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

Bramshill 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	$798K	Sell	9,000 -1,000	-10%	-$91.7K	0.07%	79
2025 Q4	$885K	Hold	10,000	–	–	0.05%	69
2025 Q3	$914K	Sell	10,000 -5,000	-33%	-$454K	0.06%	66
2025 Q2	$1.34M	Sell	15,000 -2,000	-12%	-$176K	0.14%	40
2025 Q1	$1.54M	Buy	17,000 +1,592	+10%	+$144K	0.16%	32
2024 Q4	$1.37M	Buy	15,408 +7,908	+105%	+$747K	0.22%	35
2024 Q3	$731K	Buy	+7,500	New	+$691K	0.08%	88
2024 Q1	–	Sell	-1,422	Closed	-$126K	–	212
2023 Q4	$126K	Hold	1,422	–	–	0.01%	132
2023 Q3	$108K	Buy	+1,422	New	+$117K	0.01%	102
2023 Q2	–	Sell	-6,661	Closed	-$553K	–	162
2023 Q1	$553K	Buy	+6,661	New	+$572K	0.07%	102
2018 Q3	–	Sell	-109	Closed	-$9K	–	198
2018 Q2	$9K	Buy	+109	New	+$8.45K	﹤0.01%	108
2018 Q1	–	Sell	-443	Closed	-$37K	–	127
2017 Q4	$37K	Buy	+443	New	+$37.1K	0.01%	116

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bramshill Investments's VNQ Position: Q1 2026 in Review

Bramshill Investments reduced its Vanguard Real Estate ETF (VNQ) stake by 10% in Q1 2026, selling an estimated $91.7K and leaving 9,000 shares worth $798K. The position accounts for 0.07% of the portfolio, ranked #79.

Bramshill Investments first reported a position in VNQ in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.54M in Q1 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Bramshill Investments held 9,000 shares of Vanguard Real Estate ETF worth $798K as of Q1 2026.
Bramshill Investments sold 1,000 Vanguard Real Estate ETF shares in Q1 2026, an estimated $91.7K.
Vanguard Real Estate ETF made up 0.07% of Bramshill Investments's portfolio in Q1 2026, its #79 holding.
Bramshill Investments first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 12 quarters since.
Bramshill Investments's Vanguard Real Estate ETF position peaked at $1.54M in Q1 2025.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.