Atalanta Sosnoff Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Atalanta Sosnoff Capital’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	$251K	Hold	2,601	–	–	﹤0.01%	107
2026 Q1	$231K	Hold	2,601	–	–	0.01%	103
2025 Q4	$230K	Hold	2,601	–	–	﹤0.01%	103
2025 Q3	$238K	Buy	+2,601	New	+$236K	﹤0.01%	100
2022 Q2	–	Sell	-2,081	Closed	-$226K	–	118
2022 Q1	$226K	Sell	2,081 -88	-4%	-$9.31K	0.01%	107
2021 Q4	$252K	Hold	2,169	–	–	0.01%	100
2021 Q3	$221K	Buy	2,169 +89	+4%	+$9.44K	0.01%	90
2021 Q2	$212K	Buy	+2,080	New	+$206K	﹤0.01%	93
2020 Q2	–	Sell	-2,897	Closed	-$202K	–	111
2020 Q1	$202K	Buy	2,897 +398	+16%	+$35K	0.01%	91
2019 Q4	$232K	Buy	2,499 +151	+6%	+$14K	0.01%	92
2019 Q3	$219K	Hold	2,348	–	–	0.01%	91
2019 Q2	$205K	Buy	+2,348	New	+$206K	0.01%	96
2017 Q2	–	Sell	-23,841	Closed	-$1.97M	–	99
2017 Q1	$1.97M	Buy	23,841 +9,055	+61%	+$751K	0.07%	70
2016 Q4	$1.22M	Sell	14,786 -4,817	-25%	-$392K	0.04%	86
2016 Q3	$1.7M	Buy	19,603 +17,045	+666%	+$1.52M	0.06%	86
2016 Q2	$227K	Buy	+2,558	New	+$215K	0.01%	103

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

Atalanta Sosnoff Capital's VNQ Position: Q2 2026 in Review

Atalanta Sosnoff Capital held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 2,601 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #107.

Atalanta Sosnoff Capital first reported a position in VNQ in Q2 2016 and has held it in 16 quarters since. The position peaked at $1.97M in Q1 2017. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Atalanta Sosnoff Capital held 2,601 shares of Vanguard Real Estate ETF worth $251K as of Q2 2026.
Atalanta Sosnoff Capital left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up ﹤0.01% of Atalanta Sosnoff Capital's portfolio in Q2 2026, its #107 holding.
Atalanta Sosnoff Capital first reported a position in Vanguard Real Estate ETF in Q2 2016 and has held it in 16 quarters since.
Atalanta Sosnoff Capital's Vanguard Real Estate ETF position peaked at $1.97M in Q1 2017.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Atalanta Sosnoff Capital's 13F filing for Q2 2026, filed 12 Aug 2026.