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iShares Global REIT ETF

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $723K | Put options by funds: $360K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$256M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 267271 (+4)

0.31% less ownership

Funds ownership: 48.3%47.99% (-0.31%)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
28
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
126
Pathstone Holdings
New Jersey
$863K -$32.5K -1,285 -4%
RJA
127
Raymond James & Associates
Florida
$807K +$708 +28 +0.1%
MML Investors Services
128
MML Investors Services
Massachusetts
$794K -$112K -4,443 -13%
BCI
129
Brinker Capital Investments
Pennsylvania
$792K -$12.2K -481 -2%
OPS
130
Orion Portfolio Solutions
Nebraska
$792K -$12.2K -481 -2%
KFAA
131
Klaas Financial Asset Advisors
Illinois
$788K -$179K -7,080 -19%
1WA
132
180 Wealth Advisors
Washington
$782K +$2.81K +111 +0.4%
Jones Financial Companies
133
Jones Financial Companies
Missouri
$779K +$125K +4,953 +20%
EWA
134
EverSource Wealth Advisors
Alabama
$737K +$25 +1 +0%
FCBT
135
First Citizens Bank & Trust
North Carolina
$724K -$681K -26,936 -50%
PWMG
136
Private Wealth Management Group
New Jersey
$724K -$119K -4,724 -15%
GFP
137
Gryphon Financial Partners
Ohio
$715K -$4.7K -186 -0.7%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$706K -$670K -26,502 -50%
WIM
139
WealthPlan Investment Management
Nebraska
$695K +$659K +26,051 New
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$652K -$1.37M -54,241 -69%
TPWM
141
Twelve Points Wealth Management
Massachusetts
$605K -$22.1K -873 -4%
US Bancorp
142
US Bancorp
Minnesota
$605K -$164K -6,491 -22%
CPIG
143
Chicago Partners Investment Group
Illinois
$599K +$4.43K +175 +0.8%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$591K +$59.6K +2,356 +12%
CI Investments Inc
145
CI Investments Inc
Ontario, Canada
$589K
SS
146
Sunbelt Securities
Texas
$585K +$554K +21,910 New
AA
147
Aire Advisors
California
$573K -$22.5K -888 -4%
MAM
148
McLean Asset Management
Virginia
$569K
FPAS
149
Focus Partners Advisor Solutions
Missouri
$555K +$526K +20,799 New
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$542K +$17.3K +685 +3%

REET Hedge Fund Activity: Q3 2024 in Review

271 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2024, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new REET positions and 28 closed out — a net gain of 6 holders — while 84 added to existing stakes and 106 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $18M. The largest seller was SageView Advisory Group, cutting an estimated $9.41M.

  • 271 institutional investors held iShares Global REIT ETF (REET) as of Q3 2024, up from 267 in Q2 2024.
  • Funds reported $1.96B of iShares Global REIT ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new iShares Global REIT ETF positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2024 was AllianceBernstein, an estimated $18M added.
  • The largest iShares Global REIT ETF seller in Q3 2024 was SageView Advisory Group, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2024.