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iShares Global REIT ETF

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271288 (+17)

0.24% more ownership

Funds ownership: 47.99%48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Strive Asset Management
Ohio
$434K +$462K +18,086 New
SW
177
Simplicity Wealth
New Jersey
$427K +$46.6K +1,825 +11%
CNBOF
178
City National Bank of Florida
Florida
$427K +$455K +17,801 New
AHL
179
Abel Hall LLC
Louisiana
$422K +$51 +2 +0%
MWM
180
Mission Wealth Management
California
$409K -$8.71K -341 -2%
DE
181
Diversified Enterprises
Delaware
$402K -$1.53M -59,849 -78%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$402K +$11.1K +435 +3%
Natixis Advisors
183
Natixis Advisors
Massachusetts
$395K +$421K +16,479 New
GWANC
184
Guardian Wealth Advisors (North Carolina)
North Carolina
$383K +$42.8K +1,675 +12%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$376K -$223K -8,743 -36%
MWM
186
McMill Wealth Management
Nebraska
$360K +$384K +15,039 New
FIB
187
First Interstate Bank
Montana
$359K -$27.9K -1,091 -7%
PGFC
188
Peapack-Gladstone Financial Corp
New Jersey
$343K -$5.87K -230 -2%
FCBT
189
First Citizens Bank & Trust
North Carolina
$329K -$343K -13,428 -49%
Envestnet Portfolio Solutions
190
Envestnet Portfolio Solutions
Illinois
$324K -$331K -12,946 -49%
RSF
191
Rik Saylor Financial
Ohio
$324K +$345K +13,501 New
WA
192
Wealth Alliance
New York
$323K -$1.09M -42,614 -76%
TW
193
Traveka Wealth
California
$320K -$704K -27,557 -67%
Mariner
194
Mariner
Kansas
$319K -$6.87K -269 -2%
PCIA
195
Prime Capital Investment Advisors
Kansas
$312K -$945 -37 -0.3%
UB
196
UMB Bank
Missouri
$304K -$2.2K -86 -0.7%
WMN
197
Wealth Management Nebraska
Nebraska
$295K +$341K +13,371 New
CA
198
Claro Advisors
Massachusetts
$290K +$11.4K +445 +4%
IWC
199
Integrated Wealth Concepts
Massachusetts
$289K -$9.68K -379 -3%
FMN
200
Financial Management Network
California
$283K +$1.28K +50 +0.4%

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.