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iShares Global REIT ETF
REET

289 hedge funds and large institutions have $1.75B invested in iShares Global REIT ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

1% more funds holding

Funds holding: 286 → 289 (+3)

0.96% less ownership

Funds ownership: 46.06% → 45.09% (-0.96%)

7% less capital invested

Capital invested by funds: $1.88B → $1.75B (-$128M)

Holders
289
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
3.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
29
Increased
118
Reduced
98
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
+$19M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.12M
4
WA
Waterford Advisors
New York
+$7.01M
5
VA
Valmark Advisers
Ohio
+$5.73M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$140M
2
Jane Street
Jane Street
New York
-$23.7M
3
NWM
Nicola Wealth Management
British Columbia, Canada
-$22.3M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$16.7M +$674K +26,859 +4%
BSWM
27
Boston Standard Wealth Management
Massachusetts
$16.2M +$527K +20,998 +3%
OCM
28
One Capital Management
California
$15.8M +$1.03M +41,121 +7%
CHA
29
Cooper/Haims Advisors
New York
$13.7M +$431K +17,188 +3%
QC
30
Quent Capital
New York
$12.9M -$116K -4,631 -0.9%
FWA
31
FSM Wealth Advisors
Ohio
$12.3M +$1.26M +50,234 +12%
BW
32
BIP Wealth
Georgia
$12M +$521K +20,763 +5%
MBFW
33
Morton Brown Family Wealth
Pennsylvania
$11.1M +$101K +4,004 +0.9%
EFL
34
ERn Financial LLC
Wisconsin
$10.5M -$80.5K -3,209 -0.8%
BF
35
Brooklyn FI
New York
$10M +$2.04M +81,330 +26%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.55M -$242K -9,655 -3%
WPW
37
Waldron Private Wealth
Pennsylvania
$9.2M -$582K -23,189 -6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$8.07M +$269K +10,723 +4%
WIA
39
World Investment Advisors
California
$8.04M -$31.2K -1,244 -0.4%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$8.03M -$31.2K -1,244 -0.4%
WA
41
Waterford Advisors
New York
$8.02M +$7.01M +279,209 +811%
NGA
42
Naples Global Advisors
Florida
$7.93M +$574K +22,886 +8%
LEFP
43
Leading Edge Financial Planning
Tennessee
$7.83M -$82.1K -3,271 -1%
B
44
Bailard
California
$7.75M -$35.6K -1,420 -0.5%
CIC
45
Cutler Investment Counsel
Oregon
$7.6M +$631K +25,158 +9%
Asset Management One
46
Asset Management One
Japan
$7.49M -$402K -16,000 -5%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$6.91M -$166K -6,631 -2%
COPPSERS
48
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.53M -$4.41M -175,525 -41%
PB
49
Prime Buchholz
New Hampshire
$6.02M – – –
Creative Planning
50
Creative Planning
Kansas
$5.95M -$311K -12,397 -5%
1
2
3 4 5

REET Hedge Fund Activity: Q3 2025 in Review

289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2025, worth a combined $1.75B — down 6.8% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new REET positions and 21 closed out — a net gain of 8 holders — while 118 added to existing stakes and 98 trimmed.

The largest buyer was Sumitomo Mitsui DS Asset Management, adding an estimated $19M. The largest seller was HSBC Holdings, exiting entirely with an estimated $140M sold.

  • 289 institutional investors held iShares Global REIT ETF (REET) as of Q3 2025, up from 286 in Q2 2025.
  • Funds reported $1.75B of iShares Global REIT ETF stock for Q3 2025, down 6.8% quarter-over-quarter.
  • 29 funds opened new iShares Global REIT ETF positions in Q3 2025 and 21 closed out, a net change of +8 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2025 was Sumitomo Mitsui DS Asset Management, an estimated $19M added.
  • The largest iShares Global REIT ETF seller in Q3 2025 was HSBC Holdings, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2025.