We are live on ! Find out more
REET icon

iShares Global REIT ETF

266 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $1.07B → $2.69B (+$1.61B)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

34% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 71

11% more funds holding

Funds holding: 240266 (+26)

3.5% more ownership

Funds ownership: 44.56%48.06% (+3.5%)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
95
Reduced
71
Closed
29
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
FAAM
176
First Ascent Asset Management
Colorado
$279K +$274K +12,281 New
JMPWA
177
JP Morgan Private Wealth Advisors
California
$263K +$258K +11,561 New
FFM
178
Forum Financial Management
Illinois
$262K -$233K -10,460 -48%
RCG
179
Regatta Capital Group
California
$262K +$25.5K +1,145 +11%
SMA
180
Sage Mountain Advisors
Georgia
$259K
CA
181
Claro Advisors
Massachusetts
$254K +$250K +11,196 New
DI
182
DDFG Inc
California
$254K +$249K +11,169 New
FAM
183
Formidable Asset Management
Ohio
$253K
CAM
184
Cresset Asset Management
Illinois
$239K
FA
185
Flagstar Advisors
New York
$235K +$18.5K +830 +9%
DWT
186
Dorsey & Whitney Trust
South Dakota
$231K
MA
187
Mutual Advisors
Nebraska
$228K -$10.9K -490 -5%
BRWA
188
B. Riley Wealth Advisors
Florida
$226K -$24.1K -1,083 -10%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$219K -$201 -9 -0.1%
DWA
190
Delap Wealth Advisory
Oregon
$217K +$213K +9,567 New
DCM
191
DGS Capital Management
New Jersey
$213K +$209K +9,363 New
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$212K +$208K +9,352 New
WI
193
Wintrust Investments
Illinois
$211K -$83.4K -3,741 -29%
WT
194
Whittier Trust
California
$204K +$201K +9,000 New
CBFP
195
Cedar Brook Financial Partners
Ohio
$204K +$201K +8,995 New
AIP
196
Almanack Investment Partners
Pennsylvania
$202K +$199K +8,907 New
SFFS
197
Stonehage Fleming Financial Services
Jersey
$202K
GI
198
Gradient Investments
Minnesota
$201K
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$191K -$3.19K -143 -2%
Citigroup
200
Citigroup
New York
$184K -$108K -4,854 -37%

REET Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $2.69B — up 150% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new REET positions and 29 closed out — a net gain of 30 holders — while 95 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.

  • 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $2.69B of iShares Global REIT ETF stock for Q4 2022, up 150% quarter-over-quarter.
  • 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2022.