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iShares Global REIT ETF

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271288 (+17)

0.24% more ownership

Funds ownership: 47.99%48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$15.7M +$462K +18,083 +3%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$14.7M -$3.51M -137,292 -18%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$14.3M +$415K +16,266 +3%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$14.1M +$284K +11,128 +2%
OCM
30
One Capital Management
California
$13.8M -$540K -21,139 -4%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$13.7M +$1.42M +55,795 +11%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.3M -$772K -30,220 -5%
MD
33
Money Design
Japan
$12.2M +$5.11M +200,058 +64%
WPW
34
Waldron Private Wealth
Pennsylvania
$12M -$120K -4,714 -0.9%
QC
35
Quent Capital
New York
$11.7M +$24K +938 +0.2%
CHA
36
Cooper/Haims Advisors
New York
$11.5M +$243K +9,526 +2%
Corient Private Wealth
37
Corient Private Wealth
Florida
$10.5M -$154K -6,043 -1%
BW
38
BIP Wealth
Georgia
$10.1M +$1.29M +50,440 +14%
EFL
39
ERn Financial LLC
Wisconsin
$10.1M -$187K -7,318 -2%
MBFW
40
Morton Brown Family Wealth
Pennsylvania
$9.38M +$497K +19,453 +5%
Amundi
41
Amundi
France
$9.06M +$766K +30,000 +9%
Asset Management One
42
Asset Management One
Japan
$8.2M -$843K -33,000 -9%
PB
43
Prime Buchholz
New Hampshire
$7.65M +$8.15M +319,330 New
LEFP
44
Leading Edge Financial Planning
Tennessee
$7.6M -$328K -12,843 -4%
B
45
Bailard
California
$7.25M -$10.8K -422 -0.1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$7.17M -$427K -16,742 -5%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$7.1M +$5.64M +220,763 +292%
WIA
48
World Investment Advisors
California
$6.97M +$7.42M +290,747 New
WA
49
Waterford Advisors
New York
$6.84M +$398K +15,602 +6%
FWA
50
FSM Wealth Advisors
Ohio
$6.32M +$447K +17,519 +7%

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.