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iShares Global REIT ETF

289 hedge funds and large institutions have $1.75B invested in iShares Global REIT ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 286289 (+3)

0.96% less ownership

Funds ownership: 46.06%45.09% (-0.96%)

7% less capital invested

Capital invested by funds: $1.88B → $1.75B (-$128M)

Holders
289
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
3.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
29
Increased
118
Reduced
98
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMN
201
Financial Management Network
California
$235K -$64.4K -2,565 -22%
CA
202
Clearstead Advisors
Ohio
$235K +$11.9K +474 +5%
WT
203
Whittier Trust
California
$231K
MPW
204
MASECO Private Wealth
$230K
CPWM
205
Cypress Point Wealth Management
Texas
$216K
ULWM
206
Upper Left Wealth Management
Florida
$215K +$1.93K +77 +0.9%
P
207
Pitcairn
Pennsylvania
$213K
FCBT
208
First Citizens Bank & Trust
North Carolina
$211K -$8.43K -336 -4%
PAG
209
Private Advisor Group
New Jersey
$209K +$206K +8,196 New
AA
210
Advisory Alpha
Michigan
$208K +$954 +38 +0.5%
SEIA
211
Signature Estate & Investment Advisors
California
$203K +$199K +7,939 New
FA
212
Flagstar Advisors
New York
$203K +$199K +7,928 New
SC
213
Scotia Capital
Ontario, Canada
$201K +$197K +7,845 New
GSWM
214
Greenup Street Wealth Management
Michigan
$200K +$197K +7,841 New
UFPG
215
United Financial Planning Group
New York
$196K +$63.2K +2,518 New
HNB
216
Huntington National Bank
Ohio
$191K
EWA
217
EverSource Wealth Advisors
Alabama
$180K +$3.97K +158 +2%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$171K -$26.5K -1,056 -14%
NS
219
NBC Securities
Alabama
$168K +$76K +3,027 +86%
UB
220
UMB Bank
Missouri
$158K -$20K -796 -11%
Citigroup
221
Citigroup
New York
$158K +$15.9K +633 +11%
GRP
222
Global Retirement Partners
California
$150K +$8.03K +320 +6%
Toronto Dominion Bank
223
Toronto Dominion Bank
Ontario, Canada
$141K -$3.63M -144,501 -96%
OCM
224
Orion Capital Management
California
$140K +$126 +5 +0.1%
OWP
225
ORG Wealth Partners
Texas
$129K

REET Hedge Fund Activity: Q3 2025 in Review

289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2025, worth a combined $1.75B — down 6.8% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new REET positions and 21 closed out — a net gain of 8 holders — while 118 added to existing stakes and 98 trimmed.

The largest buyer was Sumitomo Mitsui DS Asset Management, adding an estimated $19M. The largest seller was HSBC Holdings, exiting entirely with an estimated $140M sold.

  • 289 institutional investors held iShares Global REIT ETF (REET) as of Q3 2025, up from 286 in Q2 2025.
  • Funds reported $1.75B of iShares Global REIT ETF stock for Q3 2025, down 6.8% quarter-over-quarter.
  • 29 funds opened new iShares Global REIT ETF positions in Q3 2025 and 21 closed out, a net change of +8 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2025 was Sumitomo Mitsui DS Asset Management, an estimated $19M added.
  • The largest iShares Global REIT ETF seller in Q3 2025 was HSBC Holdings, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2025.