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iShares Global REIT ETF

286 hedge funds and large institutions have $1.88B invested in iShares Global REIT ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

2% more funds holding

Funds holding: 280286 (+6)

6% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 100

1% more capital invested

Capital invested by funds: $1.85B → $1.88B (+$27.4M)

3.27% less ownership

Funds ownership: 49.32%46.06% (-3.3%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
30
Increased
106
Reduced
100
Closed
16
Calls
$321K
Puts
Net Calls
+$321K
Net Calls Change
+$321K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waterford Advisors
New York
$7.48M -$6.42M -265,092 -89%
NGA
52
Naples Global Advisors
Florida
$7.1M +$501K +20,671 +8%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$6.84M +$1.02M +42,167 +18%
CIC
54
Cutler Investment Counsel
Oregon
$6.72M +$588K +24,288 +10%
Creative Planning
55
Creative Planning
Kansas
$6.06M -$66.4K -2,739 -1%
PB
56
Prime Buchholz
New Hampshire
$5.81M -$2.04M -84,000 -26%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$4.89M -$2.42M -99,974 -34%
WANY
58
Wealthspire Advisors (New York)
New York
$4.76M -$184K -7,605 -4%
CWL
59
Causey Wealth LLC
Colorado
$4.74M +$244K +10,065 +6%
GBI
60
GP Brinson Investments
Illinois
$4.6M
AIM
61
Alhambra Investment Management
Florida
$4.27M -$5.6K -231 -0.1%
S
62
SimplyRich
California
$4.18M -$172K -7,099 -4%
FFG
63
Fiduciary Financial Group
California
$3.94M +$158K +6,535 +4%
SCM
64
SOL Capital Management
Maryland
$3.72M -$727 -30 -0%
Toronto Dominion Bank
65
Toronto Dominion Bank
Ontario, Canada
$3.71M +$3.56M +146,920 +4,770%
RFG
66
RFP Financial Group
Georgia
$3.47M -$75.1K -3,098 -2%
Osaic Holdings
67
Osaic Holdings
Arizona
$3.34M -$317K -13,080 -9%
AGA
68
Arkos Global Advisors
Texas
$3.21M -$174K -7,171 -5%
SHFA
69
SC&H Financial Advisors
Maryland
$3.12M -$18.9K -782 -0.6%
MWM
70
Manske Wealth Management
Texas
$2.96M +$125K +5,166 +5%
GLA
71
Great Lakes Advisors
Illinois
$2.85M +$99.2K +4,094 +4%
HBT
72
Hills Bank & Trust
Iowa
$2.69M +$2.64M +108,843 New
CFO
73
Collective Family Office
Pennsylvania
$2.55M +$487K +20,113 +24%
RCI
74
RS Crum Inc
California
$2.54M -$688K -28,405 -22%
SMFG
75
Sumitomo Mitsui Financial Group
Japan
$2.49M +$93.1K +3,843 +4%

REET Hedge Fund Activity: Q2 2025 in Review

286 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2025, worth a combined $1.88B — up 1.5% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new REET positions and 16 closed out — a net gain of 14 holders — while 106 added to existing stakes and 100 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $23.6M. The largest seller was Partners Capital Investment Group, cutting an estimated $44.4M.

  • 286 institutional investors held iShares Global REIT ETF (REET) as of Q2 2025, up from 280 in Q1 2025.
  • Funds reported $1.88B of iShares Global REIT ETF stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 30 funds opened new iShares Global REIT ETF positions in Q2 2025 and 16 closed out, a net change of +14 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2025 was Jane Street, an estimated $23.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2025 was Partners Capital Investment Group, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2025.