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iShares Global REIT ETF

203 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 47

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $870M → $1.04B (+$173M)

6% more funds holding

Funds holding: 191203 (+12)

1.93% more ownership

Funds ownership: 35.39%37.32% (+1.9%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
3.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
90
Reduced
47
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$8.72M +$392K +15,864 +5%
SMDAM
27
Sumitomo Mitsui DS Asset Management
Japan
$8.68M +$648K +26,256 +8%
AIC
28
Ameritas Investment Company
Nebraska
$8.09M +$7.84M +317,685 New
WPW
29
Waldron Private Wealth
Pennsylvania
$7.71M -$15.3K -618 -0.2%
LPL Financial
30
LPL Financial
California
$7.47M +$4.1M +166,091 +131%
OCM
31
One Capital Management
California
$7.31M +$7.09M +287,038 New
UCFA
32
United Capital Financial Advisors
Texas
$7.31M -$303K -12,281 -4%
PP
33
PDS Planning
Ohio
$7.18M +$1.78M +72,048 +34%
Ameriprise
34
Ameriprise
Minnesota
$6.7M +$2M +80,912 +45%
SFA
35
Sequoia Financial Advisors
Ohio
$6.67M +$1.71M +69,406 +36%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$6.4M +$205K +8,322 +3%
B
37
Bailard
California
$6.17M +$401K +16,229 +7%
APA
38
American Portfolios Advisors
New York
$5.94M +$1.86M +75,167 +48%
SIS
39
SVB Investment Services
Utah
$5.59M +$454K +18,405 +9%
CF
40
Corrigan Financial
Rhode Island
$5.36M +$52.5K +2,128 +1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$5.22M +$316K +12,780 +7%
GLA
42
Great Lakes Advisors
Illinois
$4.92M +$374K +15,129 +9%
Invesco
43
Invesco
Georgia
$4.82M -$235K -9,504 -5%
VIP
44
Viewpoint Investment Partners
Alberta, Canada
$4.7M +$2.14M +86,500 +88%
AC
45
Avestar Capital
New York
$4.28M +$3.9M +157,976 New
OFG
46
Oxford Financial Group
Indiana
$4.22M +$49.5K +2,004 +1%
BOPW
47
Brandywine Oak Private Wealth
Pennsylvania
$4.19M -$3.96M -160,437 -49%
EFL
48
ERn Financial LLC
Wisconsin
$4.14M -$61.9K -2,508 -2%
DWP
49
Destiny Wealth Partners
Florida
$4.08M -$326K -13,182 -8%
WWM
50
Wiser Wealth Management
Georgia
$4.08M +$117K +4,721 +3%

REET Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2021, worth a combined $1.04B — up 20% from $870M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new REET positions and 24 closed out — a net gain of 13 holders — while 90 added to existing stakes and 47 trimmed.

The largest buyer was Gradient Investments, adding an estimated $44.3M. The largest seller was People's United Financial, cutting an estimated $4.86M.

  • 203 institutional investors held iShares Global REIT ETF (REET) as of Q1 2021, up from 191 in Q4 2020.
  • Funds reported $1.04B of iShares Global REIT ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 37 funds opened new iShares Global REIT ETF positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2021 was Gradient Investments, an estimated $44.3M added.
  • The largest iShares Global REIT ETF seller in Q1 2021 was People's United Financial, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2021.