iShares Global REIT ETF
REET
267 hedge funds and large institutions have $1.7B invested in iShares Global REIT ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 28 closing their positions.
3,500% more call options, than puts
Call options by funds: $72K | Put options by funds: $2K
21% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 28
0.51% more ownership
Funds ownership: 47.79% → 48.3% (+0.51%)
0% more funds holding
Funds holding: 266 → 267 (+1)
2% less capital invested
Capital invested by funds: $1.73B → $1.7B (-$26.8M)
15% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 104
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$52.3M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$15.3M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.94M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$7.71M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$22.9M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$15M |
| 3 |
KFAA
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
-$14.6M |
| 4 |
VIP
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
-$10.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$9.69M |
REET Hedge Fund Activity: Q2 2024 in Review
267 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2024, worth a combined $1.7B — down 1.5% from $1.73B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new REET positions and 28 closed out — a net gain of 6 holders — while 88 added to existing stakes and 104 trimmed.
The largest buyer was SageView Advisory Group, opening a new position worth an estimated $52.3M. The largest seller was M&T Bank, cutting an estimated $22.9M.
- 267 institutional investors held iShares Global REIT ETF (REET) as of Q2 2024, up from 266 in Q1 2024.
- Funds reported $1.7B of iShares Global REIT ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
- 34 funds opened new iShares Global REIT ETF positions in Q2 2024 and 28 closed out, a net change of +6 holders.
- The largest iShares Global REIT ETF buyer in Q2 2024 was SageView Advisory Group, an estimated $52.3M added.
- The largest iShares Global REIT ETF seller in Q2 2024 was M&T Bank, an estimated $22.9M sold.
Based on aggregated 13F filings for Q2 2024.