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iShares Global REIT ETF
REET

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271 → 288 (+17)

0.24% more ownership

Funds ownership: 47.99% → 48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$37.8M
2
M&T Bank
M&T Bank
New York
+$13.3M
3
SAG
SageView Advisory Group
California
+$11.8M
4
LPL Financial
LPL Financial
California
+$11.4M
5
NWM
Nicola Wealth Management
British Columbia, Canada
+$9.06M

Top Sellers

Rank Fund Capital Flow
1
OFG
Oxford Financial Group
Indiana
-$63.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$19M
3
BlackRock
BlackRock
New York
-$13.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$13.1M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$8.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
76
Apella Capital
Connecticut
$2.63M +$2.81M +109,857 New
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$2.47M +$987K +38,644 +60%
CPP
78
Capasso Planning Partners
South Carolina
$2.39M -$555K -21,729 -18%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$2.39M +$2.54M +99,600 New
JWA
80
JFS Wealth Advisors
Pennsylvania
$2.35M +$59.9K +2,346 +2%
AFO
81
Aurelius Family Office
New Hampshire
$2.21M +$2.35M +92,024 New
Raymond James Financial
82
Raymond James Financial
Florida
$2.15M +$2.3M +89,902 New
SMFG
83
Sumitomo Mitsui Financial Group
Japan
$2.14M -$115K -4,511 -5%
CFO
84
Collective Family Office
Pennsylvania
$2.05M +$58K +2,270 +3%
EA
85
Emerald Advisors
Washington
$1.91M -$26.9K -1,053 -1%
UBS Group
86
UBS Group
Switzerland
$1.89M +$90.7K +3,554 +5%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$1.86M +$1M +39,275 +102%
FWP
88
FAS Wealth Partners
Kansas
$1.82M +$22.6K +885 +1%
EWA
89
Exencial Wealth Advisors
Oklahoma
$1.81M +$282K +11,031 +17%
NRI
90
NFP Retirement Inc
California
$1.72M -$13.1K -514 -0.7%
WA
91
Waverly Advisors
Alabama
$1.7M +$1.81M +70,833 New
Macquarie Group
92
Macquarie Group
Australia
$1.69M -$204K -7,981 -10%
CFG
93
Cornerstone Financial Group
Nebraska
$1.49M +$1.59M +62,100 New
AA
94
AlphaCentric Advisors
Puerto Rico
$1.44M +$1.53M +60,000 New
CA
95
Crossingbridge Advisors
New York
$1.44M +$1.53M +60,000 New
FNA
96
First National Advisers
Nebraska
$1.39M +$378K +14,800 +34%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$1.39M +$14.2K +555 +1%
QC
98
Quadrature Capital
United Kingdom
$1.36M +$1.45M +56,764 New
OFG
99
Oxford Financial Group
Indiana
$1.33M -$63.5M -2,487,646 -98%
CA
100
Clune & Associates
Illinois
$1.28M +$1.36M +53,274 New
2 3
4
5 6

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.