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iShares Global REIT ETF

249 hedge funds and large institutions have $1.19B invested in iShares Global REIT ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1.34% less ownership

Funds ownership: 44.73%43.39% (-1.3%)

7% less funds holding

Funds holding: 268249 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less capital invested

Capital invested by funds: $1.55B → $1.19B (-$361M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.19%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
24
Increased
107
Reduced
86
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
176
Dynamic Advisor Solutions
Arizona
$227K -$406K -15,250 -62%
KAS
177
Kestra Advisory Services
Texas
$220K +$2.93K +110 +1%
MFG
178
MidWestOne Financial Group
Iowa
$220K +$52.6K +1,977 +28%
CAN
179
Claraphi Advisory Network
United States
$217K -$25.7K -967 -10%
CAN
180
Cetera Advisor Networks
California
$217K +$239K +8,991 New
SFFS
181
Stonehage Fleming Financial Services
Jersey
$215K +$236K +8,875 New
CBFP
182
Cedar Brook Financial Partners
Ohio
$214K -$11.7K -438 -5%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$212K +$132K +4,942 +129%
CIC
184
Cutler Investment Counsel
Oregon
$203K +$224K +8,411 New
Betterment LLC
185
Betterment LLC
New York
$202K -$137K -5,136 -38%
BCM
186
Boltwood Capital Management
California
$201K -$34.9K -1,310 -14%
PFA
187
Professional Financial Advisors
Nebraska
$201K -$3.41K -128 -2%
BDWM
188
Brewin Dolphin Wealth Management
Ireland
$196K
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$189K +$133K +5,000 +179%
RG
190
Retirement Group
California
$174K +$88.2K +3,314 +83%
MHR
191
Matthew Hamilton Rosenberg
$155K +$27 +1 +0%
MIM
192
Macroview Investment Management
Maryland
$136K -$52.6K -1,978 -26%
CQS
193
Credential Qtrade Securities
$122K +$9.98K +375 +8%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$121K +$10.2K +383 +8%
CLOS
195
Compagnie Lombard Odier SCmA
Switzerland
$113K
ACA
196
Aptus Capital Advisors
Alabama
$91K +$38K +1,428 +61%
ASBI
197
American State Bank (Iowa)
Iowa
$90.3K +$8.94K +336 +10%
SWM
198
SeaCrest Wealth Management
New York
$83K +$91.5K +3,438 New
EIP
199
Ellis Investment Partners
Pennsylvania
$78K +$2.02K +76 +2%
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$63.7K +$4.77M +179,100 +7%

REET Hedge Fund Activity: Q2 2022 in Review

249 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2022, worth a combined $1.19B — down 23% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of REET and 24 opened new positions — a net loss of 13 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Great Lakes Advisors, adding an estimated $16.6M. The largest seller was Jones Financial Companies, cutting an estimated $48.4M.

  • 249 institutional investors held iShares Global REIT ETF (REET) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $1.19B of iShares Global REIT ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 24 funds opened new iShares Global REIT ETF positions in Q2 2022 and 37 closed out, a net change of -13 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2022 was Great Lakes Advisors, an estimated $16.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.