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iShares Global REIT ETF
REET

271 hedge funds and large institutions have $1.96B invested in iShares Global REIT ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $723K | Put options by funds: $360K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$256M)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

1% more funds holding

Funds holding: 267 → 271 (+4)

0.31% less ownership

Funds ownership: 48.3% → 47.99% (-0.31%)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
84
Reduced
106
Closed
28
Calls
$723K
Puts
$360K
Net Calls
+$363K
Net Calls Change
+$293K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$18M
2
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
+$10.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.99M
4
NWM
Nicola Wealth Management
British Columbia, Canada
+$7.99M
5
FWA
FSM Wealth Advisors
Ohio
+$6.21M

Top Sellers

1
SAG
SageView Advisory Group
California
-$9.41M
2
SW
SVB Wealth
Massachusetts
-$7.73M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$7.15M
4
M&T Bank
M&T Bank
New York
-$5.91M
5
IG
ING Group
Netherlands
-$5.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1
Valmark Advisers
Ohio
$143M -$3.59M -141,757 -3%
BlackRock
2
BlackRock
New York
$140M -$3.73M -147,607 -3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$128M +$4.84M +191,335 +4%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$112M – – –
M&T Bank
5
M&T Bank
New York
$106M -$5.91M -233,535 -6%
Morgan Stanley
6
Morgan Stanley
New York
$94.3M -$1.03M -40,542 -1%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$75.8M +$2.74M +108,254 +4%
OFG
8
Oxford Financial Group
Indiana
$67.9M -$1.69M -66,640 -3%
SC
9
Savant Capital
Illinois
$63.7M -$1.25M -49,267 -2%
PCIG
10
Partners Capital Investment Group
Massachusetts
$61.2M -$1.04M -40,978 -2%
SAG
11
SageView Advisory Group
California
$51.2M -$9.41M -371,956 -16%
HighTower Advisors
12
HighTower Advisors
Illinois
$40.7M -$229K -9,047 -0.6%
HIG
13
Heritage Investment Group
Florida
$40.3M +$407K +16,103 +1%
PP
14
PDS Planning
Ohio
$34.3M +$2.65M +104,588 +9%
Goldman Sachs
15
Goldman Sachs
New York
$33M -$2.89M -114,113 -8%
NL
16
NEPC LLC
Massachusetts
$30.7M – – –
LPL Financial
17
LPL Financial
California
$28M -$623K -24,648 -2%
SMDAM
18
Sumitomo Mitsui DS Asset Management
Japan
$25.8M +$10.2M +403,494 +71%
MWM
19
Modera Wealth Management
New Jersey
$25.3M -$664K -26,255 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$22.7M -$811K -32,085 -4%
CFA
21
Capstone Financial Advisors
Illinois
$22.6M +$449K +17,751 +2%
NWM
22
Nicola Wealth Management
British Columbia, Canada
$22.5M +$7.99M +316,000 +103%
Bank of America
23
Bank of America
North Carolina
$21.3M -$3.59M -142,072 -15%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$20M -$213K -8,428 -1%
DPI
25
Diversified Portfolios Inc
Michigan
$19.1M +$1.14M +45,134 +7%
1
2 3 4 5

REET Hedge Fund Activity: Q3 2024 in Review

271 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2024, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new REET positions and 28 closed out — a net gain of 6 holders — while 84 added to existing stakes and 106 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $18M. The largest seller was SageView Advisory Group, cutting an estimated $9.41M.

  • 271 institutional investors held iShares Global REIT ETF (REET) as of Q3 2024, up from 267 in Q2 2024.
  • Funds reported $1.96B of iShares Global REIT ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new iShares Global REIT ETF positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2024 was AllianceBernstein, an estimated $18M added.
  • The largest iShares Global REIT ETF seller in Q3 2024 was SageView Advisory Group, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2024.