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iShares Global REIT ETF

266 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $1.07B → $2.69B (+$1.61B)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

34% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 71

11% more funds holding

Funds holding: 240266 (+26)

3.5% more ownership

Funds ownership: 44.56%48.06% (+3.5%)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
95
Reduced
71
Closed
29
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$1.04M
SCM
102
SOL Capital Management
Maryland
$1.02M +$1M +45,055 New
TB
103
Treynor Bancshares
Iowa
$1.02M -$21.2K -949 -2%
CPA
104
Capital Performance Advisors
California
$999K +$88.7K +3,978 +10%
FTUS
105
Flow Traders U.S.
New York
$976K +$958K +42,959 New
GFP
106
Gryphon Financial Partners
Ohio
$943K +$408K +18,318 +79%
MFC
107
Morris Financial Concepts
South Carolina
$941K +$72.5K +3,250 +9%
EWA
108
EverSource Wealth Advisors
Alabama
$909K +$595K +26,712 +201%
WWP
109
Waypoint Wealth Partners
California
$888K -$52.3K -2,345 -6%
SMFG
110
Sumitomo Mitsui Financial Group
Japan
$884K +$111K +4,959 +15%
BSW
111
Buckingham Strategic Wealth
Missouri
$862K +$287K +12,857 +51%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$854K +$290K +13,025 +53%
BPA
113
Beacon Pointe Advisors
California
$823K -$57.3K -2,569 -7%
CPWMP
114
Cardinal Point Wealth Management Partners
California
$815K +$452K +20,270 +130%
CPCM
115
Cardinal Point Capital Management
Ontario, Canada
$815K +$800K +35,875 New
EA
116
Emerald Advisors
Washington
$807K -$126K -5,654 -14%
MML Investors Services
117
MML Investors Services
Massachusetts
$790K +$24.5K +1,101 +3%
FNBOO
118
First National Bank of Omaha
Nebraska
$765K +$750K +33,652 New
AC
119
Apella Capital
Connecticut
$750K -$994K -44,598 -57%
FPF
120
First Pacific Financial
Washington
$733K +$719K +32,255 New
CCMI
121
Creative Capital Management Investments
California
$731K +$717K +32,175 New
FAIM
122
Financial Advocates Investment Management
Washington
$728K +$37.2K +1,669 +5%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$676K +$1.34K +60 +0.2%
OPS
124
Orion Portfolio Solutions
Nebraska
$675K +$21.7K +974 +3%
FIB
125
First Interstate Bank
Montana
$667K +$225K +10,076 +52%

REET Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $2.69B — up 150% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new REET positions and 29 closed out — a net gain of 30 holders — while 95 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.

  • 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $2.69B of iShares Global REIT ETF stock for Q4 2022, up 150% quarter-over-quarter.
  • 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2022.