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iShares Global REIT ETF

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $723K | Put options by funds: $360K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$256M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 267271 (+4)

0.31% less ownership

Funds ownership: 48.3%47.99% (-0.31%)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
28
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
201
Betterment LLC
New York
$233K +$221K +8,720 New
TSS
202
Two Sigma Securities
New York
$233K +$220K +8,717 New
BP
203
Ballentine Partners
Massachusetts
$232K +$219K +8,678 New
GM
204
GeoWealth Management
Illinois
$231K +$219K +8,661 New
SEIA
205
Signature Estate & Investment Advisors
California
$227K +$215K +8,513 New
DAS
206
Diversify Advisory Services
Utah
$226K +$219K +8,674 New
EAMA
207
EFG Asset Management (Americas)
Florida
$217K +$206K +8,144 New
SG
208
StoneX Group
New York
$217K +$205K +8,118 New
GRP
209
Global Retirement Partners
California
$209K -$102K -4,014 -34%
Empower Advisory Group
210
Empower Advisory Group
Colorado
$205K +$195K +7,699 New
LJAC
211
L.J. Altfest & Co
New York
$200K +$190K +7,511 New
OWP
212
ORG Wealth Partners
Texas
$135K +$128K +5,050 New
MTC
213
Matrix Trust Company
Colorado
$131K +$124K +4,920 New
BIM
214
Breakwater Investment Management
Washington
$121K
SMA
215
Sage Mountain Advisors
Georgia
$121K
PFM
216
Phillips Financial Management
Indiana
$120K -$12K -475 -10%
Citigroup
217
Citigroup
New York
$120K -$8.35K -330 -7%
DJSG
218
D.J. St. Germain
Massachusetts
$113K -$10.4K -412 -9%
IWP
219
IAG Wealth Partners
Wisconsin
$95.7K -$9.86K -390 -10%
EWP
220
Elevation Wealth Partners
California
$90.1K +$784 +31 +0.9%
AF
221
Advisornet Financial
Minnesota
$88K +$5.16K +204 +7%
TC
222
Tacita Capital
Ontario, Canada
$80.6K
EWA
223
Elevate Wealth Advisory
Georgia
$77.8K
PA
224
Parallel Advisors
California
$72.8K +$23.4K +927 +52%
WWP
225
WR Wealth Planners
Missouri
$60.9K

REET Hedge Fund Activity: Q3 2024 in Review

271 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2024, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new REET positions and 28 closed out — a net gain of 6 holders — while 84 added to existing stakes and 106 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $18M. The largest seller was SageView Advisory Group, cutting an estimated $9.41M.

  • 271 institutional investors held iShares Global REIT ETF (REET) as of Q3 2024, up from 267 in Q2 2024.
  • Funds reported $1.96B of iShares Global REIT ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new iShares Global REIT ETF positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2024 was AllianceBernstein, an estimated $18M added.
  • The largest iShares Global REIT ETF seller in Q3 2024 was SageView Advisory Group, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2024.