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iShares Global REIT ETF

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271288 (+17)

0.24% more ownership

Funds ownership: 47.99%48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
126
Ameriprise
Minnesota
$880K +$31.8K +1,246 +4%
AIA
127
Accelerate Investment Advisors
California
$854K +$32.6K +1,278 +4%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$848K +$156K +6,129 +21%
PWM
129
Parkworth Wealth Management
California
$841K +$896K +35,100 New
Osaic Holdings
130
Osaic Holdings
Arizona
$817K -$18.5K -724 -2%
Comerica Bank
131
Comerica Bank
Texas
$813K -$1.43K -56 -0.2%
CMMS
132
Comprehensive Money Management Services
Florida
$799K +$852K +33,354 New
AWM
133
AE Wealth Management
Kansas
$798K +$3.96K +155 +0.5%
MML Investors Services
134
MML Investors Services
Massachusetts
$787K +$77.9K +3,051 +10%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$776K +$827K +32,376 New
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$775K -$919 -36 -0.1%
SP
137
Symmetry Partners
Connecticut
$731K +$779K +30,505 New
IAS
138
Insigneo Advisory Services
Florida
$725K -$89.4K -3,500 -10%
BCI
139
Brinker Capital Investments
Pennsylvania
$721K +$9.75K +382 +1%
OPS
140
Orion Portfolio Solutions
Nebraska
$721K +$9.75K +382 +1%
1WA
141
180 Wealth Advisors
Washington
$714K +$11.8K +461 +2%
CAM
142
Cresset Asset Management
Illinois
$696K -$309K -12,088 -29%
EWA
143
EverSource Wealth Advisors
Alabama
$662K -$332 -13 -0%
HG
144
Harbor Group
New Hampshire
$646K -$514K -20,141 -43%
NL
145
NWAM LLC
Washington
$643K +$685K +26,839 New
LAMC
146
Longview Asset Management (California)
California
$637K +$679K +26,580 New
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
$634K +$60.8K +2,380 +2%
GFP
148
Gryphon Financial Partners
Ohio
$625K -$18.1K -710 -3%
AFA
149
Avant Financial Advisors
Texas
$624K +$664K +26,019 New
WIM
150
WealthPlan Investment Management
Nebraska
$604K -$21.8K -853 -3%

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.