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iShares Global REIT ETF
REET

240 hedge funds and large institutions have $1.07B invested in iShares Global REIT ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 72

1.17% more ownership

Funds ownership: 43.39% → 44.56% (+1.2%)

4% less funds holding

Funds holding: 249 → 240 (-9)

10% less capital invested

Capital invested by funds: $1.19B → $1.07B (-$114M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

Holders
240
Holders Change
-9
Holders Change %
-3.61%
% of All Funds
4.13%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
27
Increased
100
Reduced
72
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
SVB Wealth
Massachusetts
+$9.61M
2
BlackRock
BlackRock
New York
+$8.64M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$7.23M
4
WFA
Wipfli Financial Advisors
Wisconsin
+$6.79M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$6.7M

Top Sellers

Rank Fund Capital Flow
1
GLA
Great Lakes Advisors
Illinois
-$16.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$13.3M
3
Bank of America
Bank of America
North Carolina
-$5.59M
4
Jane Street
Jane Street
New York
-$5.51M
5
OFG
Oxford Financial Group
Indiana
-$4.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
201
Castle Wealth Management
Florida
$41K – – –
CFD
202
Creative Financial Designs
Indiana
$36K – – –
HI
203
Harbour Investments
Wisconsin
$34K – – –
RIA
204
Realta Investment Advisors
Delaware
$33K +$38.4K +1,557 New
SWM
205
Spire Wealth Management
Virginia
$32K -$766K -31,089 -95%
MA
206
MUFG Americas
New York
$26K – – –
SSC
207
Syverson Strege & Co
Iowa
$25K – – –
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$24K -$1.63M -66,102 -98%
PTC
209
Private Trust Company
Ohio
$23K – – –
CG
210
Cutler Group
California
$22K +$19.3K +782 +303%
TWC
211
TD Waterhouse Canada
Ontario, Canada
$19.2K – – –
PP
212
Pacifica Partners
Canada
$19K – – –
LWP
213
Laurel Wealth Planning
Minnesota
$18K – – –
PA
214
Parallel Advisors
California
$15K -$12.1K -491 -41%
DI
215
Disciplined Investments
Oklahoma
$14K – – –
EDRH
216
Edmond de Rothschild Holding
Switzerland
$13K -$8.13K -330 -35%
BCV
217
Banque Cantonale Vaudoise
Switzerland
$13K – – –
AIM
218
Anchor Investment Management
South Carolina
$12.8K – – –
FRA
219
Front Row Advisors
California
$11K – – –
WWM
220
Wolff Wiese Magana
California
$10K – – –
TFA
221
Transamerica Financial Advisors
Florida
$8K -$74 -3 -0.8%
FCG
222
Financial Connections Group
California
$8K – – –
FFA
223
Founders Financial Alliance
North Carolina
$8K – – –
FA
224
Fortis Advisors
Pennsylvania
$6K -$338K -13,719 -90%
CTC
225
Central Trust Company
Missouri
$5K – – –
7 8
9
10 11

REET Hedge Fund Activity: Q3 2022 in Review

240 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2022, worth a combined $1.07B — down 9.6% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of REET and 27 opened new positions — a net loss of 4 holders — while 72 trimmed existing stakes and 100 added.

The largest buyer was SVB Wealth, adding an estimated $9.61M. The largest seller was Great Lakes Advisors, cutting an estimated $16.3M.

  • 240 institutional investors held iShares Global REIT ETF (REET) as of Q3 2022, down from 249 in Q2 2022.
  • Funds reported $1.07B of iShares Global REIT ETF stock for Q3 2022, down 9.6% quarter-over-quarter.
  • 27 funds opened new iShares Global REIT ETF positions in Q3 2022 and 31 closed out, a net change of -4 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2022 was SVB Wealth, an estimated $9.61M added.
  • The largest iShares Global REIT ETF seller in Q3 2022 was Great Lakes Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2022.