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iShares Global REIT ETF

208 hedge funds and large institutions have $1.29B invested in iShares Global REIT ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

38% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 63

24% more capital invested

Capital invested by funds: $1.04B → $1.29B (+$251M)

2% more funds holding

Funds holding: 203208 (+5)

2.32% more ownership

Funds ownership: 37.32%39.65% (+2.3%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
23
Increased
87
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$3K -$47.5K -1,739 -93%
MSFP
202
Mark Sheptoff Financial Planning
Connecticut
$3K
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$2K
PGWM
204
Parisi Gray Wealth Management
New Jersey
$2K +$1.69K +62 New
SWA
205
Sutton Wealth Advisors
Florida
$1.5K
EWM
206
Elmwood Wealth Management
California
$1K -$4.78K -175 -89%
AF
207
Allworth Financial
California
$1K
ACA
208
Aptus Capital Advisors
Alabama
$1K
JCM
209
Jacobi Capital Management
Pennsylvania
$1K
ME
210
McIlrath & Eck
Washington
$1K
S
211
SimplyRich
California
-$9.41M -369,375 Closed
Invesco
212
Invesco
Georgia
-$4.82M -188,949 Closed
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
-$3.44M -134,964 Closed
HCA
214
Heck Capital Advisors
Wisconsin
-$2.68M -105,145 Closed
WMP
215
Wealth Management Partners
Arizona
-$1.11M -42,623 Closed
Prudential Financial
216
Prudential Financial
New Jersey
-$367K -14,390 Closed
BAMG
217
Brand Asset Management Group
Missouri
-$313K -12,284 Closed
SFS
218
Sowell Financial Services
Arkansas
-$175K -6,486 Closed
VFA
219
Valeo Financial Advisors
Indiana
-$60K -2,344 Closed
WAP
220
Wealthcare Advisory Partners
Pennsylvania
-$59K -2,296 Closed
MAM
221
Meeder Asset Management
Ohio
-$25K -984 Closed
M
222
MOTCO
Texas
-$13K -516 Closed
IAIM
223
International Assets Investment Management
Florida
-$5K -208 Closed
SIS
224
Sound Income Strategies
Florida
-$1.55K -61 Closed
LWA
225
Lenox Wealth Advisors
New York
-$1K -58 Closed

REET Hedge Fund Activity: Q2 2021 in Review

208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2021, worth a combined $1.29B — up 24% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new REET positions and 16 closed out — a net gain of 7 holders — while 87 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67M. The largest seller was M&T Bank, cutting an estimated $24.4M.

  • 208 institutional investors held iShares Global REIT ETF (REET) as of Q2 2021, up from 203 in Q1 2021.
  • Funds reported $1.29B of iShares Global REIT ETF stock for Q2 2021, up 24% quarter-over-quarter.
  • 23 funds opened new iShares Global REIT ETF positions in Q2 2021 and 16 closed out, a net change of +7 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2021 was Morgan Stanley, an estimated $67M added.
  • The largest iShares Global REIT ETF seller in Q2 2021 was M&T Bank, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2021.