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iShares Global REIT ETF

268 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

44% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 82

3% more funds holding

Funds holding: 259268 (+9)

0.49% more ownership

Funds ownership: 44.24%44.73% (+0.49%)

4% less capital invested

Capital invested by funds: $1.61B → $1.55B (-$60.9M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
118
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$719K -$141K -4,952 -17%
CI Investments Inc
127
CI Investments Inc
Ontario, Canada
$719K +$24.2K +848 +4%
WP
128
WealthPLAN Partners
Nebraska
$713K -$4.63K -162 -0.6%
WIM
129
WealthPlan Investment Management
Nebraska
$713K +$735K +25,746 New
TFM
130
TFC Financial Management
Massachusetts
$700K +$193K +6,764 +39%
MML Investors Services
131
MML Investors Services
Massachusetts
$694K +$174K +6,094 +34%
SOS
132
Silver Oak Securities
Tennessee
$694K +$677K +23,700 New
FMN
133
Financial Management Network
California
$677K -$20.1K -703 -3%
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$675K +$73.4K +2,571 +13%
CPIG
135
Chicago Partners Investment Group
Illinois
$658K +$26.1K +915 +4%
CPWMP
136
Cardinal Point Wealth Management Partners
California
$658K +$133K +4,646 +26%
CL
137
CPWM LLC
Washington
$625K +$77.8K +2,724 +15%
GFP
138
Gryphon Financial Partners
Ohio
$625K +$191K +6,703 +46%
CA
139
Cetera Advisors
Colorado
$598K -$91.1K -3,190 -13%
BCI
140
Brinker Capital Investments
Pennsylvania
$593K -$47K -1,645 -7%
CAL
141
Capital Analysts LLC
Pennsylvania
$586K +$4.57K +160 +0.8%
IA
142
IFP Advisors
Florida
$580K +$256K +8,954 +65%
1WA
143
180 Wealth Advisors
Washington
$573K +$15K +525 +3%
IWM
144
IHT Wealth Management
Illinois
$568K -$114 -4 -0%
OC
145
Oppenheimer & Co
New York
$547K +$535K +18,723 New
US Bancorp
146
US Bancorp
Minnesota
$539K
MSFS
147
Main Street Financial Solutions
Pennsylvania
$536K -$107K -3,746 -17%
SG
148
StoneX Group
New York
$526K +$123K +4,306 +31%
SWA
149
Stratos Wealth Advisors
Ohio
$508K +$497K +17,395 New
CA
150
Continuum Advisory
Idaho
$501K -$58.2K -2,038 -10%

REET Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2022, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new REET positions and 25 closed out — a net gain of 11 holders — while 118 added to existing stakes and 82 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $54.6M. The largest seller was Gradient Investments, cutting an estimated $50.8M.

  • 268 institutional investors held iShares Global REIT ETF (REET) as of Q1 2022, up from 259 in Q4 2021.
  • Funds reported $1.55B of iShares Global REIT ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 36 funds opened new iShares Global REIT ETF positions in Q1 2022 and 25 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2022 was HSBC Holdings, an estimated $54.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2022 was Gradient Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2022.