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iShares Global REIT ETF

280 hedge funds and large institutions have $1.85B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

1.09% more ownership

Funds ownership: 48.24%49.32% (+1.1%)

4% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$63.3M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 288280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
114
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
176
HRT Financial
New York
$363K +$365K +14,992 New
FIB
177
First Interstate Bank
Montana
$352K -$11.2K -461 -3%
PGFC
178
Peapack-Gladstone Financial Corp
New Jersey
$331K -$16.4K -674 -5%
Mariner
179
Mariner
Kansas
$327K +$4.67K +192 +1%
RSF
180
Rik Saylor Financial
Ohio
$319K -$8.45K -347 -3%
PCIA
181
Prime Capital Investment Advisors
Kansas
$318K +$2.19K +90 +0.7%
CA
182
Claro Advisors
Massachusetts
$313K +$19.2K +790 +7%
AA
183
Aire Advisors
California
$304K -$167K -6,839 -35%
Envestnet Portfolio Solutions
184
Envestnet Portfolio Solutions
Illinois
$304K -$23.9K -981 -7%
FCBT
185
First Citizens Bank & Trust
North Carolina
$302K -$31.1K -1,279 -9%
IWC
186
Integrated Wealth Concepts
Massachusetts
$293K +$511 +21 +0.2%
TFA
187
TPG Financial Advisors
Oregon
$287K -$696K -28,586 -71%
AF
188
Aviso Financial
Ontario, Canada
$278K +$279K +11,453 New
Stifel Financial
189
Stifel Financial
Missouri
$274K +$24.5K +1,008 +10%
BP
190
Ballentine Partners
Massachusetts
$273K +$59.6K +2,449 +28%
Betterment LLC
191
Betterment LLC
New York
$268K +$13.4K +552 +5%
FMN
192
Financial Management Network
California
$256K -$2.14K -88 -0.7%
CWD
193
Clarity Wealth Development
Oregon
$253K +$255K +10,484 New
CAL
194
Capital Analysts LLC
Pennsylvania
$250K -$14.1K -578 -5%
RCG
195
Regatta Capital Group
California
$248K -$3.77K -155 -1%
CLOS
196
Compagnie Lombard Odier SCmA
Switzerland
$247K
IPWA
197
International Private Wealth Advisors
California
$243K +$34K +1,396 +16%
IAN
198
Integrated Advisors Network
Texas
$243K
UB
199
UMB Bank
Missouri
$238K -$69.7K -2,863 -23%
CA
200
Clearstead Advisors
Ohio
$238K -$5.41K -222 -2%

REET Hedge Fund Activity: Q1 2025 in Review

280 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2025, worth a combined $1.85B — up 3.5% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of REET and 22 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 114 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $29.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.7M.

  • 280 institutional investors held iShares Global REIT ETF (REET) as of Q1 2025, down from 288 in Q4 2024.
  • Funds reported $1.85B of iShares Global REIT ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 22 funds opened new iShares Global REIT ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q1 2025 was Partners Capital Investment Group, an estimated $29.7M added.
  • The largest iShares Global REIT ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2025.