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iShares Global REIT ETF
REET

108 hedge funds and large institutions have $493M invested in iShares Global REIT ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

10% more funds holding

Funds holding: 98 → 108 (+10)

1.19% more ownership

Funds ownership: 37.3% → 38.49% (+1.2%)

5% more capital invested

Capital invested by funds: $471M → $493M (+$21.9M)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
26
Increased
46
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$24.6M
2
Wells Fargo
Wells Fargo
California
+$14M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.1M
4
CFA
Capstone Financial Advisors
Illinois
+$6.6M
5
Goldman Sachs
Goldman Sachs
New York
+$5.84M

Top Sellers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
-$36.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$8.65M
3
Jane Street
Jane Street
New York
-$4.08M
4
CWM
Cornerstone Wealth Management
Missouri
-$2.68M
5
PFM
Phillips Financial Management
Indiana
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
76
TCI Wealth Advisors
Arizona
$74K +$77.8K +3,162 New
GWA
77
Guidant Wealth Advisors
Illinois
$67K +$71.4K +2,900 New
IA
78
IFP Advisors
Florida
$63K -$174K -7,073 -73%
Citigroup
79
Citigroup
New York
$57K +$36.1K +1,465 +153%
AG
80
Advisor Group
Arizona
$43K +$7.95K +323 +22%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$37K +$30.9K +1,254 +371%
CFN
82
Cordasco Financial Network
Florida
$32K +$33.2K +1,350 New
RE
83
RBC Europe
United Kingdom
$30.4K – – –
CQS
84
Credential Qtrade Securities
$22.1K -$1.92K -78 -8%
LFG
85
LifePlan Financial Group
Ohio
$20K – – –
Barclays
86
Barclays
United Kingdom
$19K – – –
ADL
87
Asset Dedication LLC
California
$17K -$12K -488 -41%
CWA
88
Clarus Wealth Advisors
Arizona
$15K +$492 +20 +3%
OIA
89
OneDigital Investment Advisors
Kansas
$15K +$15.4K +627 New
SMFS
90
Squar Milner Financial Services
California
$14K – – –
FRA
91
Front Row Advisors
California
$12K – – –
PCFFS
92
Pacific Center for Financial Services
California
$11K +$345 +14 +3%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$11K +$11.1K +450 New
SWM
94
SeaCrest Wealth Management
New York
$10K +$10.7K +436 New
EWM
95
Elmwood Wealth Management
California
$9K -$3.05K -124 -25%
CC
96
Claybrook Capital
Massachusetts
$9K +$9.21K +374 New
WDL
97
Well Done LLC
Michigan
$9K +$9.21K +374 New
CHP
98
Cable Hill Partners
Oregon
$7K -$89.5K -3,637 -92%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
WCM
100
Whitener Capital Management
North Carolina
$4K +$172 +7 +4%
1 2 3
4
5

REET Hedge Fund Activity: Q4 2018 in Review

108 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2018, worth a combined $493M — up 4.7% from $471M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new REET positions and 16 closed out — a net gain of 10 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $24.6M. The largest seller was FDx Advisors, exiting entirely with an estimated $36.7M sold.

  • 108 institutional investors held iShares Global REIT ETF (REET) as of Q4 2018, up from 98 in Q3 2018.
  • Funds reported $493M of iShares Global REIT ETF stock for Q4 2018, up 4.7% quarter-over-quarter.
  • 26 funds opened new iShares Global REIT ETF positions in Q4 2018 and 16 closed out, a net change of +10 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $24.6M added.
  • The largest iShares Global REIT ETF seller in Q4 2018 was FDx Advisors, an estimated $36.7M sold.

Based on aggregated 13F filings for Q4 2018.