Heritage Investment Group’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9M | Buy |
1,575,201
+16,308
| +1% | +$403K | 6.71% | 6 |
|
|
2025
Q1 | $37.8M | Buy |
1,558,893
+43,349
| +3% | +$1.05M | 7.11% | 5 |
|
|
2024
Q4 | $36.3M | Buy |
1,515,544
+5,216
| +0.3% | +$125K | 6.78% | 6 |
|
|
2024
Q3 | $40.3M | Buy |
1,510,328
+16,103
| +1% | +$430K | 7.67% | 5 |
|
|
2024
Q2 | $34.7M | Buy |
1,494,225
+66,990
| +5% | +$1.56M | 7.15% | 6 |
|
|
2024
Q1 | $33.8M | Buy |
1,427,235
+43,479
| +3% | +$1.03M | 6.96% | 6 |
|
|
2023
Q4 | $33.5M | Buy |
1,383,756
+1,296,406
| +1,484% | +$31.3M | 7.45% | 6 |
|
|
2023
Q3 | $1.85M | Buy |
+87,350
| New | +$1.85M | 0.51% | 22 |
|