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iShares Global REIT ETF

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $723K | Put options by funds: $360K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$256M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 267271 (+4)

0.31% less ownership

Funds ownership: 48.3%47.99% (-0.31%)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
28
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
151
Courier Capital
New York
$519K -$65.6K -2,595 -12%
LWL
152
Leo Wealth LLC
Texas
$517K +$2.45K +97 +0.5%
OIA
153
OneDigital Investment Advisors
Kansas
$516K +$51 +2 +0%
SA
154
Sanctuary Advisors
Indiana
$507K +$41.9K +1,655 +9%
BPA
155
Beacon Pointe Advisors
California
$497K -$187K -7,400 -28%
FNBOO
156
First National Bank of Omaha
Nebraska
$493K
SWM
157
Seaside Wealth Management
California
$490K -$835 -33 -0.2%
AHL
158
Abel Hall LLC
Louisiana
$469K -$2.93K -116 -0.7%
DCM
159
DGS Capital Management
New Jersey
$468K -$16.1K -636 -4%
MWM
160
Mission Wealth Management
California
$464K -$63.6K -2,514 -13%
ACA
161
Aptus Capital Advisors
Alabama
$438K +$63.8K +2,522 +18%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$436K -$709K -28,027 -63%
FIB
163
First Interstate Bank
Montana
$429K
AAS
164
Ameritas Advisory Services
Nebraska
$429K -$264K -10,436 -39%
SW
165
Simplicity Wealth
New Jersey
$426K +$404K +15,976 New
HF
166
HRT Financial
New York
$420K +$399K +15,762 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$412K -$31.4K -1,240 -7%
PGFC
168
Peapack-Gladstone Financial Corp
New Jersey
$388K -$95.4K -3,771 -21%
GWANC
169
Guardian Wealth Advisors (North Carolina)
North Carolina
$382K +$10.6K +420 +3%
CPWM
170
Cypress Point Wealth Management
Texas
$371K
HFM
171
Harvest Fund Management
China
$369K +$349K +13,808 New
Mariner
172
Mariner
Kansas
$362K -$28.9K -1,141 -8%
IA
173
IFP Advisors
Florida
$356K +$32.8K +1,296 +11%
FA
174
Forefront Analytics
Pennsylvania
$354K +$3.14K +124 +0.9%
PCIA
175
Prime Capital Investment Advisors
Kansas
$349K +$19.2K +759 +6%

REET Hedge Fund Activity: Q3 2024 in Review

271 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2024, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new REET positions and 28 closed out — a net gain of 6 holders — while 84 added to existing stakes and 106 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $18M. The largest seller was SageView Advisory Group, cutting an estimated $9.41M.

  • 271 institutional investors held iShares Global REIT ETF (REET) as of Q3 2024, up from 267 in Q2 2024.
  • Funds reported $1.96B of iShares Global REIT ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new iShares Global REIT ETF positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2024 was AllianceBernstein, an estimated $18M added.
  • The largest iShares Global REIT ETF seller in Q3 2024 was SageView Advisory Group, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2024.