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iShares Global REIT ETF

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $723K | Put options by funds: $360K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$256M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 267271 (+4)

0.31% less ownership

Funds ownership: 48.3%47.99% (-0.31%)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
28
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
RG
101
Rathbones Group
United Kingdom
$1.28M +$42.2K +1,667 +4%
LFG
102
Larson Financial Group
Missouri
$1.28M -$100K -3,960 -8%
HG
103
Harbor Group
New Hampshire
$1.26M +$496K +19,610 +71%
GA
104
Greenspring Advisors
Maryland
$1.23M +$210K +8,315 +22%
MFG
105
MidWestOne Financial Group
Iowa
$1.2M +$34.8K +1,377 +3%
Franklin Resources
106
Franklin Resources
California
$1.19M
JP Morgan Chase
107
JP Morgan Chase
New York
$1.16M -$45K -1,780 -4%
FNA
108
First National Advisers
Nebraska
$1.16M
SWM
109
Sterling Wealth Management
Illinois
$1.11M +$8.85K +350 +0.8%
TFA
110
TPG Financial Advisors
Oregon
$1.1M -$98.6K -3,897 -9%
CAM
111
Cresset Asset Management
Illinois
$1.1M +$656K +25,933 +171%
TW
112
Traveka Wealth
California
$1.09M -$194K -7,670 -16%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$1.08M +$213K +8,413 +26%
CPA
114
Capital Performance Advisors
California
$1.05M -$102K -4,014 -9%
Citadel Advisors
115
Citadel Advisors
Florida
$1.04M +$163K +6,453 +20%
WWP
116
Waypoint Wealth Partners
California
$1.04M +$25 +1 +0%
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$1.02M +$970K +38,374 New
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$1.01M
TWC
119
TD Waterhouse Canada
Ontario, Canada
$983K -$2.6K -103 -0.3%
Ameriprise
120
Ameriprise
Minnesota
$947K +$41.6K +1,646 +5%
Osaic Holdings
121
Osaic Holdings
Arizona
$929K -$353K -13,950 -29%
AIA
122
Accelerate Investment Advisors
California
$916K +$868K +34,332 New
Comerica Bank
123
Comerica Bank
Texas
$907K -$17.2K -679 -2%
IAS
124
Insigneo Advisory Services
Florida
$901K +$110K +4,348 +15%
AWM
125
AE Wealth Management
Kansas
$885K +$9.94K +393 +1%

REET Hedge Fund Activity: Q3 2024 in Review

271 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2024, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new REET positions and 28 closed out — a net gain of 6 holders — while 84 added to existing stakes and 106 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $18M. The largest seller was SageView Advisory Group, cutting an estimated $9.41M.

  • 271 institutional investors held iShares Global REIT ETF (REET) as of Q3 2024, up from 267 in Q2 2024.
  • Funds reported $1.96B of iShares Global REIT ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new iShares Global REIT ETF positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2024 was AllianceBernstein, an estimated $18M added.
  • The largest iShares Global REIT ETF seller in Q3 2024 was SageView Advisory Group, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2024.