We are live on ! Find out more
REET icon

iShares Global REIT ETF

259 hedge funds and large institutions have $1.61B invested in iShares Global REIT ETF in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 22

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

29% more capital invested

Capital invested by funds: $1.25B → $1.61B (+$360M)

19% more funds holding

Funds holding: 218259 (+41)

12% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 73

4.44% more ownership

Funds ownership: 39.81%44.24% (+4.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $257K

Holders
259
Holders Change
+41
Holders Change %
+18.81%
% of All Funds
3.99%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.23%
New
68
Increased
82
Reduced
73
Closed
22
Calls
Puts
$257K
Net Calls
-$257K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$289K +$276K +9,436 New
FPAS
177
Focus Partners Advisor Solutions
Missouri
$286K +$273K +9,351 New
KAS
178
Kestra Advisory Services
Texas
$282K -$1.49K -51 -0.6%
HA
179
Hofer & Associates
California
$282K +$269K +9,202 New
CBFP
180
Cedar Brook Financial Partners
Ohio
$281K +$17.6K +603 +7%
SFFS
181
Stonehage Fleming Financial Services
Jersey
$271K
CFO
182
Collective Family Office
Pennsylvania
$265K +$12.3K +420 +5%
CIM
183
Cambria Investment Management
California
$264K -$47.6K -1,628 -16%
YIH
184
Y-Intercept (HK)
Hong Kong
$264K +$252K +8,632 New
Deutsche Bank
185
Deutsche Bank
Germany
$260K -$73.1K -2,500 -23%
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$257K
JP Morgan Chase
187
JP Morgan Chase
New York
$255K -$24.4M -835,922 -99%
PCA
188
Personal Capital Advisors
California
$253K -$10.5K -360 -4%
JMPWA
189
JP Morgan Private Wealth Advisors
California
$243K
PFA
190
Professional Financial Advisors
Nebraska
$240K +$818 +28 +0.4%
DPI
191
Diversified Portfolios Inc
Michigan
$233K +$223K +7,612 New
IWC
192
Integrated Wealth Concepts
Massachusetts
$225K +$215K +7,357 New
MCM
193
MAI Capital Management
Ohio
$218K +$208K +7,108 New
BDWM
194
Brewin Dolphin Wealth Management
Ireland
$217K +$29.2K +1,000 +16%
PWM
195
Paulson Wealth Management
Illinois
$216K -$39.5K -1,350 -16%
WCFA
196
Walkner Condon Financial Advisors
Wisconsin
$212K +$202K +6,919 New
BAM
197
Bosun Asset Management
Illinois
$212K +$203K +6,934 New
HNWA
198
Henrickson Nauta Wealth Advisors
Michigan
$205K +$211K +7,231 New
MHR
199
Matthew Hamilton Rosenberg
$194K -$21.4K -733 -10%
CQS
200
Credential Qtrade Securities
$161K -$7.13K -244 -4%

REET Hedge Fund Activity: Q4 2021 in Review

259 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2021, worth a combined $1.61B — up 29% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new REET positions and 22 closed out — a net gain of 46 holders — while 82 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock, adding an estimated $73.5M. The largest seller was JP Morgan Chase, cutting an estimated $24.4M.

  • 259 institutional investors held iShares Global REIT ETF (REET) as of Q4 2021, up from 218 in Q3 2021.
  • Funds reported $1.61B of iShares Global REIT ETF stock for Q4 2021, up 29% quarter-over-quarter.
  • 68 funds opened new iShares Global REIT ETF positions in Q4 2021 and 22 closed out, a net change of +46 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2021 was BlackRock, an estimated $73.5M added.
  • The largest iShares Global REIT ETF seller in Q4 2021 was JP Morgan Chase, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2021.