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iShares Global REIT ETF

268 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

44% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 82

3% more funds holding

Funds holding: 259268 (+9)

0.49% more ownership

Funds ownership: 44.24%44.73% (+0.49%)

4% less capital invested

Capital invested by funds: $1.61B → $1.55B (-$60.9M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
118
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
176
DGS Capital Management
New Jersey
$314K +$1.2K +42 +0.4%
T
177
TCWP
Ohio
$314K +$307K +10,751 New
SWA
178
Sightline Wealth Advisors
Connecticut
$307K +$300K +10,503 New
RCG
179
Regatta Capital Group
California
$299K
DWT
180
Dorsey & Whitney Trust
South Dakota
$297K
PAG
181
Private Advisor Group
New Jersey
$297K +$4.97K +174 +2%
CAN
182
Claraphi Advisory Network
United States
$291K -$71.3K -2,495 -20%
CAM
183
Cresset Asset Management
Illinois
$289K -$16.1K -563 -5%
FA
184
Flagstar Advisors
New York
$288K -$10.1K -352 -3%
BRWA
185
B. Riley Wealth Advisors
Florida
$288K +$5.68K +199 +2%
BCM
186
Boltwood Capital Management
California
$281K -$286 -10 -0.1%
PPA
187
Parametric Portfolio Associates
Washington
$280K -$19.4K -679 -7%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$277K +$1.23K +43 +0.5%
CFO
189
Collective Family Office
Pennsylvania
$276K +$22.6K +790 +9%
CBFP
190
Cedar Brook Financial Partners
Ohio
$272K +$3.29K +115 +1%
BFG
191
Barber Financial Group
Kansas
$271K -$27K -947 -9%
HA
192
Hofer & Associates
California
$269K +$514 +18 +0.2%
KAS
193
Kestra Advisory Services
Texas
$263K -$6.05K -212 -2%
CIM
194
Cambria Investment Management
California
$256K +$3.26K +114 +1%
PFA
195
Professional Financial Advisors
Nebraska
$247K +$17.4K +608 +8%
BDWM
196
Brewin Dolphin Wealth Management
Ireland
$237K +$28.6K +1,000 +14%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$237K +$232K +8,125 New
JMPWA
198
JP Morgan Private Wealth Advisors
California
$235K +$2.91K +102 +1%
TSS
199
Two Sigma Securities
New York
$235K +$230K +8,050 New
EH
200
Equitable Holdings
New York
$229K -$47.7K -1,671 -18%

REET Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2022, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new REET positions and 25 closed out — a net gain of 11 holders — while 118 added to existing stakes and 82 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $54.6M. The largest seller was Gradient Investments, cutting an estimated $50.8M.

  • 268 institutional investors held iShares Global REIT ETF (REET) as of Q1 2022, up from 259 in Q4 2021.
  • Funds reported $1.55B of iShares Global REIT ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 36 funds opened new iShares Global REIT ETF positions in Q1 2022 and 25 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2022 was HSBC Holdings, an estimated $54.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2022 was Gradient Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2022.