Heritage Investment Group’s iShares Global REIT ETF REET Stock Holding History

Heritage Investment Group’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 Q3	$41.2M	Buy
2025 Q2	$38.9M	Buy
2025 Q1	$37.8M	Buy
2024 Q4	$36.3M	Buy
2024 Q3	$40.3M	Buy
2024 Q2	$34.7M	Buy
2024 Q1	$33.8M	Buy
2023 Q4	$33.5M	Buy
2023 Q3	$1.85M	Buy