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iShares Global REIT ETF

280 hedge funds and large institutions have $1.85B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

1.09% more ownership

Funds ownership: 48.24%49.32% (+1.1%)

4% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$63.3M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 288280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
114
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
151
First National Bank of Omaha
Nebraska
$513K +$46.3K +1,900 +10%
TWP
152
Total Wealth Planning
Ohio
$507K -$37.4K -1,536 -7%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$486K -$6.87K -282 -1%
ACA
154
Aptus Capital Advisors
Alabama
$481K +$42.5K +1,745 +10%
MAM
155
McLean Asset Management
Virginia
$480K +$9.71K +399 +2%
BPA
156
Beacon Pointe Advisors
California
$476K
DCM
157
DGS Capital Management
New Jersey
$473K +$14.9K +612 +3%
EH
158
Equitable Holdings
New York
$472K
LWL
159
Leo Wealth LLC
Texas
$468K -$6.43K -264 -1%
TPWM
160
Twelve Points Wealth Management
Massachusetts
$465K +$12.7K +521 +3%
OIA
161
OneDigital Investment Advisors
Kansas
$460K -$10.4K -428 -2%
PWMG
162
Private Wealth Management Group
New Jersey
$455K -$58.9K -2,421 -11%
AAS
163
Ameritas Advisory Services
Nebraska
$453K -$3.02K -124 -0.7%
SWM
164
Seaside Wealth Management
California
$449K +$925 +38 +0.2%
D.E. Shaw & Co
165
D.E. Shaw & Co
New York
$432K +$212K +8,715 +96%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$429K -$30.1K -1,235 -7%
AHL
167
Abel Hall LLC
Louisiana
$427K
GWANC
168
Guardian Wealth Advisors (North Carolina)
North Carolina
$419K +$30.9K +1,270 +8%
SA
169
Sanctuary Advisors
Indiana
$418K -$19.2K -789 -4%
SAM
170
Strive Asset Management
Ohio
$413K -$26.1K -1,072 -6%
MWM
171
Mission Wealth Management
California
$409K -$4.89K -201 -1%
IA
172
IFP Advisors
Florida
$398K -$53K -2,175 -12%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$396K -$10.6K -435 -3%
VF
174
Virtu Financial
New York
$395K +$397K +16,293 New
IF
175
Intrua Financial
Texas
$368K +$369K +15,150 New

REET Hedge Fund Activity: Q1 2025 in Review

280 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2025, worth a combined $1.85B — up 3.5% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of REET and 22 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 114 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $29.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.7M.

  • 280 institutional investors held iShares Global REIT ETF (REET) as of Q1 2025, down from 288 in Q4 2024.
  • Funds reported $1.85B of iShares Global REIT ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 22 funds opened new iShares Global REIT ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q1 2025 was Partners Capital Investment Group, an estimated $29.7M added.
  • The largest iShares Global REIT ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2025.