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iShares Global REIT ETF

249 hedge funds and large institutions have $1.19B invested in iShares Global REIT ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1.34% less ownership

Funds ownership: 44.73%43.39% (-1.3%)

7% less funds holding

Funds holding: 268249 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less capital invested

Capital invested by funds: $1.55B → $1.19B (-$361M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.19%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
24
Increased
107
Reduced
86
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
126
Silver Oak Securities
Tennessee
$549K -$47.4K -1,779 -8%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$547K -$48.4M -1,818,818 -99%
GFP
128
Gryphon Financial Partners
Ohio
$530K +$13K +489 +2%
QCG
129
Quadrant Capital Group
Ohio
$526K -$266K -9,975 -31%
FMN
130
Financial Management Network
California
$521K -$44.9K -1,688 -7%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$507K +$435K +16,337 +349%
IWM
132
IHT Wealth Management
Illinois
$506K +$39.6K +1,489 +8%
1WA
133
180 Wealth Advisors
Washington
$503K +$28.3K +1,065 +5%
CAL
134
Capital Analysts LLC
Pennsylvania
$499K +$15.4K +580 +3%
CPWMP
135
Cardinal Point Wealth Management Partners
California
$496K -$53.2K -2,000 -9%
CL
136
CPWM LLC
Washington
$486K -$34.5K -1,296 -6%
BCI
137
Brinker Capital Investments
Pennsylvania
$485K -$6.31K -237 -1%
CA
138
Cetera Advisors
Colorado
$469K -$29.1K -1,092 -5%
US Bancorp
139
US Bancorp
Minnesota
$446K
MSFS
140
Main Street Financial Solutions
Pennsylvania
$444K +$27 +1 +0%
TPWM
141
Twelve Points Wealth Management
Massachusetts
$444K +$142K +5,353 +41%
WSTAM
142
Wilbanks Smith & Thomas Asset Management
Virginia
$423K +$1.2K +45 +0.3%
CA
143
Continuum Advisory
Idaho
$416K -$23.1K -866 -5%
SWA
144
Stratos Wealth Advisors
Ohio
$415K -$6.42K -241 -1%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$412K -$2.19M -82,256 -83%
DPI
146
Diversified Portfolios Inc
Michigan
$412K -$501K -18,828 -53%
FPAS
147
Focus Partners Advisor Solutions
Missouri
$410K +$72.7K +2,731 +19%
LSA
148
Lansing Street Advisors
Pennsylvania
$409K -$2.32K -87 -0.5%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$409K +$450K +16,910 New
KWM
150
Kingsview Wealth Management
Oregon
$398K +$438K +16,441 New

REET Hedge Fund Activity: Q2 2022 in Review

249 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2022, worth a combined $1.19B — down 23% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of REET and 24 opened new positions — a net loss of 13 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Great Lakes Advisors, adding an estimated $16.6M. The largest seller was Jones Financial Companies, cutting an estimated $48.4M.

  • 249 institutional investors held iShares Global REIT ETF (REET) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $1.19B of iShares Global REIT ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 24 funds opened new iShares Global REIT ETF positions in Q2 2022 and 37 closed out, a net change of -13 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2022 was Great Lakes Advisors, an estimated $16.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.