iShares Global REIT ETF
REET
254 hedge funds and large institutions have $1.6B invested in iShares Global REIT ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 90 reducing their positions, and 24 closing their positions.
21% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 24
10% more capital invested
Capital invested by funds: $1.46B → $1.6B (+$141M)
2.4% more ownership
Funds ownership: 49.11% → 51.51% (+2.4%)
2% more funds holding
Funds holding: 250 → 254 (+4)
7% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 90
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
93% less call options, than puts
Call options by funds: $14K | Put options by funds: $209K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$112M |
| 2 |
Jane Street
New York
|
+$20.5M |
| 3 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$15.7M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.51M |
| 5 |
Goldman Sachs
New York
|
+$6.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPWM
Oakwell Private Wealth Management
Austin,
Texas
|
-$6.65M |
| 2 |
Morgan Stanley
New York
|
-$6.53M |
| 3 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$6.35M |
| 4 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
-$6.33M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$5.87M |
REET Hedge Fund Activity: Q2 2023 in Review
254 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2023, worth a combined $1.6B — up 9.7% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new REET positions and 24 closed out — a net gain of 5 holders — while 96 added to existing stakes and 90 trimmed.
The largest buyer was Valmark Advisers, opening a new position worth an estimated $112M. The largest seller was Oakwell Private Wealth Management, exiting entirely with an estimated $6.65M sold.
- 254 institutional investors held iShares Global REIT ETF (REET) as of Q2 2023, up from 250 in Q1 2023.
- Funds reported $1.6B of iShares Global REIT ETF stock for Q2 2023, up 9.7% quarter-over-quarter.
- 29 funds opened new iShares Global REIT ETF positions in Q2 2023 and 24 closed out, a net change of +5 holders.
- The largest iShares Global REIT ETF buyer in Q2 2023 was Valmark Advisers, an estimated $112M added.
- The largest iShares Global REIT ETF seller in Q2 2023 was Oakwell Private Wealth Management, an estimated $6.65M sold.
Based on aggregated 13F filings for Q2 2023.