iShares Global REIT ETF
REET
82 hedge funds and large institutions have $395M invested in iShares Global REIT ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 6 closing their positions.
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
100% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 15
95% more capital invested
Capital invested by funds: $203M → $395M (+$192M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more funds holding
Funds holding: 66 → 82 (+16)
12.05% more ownership
Funds ownership: 22.87% → 34.92% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$159M |
| 2 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$12.8M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$3.94M |
| 4 |
OIWM
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
+$3.83M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$18.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.96M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.98M |
| 4 |
Jane Street
New York
|
-$1.73M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$612K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
76
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.16K | – | – | – |
|
77
SEI Investments
Oaks,
Pennsylvania
| $1K | -$19.7K | -788 | -96% |
|
|
GRP
78
Global Retirement Partners
San Rafael,
California
| $1K | – | – | – |
|
|
ACA
79
Atlas Capital Advisors
Jackson,
Wyoming
| $154 | +$50 | +2 | +50% |
|
|
FRA
80
Front Row Advisors
Tiburon,
California
| $13 | -$4.01K | -160 | -24% |
|
|
81
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$18.4M | -751,000 | Closed |
|
|
CS
82
Credit Suisse
Zurich,
Switzerland
| – | -$317K | -12,900 | Closed |
|
|
CCA
83
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$10K | -413 | Closed |
|
|
WCM
84
Whitener Capital Management
Rocky Mount,
North Carolina
| – | -$3K | -151 | Closed |
|
|
SWP
85
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$2K | -89 | Closed |
|
|
WAM
86
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | +$150 | +6 | New |
|
REET Hedge Fund Activity: Q2 2018 in Review
82 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2018, worth a combined $395M — up 95% from $203M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new REET positions and 6 closed out — a net gain of 17 holders — while 30 added to existing stakes and 15 trimmed.
The largest buyer was First Command Advisory Services, opening a new position worth an estimated $159M. The largest seller was Deutsche Bank, exiting entirely with an estimated $18.4M sold.
- 82 institutional investors held iShares Global REIT ETF (REET) as of Q2 2018, up from 66 in Q1 2018.
- Funds reported $395M of iShares Global REIT ETF stock for Q2 2018, up 95% quarter-over-quarter.
- 23 funds opened new iShares Global REIT ETF positions in Q2 2018 and 6 closed out, a net change of +17 holders.
- The largest iShares Global REIT ETF buyer in Q2 2018 was First Command Advisory Services, an estimated $159M added.
- The largest iShares Global REIT ETF seller in Q2 2018 was Deutsche Bank, an estimated $18.4M sold.
Based on aggregated 13F filings for Q2 2018.