We are live on ! Find out more
REET icon

iShares Global REIT ETF

218 hedge funds and large institutions have $1.25B invested in iShares Global REIT ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 64

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 208218 (+10)

0.16% more ownership

Funds ownership: 39.65%39.81% (+0.16%)

3% less capital invested

Capital invested by funds: $1.29B → $1.25B (-$42.6M)

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
94
Reduced
64
Closed
10
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$8K -$4.13K -144 -33%
TCM
202
TD Capital Management
Tennessee
$8K +$57 +2 +0.7%
BFC
203
Bedel Financial Consulting
Indiana
$6K
CFGS
204
Concourse Financial Group Securities
Alabama
$6K +$6.31K +220 New
WWM
205
Wolff Wiese Magana
California
$5K
SWM
206
Spire Wealth Management
Virginia
$5K +$2.15K +75 +60%
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$5K +$3.16K +110 +157%
FCAS
208
First Command Advisory Services
Texas
$4K -$9.95K -347 -71%
TF
209
TimeScale Financial
Massachusetts
$4K
CTC
210
Central Trust Company
Missouri
$4K +$4.27K +149 New
EVM
211
Eaton Vance Management
Massachusetts
$4K +$104K +3,610 +3%
MSFP
212
Mark Sheptoff Financial Planning
Connecticut
$3K
AF
213
Allworth Financial
California
$3K +$2.73K +95 +452%
SWA
214
Sutton Wealth Advisors
Florida
$1.48K
ACA
215
Aptus Capital Advisors
Alabama
$1K
JCM
216
Jacobi Capital Management
Pennsylvania
$1K
ME
217
McIlrath & Eck
Washington
$1K
GRP
218
Global Retirement Partners
California
$1K +$602 +21 New
CCMW
219
Cypress Capital Management (Wyoming)
Wyoming
$1K +$1.32K +46 New
Bank of New York Mellon
220
Bank of New York Mellon
New York
-$3.12M -112,563 Closed
SFA
221
Sequoia Financial Advisors
Ohio
-$604K -21,800 Closed
V
222
Veritable
Delaware
-$569K -20,529 Closed
SC
223
Schoolcraft Capital
Colorado
-$424K -15,278 Closed
TI
224
Truepoint Inc
Ohio
-$339K -12,241 Closed
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
-$205K -7,400 Closed

REET Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2021, worth a combined $1.25B — down 3.3% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REET positions and 10 closed out — a net gain of 15 holders — while 94 added to existing stakes and 64 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $24.5M. The largest seller was Citigroup, cutting an estimated $149M.

  • 218 institutional investors held iShares Global REIT ETF (REET) as of Q3 2021, up from 208 in Q2 2021.
  • Funds reported $1.25B of iShares Global REIT ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 25 funds opened new iShares Global REIT ETF positions in Q3 2021 and 10 closed out, a net change of +15 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2021 was Bank of Montreal, an estimated $24.5M added.
  • The largest iShares Global REIT ETF seller in Q3 2021 was Citigroup, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2021.