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iShares Global REIT ETF

289 hedge funds and large institutions have $1.75B invested in iShares Global REIT ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 286289 (+3)

0.96% less ownership

Funds ownership: 46.06%45.09% (-0.96%)

7% less capital invested

Capital invested by funds: $1.88B → $1.75B (-$128M)

Holders
289
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
3.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
29
Increased
118
Reduced
98
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$2.18M -$6.97M -277,492 -77%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$2.17M -$2.77M -110,443 -56%
JWA
78
JFS Wealth Advisors
Pennsylvania
$2.15M -$39.5K -1,575 -2%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$2.11M +$2.07M +82,563 New
UBS Group
80
UBS Group
Switzerland
$2.07M -$316K -12,577 -13%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$2.02M +$445K +17,746 +29%
FWP
82
FAS Wealth Partners
Kansas
$2M -$27.1K -1,078 -1%
CPP
83
Capasso Planning Partners
South Carolina
$1.93M -$14.2K -564 -0.7%
SW
84
Simplicity Wealth
New Jersey
$1.83M +$965K +38,453 +115%
EWA
85
Exencial Wealth Advisors
Oklahoma
$1.81M -$36.9K -1,472 -2%
NRI
86
NFP Retirement Inc
California
$1.74M +$57.7K +2,297 +3%
WA
87
Waverly Advisors
Alabama
$1.73M -$44.5K -1,773 -3%
CA
88
Clune & Associates
Illinois
$1.71M +$57K +2,272 +4%
PCM
89
Payne Capital Management
New York
$1.62M +$416K +16,571 +35%
AC
90
Apella Capital
Connecticut
$1.53M -$744K -29,654 -33%
FNA
91
First National Advisers
Nebraska
$1.49M
XPN
92
XY Planning Network
Montana
$1.45M
WA
93
Wealth Alliance
New York
$1.41M +$1.38M +54,985 New
OFG
94
Oxford Financial Group
Indiana
$1.4M -$37.6K -1,500 -3%
AWMM
95
Aegis Wealth Management (Maryland)
Maryland
$1.39M -$6.6K -263 -0.5%
MTC
96
Matrix Trust Company
Colorado
$1.38M -$83.4K -3,324 -6%
MGW
97
MB Generational Wealth
Washington
$1.36M +$1.33M +53,093 New
MFC
98
Morris Financial Concepts
South Carolina
$1.3M +$13.7K +545 +1%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$1.27M -$10.1M -404,364 -89%
FWMM
100
Foundation Wealth Management (Missouri)
Missouri
$1.27M +$20.7K +823 +2%

REET Hedge Fund Activity: Q3 2025 in Review

289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2025, worth a combined $1.75B — down 6.8% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new REET positions and 21 closed out — a net gain of 8 holders — while 118 added to existing stakes and 98 trimmed.

The largest buyer was Sumitomo Mitsui DS Asset Management, adding an estimated $19M. The largest seller was HSBC Holdings, exiting entirely with an estimated $140M sold.

  • 289 institutional investors held iShares Global REIT ETF (REET) as of Q3 2025, up from 286 in Q2 2025.
  • Funds reported $1.75B of iShares Global REIT ETF stock for Q3 2025, down 6.8% quarter-over-quarter.
  • 29 funds opened new iShares Global REIT ETF positions in Q3 2025 and 21 closed out, a net change of +8 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2025 was Sumitomo Mitsui DS Asset Management, an estimated $19M added.
  • The largest iShares Global REIT ETF seller in Q3 2025 was HSBC Holdings, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2025.