iShares Global REIT ETF
REET
122 hedge funds and large institutions have $704M invested in iShares Global REIT ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
115% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 26
43% more capital invested
Capital invested by funds: $493M → $704M (+$211M)
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
13% more funds holding
Funds holding: 108 → 122 (+14)
3.24% more ownership
Funds ownership: 38.49% → 41.73% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$92M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
+$40.6M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$11.5M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$8.14M |
| 5 |
S
SimplyRich
Carlsbad,
California
|
+$7.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$23.4M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$19.6M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$7.67M |
| 4 |
RTC
Riverview Trust Company
Vancouver,
Washington
|
-$4.13M |
| 5 |
BlackRock
New York
|
-$4.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
126
Claybrook Capital
Wellesley,
Massachusetts
| – | -$9K | -374 | Closed |
|
|
WDL
127
Well Done LLC
Holland,
Michigan
| – | -$9K | -374 | Closed |
|
|
GRP
128
Global Retirement Partners
San Rafael,
California
| – | -$1K | -58 | Closed |
|
|
ACA
129
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$210 | -9 | Closed |
|
130
1832 Asset Management
Toronto,
Ontario, Canada
| – | +$335 | +13 | New |
|
REET Hedge Fund Activity: Q1 2019 in Review
122 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2019, worth a combined $704M — up 43% from $493M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new REET positions and 9 closed out — a net gain of 14 holders — while 56 added to existing stakes and 26 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $92M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $23.4M sold.
- 122 institutional investors held iShares Global REIT ETF (REET) as of Q1 2019, up from 108 in Q4 2018.
- Funds reported $704M of iShares Global REIT ETF stock for Q1 2019, up 43% quarter-over-quarter.
- 23 funds opened new iShares Global REIT ETF positions in Q1 2019 and 9 closed out, a net change of +14 holders.
- The largest iShares Global REIT ETF buyer in Q1 2019 was Jones Financial Companies, an estimated $92M added.
- The largest iShares Global REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $23.4M sold.
Based on aggregated 13F filings for Q1 2019.