iShares Global REIT ETF
REET
191 hedge funds and large institutions have $870M invested in iShares Global REIT ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 16 closing their positions.
131% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 16
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
13% more capital invested
Capital invested by funds: $773M → $870M (+$96.7M)
10% more funds holding
Funds holding: 173 → 191 (+18)
1.8% less ownership
Funds ownership: 37.2% → 35.39% (-1.8%)
24% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.41M |
| 2 |
Jane Street
New York
|
+$3.42M |
| 3 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$2.82M |
| 4 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$2.52M |
| 5 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$13.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.81M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.07M |
| 4 |
JP Morgan Chase
New York
|
-$5.43M |
| 5 |
MD
Money Design
Tokyo,
Japan
|
-$5.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
AllianceBernstein
Nashville,
Tennessee
| – | -$309K | -14,674 | Closed |
|
|
NNP
202
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$36K | -1,705 | Closed |
|
|
FCH
203
Freestone Capital Holdings
Seattle,
Washington
| – | -$22.9K | -1,088 | Closed |
|
|
PO
204
Private Ocean
San Rafael,
California
| – | -$21K | -1,002 | Closed |
|
|
GWM
205
Geneos Wealth Management
Englewood,
Colorado
| – | -$8K | -431 | Closed |
|
206
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$2K | -90 | Closed |
|
|
FHA
207
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$1K | -56 | Closed |
|
208
Barclays
London,
United Kingdom
| – | -$1K | -50 | Closed |
|
REET Hedge Fund Activity: Q4 2020 in Review
191 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2020, worth a combined $870M — up 13% from $773M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new REET positions and 16 closed out — a net gain of 21 holders — while 50 added to existing stakes and 66 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.41M. The largest seller was Personal Capital Advisors, cutting an estimated $13.5M.
- 191 institutional investors held iShares Global REIT ETF (REET) as of Q4 2020, up from 173 in Q3 2020.
- Funds reported $870M of iShares Global REIT ETF stock for Q4 2020, up 13% quarter-over-quarter.
- 37 funds opened new iShares Global REIT ETF positions in Q4 2020 and 16 closed out, a net change of +21 holders.
- The largest iShares Global REIT ETF buyer in Q4 2020 was Morgan Stanley, an estimated $5.41M added.
- The largest iShares Global REIT ETF seller in Q4 2020 was Personal Capital Advisors, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2020.