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iShares Global REIT ETF
REET

108 hedge funds and large institutions have $493M invested in iShares Global REIT ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

10% more funds holding

Funds holding: 98 → 108 (+10)

1.19% more ownership

Funds ownership: 37.3% → 38.49% (+1.2%)

5% more capital invested

Capital invested by funds: $471M → $493M (+$21.9M)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
26
Increased
46
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$24.6M
2
Wells Fargo
Wells Fargo
California
+$14M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.1M
4
CFA
Capstone Financial Advisors
Illinois
+$6.6M
5
Goldman Sachs
Goldman Sachs
New York
+$5.84M

Top Sellers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
-$36.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$8.65M
3
Jane Street
Jane Street
New York
-$4.08M
4
CWM
Cornerstone Wealth Management
Missouri
-$2.68M
5
PFM
Phillips Financial Management
Indiana
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
101
Strategic Wealth Partners
Ohio
$3K -$2.34K -95 -43%
LWA
102
Lowe Wealth Advisors
Maryland
$3K – – –
SWA
103
Sutton Wealth Advisors
Florida
$2.83K -$2.61K -106 -47%
MSFP
104
Mark Sheptoff Financial Planning
Connecticut
$2K +$1.6K +65 New
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$1.05K – – –
GRP
106
Global Retirement Partners
California
$1K – – –
ACA
107
Atlas Capital Advisors
Wyoming
$210 +$25 +1 +13%
FA
108
FDx Advisors
Illinois
– -$36.7M -1,456,848 Closed
Jane Street
109
Jane Street
New York
– -$4.08M -161,990 Closed
PFM
110
Phillips Financial Management
Indiana
– -$2.01M -79,684 Closed
CWM
111
Cornerstone Wealth Management
Missouri
– -$2.68M -68,422 Closed
AWMS
112
Advocacy Wealth Management Services
Georgia
– -$636K -25,227 Closed
BAS
113
Brown Advisory Securities
Maryland
– -$395K -15,670 Closed
CAM
114
Close Asset Management
United Kingdom
– -$298K -11,850 Closed
CI
115
CX Institutional
Indiana
– -$152K -6,026 Closed
AC
116
Avestar Capital
New York
– -$61.3K -2,492 Closed
RMAM
117
Raab & Moskowitz Asset Management
New Jersey
– -$60K -2,417 Closed
OWA
118
One Wealth Advisors
California
– -$33K -1,267 Closed
BBHC
119
Brown Brothers Harriman & Co
New York
– -$10K -377 Closed
AAP
120
Arax Advisory Partners
Colorado
– -$8K -328 Closed
SWP
121
Stratos Wealth Partners
Ohio
– -$2K -89 Closed
Financial Engines Advisors
122
Financial Engines Advisors
California
– -$1K -36 Closed
SFA
123
Stewardship Financial Advisors
Georgia
– -$1K -34 Closed
1 2 3 4
5

REET Hedge Fund Activity: Q4 2018 in Review

108 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2018, worth a combined $493M — up 4.7% from $471M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new REET positions and 16 closed out — a net gain of 10 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $24.6M. The largest seller was FDx Advisors, exiting entirely with an estimated $36.7M sold.

  • 108 institutional investors held iShares Global REIT ETF (REET) as of Q4 2018, up from 98 in Q3 2018.
  • Funds reported $493M of iShares Global REIT ETF stock for Q4 2018, up 4.7% quarter-over-quarter.
  • 26 funds opened new iShares Global REIT ETF positions in Q4 2018 and 16 closed out, a net change of +10 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $24.6M added.
  • The largest iShares Global REIT ETF seller in Q4 2018 was FDx Advisors, an estimated $36.7M sold.

Based on aggregated 13F filings for Q4 2018.