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iShares Global REIT ETF

203 hedge funds and large institutions have $1.04B invested in iShares Global REIT ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 47

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $870M → $1.04B (+$173M)

6% more funds holding

Funds holding: 191203 (+12)

1.93% more ownership

Funds ownership: 35.39%37.32% (+1.9%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
3.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
90
Reduced
47
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
151
Stonehage Fleming Financial Services
Jersey
$226K +$219K +8,875 New
CFO
152
Collective Family Office
Pennsylvania
$222K +$215K +8,714 New
MHR
153
Matthew Hamilton Rosenberg
$218K -$494 -20 -0.2%
CBFP
154
Cedar Brook Financial Partners
Ohio
$215K
SC
155
Scotia Capital
Ontario, Canada
$208K +$201K +8,155 New
PFA
156
Professional Financial Advisors
Nebraska
$198K -$166K -6,711 -46%
SFS
157
Sowell Financial Services
Arkansas
$175K -$13K -527 -8%
LWP
158
Laurel Wealth Planning
Minnesota
$149K
TCWA
159
Ten Capital Wealth Advisors
Washington
$139K +$82.5K +3,339 +155%
CQS
160
Credential Qtrade Securities
$121K +$27.2K +1,100 +30%
SMFG
161
Sumitomo Mitsui Financial Group
Japan
$116K +$112K +4,548 New
EIP
162
Ellis Investment Partners
Pennsylvania
$81K +$148 +6 +0.2%
RG
163
Retirement Group
California
$76K +$10.1K +410 +16%
FCM
164
Firestone Capital Management
Florida
$70K +$67.5K +2,732 New
VFA
165
Valeo Financial Advisors
Indiana
$60K +$2.96K +120 +5%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$59K +$56.7K +2,296 New
HI
167
Harbour Investments
Wisconsin
$59K +$57K +2,308 New
AF
168
Advisornet Financial
Minnesota
$55K +$15.8K +640 +43%
ASBI
169
American State Bank (Iowa)
Iowa
$48.7K +$20K +810 +74%
AWA
170
Arkadios Wealth Advisors
Georgia
$46K +$44.4K +1,800 +6,667%
SWM
171
Spire Wealth Management
Virginia
$44K +$46K +1,864 New
CFN
172
Cordasco Financial Network
Florida
$34K
RE
173
RBC Europe
United Kingdom
$33.1K
DI
174
Disciplined Investments
Oklahoma
$32K +$716 +29 +2%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$27K +$14.1K +572 +115%

REET Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2021, worth a combined $1.04B — up 20% from $870M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new REET positions and 24 closed out — a net gain of 13 holders — while 90 added to existing stakes and 47 trimmed.

The largest buyer was Gradient Investments, adding an estimated $44.3M. The largest seller was People's United Financial, cutting an estimated $4.86M.

  • 203 institutional investors held iShares Global REIT ETF (REET) as of Q1 2021, up from 191 in Q4 2020.
  • Funds reported $1.04B of iShares Global REIT ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 37 funds opened new iShares Global REIT ETF positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2021 was Gradient Investments, an estimated $44.3M added.
  • The largest iShares Global REIT ETF seller in Q1 2021 was People's United Financial, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2021.