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
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

Other funds holding REET

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Heck Capital Advisors's REET Position: Q2 2021 in Review

Heck Capital Advisors sold out of iShares Global REIT ETF (REET) in Q2 2021, closing a stake of 105,145 shares — an estimated $2.68M sold.

Heck Capital Advisors first reported a position in REET in Q1 2020 and held it in 5 quarters. The position peaked at $3.6M in Q2 2020. 208 funds tracked by Wall St. Rank hold REET as of Q2 2021.

Heck Capital Advisors reported no remaining iShares Global REIT ETF position as of Q2 2021 after selling out during the quarter.
Heck Capital Advisors sold 105,145 iShares Global REIT ETF shares in Q2 2021, an estimated $2.68M.
Heck Capital Advisors first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 5 quarters.
Heck Capital Advisors's iShares Global REIT ETF position peaked at $3.6M in Q2 2020.
208 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2021.

Based on Heck Capital Advisors's 13F filing for Q2 2021, filed 19 May 2025.