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iShares Global REIT ETF

218 hedge funds and large institutions have $1.25B invested in iShares Global REIT ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 64

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 208218 (+10)

0.16% more ownership

Funds ownership: 39.65%39.81% (+0.16%)

3% less capital invested

Capital invested by funds: $1.29B → $1.25B (-$42.6M)

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
94
Reduced
64
Closed
10
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
76
Naples Global Advisors
Florida
$1.64M +$45.3K +1,580 +3%
CGA
77
Crescent Grove Advisors
Illinois
$1.44M
AA
78
Advisory Alpha
Michigan
$1.43M +$430 +15 +0%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$1.38M -$14.9K -519 -1%
MWM
80
Merriman Wealth Management
Washington
$1.38M +$67.3K +2,347 +5%
QCG
81
Quadrant Capital Group
Ohio
$1.38M -$24.3K -848 -2%
WA
82
Wealth Alliance
New York
$1.37M -$98.9K -3,449 -6%
FFA
83
First Foundation Advisors
California
$1.35M -$29.1K -1,016 -2%
Franklin Resources
84
Franklin Resources
California
$1.28M
SCM
85
Sterneck Capital Management
Missouri
$1.26M -$14.7K -514 -1%
AWM
86
Altavista Wealth Management
North Carolina
$1.23M -$154K -5,354 -11%
Osaic Holdings
87
Osaic Holdings
Arizona
$1.22M +$141K +4,911 +12%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$1.13M +$3.79K +132 +0.3%
EAMA
89
EFG Asset Management (Americas)
Florida
$1.1M +$9.12K +318 +0.8%
WWP
90
Waypoint Wealth Partners
California
$1.1M -$34K -1,185 -3%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$991K
BCI
92
Brinker Capital Investments
Pennsylvania
$966K -$72.4K -2,524 -7%
DAS
93
Dynamic Advisor Solutions
Arizona
$888K +$87.5K +3,050 +10%
TLFA
94
True Link Financial Advisors
California
$846K
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$803K -$87.2K -3,040 -9%
FMN
96
Financial Management Network
California
$776K +$37.4K +1,304 +5%
WP
97
WealthPLAN Partners
Nebraska
$773K +$6.6K +230 +0.9%
MWM
98
Modera Wealth Management
New Jersey
$739K +$30.1K +1,051 +4%
CPIG
99
Chicago Partners Investment Group
Illinois
$723K -$29 -1 -0%
CA
100
Cetera Advisors
Colorado
$718K -$93.6K -3,264 -11%

REET Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2021, worth a combined $1.25B — down 3.3% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REET positions and 10 closed out — a net gain of 15 holders — while 94 added to existing stakes and 64 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.5M. The largest seller was Citigroup, cutting an estimated $149M.

  • 218 institutional investors held iShares Global REIT ETF (REET) as of Q3 2021, up from 208 in Q2 2021.
  • Funds reported $1.25B of iShares Global REIT ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 25 funds opened new iShares Global REIT ETF positions in Q3 2021 and 10 closed out, a net change of +15 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2021 was Bank of Montreal, an estimated $24.5M added.
  • The largest iShares Global REIT ETF seller in Q3 2021 was Citigroup, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.