iShares Global REIT ETF
REET
274 hedge funds and large institutions have $1.91B invested in iShares Global REIT ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 95 reducing their positions, and 21 closing their positions.
138% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 21
32% more call options, than puts
Call options by funds: $147K | Put options by funds: $111K
27% more capital invested
Capital invested by funds: $1.51B → $1.91B (+$409M)
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
10% more funds holding
Funds holding: 248 → 274 (+26)
3.71% more ownership
Funds ownership: 51.55% → 55.26% (+3.7%)
2% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$86.3M |
| 2 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$50.2M |
| 3 |
HIG
Heritage Investment Group
Pompano Beach,
Florida
|
+$28.4M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$24.2M |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$34.3M |
| 2 |
Jane Street
New York
|
-$15.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.55M |
| 4 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$8.04M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$5.42M |
REET Hedge Fund Activity: Q4 2023 in Review
274 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2023, worth a combined $1.91B — up 27% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new REET positions and 21 closed out — a net gain of 29 holders — while 97 added to existing stakes and 95 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was BlackRock, cutting an estimated $34.3M.
- 274 institutional investors held iShares Global REIT ETF (REET) as of Q4 2023, up from 248 in Q3 2023.
- Funds reported $1.91B of iShares Global REIT ETF stock for Q4 2023, up 27% quarter-over-quarter.
- 50 funds opened new iShares Global REIT ETF positions in Q4 2023 and 21 closed out, a net change of +29 holders.
- The largest iShares Global REIT ETF buyer in Q4 2023 was Morgan Stanley, an estimated $86.3M added.
- The largest iShares Global REIT ETF seller in Q4 2023 was BlackRock, an estimated $34.3M sold.
Based on aggregated 13F filings for Q4 2023.