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iShares Global REIT ETF

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $723K | Put options by funds: $360K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$256M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 267271 (+4)

0.31% less ownership

Funds ownership: 48.3%47.99% (-0.31%)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
28
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$7.15M -$458K -18,128 -6%
FWA
52
FSM Wealth Advisors
Ohio
$6.55M +$6.21M +245,368 New
NGA
53
Naples Global Advisors
Florida
$6.3M +$385K +15,214 +7%
BF
54
Brooklyn FI
New York
$6.02M +$338K +13,357 +6%
KA
55
Kooman & Associates
Pennsylvania
$6.01M +$209K +8,247 +4%
Deutsche Bank
56
Deutsche Bank
Germany
$5.2M +$4.93M +194,886 New
COPPSERS
57
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.12M +$2.68M +106,030 +124%
CF
58
Corrigan Financial
Rhode Island
$5.11M +$16.9K +667 +0.3%
WANY
59
Wealthspire Advisors (New York)
New York
$5.05M -$22.2K -878 -0.5%
GBI
60
GP Brinson Investments
Illinois
$4.97M
GLA
61
Great Lakes Advisors
Illinois
$4.89M -$249K -9,841 -5%
RFG
62
RFP Financial Group
Georgia
$4.26M +$22.2K +878 +0.6%
AIM
63
Alhambra Investment Management
Florida
$4.06M -$262K -10,351 -6%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$4.06M -$104K -4,112 -3%
SCM
65
SOL Capital Management
Maryland
$4.01M -$109K -4,300 -3%
RCI
66
RS Crum Inc
California
$3.56M -$76K -3,005 -2%
MWM
67
Merriman Wealth Management
Washington
$3.44M -$164K -6,497 -5%
Jane Street
68
Jane Street
New York
$3.42M -$972K -38,422 -23%
SHFA
69
SC&H Financial Advisors
Maryland
$3.4M +$120K +4,730 +4%
AGA
70
Arkos Global Advisors
Texas
$3.36M +$24.5K +967 +0.8%
CPP
71
Capasso Planning Partners
South Carolina
$3.24M -$60.4K -2,387 -2%
FFG
72
Fiduciary Financial Group
California
$3.11M +$45.5K +1,799 +2%
CIC
73
Cutler Investment Counsel
Oregon
$3.11M +$2.66M +105,263 +938%
CFO
74
Callan Family Office
Pennsylvania
$2.81M +$118K +4,656 +5%
JWA
75
JFS Wealth Advisors
Pennsylvania
$2.55M +$370K +14,629 +18%

REET Hedge Fund Activity: Q3 2024 in Review

271 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2024, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new REET positions and 28 closed out — a net gain of 6 holders — while 84 added to existing stakes and 106 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $18M. The largest seller was SageView Advisory Group, cutting an estimated $9.41M.

  • 271 institutional investors held iShares Global REIT ETF (REET) as of Q3 2024, up from 267 in Q2 2024.
  • Funds reported $1.96B of iShares Global REIT ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new iShares Global REIT ETF positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2024 was AllianceBernstein, an estimated $18M added.
  • The largest iShares Global REIT ETF seller in Q3 2024 was SageView Advisory Group, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2024.