We are live on ! Find out more
REET icon

iShares Global REIT ETF

203 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 47

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $870M → $1.04B (+$173M)

6% more funds holding

Funds holding: 191203 (+12)

1.93% more ownership

Funds ownership: 35.39%37.32% (+1.9%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
3.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
90
Reduced
47
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$349K -$25 -1 -0%
BWM
127
Bulltick Wealth Management
Florida
$331K
ASN
128
Advisory Services Network
Georgia
$324K -$27.2K -1,102 -8%
BAMG
129
Brand Asset Management Group
Missouri
$313K -$66.2K -2,679 -18%
LCAM
130
London & Capital Asset Management
United Kingdom
$306K
DWT
131
Dorsey & Whitney Trust
South Dakota
$304K
AWM
132
AE Wealth Management
Kansas
$283K +$21.6K +873 +9%
CIM
133
Cambria Investment Management
California
$281K +$272K +11,010 New
Betterment LLC
134
Betterment LLC
New York
$281K +$272K +11,018 New
Deutsche Bank
135
Deutsche Bank
Germany
$280K -$2.47K -100 -0.9%
MFG
136
MidWestOne Financial Group
Iowa
$272K +$31.2K +1,265 +13%
PPA
137
Parametric Portfolio Associates
Washington
$268K +$4.52K +183 +2%
CAN
138
Claraphi Advisory Network
United States
$266K +$258K +10,447 New
Jane Street
139
Jane Street
New York
$265K -$3.93M -159,182 -94%
PWM
140
Paulson Wealth Management
Illinois
$261K +$8.94K +362 +4%
SMA
141
Sage Mountain Advisors
Georgia
$259K +$251K +10,152 New
BRWA
142
B. Riley Wealth Advisors
Florida
$258K +$19.7K +798 +9%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$257K
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
$255K +$247K +10,000 New
PAG
145
Private Advisor Group
New Jersey
$253K -$26.6K -1,077 -10%
CAM
146
Cresset Asset Management
Illinois
$252K
BCM
147
Boltwood Capital Management
California
$245K -$1.48K -60 -0.6%
KAS
148
Kestra Advisory Services
Texas
$232K -$24K -970 -10%
PCA
149
Personal Capital Advisors
California
$231K -$75.7K -3,066 -25%
GFP
150
Gryphon Financial Partners
Ohio
$231K +$223K +9,047 New

REET Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2021, worth a combined $1.04B — up 20% from $870M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new REET positions and 24 closed out — a net gain of 13 holders — while 90 added to existing stakes and 47 trimmed.

The largest buyer was Gradient Investments, adding an estimated $44.3M. The largest seller was People's United Financial, cutting an estimated $4.86M.

  • 203 institutional investors held iShares Global REIT ETF (REET) as of Q1 2021, up from 191 in Q4 2020.
  • Funds reported $1.04B of iShares Global REIT ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 37 funds opened new iShares Global REIT ETF positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2021 was Gradient Investments, an estimated $44.3M added.
  • The largest iShares Global REIT ETF seller in Q1 2021 was People's United Financial, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2021.