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iShares Global REIT ETF

249 hedge funds and large institutions have $1.19B invested in iShares Global REIT ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1.34% less ownership

Funds ownership: 44.73%43.39% (-1.3%)

7% less funds holding

Funds holding: 268249 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less capital invested

Capital invested by funds: $1.55B → $1.19B (-$361M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.19%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
24
Increased
107
Reduced
86
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$127M +$1.39M +52,066 +1%
Morgan Stanley
2
Morgan Stanley
New York
$118M +$80.9K +3,041 +0.1%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$102M
M&T Bank
4
M&T Bank
New York
$85.7M +$9.69M +363,912 +11%
SC
5
Savant Capital
Illinois
$37.8M +$2.44M +91,644 +6%
PCIG
6
Partners Capital Investment Group
Massachusetts
$35.9M -$9.78M -367,425 -20%
LPL Financial
7
LPL Financial
California
$32.5M -$1.16M -43,615 -3%
Wells Fargo
8
Wells Fargo
California
$29.9M -$5.98M -224,849 -15%
CFA
9
Capstone Financial Advisors
Illinois
$26.5M +$4.67M +175,399 +19%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$24.1M +$5.52M +207,277 +26%
HighTower Advisors
11
HighTower Advisors
Illinois
$23M +$2.42M +90,960 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.6M +$150K +5,634 +0.7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.1M +$414K +15,544 +2%
GLA
14
Great Lakes Advisors
Illinois
$20M +$16.6M +623,952 +305%
OCM
15
One Capital Management
California
$19.1M +$989K +37,163 +5%
Bank of America
16
Bank of America
North Carolina
$18.7M +$1.44M +53,980 +7%
Goldman Sachs
17
Goldman Sachs
New York
$16.6M +$1.4M +52,617 +8%
SW
18
SVB Wealth
Massachusetts
$14.8M +$3.55M +133,365 +28%
PP
19
PDS Planning
Ohio
$14.3M +$1.46M +54,812 +10%
Citadel Advisors
20
Citadel Advisors
Florida
$13.3M +$13.7M +513,231 +1,456%
KFAA
21
Klaas Financial Asset Advisors
Illinois
$12.6M +$651K +24,448 +5%
WA
22
Wilshire Advisors
California
$12.5M -$200K -7,519 -1%
LFG
23
Larson Financial Group
Missouri
$12.1M +$387K +14,554 +3%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$11.7M -$432K -16,245 -3%
SMDAM
25
Sumitomo Mitsui DS Asset Management
Japan
$11.1M +$733K +27,535 +6%

REET Hedge Fund Activity: Q2 2022 in Review

249 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2022, worth a combined $1.19B — down 23% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of REET and 24 opened new positions — a net loss of 13 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Great Lakes Advisors, adding an estimated $16.6M. The largest seller was Jones Financial Companies, cutting an estimated $48.4M.

  • 249 institutional investors held iShares Global REIT ETF (REET) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $1.19B of iShares Global REIT ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 24 funds opened new iShares Global REIT ETF positions in Q2 2022 and 37 closed out, a net change of -13 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2022 was Great Lakes Advisors, an estimated $16.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.