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iShares Global REIT ETF

266 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $1.07B → $2.69B (+$1.61B)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

34% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 71

11% more funds holding

Funds holding: 240266 (+26)

3.5% more ownership

Funds ownership: 44.56%48.06% (+3.5%)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
95
Reduced
71
Closed
29
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
QC
51
Quent Capital
New York
$5.66M -$2.03M -90,865 -27%
JWA
52
JFS Wealth Advisors
Pennsylvania
$5.37M +$3.01M +135,187 +134%
Osaic Holdings
53
Osaic Holdings
Arizona
$5.1M +$3.63M +163,005 +265%
PFO
54
Pathstone Family Office
New Jersey
$4.9M -$406K -18,196 -8%
WA
55
Waterford Advisors
New York
$4.72M +$4.64M +207,999 New
EFL
56
ERn Financial LLC
Wisconsin
$4.72M +$440K +19,759 +11%
VIP
57
Viewpoint Investment Partners
Alberta, Canada
$4.47M +$1.07M +48,200 +32%
WANY
58
Wealthspire Advisors (New York)
New York
$4.45M +$270K +12,117 +7%
UCFA
59
United Capital Financial Advisors
Texas
$4.44M -$1.19M -53,214 -21%
CF
60
Corrigan Financial
Rhode Island
$4.43M -$280K -12,556 -6%
Corient Private Wealth
61
Corient Private Wealth
Florida
$4.24M +$4.16M +186,616 New
KA
62
Kooman & Associates
Pennsylvania
$4.15M +$4.07M +182,542 New
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$4.12M -$63.6K -2,854 -2%
SWM
64
Seaside Wealth Management
California
$4M +$153K +6,851 +4%
MD
65
Money Design
Japan
$3.81M -$1.13M -50,895 -23%
BF
66
Brooklyn FI
New York
$3.8M -$2M -89,689 -66%
AIM
67
Alhambra Investment Management
Florida
$3.66M +$3.6M +161,338 New
GBI
68
GP Brinson Investments
Illinois
$3.56M
RFG
69
RFP Financial Group
Georgia
$3.55M +$3.49M +156,460 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.32M +$3.25M +145,998 New
GA
71
Greenspring Advisors
Maryland
$3.2M +$1.63M +73,286 +109%
DWP
72
Destiny Wealth Partners
Florida
$3.16M +$8.2K +368 +0.3%
GLA
73
Great Lakes Advisors
Illinois
$3.12M +$26.1M +1,170,968 +702%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$3.05M +$3M +134,468 New
NGA
75
Naples Global Advisors
Florida
$2.97M -$31.2K -1,399 -1%

REET Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $2.69B — up 150% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new REET positions and 29 closed out — a net gain of 30 holders — while 95 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.

  • 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $2.69B of iShares Global REIT ETF stock for Q4 2022, up 150% quarter-over-quarter.
  • 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2022.