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iShares Global REIT ETF

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271288 (+17)

0.24% more ownership

Funds ownership: 47.99%48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGW
101
MB Generational Wealth
Washington
$1.27M
PCM
102
Payne Capital Management
New York
$1.27M +$1.35M +53,017 New
AWMM
103
Aegis Wealth Management (Maryland)
Maryland
$1.26M +$1.35M +52,697 New
MFG
104
MidWestOne Financial Group
Iowa
$1.25M +$188K +7,364 +16%
CCM
105
Cullen Capital Management
New York
$1.23M +$1.31M +51,410 New
LFA
106
Level Financial Advisors
New York
$1.22M -$23.4K -917 -2%
FG
107
Foster Group
Iowa
$1.22M -$1.1M -42,959 -46%
MFC
108
Morris Financial Concepts
South Carolina
$1.2M -$140K -5,472 -10%
FWMM
109
Foundation Wealth Management (Missouri)
Missouri
$1.18M -$84.8K -3,322 -6%
FPAS
110
Focus Partners Advisor Solutions
Missouri
$1.17M +$718K +28,125 +135%
FT
111
Fiduciary Trust
Massachusetts
$1.15M -$535K -20,960 -30%
JP Morgan Chase
112
JP Morgan Chase
New York
$1.14M +$98.7K +3,864 +9%
Franklin Resources
113
Franklin Resources
California
$1.09M
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$1.08M +$121K +4,746 +12%
LFG
115
Larson Financial Group
Missouri
$1.06M -$87.1K -3,413 -7%
NRWA
116
North Ridge Wealth Advisors
Oregon
$1.02M -$758K -29,669 -41%
TFA
117
TPG Financial Advisors
Oregon
$969K -$20K -782 -2%
SWM
118
Sterling Wealth Management
Illinois
$953K -$50.9K -1,992 -5%
CPA
119
Capital Performance Advisors
California
$952K +$10.8K +421 +1%
WWP
120
Waypoint Wealth Partners
California
$936K +$26 +1 +0%
AL
121
Aspiriant LLC
California
$923K -$329K -12,889 -25%
NA
122
NewEdge Advisors
Louisiana
$914K +$974K +38,128 New
MTC
123
Matrix Trust Company
Colorado
$912K +$845K +33,107 +673%
GA
124
Greenspring Advisors
Maryland
$907K -$212K -8,315 -18%
TWC
125
TD Waterhouse Canada
Ontario, Canada
$886K -$2.22K -87 -0.2%

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.