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iShares Global REIT ETF

218 hedge funds and large institutions have $1.25B invested in iShares Global REIT ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 64

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 208218 (+10)

0.16% more ownership

Funds ownership: 39.65%39.81% (+0.16%)

3% less capital invested

Capital invested by funds: $1.29B → $1.25B (-$42.6M)

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
94
Reduced
64
Closed
10
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$4.98M +$5.21M +181,602 New
OFG
52
Oxford Financial Group
Indiana
$4.31M -$262K -9,144 -5%
EFL
53
ERn Financial LLC
Wisconsin
$4.2M -$69K -2,405 -2%
GBI
54
GP Brinson Investments
Illinois
$3.71M
DWP
55
Destiny Wealth Partners
Florida
$3.56M -$485K -16,898 -12%
HT
56
HAP Trading
New York
$3.55M -$2.94M -102,521 -44%
LB
57
Leo Brokerage
Texas
$3.4M +$73.4K +2,559 +2%
JWA
58
JFS Wealth Advisors
Pennsylvania
$3.14M -$306K -10,657 -9%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.89M +$404K +14,097 +15%
RJA
60
Raymond James & Associates
Florida
$2.79M +$80K +2,790 +3%
Creative Planning
61
Creative Planning
Kansas
$2.73M +$31.5K +1,097 +1%
SMDAM
62
Sumitomo Mitsui DS Asset Management
Japan
$2.62M -$7.82M -272,630 -74%
WANY
63
Wealthspire Advisors (New York)
New York
$2.55M +$19.8K +691 +0.7%
CHA
64
Cooper/Haims Advisors
New York
$2.54M +$2.66M +92,715 New
NAS
65
Nicolet Advisory Services
Wisconsin
$2.23M -$28.3K -986 -1%
Barclays
66
Barclays
United Kingdom
$2.21M +$2.31M +80,514 +31,328%
AC
67
Apella Capital
Connecticut
$2.21M +$14.5K +507 +0.6%
FA
68
Fortis Advisors
Pennsylvania
$2.14M +$72.3K +2,522 +3%
Citigroup
69
Citigroup
New York
$1.99M -$149M -5,194,424 -99%
AC
70
Avestar Capital
New York
$1.96M -$4.07M -141,775 -66%
MCM
71
Maryland Capital Management
Maryland
$1.96M +$2.05M +71,416 New
FTUS
72
Flow Traders U.S.
New York
$1.94M +$1.78M +61,883 +698%
AWA
73
Arete Wealth Advisors
Illinois
$1.88M +$109K +3,794 +6%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.82M -$197K -6,852 -9%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$1.77M +$104K +3,637 +6%

REET Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2021, worth a combined $1.25B — down 3.3% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REET positions and 10 closed out — a net gain of 15 holders — while 94 added to existing stakes and 64 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.5M. The largest seller was Citigroup, cutting an estimated $149M.

  • 218 institutional investors held iShares Global REIT ETF (REET) as of Q3 2021, up from 208 in Q2 2021.
  • Funds reported $1.25B of iShares Global REIT ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 25 funds opened new iShares Global REIT ETF positions in Q3 2021 and 10 closed out, a net change of +15 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2021 was Bank of Montreal, an estimated $24.5M added.
  • The largest iShares Global REIT ETF seller in Q3 2021 was Citigroup, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.