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iShares Global REIT ETF
REET

240 hedge funds and large institutions have $1.07B invested in iShares Global REIT ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 72

1.17% more ownership

Funds ownership: 43.39% → 44.56% (+1.2%)

4% less funds holding

Funds holding: 249 → 240 (-9)

10% less capital invested

Capital invested by funds: $1.19B → $1.07B (-$114M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

Holders
240
Holders Change
-9
Holders Change %
-3.61%
% of All Funds
4.13%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
27
Increased
100
Reduced
72
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
SVB Wealth
Massachusetts
+$9.61M
2
BlackRock
BlackRock
New York
+$8.64M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$7.23M
4
WFA
Wipfli Financial Advisors
Wisconsin
+$6.79M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$6.7M

Top Sellers

Rank Fund Capital Flow
1
GLA
Great Lakes Advisors
Illinois
-$16.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$13.3M
3
Bank of America
Bank of America
North Carolina
-$5.59M
4
Jane Street
Jane Street
New York
-$5.51M
5
OFG
Oxford Financial Group
Indiana
-$4.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$3.91M +$1.51M +61,214 +50%
Cerity Partners
52
Cerity Partners
New York
$3.79M -$62.8K -2,550 -1%
SWM
53
Seaside Wealth Management
California
$3.72M +$858K +34,816 +26%
GLA
54
Great Lakes Advisors
Illinois
$3.55M -$16.3M -661,560 -80%
MWM
55
Modera Wealth Management
New Jersey
$3.46M +$2.39M +97,002 +148%
GBI
56
GP Brinson Investments
Illinois
$3.33M +$125K +5,077 +3%
CF
57
Centaurus Financial
California
$3.17M +$843K +34,221 +30%
APA
58
American Portfolios Advisors
New York
$3.17M -$3.17M -128,715 -46%
VIP
59
Viewpoint Investment Partners
Alberta, Canada
$3.16M -$1.83M -74,100 -33%
DWP
60
Destiny Wealth Partners
Florida
$2.95M -$14.4K -585 -0.4%
BF
61
Brooklyn FI
New York
$2.9M +$2.55M +103,374 +314%
NGA
62
Naples Global Advisors
Florida
$2.81M +$388K +15,768 +14%
OFG
63
Oxford Financial Group
Indiana
$2.7M -$4.44M -180,026 -59%
Mitsubishi UFJ Asset Management
64
Mitsubishi UFJ Asset Management
Japan
$2.67M – – –
LFA
65
Level Financial Advisors
New York
$2.46M +$146K +5,921 +5%
Creative Planning
66
Creative Planning
Kansas
$2.42M +$8.97K +364 +0.3%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.34M +$452K +18,366 +20%
CPP
68
Capasso Planning Partners
South Carolina
$2.28M -$58.7K -2,384 -2%
DPI
69
Diversified Portfolios Inc
Michigan
$2.22M +$2.15M +87,341 +513%
JWA
70
JFS Wealth Advisors
Pennsylvania
$2.15M +$14.2K +578 +0.6%
WWP
71
WR Wealth Planners
Missouri
$2.01M -$122K -4,954 -5%
SHFA
72
SC&H Financial Advisors
Maryland
$1.98M +$862K +34,983 +60%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$1.76M +$2.04M +82,676 New
AC
74
Apella Capital
Connecticut
$1.65M -$314K -12,755 -14%
UBS Group
75
UBS Group
Switzerland
$1.64M +$226K +9,182 +14%
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REET Hedge Fund Activity: Q3 2022 in Review

240 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2022, worth a combined $1.07B — down 9.6% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of REET and 27 opened new positions — a net loss of 4 holders — while 72 trimmed existing stakes and 100 added.

The largest buyer was SVB Wealth, adding an estimated $9.61M. The largest seller was Great Lakes Advisors, cutting an estimated $16.3M.

  • 240 institutional investors held iShares Global REIT ETF (REET) as of Q3 2022, down from 249 in Q2 2022.
  • Funds reported $1.07B of iShares Global REIT ETF stock for Q3 2022, down 9.6% quarter-over-quarter.
  • 27 funds opened new iShares Global REIT ETF positions in Q3 2022 and 31 closed out, a net change of -4 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2022 was SVB Wealth, an estimated $9.61M added.
  • The largest iShares Global REIT ETF seller in Q3 2022 was Great Lakes Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2022.