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iShares Global REIT ETF

286 hedge funds and large institutions have $1.88B invested in iShares Global REIT ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

2% more funds holding

Funds holding: 280286 (+6)

6% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 100

1% more capital invested

Capital invested by funds: $1.85B → $1.88B (+$27.4M)

3.27% less ownership

Funds ownership: 49.32%46.06% (-3.3%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
30
Increased
106
Reduced
100
Closed
16
Calls
$321K
Puts
Net Calls
+$321K
Net Calls Change
+$321K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$144M +$2.49M +102,585 +2%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$140M
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$124M +$3.21M +132,509 +3%
BlackRock
4
BlackRock
New York
$122M +$7.2K +297 +0%
M&T Bank
5
M&T Bank
New York
$121M -$108K -4,465 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$83.8M -$51.3K -2,117 -0.1%
SAG
7
SageView Advisory Group
California
$73M +$6.99M +288,303 +11%
SC
8
Savant Capital
Illinois
$64.7M +$5.62M +232,095 +10%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$48.2M -$18.3M -756,418 -28%
NL
10
NEPC LLC
Massachusetts
$45.7M +$7.02M +289,566 +19%
LPL Financial
11
LPL Financial
California
$40M +$1.13M +46,834 +3%
HIG
12
Heritage Investment Group
Florida
$38.9M +$395K +16,308 +1%
PP
13
PDS Planning
Ohio
$35.1M +$1.53M +63,137 +5%
PCIG
14
Partners Capital Investment Group
Massachusetts
$33M -$44.4M -1,832,985 -58%
Goldman Sachs
15
Goldman Sachs
New York
$29.7M +$944K +38,956 +3%
MWM
16
Modera Wealth Management
New Jersey
$29.2M +$3.02M +124,689 +12%
HighTower Advisors
17
HighTower Advisors
Illinois
$28.8M -$255K -10,521 -0.9%
Bank of America
18
Bank of America
North Carolina
$26M +$7.57M +312,423 +42%
SMDAM
19
Sumitomo Mitsui DS Asset Management
Japan
$25.6M +$518K +21,359 +2%
Jane Street
20
Jane Street
New York
$24.1M +$23.6M +975,311 New
NWM
21
Nicola Wealth Management
British Columbia, Canada
$22.3M -$5.45M -225,000 -20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$22M +$4.28M +176,473 +25%
DPI
23
Diversified Portfolios Inc
Michigan
$21.1M +$924K +38,133 +5%
CFA
24
Capstone Financial Advisors
Illinois
$20.8M +$82K +3,385 +0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$19.6M +$47.6K +1,965 +0.2%

REET Hedge Fund Activity: Q2 2025 in Review

286 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2025, worth a combined $1.88B — up 1.5% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new REET positions and 16 closed out — a net gain of 14 holders — while 106 added to existing stakes and 100 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $23.6M. The largest seller was Partners Capital Investment Group, cutting an estimated $44.4M.

  • 286 institutional investors held iShares Global REIT ETF (REET) as of Q2 2025, up from 280 in Q1 2025.
  • Funds reported $1.88B of iShares Global REIT ETF stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 30 funds opened new iShares Global REIT ETF positions in Q2 2025 and 16 closed out, a net change of +14 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2025 was Jane Street, an estimated $23.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2025 was Partners Capital Investment Group, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2025.