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iShares Global REIT ETF

268 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

44% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 82

3% more funds holding

Funds holding: 259268 (+9)

0.49% more ownership

Funds ownership: 44.24%44.73% (+0.49%)

4% less capital invested

Capital invested by funds: $1.61B → $1.55B (-$60.9M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
118
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
151
Lansing Street Advisors
Pennsylvania
$498K +$485K +16,984 New
Renaissance Technologies
152
Renaissance Technologies
New York
$479K -$643K -22,500 -58%
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$478K +$1K +35 +0.2%
AIP
154
Almanack Investment Partners
Pennsylvania
$477K +$25K +875 +6%
EWA
155
Exencial Wealth Advisors
Oklahoma
$476K +$6.28K +220 +1%
FIB
156
First Interstate Bank
Montana
$469K
SMFG
157
Sumitomo Mitsui Financial Group
Japan
$447K +$357K +12,507 +447%
Natixis Advisors
158
Natixis Advisors
Massachusetts
$438K -$6.54K -229 -2%
TBWA
159
Three Bridge Wealth Advisors
California
$434K +$424K +14,845 New
FPAS
160
Focus Partners Advisor Solutions
Missouri
$416K +$139K +4,879 +52%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$403K +$154K +5,400 +64%
JP Morgan Chase
162
JP Morgan Chase
New York
$400K +$153K +5,359 +64%
Betterment LLC
163
Betterment LLC
New York
$394K +$32.9K +1,152 +9%
BHB
164
Bank Hapoalim BM
Israel
$393K
TPWM
165
Twelve Points Wealth Management
Massachusetts
$381K +$372K +13,027 New
BWM
166
Bulltick Wealth Management
Florida
$380K
BC
167
Brio Consultants
California
$376K -$48.8K -1,709 -12%
ASN
168
Advisory Services Network
Georgia
$371K -$14.7K -513 -4%
CA
169
Cornerstone Advisory
Maryland
$354K -$60.3K -2,111 -15%
FAM
170
Formidable Asset Management
Ohio
$354K +$114 +4 +0%
LCAM
171
London & Capital Asset Management
United Kingdom
$351K
YIH
172
Y-Intercept (HK)
Hong Kong
$340K +$85.4K +2,991 +35%
SFA
173
Sequoia Financial Advisors
Ohio
$335K -$77.2K -2,702 -19%
SMA
174
Sage Mountain Advisors
Georgia
$333K
SC
175
Scotia Capital
Ontario, Canada
$328K +$41.2K +1,442 +15%

REET Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2022, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new REET positions and 25 closed out — a net gain of 11 holders — while 118 added to existing stakes and 82 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $54.6M. The largest seller was Gradient Investments, cutting an estimated $50.8M.

  • 268 institutional investors held iShares Global REIT ETF (REET) as of Q1 2022, up from 259 in Q4 2021.
  • Funds reported $1.55B of iShares Global REIT ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 36 funds opened new iShares Global REIT ETF positions in Q1 2022 and 25 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2022 was HSBC Holdings, an estimated $54.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2022 was Gradient Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2022.