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Heritage Wealth Management (Arizona)’s iShares Global REIT ETF REET Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$5.86K Buy
258
+129
+100% +$2.88K ﹤0.01% 857
2022
Q3 		$3K Hold
129
– – ﹤0.01% 841
2022
Q2 		$3.12K Sell
129
-582
-82% -$15.5K ﹤0.01% 832
2022
Q1 		$21K Buy
+711
New +$20.3K 0.01% 595
2021
Q3 		$111K Sell
4,048
-5,488
-58% -$157K 0.04% 320
2021
Q2 		$264K Sell
9,536
-4,680
-33% -$128K 0.1% 176
2021
Q1 		$362K Buy
+14,216
New +$351K 0.2% 89

Other funds holding REET

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s REET Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Global REIT ETF (REET) stake by 100% in Q4 2022, buying an estimated $2.88K and bringing the position to 258 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Heritage Wealth Management (Arizona) first reported a position in REET in Q1 2021 and has held it in 7 quarters since. The position peaked at $362K in Q1 2021. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 258 shares of iShares Global REIT ETF worth $5.86K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 129 iShares Global REIT ETF shares in Q4 2022, an estimated $2.88K.
  • iShares Global REIT ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #857 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Global REIT ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares Global REIT ETF position peaked at $362K in Q1 2021.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.