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iShares Global REIT ETF

266 hedge funds and large institutions have $2.69B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $1.07B → $2.69B (+$1.61B)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

34% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 71

11% more funds holding

Funds holding: 240266 (+26)

3.5% more ownership

Funds ownership: 44.56%48.06% (+3.5%)

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
59
Increased
95
Reduced
71
Closed
29
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$178K -$21.7K -975 -11%
ASN
202
Advisory Services Network
Georgia
$158K +$155K +6,947 New
MHR
203
Matthew Hamilton Rosenberg
$136K -$8.18K -367 -6%
CQS
204
Credential Qtrade Securities
$135K +$10K +449 +8%
ASBI
205
American State Bank (Iowa)
Iowa
$116K +$16.2K +725 +17%
PFM
206
Phillips Financial Management
Indiana
$113K -$76.3K -3,424 -41%
QCG
207
Quadrant Capital Group
Ohio
$100K -$268K -12,000 -73%
SPIA
208
Steward Partners Investment Advisory
New York
$99.7K +$43.3K +1,944 +80%
RBC
209
Romano Brothers & Co
Illinois
$90.8K +$89.2K +4,000 New
ACA
210
Aptus Capital Advisors
Alabama
$77.9K -$63.6K -2,853 -45%
GWANC
211
Guardian Wealth Advisors (North Carolina)
North Carolina
$76.1K +$74.7K +3,350 New
RG
212
Retirement Group
California
$75K +$73.9K +3,314 New
CLOS
213
Compagnie Lombard Odier SCmA
Switzerland
$74K -$32.5K -1,459 -31%
JP Morgan Chase
214
JP Morgan Chase
New York
$59K -$10.3K -463 -15%
Deutsche Bank
215
Deutsche Bank
Germany
$56.8K
LSA
216
Lansing Street Advisors
Pennsylvania
$54K -$322K -14,448 -86%
AF
217
Advisornet Financial
Minnesota
$47.1K +$1.09K +49 +2%
BAAM
218
Baker Avenue Asset Management
California
$47K -$250K -11,202 -84%
FMTCOCP
219
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K +$39.7K +1,780 New
TWA
220
TCI Wealth Advisors
Arizona
$39.3K +$36.8K +1,651 +2,090%
CFD
221
Creative Financial Designs
Indiana
$38.6K
RIA
222
Realta Investment Advisors
Delaware
$34.6K -$713 -32 -2%
SWM
223
Spire Wealth Management
Virginia
$34K
PTC
224
Private Trust Company
Ohio
$30K +$6K +269 +25%
HI
225
Harbour Investments
Wisconsin
$28.3K -$3.3K -148 -11%

REET Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $2.69B — up 150% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new REET positions and 29 closed out — a net gain of 30 holders — while 95 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.

  • 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $2.69B of iShares Global REIT ETF stock for Q4 2022, up 150% quarter-over-quarter.
  • 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
  • The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2022.