iShares Global REIT ETF
REET
266 hedge funds and large institutions have $1.73B invested in iShares Global REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 31 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 98
3% less funds holding
Funds holding: 274 → 266 (-8)
7.47% less ownership
Funds ownership: 55.26% → 47.79% (-7.5%)
10% less capital invested
Capital invested by funds: $1.91B → $1.73B (-$186M)
13% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 31
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
33% less call options, than puts
Call options by funds: $197K | Put options by funds: $296K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$64.9M |
| 2 |
NL
NEPC LLC
Boston,
Massachusetts
|
+$8.81M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.69M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.26M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
+$5.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$112M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$55.4M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
-$26.7M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$15.6M |
| 5 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$13.1M |
REET Hedge Fund Activity: Q1 2024 in Review
266 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2024, worth a combined $1.73B — down 9.7% from $1.91B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of REET and 27 opened new positions — a net loss of 4 holders — while 98 trimmed existing stakes and 99 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $64.9M. The largest seller was Morgan Stanley, cutting an estimated $112M.
- 266 institutional investors held iShares Global REIT ETF (REET) as of Q1 2024, down from 274 in Q4 2023.
- Funds reported $1.73B of iShares Global REIT ETF stock for Q1 2024, down 9.7% quarter-over-quarter.
- 27 funds opened new iShares Global REIT ETF positions in Q1 2024 and 31 closed out, a net change of -4 holders.
- The largest iShares Global REIT ETF buyer in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $64.9M added.
- The largest iShares Global REIT ETF seller in Q1 2024 was Morgan Stanley, an estimated $112M sold.
Based on aggregated 13F filings for Q1 2024.