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iShares Global REIT ETF

268 hedge funds and large institutions have $1.55B invested in iShares Global REIT ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

44% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 82

3% more funds holding

Funds holding: 259268 (+9)

0.49% more ownership

Funds ownership: 44.24%44.73% (+0.49%)

4% less capital invested

Capital invested by funds: $1.61B → $1.55B (-$60.9M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
4.23%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
36
Increased
118
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
201
Virtu Financial
New York
$222K +$217K +7,590 New
MIM
202
Macroview Investment Management
Maryland
$222K +$217K +7,599 New
HNWA
203
Henrickson Nauta Wealth Advisors
Michigan
$211K
MCM
204
MAI Capital Management
Ohio
$209K +$1.06K +37 +0.5%
MFG
205
MidWestOne Financial Group
Iowa
$208K -$102K -3,586 -34%
PWM
206
Paulson Wealth Management
Illinois
$208K +$1.91K +67 +1%
SPC
207
Sigma Planning Corp
Michigan
$207K -$106K -3,703 -34%
IWC
208
Integrated Wealth Concepts
Massachusetts
$207K -$7.25K -254 -3%
PCA
209
Personal Capital Advisors
California
$204K -$36.8K -1,288 -16%
BAM
210
Bosun Asset Management
Illinois
$203K
WCFA
211
Walkner Condon Financial Advisors
Wisconsin
$202K
MHR
212
Matthew Hamilton Rosenberg
$185K -$200 -7 -0.1%
CPW
213
Crestmont Private Wealth
Texas
$146K -$6.66K -233 -4%
CLOS
214
Compagnie Lombard Odier SCmA
Switzerland
$137K
CQS
215
Credential Qtrade Securities
$136K -$16.9K -593 -11%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$136K +$57 +2 +0%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$136K +$88.4K +3,095 +201%
RG
218
Retirement Group
California
$118K +$4K +140 +4%
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$111K
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$100K +$41.6K +1,457 +75%
ASBI
221
American State Bank (Iowa)
Iowa
$99.3K +$10.5K +369 +12%
EIP
222
Ellis Investment Partners
Pennsylvania
$93K -$314 -11 -0.3%
BNP Paribas Financial Markets
223
BNP Paribas Financial Markets
France
$81.8K +$80K +2,800 New
CFD
224
Creative Financial Designs
Indiana
$74K -$2.74K -96 -4%
Deutsche Bank
225
Deutsche Bank
Germany
$73K -$171K -6,000 -71%

REET Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2022, worth a combined $1.55B — down 3.8% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new REET positions and 25 closed out — a net gain of 11 holders — while 118 added to existing stakes and 82 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $54.6M. The largest seller was Gradient Investments, cutting an estimated $50.8M.

  • 268 institutional investors held iShares Global REIT ETF (REET) as of Q1 2022, up from 259 in Q4 2021.
  • Funds reported $1.55B of iShares Global REIT ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 36 funds opened new iShares Global REIT ETF positions in Q1 2022 and 25 closed out, a net change of +11 holders.
  • The largest iShares Global REIT ETF buyer in Q1 2022 was HSBC Holdings, an estimated $54.6M added.
  • The largest iShares Global REIT ETF seller in Q1 2022 was Gradient Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2022.