iShares Global REIT ETF
REET
169 hedge funds and large institutions have $719M invested in iShares Global REIT ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 29 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 50
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
10% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 29
5% more capital invested
Capital invested by funds: $682M → $719M (+$36.7M)
1% more funds holding
Funds holding: 168 → 169 (+1)
2.48% less ownership
Funds ownership: 40.74% → 38.26% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$54.4M |
| 2 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$21.3M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$8.53M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$7.83M |
| 5 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$56.8M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$15.3M |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
-$13.4M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$11.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.1M |
REET Hedge Fund Activity: Q2 2020 in Review
169 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2020, worth a combined $719M — up 5.4% from $682M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new REET positions and 29 closed out — a net gain of 3 holders — while 66 added to existing stakes and 50 trimmed.
The largest buyer was Citigroup, opening a new position worth an estimated $54.4M. The largest seller was Wells Fargo, cutting an estimated $56.8M.
- 169 institutional investors held iShares Global REIT ETF (REET) as of Q2 2020, up from 168 in Q1 2020.
- Funds reported $719M of iShares Global REIT ETF stock for Q2 2020, up 5.4% quarter-over-quarter.
- 32 funds opened new iShares Global REIT ETF positions in Q2 2020 and 29 closed out, a net change of +3 holders.
- The largest iShares Global REIT ETF buyer in Q2 2020 was Citigroup, an estimated $54.4M added.
- The largest iShares Global REIT ETF seller in Q2 2020 was Wells Fargo, an estimated $56.8M sold.
Based on aggregated 13F filings for Q2 2020.