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Heck Capital Advisors’s iShares Global REIT ETF REET Stock Holding History

Heck Capital Advisors’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,593
Closed -$62.2K – 664
2024
Q4 		$62.2K Buy
+2,593
New +$66.2K ﹤0.01% 338
2021
Q2 		– Sell
-105,145
Closed -$2.68M – 120
2021
Q1 		$2.68M Sell
105,145
-837
-0.8% -$20.7K 0.59% 34
2020
Q4 		$2.54M Sell
105,982
-19,847
-16% -$447K 0.62% 33
2020
Q3 		$2.65M Sell
125,829
-46,792
-27% -$1M 0.74% 28
2020
Q2 		$3.6M Sell
172,621
-4,387
-2% -$88.7K 0.76% 23
2020
Q1 		$3.39M Buy
+177,008
New +$4.51M 0.98% 19

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M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Heck Capital Advisors's REET Position: Q1 2025 in Review

Heck Capital Advisors sold out of iShares Global REIT ETF (REET) in Q1 2025, closing a stake of 2,593 shares — an estimated $62.2K sold.

Heck Capital Advisors first reported a position in REET in Q1 2020 and held it in 6 quarters. The position peaked at $3.6M in Q2 2020. 280 funds tracked by Wall St. Rank hold REET as of Q1 2025.

  • Heck Capital Advisors reported no remaining iShares Global REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 2,593 iShares Global REIT ETF shares in Q1 2025, an estimated $62.2K.
  • Heck Capital Advisors first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 6 quarters.
  • Heck Capital Advisors's iShares Global REIT ETF position peaked at $3.6M in Q2 2020.
  • 280 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.