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iShares Global REIT ETF

280 hedge funds and large institutions have $1.85B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

1.09% more ownership

Funds ownership: 48.24%49.32% (+1.1%)

4% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$63.3M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 288280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
114
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
26
Amundi
France
$16.6M +$7.74M +318,100 +83%
MD
27
Money Design
Japan
$16.2M +$3.8M +156,267 +31%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$14.9M +$366K +15,024 +3%
OCM
29
One Capital Management
California
$13.9M +$7.25K +298 +0.1%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.4M -$66.7K -2,738 -0.5%
BSWM
31
Boston Standard Wealth Management
Massachusetts
$12.8M -$931K -38,223 -6%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$12.4M -$1.53M -62,720 -11%
CHA
33
Cooper/Haims Advisors
New York
$12.1M +$488K +20,053 +4%
QC
34
Quent Capital
New York
$11.9M +$4.6K +189 +0%
BW
35
BIP Wealth
Georgia
$11M +$705K +28,968 +7%
EFL
36
ERn Financial LLC
Wisconsin
$10M -$173K -7,114 -2%
MBFW
37
Morton Brown Family Wealth
Pennsylvania
$9.86M +$367K +15,068 +4%
Corient Private Wealth
38
Corient Private Wealth
Florida
$9.61M -$1M -41,248 -9%
WPW
39
Waldron Private Wealth
Pennsylvania
$9.5M -$2.62M -107,544 -22%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$9.05M +$1.86M +76,596 +26%
FWA
41
FSM Wealth Advisors
Ohio
$8.23M +$1.85M +76,188 +29%
VAS
42
Vestmark Advisory Solutions
Massachusetts
$8.13M +$8.16M +335,016 New
WIA
43
World Investment Advisors
California
$7.87M +$815K +33,462 +12%
Asset Management One
44
Asset Management One
Japan
$7.79M -$511K -21,000 -6%
PB
45
Prime Buchholz
New Hampshire
$7.75M
LEFP
46
Leading Edge Financial Planning
Tennessee
$7.74M +$49.2K +2,020 +0.6%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$7.58M +$321K +13,191 +4%
B
48
Bailard
California
$7.33M -$13.4K -552 -0.2%
WA
49
Waterford Advisors
New York
$7.27M +$346K +14,232 +5%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$7.18M -$7.7M -316,406 -52%

REET Hedge Fund Activity: Q1 2025 in Review

280 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2025, worth a combined $1.85B — up 3.5% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of REET and 22 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 114 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $29.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.7M.

  • 280 institutional investors held iShares Global REIT ETF (REET) as of Q1 2025, down from 288 in Q4 2024.
  • Funds reported $1.85B of iShares Global REIT ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 22 funds opened new iShares Global REIT ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q1 2025 was Partners Capital Investment Group, an estimated $29.7M added.
  • The largest iShares Global REIT ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2025.