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iShares Global REIT ETF

249 hedge funds and large institutions have $1.19B invested in iShares Global REIT ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1.34% less ownership

Funds ownership: 44.73%43.39% (-1.3%)

7% less funds holding

Funds holding: 268249 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less capital invested

Capital invested by funds: $1.55B → $1.19B (-$361M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.19%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
24
Increased
107
Reduced
86
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cahaba Wealth Management
Georgia
$1M -$1.67M -62,621 -60%
CI
102
CX Institutional
Indiana
$993K +$1.09M +41,047 New
EA
103
Emerald Advisors
Washington
$989K -$110K -4,141 -9%
AFP
104
Ausdal Financial Partners
Iowa
$975K -$59.6K -2,238 -5%
FFA
105
First Foundation Advisors
California
$963K
RJA
106
Raymond James & Associates
Florida
$960K -$140K -5,268 -12%
BPA
107
Beacon Pointe Advisors
California
$958K +$33.6K +1,264 +3%
MWM
108
Merriman Wealth Management
Washington
$956K -$660K -24,806 -39%
CPA
109
Capital Performance Advisors
California
$945K +$14.5K +545 +1%
MFC
110
Morris Financial Concepts
South Carolina
$889K -$15K -564 -2%
SWM
111
Spire Wealth Management
Virginia
$788K +$822K +30,880 +1,827%
SMFG
112
Sumitomo Mitsui Financial Group
Japan
$769K +$439K +16,480 +108%
TLFA
113
True Link Financial Advisors
California
$747K
MML Investors Services
114
MML Investors Services
Massachusetts
$729K +$170K +6,374 +27%
OPS
115
Orion Portfolio Solutions
Nebraska
$704K -$50.7K -1,906 -6%
TCWA
116
Ten Capital Wealth Advisors
Washington
$670K -$48K -1,803 -6%
FAIM
117
Financial Advocates Investment Management
Washington
$638K +$33.1K +1,245 +5%
LSAG
118
Lake Street Advisors Group
New Hampshire
$631K -$220K -8,272 -24%
AA
119
Advisory Alpha
Michigan
$624K -$123K -4,623 -15%
CI Investments Inc
120
CI Investments Inc
Ontario, Canada
$616K +$22.6K +848 +3%
CPIG
121
Chicago Partners Investment Group
Illinois
$613K -$64.4K -2,421 -9%
TFM
122
TFC Financial Management
Massachusetts
$611K +$35K +1,314 +5%
PGFC
123
Peapack-Gladstone Financial Corp
New Jersey
$611K +$56.7K +2,129 +9%
LB
124
Leo Brokerage
Texas
$604K -$2.36M -88,822 -78%
IA
125
IFP Advisors
Florida
$580K

REET Hedge Fund Activity: Q2 2022 in Review

249 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2022, worth a combined $1.19B — down 23% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of REET and 24 opened new positions — a net loss of 13 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Great Lakes Advisors, adding an estimated $16.6M. The largest seller was Jones Financial Companies, cutting an estimated $48.4M.

  • 249 institutional investors held iShares Global REIT ETF (REET) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $1.19B of iShares Global REIT ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 24 funds opened new iShares Global REIT ETF positions in Q2 2022 and 37 closed out, a net change of -13 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2022 was Great Lakes Advisors, an estimated $16.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.