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iShares Global REIT ETF

266 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $1.07B → $2.69B (+$1.61B)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

34% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 71

11% more funds holding

Funds holding: 240266 (+26)

3.5% more ownership

Funds ownership: 44.56%48.06% (+3.5%)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
95
Reduced
71
Closed
29
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
151
Personal Capital Advisors
California
$454K +$446K +20,000 New
CPWM
152
Cypress Point Wealth Management
Texas
$453K +$445K +19,950 New
US Bancorp
153
US Bancorp
Minnesota
$442K +$22.3K +1,000 +5%
IAS
154
Insigneo Advisory Services
Florida
$413K +$405K +18,185 New
AA
155
Advisory Alpha
Michigan
$413K +$43.1K +1,933 +12%
TPWM
156
Twelve Points Wealth Management
Massachusetts
$411K -$12.5K -561 -3%
CI
157
CX Institutional
Indiana
$406K -$1.24M -55,472 -76%
MA
158
MAS Advisors
Florida
$401K -$396K -17,754 -50%
WSTAM
159
Wilbanks Smith & Thomas Asset Management
Virginia
$400K +$2.25K +101 +0.6%
TCWA
160
Ten Capital Wealth Advisors
Washington
$394K -$221K -9,916 -36%
T
161
TCWP
Ohio
$371K +$23.1K +1,035 +7%
IWC
162
Integrated Wealth Concepts
Massachusetts
$367K +$360K +16,166 New
GRP
163
Global Retirement Partners
California
$345K +$270K +12,116 +396%
SC
164
Scotia Capital
Ontario, Canada
$344K +$78.5K +3,523 +30%
CA
165
Continuum Advisory
Idaho
$337K -$40.3K -1,807 -11%
RWA
166
Redmont Wealth Advisors
Illinois
$335K
KAS
167
Kestra Advisory Services
Texas
$334K -$124K -5,568 -27%
KWM
168
Kingsview Wealth Management
Oregon
$331K -$43K -1,928 -12%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$313K +$22 +1 +0%
OIA
170
OneDigital Investment Advisors
Kansas
$310K +$304K +13,650 New
PCIA
171
Prime Capital Investment Advisors
Kansas
$298K +$293K +13,125 New
BWM
172
Bulltick Wealth Management
Florida
$295K
CAL
173
Capital Analysts LLC
Pennsylvania
$289K -$251K -11,265 -47%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$287K +$110K +4,925 +64%
FA
175
Forefront Analytics
Pennsylvania
$282K +$277K +12,431 New

REET Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $2.69B — up 150% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new REET positions and 29 closed out — a net gain of 30 holders — while 95 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.

  • 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $2.69B of iShares Global REIT ETF stock for Q4 2022, up 150% quarter-over-quarter.
  • 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2022.