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iShares Global REIT ETF

249 hedge funds and large institutions have $1.19B invested in iShares Global REIT ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1.34% less ownership

Funds ownership: 44.73%43.39% (-1.3%)

7% less funds holding

Funds holding: 268249 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less capital invested

Capital invested by funds: $1.55B → $1.19B (-$361M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.19%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
24
Increased
107
Reduced
86
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arete Wealth Advisors
Illinois
$1.65M -$89.1K -3,348 -5%
UBS Group
77
UBS Group
Switzerland
$1.64M +$73.6K +2,764 +4%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$1.63M -$1.73M -64,818 -49%
GA
79
Greenspring Advisors
Maryland
$1.61M -$189K -7,086 -10%
MWM
80
Modera Wealth Management
New Jersey
$1.59M +$618K +23,216 +55%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$1.57M +$58.8K +2,211 +4%
RCI
82
RS Crum Inc
California
$1.5M +$449K +16,873 +38%
SHFA
83
SC&H Financial Advisors
Maryland
$1.4M +$611K +22,949 +65%
Osaic Holdings
84
Osaic Holdings
Arizona
$1.37M +$94.8K +3,561 +7%
EAMA
85
EFG Asset Management (Americas)
Florida
$1.33M +$396K +14,895 +37%
Renaissance Technologies
86
Renaissance Technologies
New York
$1.29M +$985K +37,000 +226%
AA
87
Aire Advisors
California
$1.28M -$144K -5,426 -9%
CGA
88
Crescent Grove Advisors
Illinois
$1.27M
Baird Financial Group
89
Baird Financial Group
Wisconsin
$1.26M +$1.39M +52,195 New
TB
90
Treynor Bancshares
Iowa
$1.13M +$426 +16 +0%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.13M +$76K +2,857 +7%
Franklin Resources
92
Franklin Resources
California
$1.13M
AWM
93
AE Wealth Management
Kansas
$1.12M +$102K +3,843 +9%
RWA
94
Redmont Wealth Advisors
Illinois
$1.1M -$6.65K -250 -0.5%
WWP
95
Waypoint Wealth Partners
California
$1.09M -$161K -6,057 -12%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$1.04M -$240 -9 -0%
MA
97
MAS Advisors
Florida
$1.03M +$74.8K +2,810 +7%
Citigroup
98
Citigroup
New York
$1.02M -$93.2K -3,501 -8%
EWA
99
Exencial Wealth Advisors
Oklahoma
$1.01M +$676K +25,413 +156%
RFN
100
RDA Financial Network
Iowa
$1M +$96.5K +3,626 +10%

REET Hedge Fund Activity: Q2 2022 in Review

249 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2022, worth a combined $1.19B — down 23% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of REET and 24 opened new positions — a net loss of 13 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Great Lakes Advisors, adding an estimated $16.6M. The largest seller was Jones Financial Companies, cutting an estimated $48.4M.

  • 249 institutional investors held iShares Global REIT ETF (REET) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $1.19B of iShares Global REIT ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 24 funds opened new iShares Global REIT ETF positions in Q2 2022 and 37 closed out, a net change of -13 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2022 was Great Lakes Advisors, an estimated $16.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.