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iShares Global REIT ETF

289 hedge funds and large institutions have $1.75B invested in iShares Global REIT ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 286289 (+3)

0.96% less ownership

Funds ownership: 46.06%45.09% (-0.96%)

7% less capital invested

Capital invested by funds: $1.88B → $1.75B (-$128M)

Holders
289
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
3.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
29
Increased
118
Reduced
98
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWL
51
Causey Wealth LLC
Colorado
$5.39M +$477K +18,989 +10%
WANY
52
Wealthspire Advisors (New York)
New York
$5.15M +$220K +8,768 +5%
GBI
53
GP Brinson Investments
Illinois
$4.76M
FFG
54
Fiduciary Financial Group
California
$4.43M +$368K +14,661 +9%
AIM
55
Alhambra Investment Management
Florida
$4.41M -$11.5K -458 -0.3%
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$3.89M +$3.4M +135,624 +811%
SCM
57
SOL Capital Management
Maryland
$3.84M -$6.53K -260 -0.2%
RFG
58
RFP Financial Group
Georgia
$3.76M +$417K +16,596 +12%
Mirae Asset Global Investments
59
Mirae Asset Global Investments
South Korea
$3.7M +$1.27M +50,700 +54%
S
60
SimplyRich
California
$3.69M -$623K -24,836 -15%
AGA
61
Arkos Global Advisors
Texas
$3.16M -$152K -6,048 -5%
SHFA
62
SC&H Financial Advisors
Maryland
$3.12M -$108K -4,307 -3%
MWM
63
Manske Wealth Management
Texas
$3.03M -$33.5K -1,335 -1%
Osaic Holdings
64
Osaic Holdings
Arizona
$2.78M -$668K -26,602 -20%
SMFG
65
Sumitomo Mitsui Financial Group
Japan
$2.67M +$86.7K +3,453 +3%
CFO
66
Collective Family Office
Pennsylvania
$2.66M +$22.5K +896 +0.9%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$2.65M +$898K +35,783 +53%
RCI
68
RS Crum Inc
California
$2.63M -$1.51K -60 -0.1%
Raymond James Financial
69
Raymond James Financial
Florida
$2.55M +$150K +5,964 +6%
CFO
70
Callan Family Office
Pennsylvania
$2.54M +$2.31K +92 +0.1%
AFO
71
Aurelius Family Office
New Hampshire
$2.51M +$44.4K +1,768 +2%
EA
72
Emerald Advisors
Washington
$2.47M +$107K +4,276 +5%
HBT
73
Hills Bank & Trust
Iowa
$2.38M -$390K -15,553 -14%
CFG
74
Cornerstone Financial Group
Nebraska
$2.38M +$410K +16,343 +21%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$2.27M -$117K -4,655 -5%

REET Hedge Fund Activity: Q3 2025 in Review

289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2025, worth a combined $1.75B — down 6.8% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new REET positions and 21 closed out — a net gain of 8 holders — while 118 added to existing stakes and 98 trimmed.

The largest buyer was Sumitomo Mitsui DS Asset Management, adding an estimated $19M. The largest seller was HSBC Holdings, exiting entirely with an estimated $140M sold.

  • 289 institutional investors held iShares Global REIT ETF (REET) as of Q3 2025, up from 286 in Q2 2025.
  • Funds reported $1.75B of iShares Global REIT ETF stock for Q3 2025, down 6.8% quarter-over-quarter.
  • 29 funds opened new iShares Global REIT ETF positions in Q3 2025 and 21 closed out, a net change of +8 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2025 was Sumitomo Mitsui DS Asset Management, an estimated $19M added.
  • The largest iShares Global REIT ETF seller in Q3 2025 was HSBC Holdings, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2025.