Clal Insurance’s Vanguard Real Estate ETF VNQ Stock Holding History

Clal Insurance’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	$289K	Hold	3,255	–	–	﹤0.01%	120
2025 Q4	$288K	Hold	3,255	–	–	﹤0.01%	120
2025 Q3	$298K	Hold	3,255	–	–	﹤0.01%	119
2025 Q2	$290K	Hold	3,255	–	–	﹤0.01%	108
2025 Q1	$295K	Hold	3,255	–	–	﹤0.01%	108
2024 Q4	$290K	Hold	3,255	–	–	﹤0.01%	97
2024 Q3	$320K	Hold	3,255	–	–	﹤0.01%	107
2024 Q2	$276K	Hold	3,255	–	–	﹤0.01%	109
2024 Q1	$281K	Sell	3,255 -536,745	-99%	-$45.9M	﹤0.01%	119
2023 Q4	$47.7M	Buy	+540,000	New	+$42.8M	0.62%	45
2022 Q1	–	Sell	-26,410	Closed	-$3.06M	–	230
2021 Q4	$3.06M	Hold	26,410	–	–	0.03%	127
2021 Q3	$2.69M	Hold	26,410	–	–	0.03%	138
2021 Q2	$2.69M	Hold	26,410	–	–	0.03%	135
2021 Q1	$2.43M	Buy	+26,410	New	+$2.32M	0.03%	133
2016 Q3	–	Sell	-49,500	Closed	-$4.39M	–	115
2016 Q2	$4.39M	Hold	49,500	–	–	0.11%	67
2016 Q1	$4.15M	Hold	49,500	–	–	0.12%	61
2015 Q4	$3.95M	Hold	49,500	–	–	0.11%	64
2015 Q3	$3.74M	Buy	+49,500	New	+$3.8M	0.1%	62

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 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 $1.47T AUM 27.86% 1-Year Est. Return

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