Heritage Investment Group, Inc. Ishares Global Reit ETF Transaction History

Heritage Investment Group, Inc.

$612 Million
Q3 2025

A detailed history of Heritage Investment Group, Inc. transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 1,612,014 shares of REET stock, worth $40.6 Million. This represents 6.74% of its overall portfolio holdings.

Number of Shares

1,612,014

Previous 1,575,201 2.34%

Holding current value

$40.6 Million

Previous $38.9 Million 5.9%

% of portfolio

6.74%

Previous 6.84%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$24.45 - $25.91 $900,077 - $953,824	36,813 Added 2.34%	1,612,014 $41.2 Million
Q2 2025 Jul 17, 2025	BUY	$21.59 - $25.16 $352,089 - $410,309	16,308 Added 1.05%	1,575,201 $38.9 Million
Q1 2025 Apr 25, 2025	BUY	$23.24 - $25.16 $1.01 Million - $1.09 Million	43,349 Added 2.86%	1,558,893 $37.8 Million
Q4 2024 Jan 28, 2025	BUY	$23.43 - $26.54 $122,210 - $138,432	5,216 Added 0.35%	1,515,544 $36.3 Million
Q3 2024 Nov 06, 2024	BUY	$23.07 - $27.17 $371,496 - $437,518	16,103 Added 1.08%	1,510,328 $40.3 Million

Q2 2024 Jul 22, 2024	BUY	$21.86 - $23.58 $1.46 Million - $1.58 Million	66,990 Added 4.69%	1,494,225 $34.7 Million
Q1 2024 May 02, 2024	BUY	$22.72 - $24.32 $987,842 - $1.06 Million	43,479 Added 3.14%	1,427,235 $33.8 Million
Q4 2023 Feb 01, 2024	BUY	$19.81 - $24.56 $25.7 Million - $31.8 Million	1,296,406 Added 1484.15%	1,383,756 $33.5 Million
Q3 2023 Nov 03, 2023	BUY	$20.89 - $24.12 $1.82 Million - $2.11 Million	87,350 New	87,350 $1.85 Million

Others Institutions Holding REET

# of Institutions

332

Shares Held

71M

Call Options Held

5.6K

Put Options Held

200

View Full List

About ISHARES GLOBAL REIT ETF

Ticker REET
Sector ETFs
Industry ETFs

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Heritage Investment Group, Inc. Ishares Global Reit ETF Transaction History