iShares Global REIT ETF
REET
250 hedge funds and large institutions have $1.46B invested in iShares Global REIT ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 31 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 89
1.05% more ownership
Funds ownership: 48.06% → 49.11% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
6% less funds holding
Funds holding: 266 → 250 (-16)
20% less call options, than puts
Call options by funds: $101K | Put options by funds: $126K
39% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 31
46% less capital invested
Capital invested by funds: $2.69B → $1.46B (-$1.23B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.19M |
| 3 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
+$8.22M |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$5.21M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$26.1M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$5.28M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.07M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.75M |
REET Hedge Fund Activity: Q1 2023 in Review
250 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2023, worth a combined $1.46B — down 46% from $2.69B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of REET and 19 opened new positions — a net loss of 12 holders — while 89 trimmed existing stakes and 105 added.
The largest buyer was Morgan Stanley, adding an estimated $22.3M. The largest seller was Great Lakes Advisors, cutting an estimated $26.1M.
- 250 institutional investors held iShares Global REIT ETF (REET) as of Q1 2023, down from 266 in Q4 2022.
- Funds reported $1.46B of iShares Global REIT ETF stock for Q1 2023, down 46% quarter-over-quarter.
- 19 funds opened new iShares Global REIT ETF positions in Q1 2023 and 31 closed out, a net change of -12 holders.
- The largest iShares Global REIT ETF buyer in Q1 2023 was Morgan Stanley, an estimated $22.3M added.
- The largest iShares Global REIT ETF seller in Q1 2023 was Great Lakes Advisors, an estimated $26.1M sold.
Based on aggregated 13F filings for Q1 2023.