iShares Global REIT ETF
REET
108 hedge funds and large institutions have $493M invested in iShares Global REIT ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 16 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 22
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
63% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 16
10% more funds holding
Funds holding: 98 → 108 (+10)
1.19% more ownership
Funds ownership: 37.3% → 38.49% (+1.2%)
5% more capital invested
Capital invested by funds: $471M → $493M (+$21.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$24.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$14M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$11.1M |
| 4 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
+$6.6M |
| 5 |
Goldman Sachs
New York
|
+$5.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$36.7M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$8.65M |
| 3 |
Jane Street
New York
|
-$4.08M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2.68M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$2.01M |
REET Hedge Fund Activity: Q4 2018 in Review
108 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2018, worth a combined $493M — up 4.7% from $471M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new REET positions and 16 closed out — a net gain of 10 holders — while 46 added to existing stakes and 22 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $24.6M. The largest seller was FDx Advisors, exiting entirely with an estimated $36.7M sold.
- 108 institutional investors held iShares Global REIT ETF (REET) as of Q4 2018, up from 98 in Q3 2018.
- Funds reported $493M of iShares Global REIT ETF stock for Q4 2018, up 4.7% quarter-over-quarter.
- 26 funds opened new iShares Global REIT ETF positions in Q4 2018 and 16 closed out, a net change of +10 holders.
- The largest iShares Global REIT ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $24.6M added.
- The largest iShares Global REIT ETF seller in Q4 2018 was FDx Advisors, an estimated $36.7M sold.
Based on aggregated 13F filings for Q4 2018.