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iShares Global REIT ETF

249 hedge funds and large institutions have $1.19B invested in iShares Global REIT ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1.34% less ownership

Funds ownership: 44.73%43.39% (-1.3%)

7% less funds holding

Funds holding: 268249 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less capital invested

Capital invested by funds: $1.55B → $1.19B (-$361M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.19%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
24
Increased
107
Reduced
86
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$63K +$2.48K +93 +4%
Deutsche Bank
202
Deutsche Bank
Germany
$60K
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$52K -$33.4K -1,254 -37%
AF
204
Advisornet Financial
Minnesota
$52K -$1.09K -41 -2%
CWM
205
Castle Wealth Management
Florida
$47K +$51.4K +1,930 New
JP Morgan Chase
206
JP Morgan Chase
New York
$44K -$316K -11,880 -87%
SPIA
207
Steward Partners Investment Advisory
New York
$44K +$30.3K +1,140 +165%
CFD
208
Creative Financial Designs
Indiana
$41K -$22.5K -846 -33%
Bessemer Group
209
Bessemer Group
New Jersey
$41K
HI
210
Harbour Investments
Wisconsin
$34K +$37.1K +1,394 New
MA
211
MUFG Americas
New York
$30K -$4.92K -185 -13%
PA
212
Parallel Advisors
California
$29K -$18.4K -691 -37%
SSC
213
Syverson Strege & Co
Iowa
$28K
PTC
214
Private Trust Company
Ohio
$26K +$28.3K +1,065 New
EDRH
215
Edmond de Rothschild Holding
Switzerland
$22K -$5.32K -200 -18%
ED
216
Exane Derivatives
France
$21.8K
TWC
217
TD Waterhouse Canada
Ontario, Canada
$21.7K -$8.06K -303 -25%
FA
218
Fortis Advisors
Pennsylvania
$20K -$2.12M -79,747 -84%
LWP
219
Laurel Wealth Planning
Minnesota
$20K
PP
220
Pacifica Partners
Canada
$20K +$21.6K +810 New
GRP
221
Global Retirement Partners
California
$19K +$133 +5 +0.6%
CFN
222
Cordasco Financial Network
Florida
$18K
DI
223
Disciplined Investments
Oklahoma
$16K -$15.6K -585 -47%
AIM
224
Anchor Investment Management
South Carolina
$14.5K
BCV
225
Banque Cantonale Vaudoise
Switzerland
$14K

REET Hedge Fund Activity: Q2 2022 in Review

249 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2022, worth a combined $1.19B — down 23% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of REET and 24 opened new positions — a net loss of 13 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Great Lakes Advisors, adding an estimated $16.6M. The largest seller was Jones Financial Companies, cutting an estimated $48.4M.

  • 249 institutional investors held iShares Global REIT ETF (REET) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $1.19B of iShares Global REIT ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 24 funds opened new iShares Global REIT ETF positions in Q2 2022 and 37 closed out, a net change of -13 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2022 was Great Lakes Advisors, an estimated $16.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.