Allen Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Allen Investment Management’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$654K	Hold	6,781	–	–	0.01%	175
2026 Q1	$601K	Hold	6,781	–	–	0.01%	179
2025 Q4	$600K	Hold	6,781	–	–	0.01%	177
2025 Q3	$620K	Hold	6,781	–	–	0.01%	154
2025 Q2	$604K	Hold	6,781	–	–	0.01%	150
2025 Q1	$614K	Hold	6,781	–	–	0.01%	155
2024 Q4	$604K	Hold	6,781	–	–	0.01%	154
2024 Q3	$661K	Hold	6,781	–	–	0.01%	163
2024 Q2	$568K	Hold	6,781	–	–	0.01%	162
2024 Q1	$586K	Hold	6,781	–	–	0.01%	150
2023 Q4	$599K	Buy	+6,781	New	+$537K	0.01%	153
2022 Q3	–	Sell	-14,161	Closed	-$1.29M	–	227
2022 Q2	$1.29M	Sell	14,161 -7,633	-35%	-$761K	0.02%	117
2022 Q1	$2.36M	Buy	21,794 +19,421	+818%	+$2.06M	0.03%	108
2021 Q4	$275K	Hold	2,373	–	–	﹤0.01%	220
2021 Q3	$242K	Buy	+2,373	New	+$252K	﹤0.01%	190

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Allen Investment Management's VNQ Position: Q2 2026 in Review

Allen Investment Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 6,781 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #175.

Allen Investment Management first reported a position in VNQ in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.36M in Q1 2022. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Allen Investment Management held 6,781 shares of Vanguard Real Estate ETF worth $654K as of Q2 2026.
Allen Investment Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #175 holding.
Allen Investment Management first reported a position in Vanguard Real Estate ETF in Q3 2021 and has held it in 15 quarters since.
Allen Investment Management's Vanguard Real Estate ETF position peaked at $2.36M in Q1 2022.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.