iShares FTSE NAREIT Real Est 50 Ind shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in iShares FTSE NAREIT Real Est 50 Ind
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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $605k | 10k | 58.72 |
| 2025-06-30 | $992k | 18k | 56.56 |
| 2024-12-31 | $1.3M | 24k | 57.31 |
| 2024-06-30 | $937 | 18 | 52.06 |
| 2024-03-31 | $941 | 18 | 52.33 |
| 2023-12-31 | $950 | 18 | 52.78 |
| 2023-09-30 | $2.0M | 42k | 47.18 |
| 2023-06-30 | $3.0M | 58k | 51.41 |
| 2023-03-31 | $3.0M | 60k | 50.40 |
| 2022-12-31 | $3.0M | 61k | 49.45 |
| 2022-09-30 | $3.0M | 64k | 47.50 |
| 2022-06-30 | $3.5M | 66k | 53.40 |
| 2022-03-31 | $4.6M | 72k | 64.65 |
| 2021-12-31 | $3.8M | 56k | 67.59 |
| 2021-09-30 | $3.6M | 61k | 58.65 |
| 2021-06-30 | $3.5M | 60k | 58.34 |
| 2021-03-31 | $3.2M | 61k | 52.40 |
| 2020-12-31 | $3.0M | 61k | 48.41 |
| 2020-09-30 | $2.7M | 62k | 43.74 |
| 2020-06-30 | $3.7M | 84k | 43.48 |
| 2020-03-31 | $3.4M | 87k | 39.17 |
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