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

AMI 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	$3.33M	Buy	34,523 +2,015	+6%	+$193K	0.71%	35
2026 Q1	$2.88M	Buy	32,508 +489	+2%	+$44.8K	0.65%	36
2025 Q4	$2.83M	Buy	32,019 +3,290	+11%	+$296K	0.64%	38
2025 Q3	$2.63M	Buy	28,729 +463	+2%	+$42K	0.61%	38
2025 Q2	$2.52M	Buy	28,266 +1,277	+5%	+$113K	0.65%	38
2025 Q1	$2.44M	Buy	26,989 +954	+4%	+$86.6K	0.79%	35
2024 Q4	$2.32M	Buy	26,035 +1,358	+6%	+$128K	0.75%	36
2024 Q3	$2.4M	Buy	24,677 +9,925	+67%	+$914K	0.81%	36
2024 Q2	$1.24M	Buy	14,752 +11,625	+372%	+$960K	0.43%	44
2024 Q1	$270K	Hold	3,127	–	–	0.1%	61
2023 Q4	$276K	Buy	+3,127	New	+$248K	0.11%	58

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SPIO

Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AMI Investment Management increased its Vanguard Real Estate ETF (VNQ) stake by 6.2% in Q2 2026, buying an estimated $193K and bringing the position to 34,523 shares worth $3.33M. The position accounts for 0.71% of the portfolio, ranked #35.

AMI Investment Management first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

AMI Investment Management held 34,523 shares of Vanguard Real Estate ETF worth $3.33M as of Q2 2026.
AMI Investment Management bought 2,015 Vanguard Real Estate ETF shares in Q2 2026, an estimated $193K.
Vanguard Real Estate ETF made up 0.71% of AMI Investment Management's portfolio in Q2 2026, its #35 holding.
AMI Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.