Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (REET)

322 + 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
↑ +21
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — REET

Based on 325 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
325 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 — +17% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

175 buying134 selling
Last quarter: 175 funds bought or added vs 134 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 (+12 vs last Q)

new funds entering per quarter
Funds opening a new REET position: 34 → 43 → 41 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 22% new
187 out of 325 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

33 → 34 → 43 → 41 → 53 new funds/Q
New funds entering each quarter: 34 → 43 → 41 → 53. A growing number of institutions are discovering REET each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Entry-cohort mix of 325 holders: 201 (62%) are 2+ year veterans, 47 entered 1–2 years ago, and 77 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
28 of 324 holders rank in the top 100 by AUM, accounting for 37% 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 Q2, 175 hedge funds were net buyers of REET (53 opened a new position, 122 added to an existing one), while 134 reduced or exited (102 trimmed, 32 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in REET is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 325.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 5 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: REET
322 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 322 304 5.92%
13F Shares 97M 92M 5.39%
Total Value $2.62B $2.20B 19.1%
New Positions 53 41 +12
Increased Positions 122 120 +2
Closed Positions 34 37 -3
Reduced Positions 101 91 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: REET

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Institutional Holders (2026 Q2)

322 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cooper/Haims Advisors, LLC 7.13% 600,310 $16.6M
2 Heritage Investment Group, Inc. 6.49% 1,748,235 $48.3M
3 Causey Wealth LLC 3.45% 319,875 $8.8M
4 Freedom Investment Management, Inc. 3.44% 446,830 $12.3M
5 Morton Brown Family Wealth, LLC 3.26% 520,305 $14.4M
6 SageView Advisory Group, LLC 3.10% 3,374,114 $84.9M
7 Bristlecone Value Partners, LLC 2.81% 126,409 $3.5M
8 Boston Standard Wealth Management, LLC 2.73% 679,938 $18.8M
9 Brooklyn FI, LLC 2.72% 523,222 $14.9M
10 Waterford Advisors, LLC 2.69% 356,526 $9.8M
11 PDS Planning, Inc 2.63% 1,642,967 $45.4M
12 Cornerstone Financial Group, LLC /NE/ 2.50% 146,636 $4.1M
13 GP Brinson Investments LLC 2.35% 208,553 $5.8M
14 Prime Buchholz LLC 2.34% 235,330 $6.5M
15 Alhambra Investment Management LLC 2.22% 183,949 $5.1M
16 FSM Wealth Advisors, LLC 2.15% 731,797 $20.2M
17 ERn Financial, LLC 2.01% 439,376 $12.1M
18 Valmark Advisers, Inc. 1.95% 6,667,766 $184.2M
19 Partners Capital Investment Group, LLP 1.59% 1,631,844 $45.1M
20 Brandywine Oak Private Wealth LLC 1.48% 706,773 $19.5M
21 Leading Edge Financial Planning LLC 1.44% 293,457 $8.1M
22 Pacific Life Fund Advisors LLC 1.40% 462,437 $12.8M
23 Capasso Planning Partners LLC 1.28% 93,015 $2.6M
24 Aurelius Family Office LLC 1.18% 108,409 $3.0M
25 Tableaux LLC 1.18% 101,122 $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 — 5 quarters in a row: For 5 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 — 57% buying: Last quarter: 175 funds bought or added vs 134 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 — 37% AUM from major funds: 28 of 324 holders rank in the top 100 by AUM, accounting for 37% 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: 187 out of 325 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.

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