Skip to content
Disclosery

Heritage Investment Group, Inc.: REET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Investment Group, Inc. on REET, newest first. How the timeline and the estimate are built.

Heritage Investment Group, Inc. held 1,748,235 REET shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,748,235 shares
    Change vs previous 13F +17,145 shares

    6.49% of the 13F portfolio, value $48,286,255.

    13F-HR 0001876811-26-000008 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,731,090 shares
    Change vs previous 13F +40,932 shares

    6.59% of the 13F portfolio, value $43,536,925.

    13F-HR 0001876811-26-000004 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,690,158 shares
    Change vs previous 13F +78,144 shares

    6.42% of the 13F portfolio, value $42,169,444.

    13F-HR 0001876811-26-000002 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,612,014 shares
    Change vs previous 13F +36,813 shares

    6.6% of the 13F portfolio, value $41,203,078.

    13F-HR 0001876811-25-000006 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,575,201 shares
    Change vs previous 13F +16,308 shares

    6.71% of the 13F portfolio, value $38,907,462.

    13F-HR 0001876811-25-000004 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,558,893 shares
    Change vs previous 13F +43,349 shares

    7.11% of the 13F portfolio, value $37,818,742.

    13F-HR 0001876811-25-000002 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,515,544 shares
    Change vs previous 13F +5,216 shares

    6.78% of the 13F portfolio, value $36,327,588.

    13F-HR 0001876811-25-000001 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,510,328 shares
    Change vs previous 13F not available

    7.67% of the 13F portfolio, value $40,310,652.

    13F-HR 0001876811-24-000006 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).