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iShares Global REIT ETF
REET

266 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $1.07B → $2.69B (+$1.61B)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

34% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 71

11% more funds holding

Funds holding: 240 → 266 (+26)

3.5% more ownership

Funds ownership: 44.56% → 48.06% (+3.5%)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
95
Reduced
71
Closed
29
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$43.3M
2
GLA
Great Lakes Advisors
Illinois
+$26.1M
3
SC
Savant Capital
Illinois
+$19.3M
4
MWM
Modera Wealth Management
New Jersey
+$19.2M
5
CAN
Cetera Advisor Networks
California
+$12M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.25M
2
DA
Drake & Associates
Wisconsin
-$5.27M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.88M
4
CF
Centaurus Financial
California
-$3.17M
5
AAS
Ameritas Advisory Services
Nebraska
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
76
Capasso Planning Partners
South Carolina
$2.94M +$492K +22,090 +21%
AWM
77
AE Wealth Management
Kansas
$2.79M +$1.08M +48,518 +65%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$2.75M +$240K +10,753 +10%
HW
79
Hancock Whitney
Mississippi
$2.64M +$2.6M +116,452 New
LEFP
80
Leading Edge Financial Planning
Tennessee
$2.62M +$2.58M +115,507 New
AA
81
Aire Advisors
California
$2.4M +$1.23M +55,387 +110%
AL
82
Aspiriant LLC
California
$2.35M +$2.31M +103,611 New
SHFA
83
SC&H Financial Advisors
Maryland
$2.26M +$145K +6,515 +7%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$2.21M -$631K -28,300 -23%
WWP
85
WR Wealth Planners
Missouri
$2.1M -$42.5K -1,908 -2%
TWC
86
TD Waterhouse Canada
Ontario, Canada
$2.03M +$1.75M +78,387 +8,837%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$2M +$331K +14,864 +20%
CFO
88
Collective Family Office
Pennsylvania
$1.95M +$1.92M +85,924 New
FWMM
89
Foundation Wealth Management (Missouri)
Missouri
$1.75M +$1.72M +77,106 New
RJFSA
90
Raymond James Financial Services Advisors
Florida
$1.74M -$3.88M -173,895 -69%
LFA
91
Level Financial Advisors
New York
$1.62M -$990K -44,390 -38%
NAS
92
Nicolet Advisory Services
Wisconsin
$1.6M -$44.3K -1,988 -3%
EWA
93
Exencial Wealth Advisors
Oklahoma
$1.52M +$710K +31,840 +91%
CFO
94
Callan Family Office
Pennsylvania
$1.45M +$1.42M +63,863 New
TFA
95
TPG Financial Advisors
Oregon
$1.4M +$778K +34,889 +131%
NRI
96
NFP Retirement Inc
California
$1.31M +$525K +23,563 +69%
EAMA
97
EFG Asset Management (Americas)
Florida
$1.24M – – –
MPW
98
MGO Private Wealth
California
$1.22M +$1.2M +53,893 New
CGA
99
Crescent Grove Advisors
Illinois
$1.19M – – –
RJA
100
Raymond James & Associates
Florida
$1.04M +$60.7K +2,721 +6%
2 3
4
5 6

REET Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $2.69B — up 150% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new REET positions and 29 closed out — a net gain of 30 holders — while 95 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.

  • 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $2.69B of iShares Global REIT ETF stock for Q4 2022, up 150% quarter-over-quarter.
  • 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2022.