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iShares Global REIT ETF

280 hedge funds and large institutions have $1.85B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

1.09% more ownership

Funds ownership: 48.24%49.32% (+1.1%)

4% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$63.3M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 288280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
114
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$2.55M -$925K -38,010 -27%
CPP
77
Capasso Planning Partners
South Carolina
$2.54M +$123K +5,068 +5%
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$2.42M
SMFG
79
Sumitomo Mitsui Financial Group
Japan
$2.35M +$189K +7,775 +9%
JWA
80
JFS Wealth Advisors
Pennsylvania
$2.34M -$37.5K -1,540 -2%
AFO
81
Aurelius Family Office
New Hampshire
$2.24M +$10.2K +419 +0.5%
EA
82
Emerald Advisors
Washington
$2.19M +$262K +10,778 +14%
Raymond James Financial
83
Raymond James Financial
Florida
$2.04M -$144K -5,895 -7%
CFO
84
Collective Family Office
Pennsylvania
$2.02M -$57.9K -2,380 -3%
EWA
85
Exencial Wealth Advisors
Oklahoma
$1.91M +$78.7K +3,232 +4%
FWP
86
FAS Wealth Partners
Kansas
$1.86M +$22.8K +936 +1%
NRI
87
NFP Retirement Inc
California
$1.86M +$114K +4,701 +7%
CFG
88
Cornerstone Financial Group
Nebraska
$1.77M +$236K +9,685 +16%
MGW
89
MB Generational Wealth
Washington
$1.69M +$401K +16,470 +31%
WA
90
Waverly Advisors
Alabama
$1.69M -$32K -1,316 -2%
JP Morgan Chase
91
JP Morgan Chase
New York
$1.45M +$294K +12,092 +25%
CA
92
Clune & Associates
Illinois
$1.42M +$131K +5,389 +10%
FNA
93
First National Advisers
Nebraska
$1.41M
MTC
94
Matrix Trust Company
Colorado
$1.38M +$456K +18,722 +49%
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$1.37M -$27.4K -1,127 -2%
OFG
96
Oxford Financial Group
Indiana
$1.35M
AWMM
97
Aegis Wealth Management (Maryland)
Maryland
$1.33M +$51.4K +2,111 +4%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$1.32M +$381K +15,646 +34%
MFG
99
MidWestOne Financial Group
Iowa
$1.27M -$2.19K -90 -0.2%
MFC
100
Morris Financial Concepts
South Carolina
$1.24M +$24.3K +998 +2%

REET Hedge Fund Activity: Q1 2025 in Review

280 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2025, worth a combined $1.85B — up 3.5% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of REET and 22 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 114 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $29.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.7M.

  • 280 institutional investors held iShares Global REIT ETF (REET) as of Q1 2025, down from 288 in Q4 2024.
  • Funds reported $1.85B of iShares Global REIT ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 22 funds opened new iShares Global REIT ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q1 2025 was Partners Capital Investment Group, an estimated $29.7M added.
  • The largest iShares Global REIT ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2025.