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iShares Global REIT ETF

203 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 47

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $870M → $1.04B (+$173M)

6% more funds holding

Funds holding: 191203 (+12)

1.93% more ownership

Funds ownership: 35.39%37.32% (+1.9%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
3.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
90
Reduced
47
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
76
Crescent Grove Advisors
Illinois
$1.34M
FAM
77
Formidable Asset Management
Ohio
$1.32M +$648K +26,223 +103%
QCG
78
Quadrant Capital Group
Ohio
$1.32M -$450K -18,231 -26%
MWM
79
Merriman Wealth Management
Washington
$1.25M +$190K +7,708 +19%
Franklin Resources
80
Franklin Resources
California
$1.19M +$53.6K +2,169 +5%
SCM
81
Sterneck Capital Management
Missouri
$1.17M +$193K +7,820 +20%
OPS
82
Orion Portfolio Solutions
Nebraska
$1.15M +$24.6K +998 +2%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$1.14M -$2.89K -117 -0.3%
WMP
84
Wealth Management Partners
Arizona
$1.11M -$128K -5,181 -11%
WWP
85
Waypoint Wealth Partners
California
$1.05M -$220K -8,896 -18%
EAMA
86
EFG Asset Management (Americas)
Florida
$1.02M +$543 +22 +0.1%
Osaic Holdings
87
Osaic Holdings
Arizona
$970K +$134K +5,438 +17%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$849K
BCI
89
Brinker Capital Investments
Pennsylvania
$827K -$115K -4,670 -13%
TLFA
90
True Link Financial Advisors
California
$787K
WP
91
WealthPLAN Partners
Nebraska
$731K -$59.8K -2,421 -8%
CA
92
Cetera Advisors
Colorado
$729K +$89.4K +3,621 +14%
Bank Julius Baer & Co
93
Bank Julius Baer & Co
Switzerland
$713K -$395 -16 -0.1%
CI Investments Inc
94
CI Investments Inc
Ontario, Canada
$713K +$691K +28,000 New
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$640K +$49.3K +1,996 +9%
CPIG
96
Chicago Partners Investment Group
Illinois
$638K +$23.5K +952 +4%
FTUS
97
Flow Traders U.S.
New York
$638K +$619K +25,053 New
MWM
98
Modera Wealth Management
New Jersey
$637K +$24.6K +995 +4%
MSFS
99
Main Street Financial Solutions
Pennsylvania
$617K
HighTower Advisors
100
HighTower Advisors
Illinois
$596K +$212K +8,571 +58%

REET Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2021, worth a combined $1.04B — up 20% from $870M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new REET positions and 24 closed out — a net gain of 13 holders — while 90 added to existing stakes and 47 trimmed.

The largest buyer was Gradient Investments, adding an estimated $44.3M. The largest seller was People's United Financial, cutting an estimated $4.86M.

  • 203 institutional investors held iShares Global REIT ETF (REET) as of Q1 2021, up from 191 in Q4 2020.
  • Funds reported $1.04B of iShares Global REIT ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 37 funds opened new iShares Global REIT ETF positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2021 was Gradient Investments, an estimated $44.3M added.
  • The largest iShares Global REIT ETF seller in Q1 2021 was People's United Financial, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2021.