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iShares Global REIT ETF

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $723K | Put options by funds: $360K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$256M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 267271 (+4)

0.31% less ownership

Funds ownership: 48.3%47.99% (-0.31%)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
28
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$19M +$18M +713,700 New
Wells Fargo
27
Wells Fargo
California
$18.1M -$540K -21,349 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$17M -$495K -19,566 -3%
OCM
29
One Capital Management
California
$15.9M -$2.16M -85,371 -13%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6M -$1.63M -64,312 -10%
BOPW
31
Brandywine Oak Private Wealth
Pennsylvania
$15.5M -$1.18M -46,755 -7%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$15.4M +$685K +27,095 +5%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$13.8M +$7.99M +316,102 +157%
WPW
34
Waldron Private Wealth
Pennsylvania
$13.4M -$370K -14,630 -3%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$13.1M -$141K -5,579 -1%
QC
36
Quent Capital
New York
$13M -$288K -11,377 -2%
CHA
37
Cooper/Haims Advisors
New York
$12.5M +$193K +7,631 +2%
WA
38
Wilshire Advisors
California
$12.3M -$724K -28,645 -6%
Corient Private Wealth
39
Corient Private Wealth
Florida
$11.8M +$65.1K +2,574 +0.6%
EFL
40
ERn Financial LLC
Wisconsin
$11.4M -$158K -6,239 -1%
Asset Management One
41
Asset Management One
Japan
$10M -$784K -31,000 -8%
BW
42
BIP Wealth
Georgia
$9.93M +$767K +30,343 +9%
MBFW
43
Morton Brown Family Wealth
Pennsylvania
$9.93M +$475K +18,781 +5%
Amundi
44
Amundi
France
$9.09M +$4.01M +158,400 +82%
LEFP
45
Leading Edge Financial Planning
Tennessee
$8.8M -$358K -14,141 -4%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$8.43M -$7.15M -282,834 -47%
MD
47
Money Design
Japan
$8.31M +$2.05M +81,183 +35%
B
48
Bailard
California
$8.09M +$42.9K +1,697 +0.6%
S
49
SimplyRich
California
$7.51M -$478K -18,883 -6%
WA
50
Waterford Advisors
New York
$7.2M +$260K +10,284 +4%

REET Hedge Fund Activity: Q3 2024 in Review

271 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2024, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new REET positions and 28 closed out — a net gain of 6 holders — while 84 added to existing stakes and 106 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $18M. The largest seller was SageView Advisory Group, cutting an estimated $9.41M.

  • 271 institutional investors held iShares Global REIT ETF (REET) as of Q3 2024, up from 267 in Q2 2024.
  • Funds reported $1.96B of iShares Global REIT ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new iShares Global REIT ETF positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2024 was AllianceBernstein, an estimated $18M added.
  • The largest iShares Global REIT ETF seller in Q3 2024 was SageView Advisory Group, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2024.