Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Heiwa Real Estate REIT, Inc. include
OWSMX - Old Westbury Small & Mid Cap Strategies Fund,
and
WSML - iShares MSCI World Small-Cap ETF
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-06-30 |
NP |
VGRLX - Vanguard Global ex-U.S. Real Estate Index Fund Admiral
|
|
|
|
3,857 |
1.53 |
3,552 |
13.27 |
|
| 2025-06-26 |
NP |
IEFA - iShares Core MSCI EAFE ETF
|
|
|
|
7,841 |
0.93 |
7,221 |
12.58 |
|
| 2025-06-26 |
NP |
DFGR - Dimensional Global Real Estate ETF
|
|
|
|
1,329 |
1.84 |
1,226 |
13.52 |
|
| 2025-06-26 |
NP |
IDEV - iShares Core MSCI International Developed Markets ETF
|
|
|
|
823 |
16.74 |
758 |
30.07 |
|
| 2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
91 |
|
81 |
|
|
| 2025-07-23 |
NP |
HAUZ - Xtrackers International Real Estate ETF
|
|
|
|
672 |
2.28 |
595 |
7.80 |
|
| 2025-06-26 |
NP |
OWSMX - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
750 |
|
691 |
|
|
| 2025-06-26 |
NP |
REET - iShares Global REIT ETF
|
|
|
|
2,562 |
4.87 |
2,360 |
16.96 |
|
| 2025-06-30 |
NP |
VPACX - Vanguard Pacific Stock Index Fund Investor Shares
|
|
|
|
1,270 |
0.63 |
1,170 |
12.30 |
|
| 2025-07-29 |
NP |
VSGX - Vanguard ESG International Stock ETF ETF Shares
|
|
|
|
159 |
8.16 |
141 |
13.82 |
|
| 2025-07-28 |
NP |
AVRE - Avantis Real Estate ETF
|
|
|
|
427 |
2.40 |
378 |
8.00 |
|
| 2025-06-26 |
NP |
SCZ - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
3,398 |
7.23 |
3,130 |
19.61 |
|
