Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (REET)

281 + Investors. Track Smart Money conviction in REET. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — REET

Based on 281 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added REET than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
281 hedge funds hold REET right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

153 buying108 selling
Last quarter: 153 funds bought or added vs 108 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new REET position: 23 → 26 → 29 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 15% new
178 out of 281 hedge funds have held REET for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

43 → 23 → 26 → 29 → 39 new funds/Q
New funds entering each quarter: 23 → 26 → 29 → 39. A growing number of institutions are discovering REET each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Of 281 current holders: 182 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
18 of 281 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: REET

How many hedge funds hold REET — quarterly history vs. share price
Quarterly hedge fund ownership of REET vs. share price

Market Analysis: REET

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: REET

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 3 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: REET
2026 Q1 Stats Unlock in 21 days 281 + Investors

Track Smart Money conviction in REET. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 281 267 5.24%
13F Shares 76M 63M 20.01%
Total Value $1.89B $1.61B 17.28%
New Positions 39 29 +10
Increased Positions 114 110 +4
Closed Positions 25 23 +2
Reduced Positions 83 89 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: REET

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

281 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in REET. Verified SEC 13F-HR filings.

Top 25 institutional holders of REET — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Polianta Ltd 14.13% 4,233,000 $106K
2 Freedom Investment Management, Inc. 3.50% 469,145 $11.8M
3 Morton Brown Family Wealth, LLC 3.26% 491,027 $12.3M
4 Boston Standard Wealth Management, LLC 2.81% 676,301 $17.2M
5 PDS Planning, Inc 2.62% 1,579,103 $39.7M
6 Alhambra Investment Management LLC 2.20% 189,396 $4.8M
7 GP Brinson Investments LLC 2.13% 186,339 $4.7M
8 FSM Wealth Advisors, LLC 2.11% 652,418 $16.4M
9 ERn Financial, LLC 2.05% 433,236 $10.9M
10 BRANDYWINE OAK PRIVATE WEALTH LLC 1.47% 696,479 $17.5M
11 Aurelius Family Office LLC 1.18% 108,226 $2.7M
12 Quent Capital, LLC 0.90% 505,471 $12.7M
13 Accelerate Investment Advisors LLC 0.87% 51,803 $1.3M
14 NAPLES GLOBAL ADVISORS, LLC 0.75% 407,876 $10.3M
15 FIDUCIARY FINANCIAL GROUP, LLC 0.70% 211,300 $5.3M
16 COLLECTIVE FAMILY OFFICE LLC 0.63% 111,943 $2.8M
17 XY Planning Network, Inc. 0.55% 136,181 $3.5M
18 RS CRUM INC. 0.51% 104,815 $2.6M
19 BIP Wealth, LLC 0.48% 469,217 $11.8M
20 Comprehensive Money Management Services LLC 0.47% 28,759 $723K
21 Peirce Capital Management, LLC 0.45% 45,393 $1.1M
22 55 North Private Wealth, LLC 0.45% 69,221 $1.7M
23 Factor Wealth Management LTD 0.44% 93,955 $2.4M
24 MORRIS FINANCIAL CONCEPTS, INC. 0.44% 51,776 $1.3M
25 SC&H Financial Advisors, Inc. 0.42% 109,646 $2.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (REET)

What does the Smart Money Trend signal show for REET?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added REET than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for REET?

Slight buying edge — 59% buying: Last quarter: 153 funds bought or added vs 108 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for REET holders?

Smaller funds dominant — 18% AUM from top-100: 18 of 281 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held REET?

63% of holders stayed for 2+ years: 178 out of 281 hedge funds have held REET for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.