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iShares Global REIT ETF

280 hedge funds and large institutions have $1.85B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

1.09% more ownership

Funds ownership: 48.24%49.32% (+1.1%)

4% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$63.3M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 288280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
114
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$803K +$7.25K +298 +0.9%
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$791K +$5.36K +220 +0.7%
AWM
128
AE Wealth Management
Kansas
$784K -$24.2K -996 -3%
1WA
129
180 Wealth Advisors
Washington
$772K +$48.9K +2,007 +7%
CMMS
130
Comprehensive Money Management Services
Florida
$755K -$54.5K -2,240 -7%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$741K -$43.1K -1,770 -5%
SP
132
Symmetry Partners
Connecticut
$710K -$29.9K -1,227 -4%
IAS
133
Insigneo Advisory Services
Florida
$700K -$33.8K -1,387 -5%
CNBOF
134
City National Bank of Florida
Florida
$690K +$259K +10,622 +60%
AL
135
Aspiriant LLC
California
$686K -$249K -10,208 -27%
CAM
136
Cresset Asset Management
Illinois
$679K -$25.7K -1,054 -4%
EWA
137
EverSource Wealth Advisors
Alabama
$677K +$7.21K +296 +1%
SW
138
Simplicity Wealth
New Jersey
$674K +$243K +9,962 +56%
HG
139
Harbor Group
New Hampshire
$654K +$1.1K +45 +0.2%
GFP
140
Gryphon Financial Partners
Ohio
$643K +$9.69K +398 +2%
LAMC
141
Longview Asset Management (California)
California
$636K -$8.94K -367 -1%
AFA
142
Avant Financial Advisors
Texas
$629K -$2.36K -97 -0.4%
RG
143
Rathbones Group
United Kingdom
$624K +$34.4K +1,411 +6%
US Bancorp
144
US Bancorp
Minnesota
$589K
WIM
145
WealthPlan Investment Management
Nebraska
$582K -$29.9K -1,228 -5%
CC
146
Courier Capital
New York
$577K +$49.1K +2,015 +9%
CPIG
147
Chicago Partners Investment Group
Illinois
$569K +$2.41K +99 +0.4%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$547K +$13.6K +557 +3%
SS
149
Sunbelt Securities
Texas
$521K -$9.62K -395 -2%
CI Investments Inc
150
CI Investments Inc
Ontario, Canada
$515K -$20.6K -848 -4%

REET Hedge Fund Activity: Q1 2025 in Review

280 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2025, worth a combined $1.85B — up 3.5% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of REET and 22 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 114 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $29.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.7M.

  • 280 institutional investors held iShares Global REIT ETF (REET) as of Q1 2025, down from 288 in Q4 2024.
  • Funds reported $1.85B of iShares Global REIT ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 22 funds opened new iShares Global REIT ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q1 2025 was Partners Capital Investment Group, an estimated $29.7M added.
  • The largest iShares Global REIT ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2025.