iShares Global REIT ETF
REET
248 hedge funds and large institutions have $1.51B invested in iShares Global REIT ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 25 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 85
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
0.04% more ownership
Funds ownership: 51.51% → 51.55% (+0.04%)
4% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 25
2% less funds holding
Funds holding: 254 → 248 (-6)
6% less capital invested
Capital invested by funds: $1.6B → $1.51B (-$95.6M)
92% less call options, than puts
Call options by funds: $25K | Put options by funds: $307K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$18.5M |
| 2 |
NL
NEPC LLC
Boston,
Massachusetts
|
+$14.5M |
| 3 |
Goldman Sachs
New York
|
+$9.95M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$5.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$27.8M |
| 2 |
S
SimplyRich
Carlsbad,
California
|
-$8.44M |
| 3 |
BlackRock
New York
|
-$6.57M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.14M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$4.07M |
REET Hedge Fund Activity: Q3 2023 in Review
248 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2023, worth a combined $1.51B — down 6% from $1.6B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of REET and 24 opened new positions — a net loss of 1 holder — while 85 trimmed existing stakes and 95 added.
The largest buyer was SageView Advisory Group, adding an estimated $18.5M. The largest seller was Morgan Stanley, cutting an estimated $27.8M.
- 248 institutional investors held iShares Global REIT ETF (REET) as of Q3 2023, down from 254 in Q2 2023.
- Funds reported $1.51B of iShares Global REIT ETF stock for Q3 2023, down 6% quarter-over-quarter.
- 24 funds opened new iShares Global REIT ETF positions in Q3 2023 and 25 closed out, a net change of -1 holder.
- The largest iShares Global REIT ETF buyer in Q3 2023 was SageView Advisory Group, an estimated $18.5M added.
- The largest iShares Global REIT ETF seller in Q3 2023 was Morgan Stanley, an estimated $27.8M sold.
Based on aggregated 13F filings for Q3 2023.