iShares Global REIT ETF
REET
66 hedge funds and large institutions have $203M invested in iShares Global REIT ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 13 closing their positions.
123% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 13
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
37% more capital invested
Capital invested by funds: $147M → $203M (+$55.1M)
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
4.72% more ownership
Funds ownership: 18.14% → 22.87% (+4.7%)
3% more funds holding
Funds holding: 64 → 66 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$18.6M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$14.4M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$12.2M |
| 4 |
CWM
Cahaba Wealth Management
Atlanta,
Georgia
|
+$7.47M |
| 5 |
AB
AT Bancorp
Dubuque,
Iowa
|
+$6.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.21M |
| 2 |
Morgan Stanley
New York
|
-$4.97M |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
-$2.65M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.08M |
| 5 |
LPL Financial
San Diego,
California
|
-$850K |
REET Hedge Fund Activity: Q1 2018 in Review
66 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2018, worth a combined $203M — up 37% from $147M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new REET positions and 13 closed out — a net gain of 2 holders — while 29 added to existing stakes and 13 trimmed.
The largest buyer was Deutsche Bank, opening a new position worth an estimated $18.6M. The largest seller was Wells Fargo, cutting an estimated $5.21M.
- 66 institutional investors held iShares Global REIT ETF (REET) as of Q1 2018, up from 64 in Q4 2017.
- Funds reported $203M of iShares Global REIT ETF stock for Q1 2018, up 37% quarter-over-quarter.
- 15 funds opened new iShares Global REIT ETF positions in Q1 2018 and 13 closed out, a net change of +2 holders.
- The largest iShares Global REIT ETF buyer in Q1 2018 was Deutsche Bank, an estimated $18.6M added.
- The largest iShares Global REIT ETF seller in Q1 2018 was Wells Fargo, an estimated $5.21M sold.
Based on aggregated 13F filings for Q1 2018.