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iShares Global REIT ETF

249 hedge funds and large institutions have $1.19B invested in iShares Global REIT ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1.34% less ownership

Funds ownership: 44.73%43.39% (-1.3%)

7% less funds holding

Funds holding: 268249 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less capital invested

Capital invested by funds: $1.55B → $1.19B (-$361M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.19%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
24
Increased
107
Reduced
86
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
51
ERn Financial LLC
Wisconsin
$4.42M +$257K +9,664 +6%
Cerity Partners
52
Cerity Partners
New York
$4.37M +$4.81M +180,845 New
FIB
53
First Interstate Bank
Montana
$3.93M +$3.9M +146,589 +913%
GBI
54
GP Brinson Investments
Illinois
$3.67M
SWM
55
Seaside Wealth Management
California
$3.52M +$3.57M +134,286 New
DWP
56
Destiny Wealth Partners
Florida
$3.37M -$281K -10,539 -7%
WANY
57
Wealthspire Advisors (New York)
New York
$3.35M +$1.06M +39,827 +40%
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$3.04M +$16K +600 +0.5%
BA
59
Bivin & Associates
Oklahoma
$3.01M -$112K -4,215 -3%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$2.99M +$4.15K +156 +0.1%
NGA
61
Naples Global Advisors
Florida
$2.81M +$880K +33,057 +40%
CF
62
Centaurus Financial
California
$2.78M +$635K +23,843 +26%
Creative Planning
63
Creative Planning
Kansas
$2.74M +$579K +21,762 +24%
BF
64
Brooklyn FI
New York
$2.71M -$1.28M -48,230 -59%
CPP
65
Capasso Planning Partners
South Carolina
$2.65M -$73.8K -2,771 -2%
LFA
66
Level Financial Advisors
New York
$2.65M -$42.7K -1,605 -1%
PFO
67
Pathstone Family Office
New Jersey
$2.48M +$2.05M +76,936 +302%
JWA
68
JFS Wealth Advisors
Pennsylvania
$2.43M -$60.6K -2,275 -2%
WWP
69
WR Wealth Planners
Missouri
$2.4M +$28.6K +1,076 +1%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$2.23M +$468K +17,599 +24%
AC
71
Apella Capital
Connecticut
$2.19M +$121K +4,563 +5%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$1.86M +$1.83M +68,801 +856%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$1.83M -$576K -21,657 -22%
MCM
74
MAI Capital Management
Ohio
$1.82M +$1.81M +68,075 +953%
NAS
75
Nicolet Advisory Services
Wisconsin
$1.74M -$80.7K -3,033 -4%

REET Hedge Fund Activity: Q2 2022 in Review

249 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2022, worth a combined $1.19B — down 23% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of REET and 24 opened new positions — a net loss of 13 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Great Lakes Advisors, adding an estimated $16.6M. The largest seller was Jones Financial Companies, cutting an estimated $48.4M.

  • 249 institutional investors held iShares Global REIT ETF (REET) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $1.19B of iShares Global REIT ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 24 funds opened new iShares Global REIT ETF positions in Q2 2022 and 37 closed out, a net change of -13 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2022 was Great Lakes Advisors, an estimated $16.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.