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iShares Global REIT ETF
REET

Overview Fund Activity

274 hedge funds and large institutions have $1.84B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 95 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-11
Holders Change %
-3.86%
% of All Funds
3.72%
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
110
Reduced
95
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
Partners Capital Investment Group
Massachusetts
+$29.6M
2
M&T Bank
M&T Bank
New York
+$10.6M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$8.13M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.56M
5
Amundi
Amundi
France
+$7.54M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.68M
2
KA
Kooman & Associates
Pennsylvania
-$5.63M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.4M
4
AWA
Arete Wealth Advisors
Illinois
-$3.02M
5
Goldman Sachs
Goldman Sachs
New York
-$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWMM
101
Foundation Wealth Management (Missouri)
Missouri
$1.2M +$8.64K +356 +0.7%
LFA
102
Level Financial Advisors
New York
$1.2M -$35.7K -1,470 -3%
UBS Group
103
UBS Group
Switzerland
$1.2M -$711K -29,288 -37%
FG
104
Foster Group
Iowa
$1.17M -$61.6K -2,538 -5%
FT
105
Fiduciary Trust
Massachusetts
$1.16M – – –
NA
106
NewEdge Advisors
Louisiana
$1.14M +$217K +8,938 +23%
FPAS
107
Focus Partners Advisor Solutions
Missouri
$1.13M -$58.1K -2,394 -5%
GA
108
Greenspring Advisors
Maryland
$1.12M +$202K +8,315 +22%
Franklin Resources
109
Franklin Resources
California
$1.11M – – –
BCI
110
Brinker Capital Investments
Pennsylvania
$1.11M +$376K +15,485 +51%
OPS
111
Orion Portfolio Solutions
Nebraska
$1.11M +$376K +15,485 +51%
NRWA
112
North Ridge Wealth Advisors
Oregon
$1.04M +$14.8K +612 +1%
LFG
113
Larson Financial Group
Missouri
$1.01M -$62.6K -2,579 -6%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$1.01M +$154K +6,389 +18%
CPA
115
Capital Performance Advisors
California
$994K +$31.2K +1,284 +3%
WWP
116
Waypoint Wealth Partners
California
$947K – – –
AIA
117
Accelerate Investment Advisors
California
$939K +$75.2K +3,101 +9%
Ameriprise
118
Ameriprise
Minnesota
$916K +$25.8K +1,064 +3%
TWC
119
TD Waterhouse Canada
Ontario, Canada
$909K +$11.1K +459 +1%
PWM
120
Parkworth Wealth Management
California
$873K +$21.7K +896 +3%
QCM
121
Quantinno Capital Management
New York
$849K +$849K +35,000 New
Comerica Bank
122
Comerica Bank
Texas
$820K -$2.98K -123 -0.4%
MML Investors Services
123
MML Investors Services
Massachusetts
$803K +$7.23K +298 +0.9%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$791K +$5.34K +220 +0.7%
AWM
125
AE Wealth Management
Kansas
$784K -$24.2K -996 -3%
3 4
5
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