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iShares Global REIT ETF
REET

122 hedge funds and large institutions have $704M invested in iShares Global REIT ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

115% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 26

43% more capital invested

Capital invested by funds: $493M → $704M (+$211M)

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

13% more funds holding

Funds holding: 108 → 122 (+14)

3.24% more ownership

Funds ownership: 38.49% → 41.73% (+3.2%)

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
2.64%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
23
Increased
56
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$92M
2
FA
FDx Advisors
Illinois
+$40.6M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$11.5M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$8.14M
5
S
SimplyRich
California
+$7.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$23.4M
2
GI
Gradient Investments
Minnesota
-$19.6M
3
FI
FormulaFolio Investments
Michigan
-$7.67M
4
RTC
Riverview Trust Company
Washington
-$4.13M
5
BlackRock
BlackRock
New York
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
101
Asset Dedication LLC
California
$19K +$180 +7 +1%
RFC
102
Regions Financial Corp
Alabama
$19K +$18.5K +720 New
CWA
103
Clarus Wealth Advisors
Arizona
$18K +$180 +7 +1%
SMFS
104
Squar Milner Financial Services
California
$16K – – –
AF
105
Advisornet Financial
Minnesota
$16K +$15K +582 New
FRA
106
Front Row Advisors
California
$13K – – –
SWM
107
SeaCrest Wealth Management
New York
$12K – – –
PCFFS
108
Pacific Center for Financial Services
California
$12K +$103 +4 +0.9%
EWM
109
Elmwood Wealth Management
California
$8K -$2.14K -83 -22%
GWM
110
Geneos Wealth Management
Colorado
$8K +$7.72K +300 New
MA
111
MUFG Americas
New York
$6K +$6.08K +236 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$6K +$6.13K +238 New
WCM
113
Whitener Capital Management
North Carolina
$5K +$592 +23 +13%
SWP
114
Strategic Wealth Partners
Ohio
$5K +$1.16K +45 +36%
CHP
115
Cable Hill Partners
Oregon
$3K -$4.76K -185 -61%
LWA
116
Lowe Wealth Advisors
Maryland
$3K – – –
MSFP
117
Mark Sheptoff Financial Planning
Connecticut
$3K +$1.57K +61 +94%
SWA
118
Sutton Wealth Advisors
Florida
$2.94K -$283 -11 -9%
SHIM
119
Stone House Investment Management
Pennsylvania
$2K +$2.01K +78 New
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$1.2K – – –
JP Morgan Chase
121
JP Morgan Chase
New York
– -$23.4M -1,000,000 Closed
ACA
122
Anchor Capital Advisors
Massachusetts
– -$410K -17,520 Closed
SPIA
123
Steward Partners Investment Advisory
New York
– -$289K -12,356 Closed
VF
124
Virtu Financial
New York
– -$225K -9,621 Closed
BEAM
125
Baker Ellis Asset Management
Washington
– -$103K -4,400 Closed
2 3 4
5
6

REET Hedge Fund Activity: Q1 2019 in Review

122 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2019, worth a combined $704M — up 43% from $493M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new REET positions and 9 closed out — a net gain of 14 holders — while 56 added to existing stakes and 26 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $92M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $23.4M sold.

  • 122 institutional investors held iShares Global REIT ETF (REET) as of Q1 2019, up from 108 in Q4 2018.
  • Funds reported $704M of iShares Global REIT ETF stock for Q1 2019, up 43% quarter-over-quarter.
  • 23 funds opened new iShares Global REIT ETF positions in Q1 2019 and 9 closed out, a net change of +14 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2019 was Jones Financial Companies, an estimated $92M added.
  • The largest iShares Global REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2019.