iShares Global REIT ETF
REET
266 hedge funds and large institutions have $1.39B invested in iShares Global REIT ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 71 reducing their positions, and 28 closing their positions.
111% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 28
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
34% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 71
22% more capital invested
Capital invested by funds: $1.13B → $1.39B (+$252M)
11% more funds holding
Funds holding: 239 → 266 (+27)
3.53% more ownership
Funds ownership: 44.45% → 47.99% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$43.3M |
| 2 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$26.1M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$19.3M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$19.2M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$6.25M |
| 2 |
DA
Drake & Associates
Waukesha,
Wisconsin
|
-$5.27M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.88M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$3.17M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.82M |
REET Hedge Fund Activity: Q4 2022 in Review
266 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2022, worth a combined $1.39B — up 22% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new REET positions and 28 closed out — a net gain of 31 holders — while 95 added to existing stakes and 71 trimmed.
The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $6.25M sold.
- 266 institutional investors held iShares Global REIT ETF (REET) as of Q4 2022, up from 239 in Q3 2022.
- Funds reported $1.39B of iShares Global REIT ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 59 funds opened new iShares Global REIT ETF positions in Q4 2022 and 28 closed out, a net change of +31 holders.
- The largest iShares Global REIT ETF buyer in Q4 2022 was BlackRock, an estimated $43.3M added.
- The largest iShares Global REIT ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.25M sold.
Based on aggregated 13F filings for Q4 2022.