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Belpointe Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Belpointe Asset 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
2025
Q2 		– Sell
-4,979
Closed -$450K – 1030
2025
Q1 		$450K Sell
4,979
-836
-14% -$75.9K 0.02% 594
2024
Q4 		$552K Buy
5,815
+63
+1% +$5.95K 0.03% 487
2024
Q3 		$560K Buy
5,752
+5,683
+8,236% +$523K 0.03% 475
2024
Q2 		$5.82K Buy
+69
New +$5.7K ﹤0.01% 797
2023
Q2 		– Sell
-9,194
Closed -$763K – 3308
2023
Q1 		$763K Sell
9,194
-6,128
-40% -$527K 0.04% 410
2022
Q4 		$1.26M Sell
15,322
-7,298
-32% -$605K 0.08% 264
2022
Q3 		$1.81M Buy
22,620
+2,119
+10% +$198K 0.12% 177
2022
Q2 		$1.87M Sell
20,501
-273
-1% -$27.2K 0.13% 175
2022
Q1 		$2.25M Sell
20,774
-5,537
-21% -$586K 0.14% 156
2021
Q4 		$3.05M Sell
26,311
-1,409
-5% -$154K 0.19% 110
2021
Q3 		$2.82M Buy
27,720
+431
+2% +$45.7K 0.19% 110
2021
Q2 		$2.78M Buy
27,289
+13,715
+101% +$1.36M 0.2% 107
2021
Q1 		$1.25M Sell
13,574
-75
-0.5% -$6.59K 0.11% 209
2020
Q4 		$1.16M Sell
13,649
-7,093
-34% -$588K 0.1% 223
2020
Q3 		$1.64M Buy
20,742
+13,554
+189% +$1.09M 0.18% 116
2020
Q2 		$564K Buy
7,188
+188
+3% +$14.3K 0.07% 277
2020
Q1 		$489K Sell
7,000
-3,783
-35% -$332K 0.09% 247
2019
Q4 		$1M Buy
10,783
+943
+10% +$87.3K 0.13% 183
2019
Q3 		$918K Sell
9,840
-1,523
-13% -$138K 0.15% 153
2019
Q2 		$993K Buy
+11,363
New +$995K 0.2% 114
2019
Q1 		– Sell
-10,439
Closed -$778K – 578
2018
Q4 		$778K Sell
10,439
-2,255
-18% -$178K 0.2% 110
2018
Q3 		$1.02M Sell
12,694
-8,632
-40% -$711K 0.16% 119
2018
Q2 		$1.74M Buy
21,326
+12,840
+151% +$995K 0.49% 30
2018
Q1 		$640K Sell
8,486
-1,580
-16% -$121K 0.19% 109
2017
Q4 		$835K Buy
10,066
+1,250
+14% +$105K 0.18% 118
2017
Q3 		$733K Buy
+8,816
New +$737K 0.17% 131

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Belpointe Asset Management's VNQ Position: Q2 2025 in Review

Belpointe Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 4,979 shares — an estimated $450K sold.

Belpointe Asset Management first reported a position in VNQ in Q3 2017 and held it in 26 quarters. The position peaked at $3.05M in Q4 2021. 1,671 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Belpointe Asset Management reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 4,979 Vanguard Real Estate ETF shares in Q2 2025, an estimated $450K.
  • Belpointe Asset Management first reported a position in Vanguard Real Estate ETF in Q3 2017 and held it in 26 quarters.
  • Belpointe Asset Management's Vanguard Real Estate ETF position peaked at $3.05M in Q4 2021.
  • 1,671 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.