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iShares Global REIT ETF

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271288 (+17)

0.24% more ownership

Funds ownership: 47.99%48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
201
Private Capital Management (Colorado)
Colorado
$277K
CPWM
202
Cypress Point Wealth Management
Texas
$266K -$72K -2,821 -20%
CAL
203
Capital Analysts LLC
Pennsylvania
$261K +$7.79K +305 +3%
Betterment LLC
204
Betterment LLC
New York
$251K +$45K +1,763 +20%
FI
205
FWG Investments
Kentucky
$250K -$3.12K -122 -1%
RCG
206
Regatta Capital Group
California
$249K +$255 +10 +0.1%
TCM
207
Triumph Capital Management
Colorado
$248K +$25.4K +994 +11%
Stifel Financial
208
Stifel Financial
Missouri
$247K -$1.66K -65 -0.6%
CLOS
209
Compagnie Lombard Odier SCmA
Switzerland
$244K +$25.5K +1,000 +11%
CA
210
Clearstead Advisors
Ohio
$240K +$3.88K +152 +2%
IAN
211
Integrated Advisors Network
Texas
$240K
GM
212
GeoWealth Management
Illinois
$230K +$24.3K +953 +11%
KAS
213
Kestra Advisory Services
Texas
$228K +$11.1K +435 +5%
FFA
214
First Foundation Advisors
California
$222K
P
215
Pitcairn
Pennsylvania
$219K +$233K +9,130 New
D.E. Shaw & Co
216
D.E. Shaw & Co
New York
$218K +$232K +9,078 New
WT
217
Whittier Trust
California
$216K
Fidelity Investments
218
Fidelity Investments
Massachusetts
$215K +$194K +7,586 +555%
SFFS
219
Stonehage Fleming Financial Services
Jersey
$213K
BP
220
Ballentine Partners
Massachusetts
$211K +$3.01K +118 +1%
IPWA
221
International Private Wealth Advisors
California
$207K +$221K +8,640 New
SEIA
222
Signature Estate & Investment Advisors
California
$205K +$894 +35 +0.4%
GRP
223
Global Retirement Partners
California
$196K +$8.89K +348 +4%
AF
224
Allworth Financial
California
$140K +$148K +5,793 +57,930%
GT
225
Glenmede Trust
Pennsylvania
$136K +$145K +5,664 New

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.