Capital invested by funds: $719M → $773M (+$54.1M)

2% more funds holding

Funds holding: 169 → 173 (+4)

1.06% less ownership

Funds ownership: 38.26% → 37.2% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
30
Increased
64
Reduced
51
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$48M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.7M
3
PCA
Personal Capital Advisors
California
+$13.1M
4
Morgan Stanley
Morgan Stanley
New York
+$11.2M
5
WPW
Waldron Private Wealth
Pennsylvania
+$6.11M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$16.2M
2
LFG
Larson Financial Group
Missouri
-$5.04M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$4.35M
4
RPSA
Richard P. Slaughter Associates
Texas
-$3.86M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$6.52M +$269K +12,572 +4%
LFG
27
Larson Financial Group
Missouri
$6.17M -$5.04M -235,577 -45%
WPW
28
Waldron Private Wealth
Pennsylvania
$6.01M +$6.11M +285,817 New
MD
29
Money Design
Japan
$5.4M +$3.27M +153,048 +148%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$5.1M -$3.77M -176,471 -42%
Citadel Advisors
31
Citadel Advisors
Florida
$4.67M +$4.75M +222,181 New
Invesco
32
Invesco
Georgia
$4.52M +$1.62M +75,956 +55%
CF
33
Corrigan Financial
Rhode Island
$4.41M +$791 +37 +0%
B
34
Bailard
California
$4.4M +$67.7K +3,168 +2%
NAS
35
Nicolet Advisory Services
Wisconsin
$4.02M +$228K +10,640 +6%
GLA
36
Great Lakes Advisors
Illinois
$4M -$1.96M -91,764 -33%
Ameriprise
37
Ameriprise
Minnesota
$3.81M -$3.34M -156,317 -46%
SIS
38
SVB Investment Services
Utah
$3.73M +$1.14M +53,209 +43%
PP
39
PDS Planning
Ohio
$3.67M +$359K +16,770 +11%
EFL
40
ERn Financial LLC
Wisconsin
$3.58M +$111K +5,180 +3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$3.44M -$605K -28,283 -15%
SFA
42
Sequoia Financial Advisors
Ohio
$3.1M +$1.44M +67,480 +85%
APA
43
American Portfolios Advisors
New York
$3.08M -$2.12K -99 -0.1%
SLWS
44
Swaine & Leidel Wealth Services
Florida
$2.89M +$2.93M +137,227 New
USAA
45
United Services Automobile Association
Texas
$2.75M +$2.79M +130,593 New
MIA
46
MainStreet Investment Advisors
Illinois
$2.73M +$2.77M +129,587 New
HCA
47
Heck Capital Advisors
Wisconsin
$2.65M -$1M -46,792 -27%
RTC
48
Riverview Trust Company
Washington
$2.58M -$1.31M -61,245 -33%
LPL Financial
49
LPL Financial
California
$2.53M +$370K +17,292 +17%
Creative Planning
50
Creative Planning
Kansas
$2.37M +$1.23M +57,379 +104%
1
2
3 4 5

REET Hedge Fund Activity: Q3 2020 in Review

173 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2020, worth a combined $773M — up 7.5% from $719M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new REET positions and 22 closed out — a net gain of 8 holders — while 64 added to existing stakes and 51 trimmed.

The largest buyer was Citigroup, adding an estimated $48M. The largest seller was Wells Fargo, cutting an estimated $16.2M.

  • 173 institutional investors held iShares Global REIT ETF (REET) as of Q3 2020, up from 169 in Q2 2020.
  • Funds reported $773M of iShares Global REIT ETF stock for Q3 2020, up 7.5% quarter-over-quarter.
  • 30 funds opened new iShares Global REIT ETF positions in Q3 2020 and 22 closed out, a net change of +8 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2020 was Citigroup, an estimated $48M added.
  • The largest iShares Global REIT ETF seller in Q3 2020 was Wells Fargo, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2020.