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iShares Global REIT ETF

280 hedge funds and large institutions have $1.85B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

1.09% more ownership

Funds ownership: 48.24%49.32% (+1.1%)

4% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$63.3M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 288280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
114
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
Triumph Capital Management
Colorado
$235K -$16.1K -663 -6%
Mirae Asset Global Investments
202
Mirae Asset Global Investments
South Korea
$233K -$413K -16,955 -14%
DE
203
Diversified Enterprises
Delaware
$229K -$179K -7,344 -44%
FFA
204
First Foundation Advisors
California
$225K
CPWM
205
Cypress Point Wealth Management
Texas
$224K -$44.7K -1,838 -17%
WT
206
Whittier Trust
California
$218K
CastleKeep Investment Advisors
207
CastleKeep Investment Advisors
Connecticut
$215K +$216K +8,860 New
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$212K -$2.3M -94,418 -92%
P
209
Pitcairn
Pennsylvania
$203K -$19K -780 -9%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$182K -$35.2K -1,447 -16%
SC
211
SouthState Corp
Florida
$140K +$141K +5,790 New
OCM
212
Orion Capital Management
California
$132K -$1.07K -44 -0.8%
Citigroup
213
Citigroup
New York
$127K +$14.5K +596 +13%
BIM
214
Breakwater Investment Management
Washington
$124K
OWP
215
ORG Wealth Partners
Texas
$123K
SFFS
216
Stonehage Fleming Financial Services
Jersey
$118K -$98.1K -4,030 -45%
FFA
217
Farther Finance Advisors
California
$117K +$82.1K +3,371 +232%
PFM
218
Phillips Financial Management
Indiana
$109K
TC
219
Tacita Capital
Ontario, Canada
$103K +$30.2K +1,242 +41%
DJSG
220
D.J. St. Germain
Massachusetts
$103K
TCOV
221
Trust Company of Vermont
Vermont
$96.8K +$2.65K +109 +3%
SMA
222
Sage Mountain Advisors
Georgia
$90.5K -$19.5K -800 -18%
AF
223
Advisornet Financial
Minnesota
$87.7K +$828 +34 +0.9%
IWP
224
IAG Wealth Partners
Wisconsin
$86.9K
EWP
225
Elevation Wealth Partners
California
$83.6K +$268 +11 +0.3%

REET Hedge Fund Activity: Q1 2025 in Review

280 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2025, worth a combined $1.85B — up 3.5% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of REET and 22 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 114 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $29.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.7M.

  • 280 institutional investors held iShares Global REIT ETF (REET) as of Q1 2025, down from 288 in Q4 2024.
  • Funds reported $1.85B of iShares Global REIT ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 22 funds opened new iShares Global REIT ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q1 2025 was Partners Capital Investment Group, an estimated $29.7M added.
  • The largest iShares Global REIT ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2025.