iShares Global REIT ETF
REET
144 hedge funds and large institutions have $546M invested in iShares Global REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 15 closing their positions.
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
64% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 36
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
7% more funds holding
Funds holding: 134 → 144 (+10)
0% less capital invested
Capital invested by funds: $548M → $546M (-$2.26M)
3.78% less ownership
Funds ownership: 34.61% → 30.84% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$11.3M |
| 2 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$8.81M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$6.98M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$5.99M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SigFig Wealth Management
San Francisco,
California
|
-$26.8M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$23.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.02M |
| 4 |
Jane Street
New York
|
-$4.29M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.04M |
REET Hedge Fund Activity: Q3 2019 in Review
144 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2019, worth a combined $546M — down 0.41% from $548M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new REET positions and 15 closed out — a net gain of 10 holders — while 59 added to existing stakes and 36 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $11.3M. The largest seller was SigFig Wealth Management, exiting entirely with an estimated $26.8M sold.
- 144 institutional investors held iShares Global REIT ETF (REET) as of Q3 2019, up from 134 in Q2 2019.
- Funds reported $546M of iShares Global REIT ETF stock for Q3 2019, down 0.41% quarter-over-quarter.
- 25 funds opened new iShares Global REIT ETF positions in Q3 2019 and 15 closed out, a net change of +10 holders.
- The largest iShares Global REIT ETF buyer in Q3 2019 was JP Morgan Private Wealth Advisors, an estimated $11.3M added.
- The largest iShares Global REIT ETF seller in Q3 2019 was SigFig Wealth Management, an estimated $26.8M sold.
Based on aggregated 13F filings for Q3 2019.