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iShares Global REIT ETF

266 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $1.07B → $2.69B (+$1.61B)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

34% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 71

11% more funds holding

Funds holding: 240266 (+26)

3.5% more ownership

Funds ownership: 44.56%48.06% (+3.5%)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
95
Reduced
71
Closed
29
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
126
WealthPlan Investment Management
Nebraska
$667K -$7.2K -323 -1%
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$663K +$417K +18,723 +179%
WP
128
WealthPLAN Partners
Nebraska
$662K +$600K +26,923 New
FFA
129
First Foundation Advisors
California
$640K -$99.9K -4,483 -14%
MWM
130
Merriman Wealth Management
Washington
$629K -$123K -5,515 -17%
IA
131
IFP Advisors
Florida
$621K +$34K +1,527 +7%
1WA
132
180 Wealth Advisors
Washington
$585K +$46.6K +2,090 +10%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$579K -$481K -21,592 -46%
CI Investments Inc
134
CI Investments Inc
Ontario, Canada
$559K
MWM
135
Mission Wealth Management
California
$546K +$536K +24,025 New
FPAS
136
Focus Partners Advisor Solutions
Missouri
$539K -$87.6K -3,931 -14%
CPIG
137
Chicago Partners Investment Group
Illinois
$535K -$24.3K -1,091 -5%
TFM
138
TFC Financial Management
Massachusetts
$531K -$11.3K -509 -2%
IWM
139
IHT Wealth Management
Illinois
$528K -$64.1K -2,877 -11%
AGA
140
Arkos Global Advisors
Texas
$523K +$513K +23,031 New
MFG
141
MidWestOne Financial Group
Iowa
$502K +$141K +6,328 +40%
Jones Financial Companies
142
Jones Financial Companies
Missouri
$501K +$52.8K +2,370 +12%
FMN
143
Financial Management Network
California
$499K +$5.22K +234 +1%
CA
144
Cetera Advisors
Colorado
$481K +$44.4K +1,993 +10%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$475K
BCI
146
Brinker Capital Investments
Pennsylvania
$473K +$11.5K +515 +3%
AFA
147
Alpha Financial Advisors
North Carolina
$473K +$464K +20,812 New
LSAG
148
Lake Street Advisors Group
New Hampshire
$470K -$570K -25,562 -55%
AllianceBernstein
149
AllianceBernstein
Tennessee
$469K +$164K +7,368 +55%
SPC
150
Sigma Planning Corp
Michigan
$464K -$16.6K -744 -4%

REET Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $2.69B — up 150% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new REET positions and 29 closed out — a net gain of 30 holders — while 95 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.

  • 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $2.69B of iShares Global REIT ETF stock for Q4 2022, up 150% quarter-over-quarter.
  • 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2022.