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iShares Global REIT ETF

286 hedge funds and large institutions have $1.88B invested in iShares Global REIT ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

2% more funds holding

Funds holding: 280286 (+6)

6% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 100

1% more capital invested

Capital invested by funds: $1.85B → $1.88B (+$27.4M)

3.27% less ownership

Funds ownership: 49.32%46.06% (-3.3%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
30
Increased
106
Reduced
100
Closed
16
Calls
$321K
Puts
Net Calls
+$321K
Net Calls Change
+$321K
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
76
Callan Family Office
Pennsylvania
$2.45M -$405K -16,726 -14%
AFO
77
Aurelius Family Office
New Hampshire
$2.38M +$95.4K +3,938 +4%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$2.32M -$196K -8,095 -8%
Raymond James Financial
79
Raymond James Financial
Florida
$2.32M +$238K +9,829 +12%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$2.31M -$276K -11,404 -11%
UBS Group
81
UBS Group
Switzerland
$2.31M +$1.06M +43,951 +89%
EA
82
Emerald Advisors
Washington
$2.28M +$52.5K +2,167 +2%
AC
83
Apella Capital
Connecticut
$2.22M -$609K -25,126 -22%
JWA
84
JFS Wealth Advisors
Pennsylvania
$2.11M -$266K -10,985 -11%
FPAS
85
Focus Partners Advisor Solutions
Missouri
$2.08M +$910K +37,544 +81%
FWP
86
FAS Wealth Partners
Kansas
$1.96M +$60.8K +2,511 +3%
CFG
87
Cornerstone Financial Group
Nebraska
$1.89M +$118K +4,850 +7%
CPP
88
Capasso Planning Partners
South Carolina
$1.88M -$699K -28,832 -27%
EWA
89
Exencial Wealth Advisors
Oklahoma
$1.78M -$159K -6,581 -8%
WA
90
Waverly Advisors
Alabama
$1.72M
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$1.68M +$171K +7,063 +12%
OMC
92
Old Mission Capital
Illinois
$1.64M +$1.61M +66,334 New
NRI
93
NFP Retirement Inc
California
$1.63M -$263K -10,848 -14%
CA
94
Clune & Associates
Illinois
$1.6M +$148K +6,117 +10%
SW
95
SVB Wealth
Massachusetts
$1.58M -$1.85M -76,430 -54%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$1.52M +$489K +20,192 +48%
XPN
97
XY Planning Network
Montana
$1.45M +$1.42M +58,651 New
FNA
98
First National Advisers
Nebraska
$1.44M
MTC
99
Matrix Trust Company
Colorado
$1.41M +$12.4K +510 +0.9%
Mitsubishi UFJ Asset Management
100
Mitsubishi UFJ Asset Management
Japan
$1.4M

REET Hedge Fund Activity: Q2 2025 in Review

286 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2025, worth a combined $1.88B — up 1.5% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new REET positions and 16 closed out — a net gain of 14 holders — while 106 added to existing stakes and 100 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $23.6M. The largest seller was Partners Capital Investment Group, cutting an estimated $44.4M.

  • 286 institutional investors held iShares Global REIT ETF (REET) as of Q2 2025, up from 280 in Q1 2025.
  • Funds reported $1.88B of iShares Global REIT ETF stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 30 funds opened new iShares Global REIT ETF positions in Q2 2025 and 16 closed out, a net change of +14 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2025 was Jane Street, an estimated $23.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2025 was Partners Capital Investment Group, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2025.