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iShares Global REIT ETF

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $723K | Put options by funds: $360K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$256M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 267271 (+4)

0.31% less ownership

Funds ownership: 48.3%47.99% (-0.31%)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
28
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
76
Sumitomo Mitsui Financial Group
Japan
$2.5M +$186K +7,370 +9%
FG
77
Foster Group
Iowa
$2.5M -$20.5K -810 -0.9%
CFO
78
Collective Family Office
Pennsylvania
$2.22M +$40.1K +1,585 +2%
AWA
79
Arete Wealth Advisors
Illinois
$2.21M -$795K -31,428 -28%
EA
80
Emerald Advisors
Washington
$2.13M +$77.3K +3,057 +4%
Macquarie Group
81
Macquarie Group
Australia
$2.1M -$254K -10,063 -11%
D
82
Diversified
Delaware
$2.04M +$189K +7,492 +11%
DE
83
Diversified Enterprises
Delaware
$2.04M +$1.94M +76,619 New
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$2.02M -$148K -5,858 -7%
UBS Group
85
UBS Group
Switzerland
$2.01M -$2.07M -81,832 -52%
FWP
86
FAS Wealth Partners
Kansas
$2M -$42.3K -1,674 -2%
NRI
87
NFP Retirement Inc
California
$1.93M -$278K -11,011 -13%
NRWA
88
North Ridge Wealth Advisors
Oregon
$1.92M -$398K -15,752 -18%
FT
89
Fiduciary Trust
Massachusetts
$1.84M +$1.74M +68,816 New
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$1.72M -$3.14M -124,287 -66%
EWA
91
Exencial Wealth Advisors
Oklahoma
$1.72M -$6.4K -253 -0.4%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$1.7M -$109K -4,327 -6%
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$1.53M
Renaissance Technologies
94
Renaissance Technologies
New York
$1.5M +$849K +33,581 +149%
WA
95
Wealth Alliance
New York
$1.5M -$17.6K -695 -1%
MFC
96
Morris Financial Concepts
South Carolina
$1.48M -$61.3K -2,425 -4%
MGW
97
MB Generational Wealth
Washington
$1.42M
FWMM
98
Foundation Wealth Management (Missouri)
Missouri
$1.4M -$88.3K -3,493 -6%
LFA
99
Level Financial Advisors
New York
$1.38M +$2K +79 +0.2%
AL
100
Aspiriant LLC
California
$1.37M -$142K -5,614 -10%

REET Hedge Fund Activity: Q3 2024 in Review

271 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2024, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new REET positions and 28 closed out — a net gain of 6 holders — while 84 added to existing stakes and 106 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $18M. The largest seller was SageView Advisory Group, cutting an estimated $9.41M.

  • 271 institutional investors held iShares Global REIT ETF (REET) as of Q3 2024, up from 267 in Q2 2024.
  • Funds reported $1.96B of iShares Global REIT ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new iShares Global REIT ETF positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2024 was AllianceBernstein, an estimated $18M added.
  • The largest iShares Global REIT ETF seller in Q3 2024 was SageView Advisory Group, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2024.