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iShares Global REIT ETF

280 hedge funds and large institutions have $1.85B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

1.09% more ownership

Funds ownership: 48.24%49.32% (+1.1%)

4% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$63.3M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 288280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
114
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
51
Brooklyn FI
New York
$6.49M +$745K +30,602 +13%
NGA
52
Naples Global Advisors
Florida
$6.47M +$414K +17,025 +7%
Creative Planning
53
Creative Planning
Kansas
$6.02M -$239K -9,799 -4%
CIC
54
Cutler Investment Counsel
Oregon
$6.01M +$1.5M +61,416 +33%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$5.7M +$3.83M +157,181 +202%
COPPSERS
56
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.3M +$1.98M +81,330 +59%
WANY
57
Wealthspire Advisors (New York)
New York
$4.86M +$88.3K +3,627 +2%
WA
58
Wilshire Advisors
California
$4.79M +$2.66M +109,303 +16%
CF
59
Corrigan Financial
Rhode Island
$4.6M -$49.9K -2,048 -1%
GBI
60
GP Brinson Investments
Illinois
$4.52M
CWL
61
Causey Wealth LLC
Colorado
$4.42M +$600K +24,633 +16%
S
62
SimplyRich
California
$4.28M -$1.99M -81,872 -32%
AIM
63
Alhambra Investment Management
Florida
$4.2M +$96K +3,945 +2%
SCM
64
SOL Capital Management
Maryland
$3.65M +$37.5K +1,540 +1%
Osaic Holdings
65
Osaic Holdings
Arizona
$3.6M +$2.79M +114,405 +336%
RFG
66
RFP Financial Group
Georgia
$3.48M -$400K -16,438 -10%
FFG
67
Fiduciary Financial Group
California
$3.41M +$583K +23,934 +19%
SW
68
SVB Wealth
Massachusetts
$3.4M -$907K -37,272 -21%
AGA
69
Arkos Global Advisors
Texas
$3.32M +$192K +7,879 +6%
RCI
70
RS Crum Inc
California
$3.18M -$12.2K -500 -0.4%
SHFA
71
SC&H Financial Advisors
Maryland
$3.09M -$42.6K -1,749 -1%
CFO
72
Callan Family Office
Pennsylvania
$2.81M -$75.2K -3,090 -3%
MWM
73
Manske Wealth Management
Texas
$2.78M +$17K +700 +0.6%
GLA
74
Great Lakes Advisors
Illinois
$2.7M -$1.67M -68,728 -38%
AC
75
Apella Capital
Connecticut
$2.63M +$124K +5,091 +5%

REET Hedge Fund Activity: Q1 2025 in Review

280 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2025, worth a combined $1.85B — up 3.5% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of REET and 22 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 114 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $29.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.7M.

  • 280 institutional investors held iShares Global REIT ETF (REET) as of Q1 2025, down from 288 in Q4 2024.
  • Funds reported $1.85B of iShares Global REIT ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 22 funds opened new iShares Global REIT ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q1 2025 was Partners Capital Investment Group, an estimated $29.7M added.
  • The largest iShares Global REIT ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2025.