iShares Global REIT ETF
REET
173 hedge funds and large institutions have $773M invested in iShares Global REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 22 closing their positions.
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
25% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 51
8% more capital invested
Capital invested by funds: $719M → $773M (+$54.1M)
2% more funds holding
Funds holding: 169 → 173 (+4)
1.06% less ownership
Funds ownership: 38.26% → 37.2% (-1.1%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$48M |
| 2 |
JP Morgan Chase
New York
|
+$18.7M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$13.1M |
| 4 |
Morgan Stanley
New York
|
+$11.2M |
| 5 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
+$6.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$16.2M |
| 2 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$5.04M |
| 3 |
LBA
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
-$4.35M |
| 4 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$3.86M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$3.77M |
REET Hedge Fund Activity: Q3 2020 in Review
173 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2020, worth a combined $773M — up 7.5% from $719M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new REET positions and 22 closed out — a net gain of 8 holders — while 64 added to existing stakes and 51 trimmed.
The largest buyer was Citigroup, adding an estimated $48M. The largest seller was Wells Fargo, cutting an estimated $16.2M.
- 173 institutional investors held iShares Global REIT ETF (REET) as of Q3 2020, up from 169 in Q2 2020.
- Funds reported $773M of iShares Global REIT ETF stock for Q3 2020, up 7.5% quarter-over-quarter.
- 30 funds opened new iShares Global REIT ETF positions in Q3 2020 and 22 closed out, a net change of +8 holders.
- The largest iShares Global REIT ETF buyer in Q3 2020 was Citigroup, an estimated $48M added.
- The largest iShares Global REIT ETF seller in Q3 2020 was Wells Fargo, an estimated $16.2M sold.
Based on aggregated 13F filings for Q3 2020.