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iShares Global REIT ETF
REET

289 hedge funds and large institutions have $1.75B invested in iShares Global REIT ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

1% more funds holding

Funds holding: 286 → 289 (+3)

0.96% less ownership

Funds ownership: 46.06% → 45.09% (-0.96%)

7% less capital invested

Capital invested by funds: $1.88B → $1.75B (-$128M)

Holders
289
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
3.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
29
Increased
118
Reduced
98
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
+$19M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.12M
4
WA
Waterford Advisors
New York
+$7.01M
5
VA
Valmark Advisers
Ohio
+$5.73M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$140M
2
Jane Street
Jane Street
New York
-$23.7M
3
NWM
Nicola Wealth Management
British Columbia, Canada
-$22.3M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1
Valmark Advisers
Ohio
$155M +$5.73M +228,415 +4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$139M +$10.4M +412,732 +8%
BlackRock
3
BlackRock
New York
$125M -$1.36M -54,209 -1%
M&T Bank
4
M&T Bank
New York
$122M -$3.05M -121,438 -2%
Morgan Stanley
5
Morgan Stanley
New York
$88.2M +$1.46M +58,237 +2%
SAG
6
SageView Advisory Group
California
$77.7M +$2.17M +86,609 +3%
SC
7
Savant Capital
Illinois
$65.9M -$1.05M -41,838 -2%
SMDAM
8
Sumitomo Mitsui DS Asset Management
Japan
$45.9M +$19M +758,228 +73%
LPL Financial
9
LPL Financial
California
$43.6M +$2.17M +86,510 +5%
NL
10
NEPC LLC
Massachusetts
$42M -$5.24M -208,694 -11%
HIG
11
Heritage Investment Group
Florida
$41.2M +$924K +36,813 +2%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$39.5M -$10.2M -406,207 -21%
PP
13
PDS Planning
Ohio
$37.6M +$1.2M +47,980 +3%
PCIG
14
Partners Capital Investment Group
Massachusetts
$36.1M +$1.89M +75,310 +6%
Goldman Sachs
15
Goldman Sachs
New York
$33.3M +$2.49M +99,229 +8%
HighTower Advisors
16
HighTower Advisors
Illinois
$30.9M +$1.14M +45,464 +4%
MWM
17
Modera Wealth Management
New Jersey
$30.5M +$342K +13,629 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$23.3M +$540K +21,496 +2%
DPI
19
Diversified Portfolios Inc
Michigan
$22.6M +$749K +29,847 +3%
CFA
20
Capstone Financial Advisors
Illinois
$21.6M +$76.1K +3,032 +0.4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$19.8M -$435K -17,344 -2%
Bank of America
22
Bank of America
North Carolina
$18.8M -$7.99M -318,371 -30%
Wells Fargo
23
Wells Fargo
California
$18.1M -$227K -9,046 -1%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$17.9M +$7.12M +283,500 +68%
Amundi
25
Amundi
France
$17.9M – – –
1
2 3 4 5

REET Hedge Fund Activity: Q3 2025 in Review

289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q3 2025, worth a combined $1.75B — down 6.8% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new REET positions and 21 closed out — a net gain of 8 holders — while 118 added to existing stakes and 98 trimmed.

The largest buyer was Sumitomo Mitsui DS Asset Management, adding an estimated $19M. The largest seller was HSBC Holdings, exiting entirely with an estimated $140M sold.

  • 289 institutional investors held iShares Global REIT ETF (REET) as of Q3 2025, up from 286 in Q2 2025.
  • Funds reported $1.75B of iShares Global REIT ETF stock for Q3 2025, down 6.8% quarter-over-quarter.
  • 29 funds opened new iShares Global REIT ETF positions in Q3 2025 and 21 closed out, a net change of +8 holders.
  • The largest iShares Global REIT ETF buyer in Q3 2025 was Sumitomo Mitsui DS Asset Management, an estimated $19M added.
  • The largest iShares Global REIT ETF seller in Q3 2025 was HSBC Holdings, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2025.