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iShares Global REIT ETF

280 hedge funds and large institutions have $1.85B invested in iShares Global REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

1.09% more ownership

Funds ownership: 48.24%49.32% (+1.1%)

4% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$63.3M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 288280 (-8)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
22
Increased
114
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$139M +$1.68M +68,963 +1%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$138M
BlackRock
3
BlackRock
New York
$120M +$6.02M +247,123 +5%
M&T Bank
4
M&T Bank
New York
$119M +$10.6M +435,670 +10%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$118M +$7.58M +311,477 +7%
Morgan Stanley
6
Morgan Stanley
New York
$82.4M +$300K +12,343 +0.4%
PCIG
7
Partners Capital Investment Group
Massachusetts
$76.9M +$29.7M +1,220,103 +63%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$65.7M -$3.41M -140,000 -5%
SAG
9
SageView Advisory Group
California
$64.6M +$6.95M +285,627 +12%
SC
10
Savant Capital
Illinois
$57.9M +$147K +6,050 +0.3%
LPL Financial
11
LPL Financial
California
$38.1M +$1.86M +76,211 +5%
NL
12
NEPC LLC
Massachusetts
$37.9M +$2M +82,034 +6%
HIG
13
Heritage Investment Group
Florida
$37.8M +$1.06M +43,349 +3%
PP
14
PDS Planning
Ohio
$33M +$949K +38,977 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$28.5M -$2.79M -114,591 -9%
Goldman Sachs
16
Goldman Sachs
New York
$28.3M -$3.02M -124,034 -10%
NWM
17
Nicola Wealth Management
British Columbia, Canada
$27.4M +$3.65M +150,000 +15%
MWM
18
Modera Wealth Management
New Jersey
$25.6M +$1.47M +60,388 +6%
SMDAM
19
Sumitomo Mitsui DS Asset Management
Japan
$24.7M +$1.49M +61,255 +6%
CFA
20
Capstone Financial Advisors
Illinois
$20.3M +$9.47K +389 +0%
DPI
21
Diversified Portfolios Inc
Michigan
$19.8M +$1.06M +43,596 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$19.2M -$280K -11,499 -1%
Bank of America
23
Bank of America
North Carolina
$18M -$2.3M -94,564 -11%
Wells Fargo
24
Wells Fargo
California
$17.4M -$148K -6,077 -0.8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$17.3M +$1.44M +59,239 +9%

REET Hedge Fund Activity: Q1 2025 in Review

280 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2025, worth a combined $1.85B — up 3.5% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of REET and 22 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 114 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $29.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.7M.

  • 280 institutional investors held iShares Global REIT ETF (REET) as of Q1 2025, down from 288 in Q4 2024.
  • Funds reported $1.85B of iShares Global REIT ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 22 funds opened new iShares Global REIT ETF positions in Q1 2025 and 23 closed out, a net change of -1 holder.
  • The largest iShares Global REIT ETF buyer in Q1 2025 was Partners Capital Investment Group, an estimated $29.7M added.
  • The largest iShares Global REIT ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2025.