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iShares Global REIT ETF

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271288 (+17)

0.24% more ownership

Funds ownership: 47.99%48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
151
Rathbones Group
United Kingdom
$583K -$607K -23,773 -49%
US Bancorp
152
US Bancorp
Minnesota
$582K +$41.4K +1,623 +7%
CPIG
153
Chicago Partners Investment Group
Illinois
$550K +$8.22K +322 +1%
TWP
154
Total Wealth Planning
Ohio
$537K +$572K +22,420 New
CI Investments Inc
155
CI Investments Inc
Ontario, Canada
$529K
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$527K -$3.96K -155 -0.7%
MAM
157
McLean Asset Management
Virginia
$523K +$2.32K +91 +0.4%
CC
158
Courier Capital
New York
$522K +$59.4K +2,325 +12%
SS
159
Sunbelt Securities
Texas
$521K -$1.38K -54 -0.2%
PWMG
160
Private Wealth Management Group
New Jersey
$507K -$152K -5,953 -22%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$487K +$281 +11 +0.1%
BPA
162
Beacon Pointe Advisors
California
$471K +$25.5K +1,000 +5%
LWL
163
Leo Wealth LLC
Texas
$469K +$4.62K +181 +0.9%
EH
164
Equitable Holdings
New York
$467K +$497K +19,470 New
AA
165
Aire Advisors
California
$465K -$53.6K -2,098 -10%
OIA
166
OneDigital Investment Advisors
Kansas
$464K +$945 +37 +0.2%
FNBOO
167
First National Bank of Omaha
Nebraska
$462K +$20.4K +800 +4%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$453K +$88.9K +3,481 +23%
DCM
169
DGS Capital Management
New Jersey
$452K +$34.2K +1,338 +8%
AAS
170
Ameritas Advisory Services
Nebraska
$451K +$70.4K +2,757 +17%
TPWM
171
Twelve Points Wealth Management
Massachusetts
$447K -$103K -4,034 -18%
IA
172
IFP Advisors
Florida
$445K +$134K +5,235 +39%
SWM
173
Seaside Wealth Management
California
$442K +$2.32K +91 +0.5%
SA
174
Sanctuary Advisors
Indiana
$440K -$40K -1,565 -8%
ACA
175
Aptus Capital Advisors
Alabama
$434K +$42.8K +1,675 +10%

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.