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iShares Global REIT ETF

289 hedge funds and large institutions have $1.75B invested in iShares Global REIT ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 286289 (+3)

0.96% less ownership

Funds ownership: 46.06%45.09% (-0.96%)

7% less capital invested

Capital invested by funds: $1.88B → $1.75B (-$128M)

Holders
289
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
3.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
29
Increased
118
Reduced
98
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
151
CI Investments Inc
Ontario, Canada
$521K
MWM
152
Mission Wealth Management
California
$520K +$115K +4,569 +29%
TWP
153
Total Wealth Planning
Ohio
$519K -$1.23K -49 -0.2%
SWM
154
Seaside Wealth Management
California
$497K +$2.31K +92 +0.5%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$485K -$27K -1,076 -5%
DCM
156
DGS Capital Management
New Jersey
$477K -$14.1K -560 -3%
GWANC
157
Guardian Wealth Advisors (North Carolina)
North Carolina
$464K +$6.9K +275 +2%
IAS
158
Insigneo Advisory Services
Florida
$463K -$97.6K -3,890 -18%
GLA
159
Great Lakes Advisors
Illinois
$450K -$2.45M -97,788 -85%
Betterment LLC
160
Betterment LLC
New York
$431K +$24.3K +967 +6%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$417K -$552 -22 -0.1%
SS
162
Sunbelt Securities
Texas
$413K -$143K -5,694 -26%
SA
163
Sanctuary Advisors
Indiana
$411K -$30.1K -1,198 -7%
CA
164
CGN Advisors
Kansas
$409K +$2.71K +108 +0.7%
AL
165
Aspiriant LLC
California
$399K -$116K -4,611 -23%
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$395K +$9.31K +371 +2%
PWMG
167
Private Wealth Management Group
New Jersey
$392K -$51K -2,030 -12%
IEFM
168
IQ EQ Fund Management
Ireland
$392K +$384K +15,317 New
GIM
169
Glenmede Investment Management
Pennsylvania
$381K +$181K +7,225 +94%
HFM
170
Harvest Fund Management
China
$373K +$80.2K +3,197 +28%
FIB
171
First Interstate Bank
Montana
$371K
CWD
172
Clarity Wealth Development
Oregon
$360K +$77.4K +3,085 +28%
LWL
173
Leo Wealth LLC
Texas
$352K -$149K -5,923 -30%
OIA
174
OneDigital Investment Advisors
Kansas
$352K
S
175
Sunpointe
Missouri
$339K +$333K +13,279 New

REET Hedge Fund Activity: Q3 2025 in Review

289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2025, worth a combined $1.75B — down 6.8% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new REET positions and 21 closed out — a net gain of 8 holders — while 118 added to existing stakes and 98 trimmed.

The largest buyer was Sumitomo Mitsui DS Asset Management, adding an estimated $19M. The largest seller was HSBC Holdings, exiting entirely with an estimated $140M sold.

  • 289 institutional investors held iShares Global REIT ETF (REET) as of Q3 2025, up from 286 in Q2 2025.
  • Funds reported $1.75B of iShares Global REIT ETF stock for Q3 2025, down 6.8% quarter-over-quarter.
  • 29 funds opened new iShares Global REIT ETF positions in Q3 2025 and 21 closed out, a net change of +8 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2025 was Sumitomo Mitsui DS Asset Management, an estimated $19M added.
  • The largest iShares Global REIT ETF seller in Q3 2025 was HSBC Holdings, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2025.