We are live on ! Find out more
REET icon

iShares Global REIT ETF

249 hedge funds and large institutions have $1.19B invested in iShares Global REIT ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1.34% less ownership

Funds ownership: 44.73%43.39% (-1.3%)

7% less funds holding

Funds holding: 268249 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less capital invested

Capital invested by funds: $1.55B → $1.19B (-$361M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.19%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
24
Increased
107
Reduced
86
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GB
26
Gunma Bank
Japan
$10.2M +$5.32M +200,000 +91%
BSWM
27
Boston Standard Wealth Management
Massachusetts
$9.93M -$39.8K -1,494 -0.4%
S
28
SimplyRich
California
$9.76M +$12.7K +477 +0.1%
AAS
29
Ameritas Advisory Services
Nebraska
$9.53M -$228K -8,558 -2%
Asset Management One
30
Asset Management One
Japan
$8.29M -$798K -30,000 -8%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$7.9M +$977K +36,705 +13%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$7.86M +$615K +23,090 +8%
FWP
33
FAS Wealth Partners
Kansas
$7.79M +$4.56M +171,446 +114%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$7.75M -$229K -8,596 -3%
WPW
35
Waldron Private Wealth
Pennsylvania
$7.53M +$707K +26,558 +9%
OFG
36
Oxford Financial Group
Indiana
$7.42M +$4.49M +168,654 +122%
MBFW
37
Morton Brown Family Wealth
Pennsylvania
$7.26M +$118K +4,426 +1%
CHA
38
Cooper/Haims Advisors
New York
$7.09M +$875K +32,873 +13%
Ameriprise
39
Ameriprise
Minnesota
$7.07M +$411K +15,435 +6%
WFA
40
Wipfli Financial Advisors
Wisconsin
$7.06M -$397K -14,924 -5%
APA
41
American Portfolios Advisors
New York
$6.71M +$548K +20,583 +8%
MD
42
Money Design
Japan
$6.71M -$3.75M -140,758 -34%
OPWM
43
Oakwell Private Wealth Management
Texas
$6.57M +$297K +11,166 +4%
UCFA
44
United Capital Financial Advisors
Texas
$6.17M -$119K -4,476 -2%
QC
45
Quent Capital
New York
$6.1M +$913K +34,306 +16%
B
46
Bailard
California
$6.08M +$138K +5,193 +2%
DA
47
Drake & Associates
Wisconsin
$5.7M +$6.27M +235,627 New
Jane Street
48
Jane Street
New York
$5.51M +$6.06M +227,698 New
VIP
49
Viewpoint Investment Partners
Alberta, Canada
$5.39M -$1.5M -56,400 -20%
CF
50
Corrigan Financial
Rhode Island
$4.99M -$47.6K -1,789 -0.9%

REET Hedge Fund Activity: Q2 2022 in Review

249 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2022, worth a combined $1.19B — down 23% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of REET and 24 opened new positions — a net loss of 13 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Great Lakes Advisors, adding an estimated $16.6M. The largest seller was Jones Financial Companies, cutting an estimated $48.4M.

  • 249 institutional investors held iShares Global REIT ETF (REET) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $1.19B of iShares Global REIT ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 24 funds opened new iShares Global REIT ETF positions in Q2 2022 and 37 closed out, a net change of -13 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2022 was Great Lakes Advisors, an estimated $16.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.