We are live on ! Find out more
REET icon

iShares Global REIT ETF

203 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 47

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $870M → $1.04B (+$173M)

6% more funds holding

Funds holding: 191203 (+12)

1.93% more ownership

Funds ownership: 35.39%37.32% (+1.9%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
3.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
90
Reduced
47
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MD
51
Money Design
Japan
$3.76M +$3.64M +147,427 New
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$3.56M +$368K +14,890 +12%
OPWM
53
Oakwell Private Wealth Management
Texas
$3.48M +$132K +5,350 +4%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$3.44M +$3.33M +134,964 New
GBI
55
GP Brinson Investments
Illinois
$3.37M +$3.27M +132,309 New
EDRH
56
Edmond de Rothschild Holding
Switzerland
$3.31M +$543K +21,990 +20%
Barclays
57
Barclays
United Kingdom
$3.08M +$2.98M +120,852 New
JWA
58
JFS Wealth Advisors
Pennsylvania
$3.04M +$102K +4,116 +4%
LB
59
Leo Brokerage
Texas
$2.87M +$628K +25,452 +29%
Creative Planning
60
Creative Planning
Kansas
$2.82M +$63.3K +2,565 +2%
EVM
61
Eaton Vance Management
Massachusetts
$2.69M +$222K +8,987 +9%
HCA
62
Heck Capital Advisors
Wisconsin
$2.68M -$20.7K -837 -0.8%
AC
63
Apella Capital
Connecticut
$2.19M -$149K -6,042 -7%
NAS
64
Nicolet Advisory Services
Wisconsin
$2.17M -$160K -6,465 -7%
WANY
65
Wealthspire Advisors (New York)
New York
$2.17M +$144K +5,823 +7%
RJA
66
Raymond James & Associates
Florida
$1.89M +$129K +5,235 +8%
FA
67
Fortis Advisors
Pennsylvania
$1.8M -$218K -8,817 -9%
AWA
68
Arete Wealth Advisors
Illinois
$1.5M +$250K +10,114 +21%
AWM
69
Altavista Wealth Management
North Carolina
$1.42M +$16.3K +662 +1%
NGA
70
Naples Global Advisors
Florida
$1.41M +$63.5K +2,572 +5%
AA
71
Advisory Alpha
Michigan
$1.41M +$1.36M +55,129 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
$1.4M +$1.73K +70 +0.1%
FFA
73
First Foundation Advisors
California
$1.39M -$196K -7,940 -13%
WA
74
Wealth Alliance
New York
$1.39M -$15K -609 -1%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$1.35M +$91.2K +3,695 +7%

REET Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2021, worth a combined $1.04B — up 20% from $870M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new REET positions and 24 closed out — a net gain of 13 holders — while 90 added to existing stakes and 47 trimmed.

The largest buyer was Gradient Investments, adding an estimated $44.3M. The largest seller was People's United Financial, cutting an estimated $4.86M.

  • 203 institutional investors held iShares Global REIT ETF (REET) as of Q1 2021, up from 191 in Q4 2020.
  • Funds reported $1.04B of iShares Global REIT ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 37 funds opened new iShares Global REIT ETF positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2021 was Gradient Investments, an estimated $44.3M added.
  • The largest iShares Global REIT ETF seller in Q1 2021 was People's United Financial, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2021.