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Atria Investments’s Vanguard Real Estate ETF VNQ Stock Holding History

Atria Investments’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
Q1 		$3.4M Buy
38,283
+12,767
+50% +$1.17M 0.04% 496
2025
Q4 		$2.26M Buy
25,516
+842
+3% +$75.7K 0.03% 678
2025
Q3 		$2.26M Sell
24,674
-5,017
-17% -$455K 0.03% 673
2025
Q2 		$2.64M Sell
29,691
-19,122
-39% -$1.69M 0.03% 614
2025
Q1 		$4.42M Sell
48,813
-2,139
-4% -$194K 0.06% 411
2024
Q4 		$4.54M Sell
50,952
-10,970
-18% -$1.04M 0.06% 387
2024
Q3 		$6.03M Buy
61,922
+5,115
+9% +$471K 0.07% 299
2024
Q2 		$4.76M Sell
56,807
-26,079
-31% -$2.15M 0.06% 347
2024
Q1 		$7.17M Sell
82,886
-13,192
-14% -$1.13M 0.1% 248
2023
Q4 		$8.49M Buy
96,078
+18,681
+24% +$1.48M 0.13% 187
2023
Q3 		$5.86M Buy
77,397
+62,189
+409% +$5.13M 0.1% 243
2023
Q2 		$1.27M Buy
+15,208
New +$1.25M 0.02% 741
2023
Q1 		– Sell
-16,044
Closed -$1.32M – 874
2022
Q4 		$1.32M Buy
+16,044
New +$1.33M 0.03% 653
2022
Q3 		– Sell
-36,011
Closed -$3.28M – 803
2022
Q2 		$3.28M Sell
36,011
-67,546
-65% -$6.73M 0.07% 351
2022
Q1 		$11.2M Sell
103,557
-2,930
-3% -$310K 0.2% 123
2021
Q4 		$12.4M Buy
106,487
+30,266
+40% +$3.31M 0.22% 108
2021
Q3 		$7.76M Buy
76,221
+12,521
+20% +$1.33M 0.14% 160
2021
Q2 		$6.48M Buy
63,700
+17,543
+38% +$1.74M 0.13% 187
2021
Q1 		$4.24M Sell
46,157
-6,717
-13% -$590K 0.09% 247
2020
Q4 		$4.49M Buy
52,874
+36,190
+217% +$3M 0.11% 210
2020
Q3 		$1.32M Sell
16,684
-1,702
-9% -$137K 0.04% 471
2020
Q2 		$1.44M Buy
+18,386
New +$1.39M 0.05% 394
2020
Q1 		– Sell
-33,839
Closed -$3.14M – 1173
2019
Q4 		$3.14M Sell
33,839
-2,443
-7% -$226K 0.09% 207
2019
Q3 		$3.38M Buy
36,282
+7,747
+27% +$703K 0.12% 156
2019
Q2 		$2.57M Sell
28,535
-50,414
-64% -$4.41M 0.1% 176
2019
Q1 		$6.86M Buy
78,949
+33,159
+72% +$2.74M 0.29% 74
2018
Q4 		$3.42M Buy
45,790
+22,083
+93% +$1.74M 0.15% 103
2018
Q3 		$1.91M Sell
23,707
-7,185
-23% -$592K 0.08% 238
2018
Q2 		$2.52M Buy
30,892
+10,164
+49% +$788K 0.11% 181
2018
Q1 		$1.56M Sell
20,728
-18,466
-47% -$1.41M 0.08% 250
2017
Q4 		$3.25M Buy
39,194
+2,743
+8% +$230K 0.16% 130
2017
Q3 		$3.03M Buy
36,451
+2,833
+8% +$237K 0.17% 126
2017
Q2 		$2.8M Buy
33,618
+3,702
+12% +$309K 0.17% 124
2017
Q1 		$2.47M Buy
29,916
+7,897
+36% +$655K 0.16% 132
2016
Q4 		$1.82M Sell
22,019
-95,843
-81% -$7.81M 0.14% 144
2016
Q3 		$10.2M Sell
117,862
-14,981
-11% -$1.34M 0.94% 19
2016
Q2 		$11.8M Buy
132,843
+109,254
+463% +$9.18M 1.27% 13
2016
Q1 		$1.98M Buy
23,589
+12,600
+115% +$981K 0.22% 67
2015
Q4 		$851K Buy
+10,989
New +$870K 0.09% 161
2015
Q2 		– Sell
-142,505
Closed -$12M – 427
2015
Q1 		$12M Sell
142,505
-18,145
-11% -$1.54M 1.36% 13
2014
Q4 		$13M Sell
160,650
-2,919
-2% -$229K 1.38% 19
2014
Q3 		$11.8M Buy
163,569
+2,042
+1% +$154K 1.2% 16
2014
Q2 		$12.1M Buy
161,527
+51,967
+47% +$3.82M 1.21% 16
2014
Q1 		$7.74M Buy
109,560
+71,455
+188% +$4.89M 0.79% 24
2013
Q4 		$2.46M Sell
38,105
-33,503
-47% -$2.24M 0.25% 64
2013
Q3 		$4.74M Buy
71,608
+35,669
+99% +$2.42M 0.49% 39
2013
Q2 		$2.47M Buy
+35,939
New +$2.61M 0.3% 54

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Atria Investments's VNQ Position: Q1 2026 in Review

Atria Investments increased its Vanguard Real Estate ETF (VNQ) stake by 50% in Q1 2026, buying an estimated $1.17M and bringing the position to 38,283 shares worth $3.4M. The position accounts for 0.04% of the portfolio, ranked #496.

Atria Investments first reported a position in VNQ in Q2 2013 and has held it in 47 quarters since. The position peaked at $13M in Q4 2014. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Atria Investments held 38,283 shares of Vanguard Real Estate ETF worth $3.4M as of Q1 2026.
  • Atria Investments bought 12,767 Vanguard Real Estate ETF shares in Q1 2026, an estimated $1.17M.
  • Vanguard Real Estate ETF made up 0.04% of Atria Investments's portfolio in Q1 2026, its #496 holding.
  • Atria Investments first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 47 quarters since.
  • Atria Investments's Vanguard Real Estate ETF position peaked at $13M in Q4 2014.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.