iShares Global REIT ETF
REET
169 hedge funds and large institutions have $608M invested in iShares Global REIT ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 38 reducing their positions, and 14 closing their positions.
193% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 14
74% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 38
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
17% more funds holding
Funds holding: 144 → 169 (+25)
11% more capital invested
Capital invested by funds: $546M → $608M (+$62.1M)
0.08% more ownership
Funds ownership: 30.84% → 30.92% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$19.8M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$7.52M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$6.07M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.92M |
| 5 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$4.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$14.8M |
| 2 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$4.23M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$3.76M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.17M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.9M |
REET Hedge Fund Activity: Q4 2019 in Review
169 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2019, worth a combined $608M — up 11% from $546M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new REET positions and 14 closed out — a net gain of 27 holders — while 66 added to existing stakes and 38 trimmed.
The largest buyer was People's United Financial, adding an estimated $19.8M. The largest seller was Allianz Asset Management, cutting an estimated $14.8M.
- 169 institutional investors held iShares Global REIT ETF (REET) as of Q4 2019, up from 144 in Q3 2019.
- Funds reported $608M of iShares Global REIT ETF stock for Q4 2019, up 11% quarter-over-quarter.
- 41 funds opened new iShares Global REIT ETF positions in Q4 2019 and 14 closed out, a net change of +27 holders.
- The largest iShares Global REIT ETF buyer in Q4 2019 was People's United Financial, an estimated $19.8M added.
- The largest iShares Global REIT ETF seller in Q4 2019 was Allianz Asset Management, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2019.