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iShares Global REIT ETF

268 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

44% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 82

3% more funds holding

Funds holding: 259268 (+9)

0.49% more ownership

Funds ownership: 44.24%44.73% (+0.49%)

4% less capital invested

Capital invested by funds: $1.61B → $1.55B (-$60.9M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
118
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Corrigan Financial
Rhode Island
$6.08M -$70.6K -2,473 -1%
GLA
52
Great Lakes Advisors
Illinois
$5.97M -$8.05K -282 -0.1%
EFL
53
ERn Financial LLC
Wisconsin
$5.05M +$577K +20,202 +13%
Osaic Holdings
54
Osaic Holdings
Arizona
$4.59M +$115K +4,030 +8%
Allianz Asset Management
55
Allianz Asset Management
Germany
$4.58M -$8.02M -280,700 -64%
GBI
56
GP Brinson Investments
Illinois
$4.43M +$471K +16,475 +12%
FWP
57
FAS Wealth Partners
Kansas
$4.4M +$1.24M +43,254 +40%
DWP
58
Destiny Wealth Partners
Florida
$4.38M +$543K +19,021 +15%
OFG
59
Oxford Financial Group
Indiana
$4.04M -$308K -10,780 -7%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$3.86M -$1.39M -48,700 -27%
BA
61
Bivin & Associates
Oklahoma
$3.76M -$43K -1,507 -1%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$3.65M -$480K -16,800 -12%
CFA
63
Camarda Financial Advisors
Florida
$3.6M +$3.52M +123,218 New
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$3.58M +$153K +5,360 +5%
LB
65
Leo Brokerage
Texas
$3.32M +$3.25M +113,791 New
CPP
66
Capasso Planning Partners
South Carolina
$3.28M +$138K +4,846 +5%
LFA
67
Level Financial Advisors
New York
$3.25M +$38.6K +1,352 +1%
JWA
68
JFS Wealth Advisors
Pennsylvania
$3M -$53.9K -1,887 -2%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$2.9M +$2.84M +99,284 New
CWM
70
Cahaba Wealth Management
Georgia
$2.88M -$28.3M -991,118 -91%
WANY
71
Wealthspire Advisors (New York)
New York
$2.88M +$154K +5,402 +6%
WWP
72
WR Wealth Planners
Missouri
$2.87M +$2.8M +98,182 New
RJFSA
73
Raymond James Financial Services Advisors
Florida
$2.84M +$120K +4,217 +5%
Creative Planning
74
Creative Planning
Kansas
$2.68M +$82.6K +2,892 +3%
CF
75
Centaurus Financial
California
$2.66M +$2.6M +91,047 New

REET Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2022, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new REET positions and 25 closed out — a net gain of 11 holders — while 118 added to existing stakes and 82 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $54.6M. The largest seller was Gradient Investments, cutting an estimated $50.8M.

  • 268 institutional investors held iShares Global REIT ETF (REET) as of Q1 2022, up from 259 in Q4 2021.
  • Funds reported $1.55B of iShares Global REIT ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 36 funds opened new iShares Global REIT ETF positions in Q1 2022 and 25 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2022 was HSBC Holdings, an estimated $54.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2022 was Gradient Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2022.