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iShares Global REIT ETF

280 hedge funds and large institutions have $1.85B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

1.09% more ownership

Funds ownership: 48.24%49.32% (+1.1%)

4% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$63.3M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 288280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
114
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
101
DZ Bank
Germany
$1.23M +$1.23M +50,461 +45,874%
QC
102
Quadrature Capital
United Kingdom
$1.2M -$175K -7,193 -13%
FWMM
103
Foundation Wealth Management (Missouri)
Missouri
$1.2M +$8.67K +356 +0.7%
LFA
104
Level Financial Advisors
New York
$1.2M -$35.8K -1,470 -3%
UBS Group
105
UBS Group
Switzerland
$1.2M -$713K -29,288 -37%
FG
106
Foster Group
Iowa
$1.17M -$61.8K -2,538 -5%
FT
107
Fiduciary Trust
Massachusetts
$1.16M
NA
108
NewEdge Advisors
Louisiana
$1.14M +$218K +8,938 +23%
PCM
109
Payne Capital Management
New York
$1.14M -$146K -6,013 -11%
FPAS
110
Focus Partners Advisor Solutions
Missouri
$1.13M -$58.3K -2,394 -5%
GA
111
Greenspring Advisors
Maryland
$1.12M +$202K +8,315 +22%
Franklin Resources
112
Franklin Resources
California
$1.11M
BCI
113
Brinker Capital Investments
Pennsylvania
$1.11M +$377K +15,485 +51%
OPS
114
Orion Portfolio Solutions
Nebraska
$1.11M +$377K +15,485 +51%
NRWA
115
North Ridge Wealth Advisors
Oregon
$1.04M +$14.9K +612 +1%
LFG
116
Larson Financial Group
Missouri
$1.01M -$62.8K -2,579 -6%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$1.01M +$156K +6,389 +18%
CPA
118
Capital Performance Advisors
California
$994K +$31.3K +1,284 +3%
WWP
119
Waypoint Wealth Partners
California
$947K
AIA
120
Accelerate Investment Advisors
California
$939K +$75.5K +3,101 +9%
Ameriprise
121
Ameriprise
Minnesota
$916K +$25.9K +1,064 +3%
TWC
122
TD Waterhouse Canada
Ontario, Canada
$909K +$11.2K +459 +1%
PWM
123
Parkworth Wealth Management
California
$873K +$21.8K +896 +3%
QCM
124
Quantinno Capital Management
New York
$849K +$852K +35,000 New
Comerica Bank
125
Comerica Bank
Texas
$820K -$3K -123 -0.4%

REET Hedge Fund Activity: Q1 2025 in Review

280 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2025, worth a combined $1.85B — up 3.5% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of REET and 22 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 114 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $29.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.7M.

  • 280 institutional investors held iShares Global REIT ETF (REET) as of Q1 2025, down from 288 in Q4 2024.
  • Funds reported $1.85B of iShares Global REIT ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 22 funds opened new iShares Global REIT ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q1 2025 was Partners Capital Investment Group, an estimated $29.7M added.
  • The largest iShares Global REIT ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2025.