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iShares Global REIT ETF
REET

173 hedge funds and large institutions have $773M invested in iShares Global REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

8% more capital invested

Capital invested by funds: $719M → $773M (+$54.1M)

2% more funds holding

Funds holding: 169 → 173 (+4)

1.06% less ownership

Funds ownership: 38.26% → 37.2% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
30
Increased
64
Reduced
51
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$48M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.7M
3
PCA
Personal Capital Advisors
California
+$13.1M
4
Morgan Stanley
Morgan Stanley
New York
+$11.2M
5
WPW
Waldron Private Wealth
Pennsylvania
+$6.11M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$16.2M
2
LFG
Larson Financial Group
Missouri
-$5.04M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$4.35M
4
RPSA
Richard P. Slaughter Associates
Texas
-$3.86M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
151
Edmond de Rothschild Holding
Switzerland
$13K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$13K +$4.06K +190 +45%
AWM
153
Avior Wealth Management
Nebraska
$12K -$10.7K -499 -46%
FRA
154
Front Row Advisors
California
$12K – – –
M
155
MOTCO
Texas
$11K +$11K +516 New
FCAS
156
First Command Advisory Services
Texas
$10K -$11.5K -537 -52%
GWM
157
Geneos Wealth Management
Colorado
$8K +$6.01K +281 +187%
FFA
158
Founders Financial Alliance
North Carolina
$8K +$7.72K +361 New
TCM
159
TD Capital Management
Tennessee
$6K +$64 +3 +1%
BFC
160
Bedel Financial Consulting
Indiana
$5K – – –
MA
161
MUFG Americas
New York
$5K – – –
EWM
162
Elmwood Wealth Management
California
$4K – – –
MSFP
163
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
PFO
164
Pathstone Family Office
New Jersey
$3K – – –
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$2K +$1.93K +90 New
SWA
166
Sutton Wealth Advisors
Florida
$1.14K -$3.08K -144 -73%
ACA
167
Aptus Capital Advisors
Alabama
$1K -$2.25K -105 -68%
FHA
168
Flagship Harbor Advisors
Massachusetts
$1K – – –
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
ME
170
McIlrath & Eck
Washington
$1K – – –
TWA
171
TCI Wealth Advisors
Arizona
$1K – – –
Barclays
172
Barclays
United Kingdom
$1K +$1.07K +50 New
AWA
173
Arkadios Wealth Advisors
Georgia
$574 – – –
LBA
174
Letko, Brosseau & Associates
Quebec, Canada
– -$4.35M -208,500 Closed
RPSA
175
Richard P. Slaughter Associates
Texas
– -$3.86M -184,732 Closed
4 5 6
7
8

REET Hedge Fund Activity: Q3 2020 in Review

173 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2020, worth a combined $773M — up 7.5% from $719M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new REET positions and 22 closed out — a net gain of 8 holders — while 64 added to existing stakes and 51 trimmed.

The largest buyer was Citigroup, adding an estimated $48M. The largest seller was Wells Fargo, cutting an estimated $16.2M.

  • 173 institutional investors held iShares Global REIT ETF (REET) as of Q3 2020, up from 169 in Q2 2020.
  • Funds reported $773M of iShares Global REIT ETF stock for Q3 2020, up 7.5% quarter-over-quarter.
  • 30 funds opened new iShares Global REIT ETF positions in Q3 2020 and 22 closed out, a net change of +8 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2020 was Citigroup, an estimated $48M added.
  • The largest iShares Global REIT ETF seller in Q3 2020 was Wells Fargo, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2020.