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iShares Global REIT ETF

288 hedge funds and large institutions have $1.79B invested in iShares Global REIT ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

39% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 83

6% more funds holding

Funds holding: 271288 (+17)

0.24% more ownership

Funds ownership: 47.99%48.24% (+0.24%)

9% less capital invested

Capital invested by funds: $1.96B → $1.79B (-$169M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
3.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
53
Increased
115
Reduced
83
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
1
HSBC Holdings
United Kingdom
$136M +$37.8M +1,480,000 +35%
VA
2
Valmark Advisers
Ohio
$135M +$7.51M +294,000 +5%
BlackRock
3
BlackRock
New York
$112M -$13.8M -540,845 -10%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$110M -$6.03M -236,103 -5%
M&T Bank
5
M&T Bank
New York
$107M +$13.3M +520,038 +13%
Morgan Stanley
6
Morgan Stanley
New York
$81.1M -$3.85M -150,589 -4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$68.2M -$715 -28 -0%
SC
8
Savant Capital
Illinois
$57.1M -$155K -6,081 -0.3%
SAG
9
SageView Advisory Group
California
$57M +$11.8M +461,046 +24%
PCIG
10
Partners Capital Investment Group
Massachusetts
$46.8M -$8.7M -340,680 -15%
HIG
11
Heritage Investment Group
Florida
$36.3M +$133K +5,216 +0.3%
LPL Financial
12
LPL Financial
California
$35.8M +$11.4M +445,910 +43%
NL
13
NEPC LLC
Massachusetts
$35.5M +$8.44M +330,456 +29%
NWM
14
Nicola Wealth Management
British Columbia, Canada
$33.7M +$9.06M +355,000 +57%
PP
15
PDS Planning
Ohio
$31.7M +$949K +37,154 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$30.9M -$5.99M -234,441 -15%
Goldman Sachs
17
Goldman Sachs
New York
$30.9M +$1.31M +51,345 +4%
MWM
18
Modera Wealth Management
New Jersey
$23.9M +$1.28M +50,046 +5%
SMDAM
19
Sumitomo Mitsui DS Asset Management
Japan
$22.9M -$324K -12,675 -1%
CFA
20
Capstone Financial Advisors
Illinois
$20.1M -$266K -10,425 -1%
Bank of America
21
Bank of America
North Carolina
$20M +$924K +36,178 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$19.2M -$1.23M -47,981 -6%
DPI
23
Diversified Portfolios Inc
Michigan
$18.5M +$1.42M +55,482 +8%
Wells Fargo
24
Wells Fargo
California
$17.4M +$1.2M +46,896 +7%
WA
25
Wilshire Advisors
California
$16.1M +$5.44M +212,981 +46%

REET Hedge Fund Activity: Q4 2024 in Review

288 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q4 2024, worth a combined $1.79B — down 8.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new REET positions and 33 closed out — a net gain of 20 holders — while 115 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $37.8M. The largest seller was Oxford Financial Group, cutting an estimated $63.5M.

  • 288 institutional investors held iShares Global REIT ETF (REET) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $1.79B of iShares Global REIT ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 53 funds opened new iShares Global REIT ETF positions in Q4 2024 and 33 closed out, a net change of +20 holders.
  • The largest iShares Global REIT ETF buyer in Q4 2024 was HSBC Holdings, an estimated $37.8M added.
  • The largest iShares Global REIT ETF seller in Q4 2024 was Oxford Financial Group, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.