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iShares Global REIT ETF
REET

274 hedge funds and large institutions have $1.91B invested in iShares Global REIT ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

32% more call options, than puts

Call options by funds: $147K | Put options by funds: $111K

27% more capital invested

Capital invested by funds: $1.51B → $1.91B (+$409M)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

10% more funds holding

Funds holding: 248 → 274 (+26)

3.71% more ownership

Funds ownership: 51.55% → 55.26% (+3.7%)

2% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 95

Holders
274
Holders Change
+26
Holders Change %
+10.48%
% of All Funds
3.99%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
50
Increased
97
Reduced
95
Closed
21
Calls
$147K
Puts
$111K
Net Calls
+$36K
Net Calls Change
+$318K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$86.3M
2
OFG
Oxford Financial Group
Indiana
+$50.2M
3
HIG
Heritage Investment Group
Florida
+$28.4M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$24.2M
5
SAG
SageView Advisory Group
California
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$34.3M
2
Jane Street
Jane Street
New York
-$15.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.55M
4
CFA
Capstone Financial Advisors
Illinois
-$8.04M
5
CAN
Cetera Advisor Networks
California
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
176
DGS Capital Management
New Jersey
$351K +$9.45K +432 +3%
IA
177
IFP Advisors
Florida
$343K -$1.05K -48 -0.3%
Mariner
178
Mariner
Kansas
$332K +$300K +13,722 New
CAM
179
Cresset Asset Management
Illinois
$330K -$88K -4,024 -23%
WA
180
Wealth Alliance
New York
$323K +$292K +13,352 New
HF
181
HRT Financial
New York
$322K +$292K +13,346 New
BWM
182
Bulltick Wealth Management
Florida
$314K – – –
FAAM
183
First Ascent Asset Management
Colorado
$304K +$12.7K +581 +5%
PCIA
184
Prime Capital Investment Advisors
Kansas
$299K -$1.16K -53 -0.4%
CA
185
Claro Advisors
Massachusetts
$290K +$12K +547 +5%
MA
186
MAS Advisors
Florida
$290K – – –
GRP
187
Global Retirement Partners
California
$280K +$2.06K +94 +0.8%
DIP
188
DT Investment Partners
Pennsylvania
$280K +$262K +12,000 New
PCMC
189
Private Capital Management (Colorado)
Colorado
$280K +$127K +5,790 +100%
AAS
190
Ameritas Advisory Services
Nebraska
$279K -$1.2M -54,782 -83%
SAI
191
Savvy Advisors Inc
New York
$279K +$252K +11,539 New
FFM
192
Forum Financial Management
Illinois
$276K -$184K -8,432 -42%
CLOS
193
Compagnie Lombard Odier SCmA
Switzerland
$274K – – –
MAM
194
McLean Asset Management
Virginia
$269K +$247K +11,306 New
DWA
195
Delap Wealth Advisory
Oregon
$269K +$243K +11,112 New
MA
196
Mutual Advisors
Nebraska
$267K +$28.1K +1,286 +13%
BRWA
197
B. Riley Wealth Advisors
Florida
$264K +$4.33K +198 +2%
Empower Advisory Group
198
Empower Advisory Group
Colorado
$260K +$219 +10 +0.1%
Citadel Advisors
199
Citadel Advisors
Florida
$254K -$108K -4,933 -32%
BP
200
Ballentine Partners
Massachusetts
$251K +$9.93K +454 +5%
6 7
8
9 10

REET Hedge Fund Activity: Q4 2023 in Review

274 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2023, worth a combined $1.91B — up 27% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new REET positions and 21 closed out — a net gain of 29 holders — while 97 added to existing stakes and 95 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was BlackRock, cutting an estimated $34.3M.

  • 274 institutional investors held iShares Global REIT ETF (REET) as of Q4 2023, up from 248 in Q3 2023.
  • Funds reported $1.91B of iShares Global REIT ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 50 funds opened new iShares Global REIT ETF positions in Q4 2023 and 21 closed out, a net change of +29 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2023 was Morgan Stanley, an estimated $86.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2023 was BlackRock, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2023.