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iShares Global REIT ETF

268 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

44% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 82

3% more funds holding

Funds holding: 259268 (+9)

0.49% more ownership

Funds ownership: 44.24%44.73% (+0.49%)

4% less capital invested

Capital invested by funds: $1.61B → $1.55B (-$60.9M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
118
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCI
101
RS Crum Inc
California
$1.31M -$27.2K -953 -2%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$1.28M +$457K +15,985 +57%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$1.25M +$32.5K +1,137 +3%
AFP
104
Ausdal Financial Partners
Iowa
$1.24M +$1.22M +42,551 New
MWM
105
Modera Wealth Management
New Jersey
$1.24M +$432K +15,134 +55%
AWM
106
AE Wealth Management
Kansas
$1.24M +$217K +7,597 +22%
MA
107
MAS Advisors
Florida
$1.18M +$298K +10,444 +35%
EAMA
108
EFG Asset Management (Americas)
Florida
$1.17M +$16.7K +585 +1%
FFA
109
First Foundation Advisors
California
$1.16M -$180K -6,309 -14%
CPA
110
Capital Performance Advisors
California
$1.13M +$14.5K +507 +1%
BPA
111
Beacon Pointe Advisors
California
$1.12M +$1.1M +38,425 New
RFN
112
RDA Financial Network
Iowa
$1.1M +$57.3K +2,005 +6%
MFC
113
Morris Financial Concepts
South Carolina
$1.09M -$1.66K -58 -0.2%
DPI
114
Diversified Portfolios Inc
Michigan
$1.05M +$807K +28,242 +371%
Citadel Advisors
115
Citadel Advisors
Florida
$1.03M +$1.01M +35,242 New
SHFA
116
SC&H Financial Advisors
Maryland
$1.02M -$257K -9,009 -20%
LSAG
117
Lake Street Advisors Group
New Hampshire
$1M +$2.91K +102 +0.3%
QCG
118
Quadrant Capital Group
Ohio
$926K -$388K -13,589 -30%
OPS
119
Orion Portfolio Solutions
Nebraska
$907K +$304K +10,655 +52%
TLFA
120
True Link Financial Advisors
California
$902K
AA
121
Advisory Alpha
Michigan
$889K +$18.2K +636 +2%
TCWA
122
Ten Capital Wealth Advisors
Washington
$862K +$17.2K +601 +2%
PFO
123
Pathstone Family Office
New Jersey
$745K +$3.34K +117 +0.5%
FAIM
124
Financial Advocates Investment Management
Washington
$734K -$107K -3,759 -13%
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$721K +$705K +24,682 New

REET Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2022, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new REET positions and 25 closed out — a net gain of 11 holders — while 118 added to existing stakes and 82 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $54.6M. The largest seller was Gradient Investments, cutting an estimated $50.8M.

  • 268 institutional investors held iShares Global REIT ETF (REET) as of Q1 2022, up from 259 in Q4 2021.
  • Funds reported $1.55B of iShares Global REIT ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 36 funds opened new iShares Global REIT ETF positions in Q1 2022 and 25 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2022 was HSBC Holdings, an estimated $54.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2022 was Gradient Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2022.