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iShares Global REIT ETF
REET

268 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

44% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 82

3% more funds holding

Funds holding: 259 → 268 (+9)

0.49% more ownership

Funds ownership: 44.24% → 44.73% (+0.49%)

4% less capital invested

Capital invested by funds: $1.61B → $1.55B (-$60.9M)

20% less funds holding in top 10

Funds holding in top 10: 15 → 12 (-3)

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
118
Reduced
82
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$54.6M
2
BlackRock
BlackRock
New York
+$28.2M
3
SW
SVB Wealth
Massachusetts
+$11.4M
4
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
+$9.58M
5
WFA
Wipfli Financial Advisors
Wisconsin
+$8.77M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$50.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$50.6M
3
CWM
Cahaba Wealth Management
Georgia
-$28.3M
4
Fidelity International
Fidelity International
Bermuda
-$20.7M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$8.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
76
HAP Trading
New York
$2.63M -$37.8K -1,325 -1%
AC
77
Apella Capital
Connecticut
$2.51M -$307K -10,751 -11%
EVM
78
Eaton Vance Management
Massachusetts
$2.47M -$76.1K -2,665 -3%
NGA
79
Naples Global Advisors
Florida
$2.43M +$659K +23,065 +38%
BF
80
Brooklyn FI
New York
$2.37M +$486K +17,016 +27%
Wellington Management Group
81
Wellington Management Group
Massachusetts
$2.35M +$2.3M +80,383 New
FA
82
Fortis Advisors
Pennsylvania
$2.27M +$2.2K +77 +0.1%
NAS
83
Nicolet Advisory Services
Wisconsin
$2.18M -$137K -4,802 -6%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$2.17M +$2.12M +74,393 New
GA
85
Greenspring Advisors
Maryland
$2.16M +$3.43K +120 +0.2%
AWA
86
Arete Wealth Advisors
Illinois
$2.09M +$7.94K +278 +0.4%
UBS Group
87
UBS Group
Switzerland
$1.91M -$4.51M -157,831 -71%
MWM
88
Merriman Wealth Management
Washington
$1.88M +$437K +15,308 +31%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$1.83M +$914 +32 +0.1%
MCM
90
Maryland Capital Management
Maryland
$1.8M -$138K -4,844 -7%
AA
91
Aire Advisors
California
$1.58M -$3.91M -136,830 -70%
CGA
92
Crescent Grove Advisors
Illinois
$1.53M – – –
WWP
93
Waypoint Wealth Partners
California
$1.5M -$863K -30,228 -37%
AC
94
Avestar Capital
New York
$1.47M +$1.07M +37,527 +290%
TB
95
Treynor Bancshares
Iowa
$1.37M -$24.9K -873 -2%
Franklin Resources
96
Franklin Resources
California
$1.36M – – –
RWA
97
Redmont Wealth Advisors
Illinois
$1.34M +$374K +13,110 +40%
Citigroup
98
Citigroup
New York
$1.33M -$542K -18,993 -29%
EA
99
Emerald Advisors
Washington
$1.32M +$72.9K +2,551 +6%
RJA
100
Raymond James & Associates
Florida
$1.31M -$19.1K -668 -1%
2 3
4
5 6

REET Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2022, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new REET positions and 25 closed out — a net gain of 11 holders — while 118 added to existing stakes and 82 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $54.6M. The largest seller was Gradient Investments, cutting an estimated $50.8M.

  • 268 institutional investors held iShares Global REIT ETF (REET) as of Q1 2022, up from 259 in Q4 2021.
  • Funds reported $1.55B of iShares Global REIT ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 36 funds opened new iShares Global REIT ETF positions in Q1 2022 and 25 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2022 was HSBC Holdings, an estimated $54.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2022 was Gradient Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2022.