We are live on ! Find out more
REET icon

iShares Global REIT ETF

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271288 (+17)

0.24% more ownership

Funds ownership: 47.99%48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
51
SimplyRich
California
$6.19M -$586K -22,941 -8%
Creative Planning
52
Creative Planning
Kansas
$6.18M -$255K -10,003 -4%
NGA
53
Naples Global Advisors
Florida
$5.99M +$352K +13,799 +6%
BF
54
Brooklyn FI
New York
$5.68M +$283K +11,081 +5%
KA
55
Kooman & Associates
Pennsylvania
$5.63M +$251K +9,841 +4%
WANY
56
Wealthspire Advisors (New York)
New York
$4.72M +$193K +7,576 +4%
CF
57
Corrigan Financial
Rhode Island
$4.59M +$7.89K +309 +0.2%
CIC
58
Cutler Investment Counsel
Oregon
$4.47M +$1.79M +69,909 +60%
GBI
59
GP Brinson Investments
Illinois
$4.47M
GLA
60
Great Lakes Advisors
Illinois
$4.31M -$82.3K -3,222 -2%
SW
61
SVB Wealth
Massachusetts
$4.26M +$4.53M +177,519 New
AIM
62
Alhambra Investment Management
Florida
$4.05M +$432K +16,903 +11%
RFG
63
RFP Financial Group
Georgia
$3.83M +$5.46K +214 +0.1%
CWL
64
Causey Wealth LLC
Colorado
$3.77M +$4.02M +157,368 New
SCM
65
SOL Capital Management
Maryland
$3.57M -$31.8K -1,245 -0.8%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$3.43M -$249K -9,767 -6%
COPPSERS
67
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.29M -$1.39M -54,580 -28%
RCI
68
RS Crum Inc
California
$3.16M -$40.2K -1,575 -1%
AGA
69
Arkos Global Advisors
Texas
$3.09M +$79.6K +3,117 +2%
SHFA
70
SC&H Financial Advisors
Maryland
$3.09M +$42.6K +1,669 +1%
MWM
71
Merriman Wealth Management
Washington
$3.09M
AWA
72
Arete Wealth Advisors
Illinois
$3.02M +$1.1M +43,175 +52%
FFG
73
Fiduciary Financial Group
California
$2.98M +$194K +7,612 +6%
CFO
74
Callan Family Office
Pennsylvania
$2.85M +$347K +13,604 +13%
MWM
75
Manske Wealth Management
Texas
$2.73M +$2.91M +114,008 New

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.