Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (REET)

300 + 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
↑ +3
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — REET

Based on 302 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
302 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 — +12% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

160 buying129 selling
Last quarter: 160 funds bought or added vs 129 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.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 34 → 43 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
176 out of 302 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

24 → 32 → 34 → 43 → 41 new funds/Q
New funds entering each quarter: 32 → 34 → 43 → 41. A growing number of institutions are discovering REET each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Of 302 current holders: 193 (64%) 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.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
25 of 302 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — REET

In 2026 Q1, 160 hedge funds were net buyers of REET (41 opened a new position, 119 added to an existing one), while 129 reduced or exited (91 trimmed, 38 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in REET is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 302.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ishares Tr (REET) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much REET has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
REET
+11.0%
SPY
+14.1%

REET outperformed SPY by -3.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
REET
+4.1%
SPY
+0.3%

Since the filing became public, REET outperformed SPY by +3.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 5 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: REET
300 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 300 299 0.33%
13F Shares 92M 76M 20.5%
Total Value $2.19B $1.90B 15.2%
New Positions 41 43 -2
Increased Positions 118 120 -2
Closed Positions 40 27 +13
Reduced Positions 91 87 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: REET

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

300 + investors

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

QUARTER:
Top 25 REET holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cooper/Haims Advisors, LLC 6.97% 589,225 $14.8M
2 Heritage Investment Group, Inc. 6.59% 1,731,090 $43.5M
3 Freedom Investment Management, Inc. 3.50% 469,145 $11.8M
4 Morton Brown Family Wealth, LLC 3.26% 491,027 $12.3M
5 Prime Buchholz LLC 3.09% 235,330 $5.9M
6 Causey Wealth LLC 2.90% 237,912 $5.9M
7 Boston Standard Wealth Management, LLC 2.81% 676,301 $17.2M
8 Waterford Advisors, LLC 2.69% 342,507 $8.5M
9 Bristlecone Value Partners, LLC 2.67% 120,655 $3.0M
10 Brooklyn FI, LLC 2.66% 504,122 $12.7M
11 PDS Planning, Inc 2.62% 1,579,103 $39.7M
12 Cornerstone Financial Group, LLC /NE/ 2.41% 137,670 $3.8M
13 Alhambra Investment Management LLC 2.20% 189,396 $4.8M
14 GP Brinson Investments LLC 2.13% 186,339 $4.7M
15 FSM Wealth Advisors, LLC 2.11% 652,418 $16.4M
16 ERn Financial, LLC 2.05% 433,236 $10.9M
17 Valmark Advisers, Inc. 1.94% 6,480,035 $163.0M
18 Leading Edge Financial Planning LLC 1.57% 296,298 $7.5M
19 Partners Capital Investment Group, LLP 1.51% 1,596,022 $40.1M
20 Brandywine Oak Private Wealth LLC 1.47% 696,479 $17.5M
21 Capasso Planning Partners LLC 1.26% 92,933 $2.3M
22 Aurelius Family Office LLC 1.18% 108,226 $2.7M
23 Capstone Financial Advisors, Inc. 1.15% 850,332 $21.4M
24 State of New Jersey Common Pension Fund D 1.14% 11,787,000 $296.4M
25 Nepc LLC 1.04% 2,080,016 $52.3M
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 — 4 quarters in a row: For 4 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 — 55% buying: Last quarter: 160 funds bought or added vs 129 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?

Strong quality — 32% AUM from major funds: 25 of 302 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held REET?

58% of holders stayed for 2+ years: 176 out of 302 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.

Is it too late to buy Ishares Tr (REET) following the 2026 Q1 hedge fund 13F filings?

As of today, REET has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.8%. Since the quarter end (March 31, 2026), REET has gained +11.0% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →