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Clear Investment Research’s Vanguard Real Estate ETF VNQ Stock Holding History

Clear Investment Research’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 		$479K Sell
5,401
-108
-2% -$9.9K 0.75% 32
2025
Q4 		$488K Buy
5,509
+208
+4% +$18.7K 0.81% 35
2025
Q3 		$485K Buy
5,301
+5,248
+9,902% +$476K 0.65% 36
2025
Q2 		$475K Sell
53
-5,189
-99% -$458K 0.6% 35
2025
Q1 		$475K Sell
5,242
-111
-2% -$10.1K 0.63% 34
2024
Q4 		$477K Buy
5,353
+282
+6% +$26.6K 0.61% 34
2024
Q3 		$494K Sell
5,071
-43,484
-90% -$4M 0.64% 32
2024
Q2 		$4.07M Buy
48,555
+50
+0.1% +$4.13K 5.3% 4
2024
Q1 		$4.19M Buy
48,505
+3,620
+8% +$309K 5.64% 4
2023
Q4 		$3.97M Sell
44,885
-1,368
-3% -$108K 5.58% 4
2023
Q3 		$3.5M Buy
46,253
+2,070
+5% +$171K 6.07% 4
2023
Q2 		$3.69M Buy
44,183
+80
+0.2% +$6.55K 6.19% 4
2023
Q1 		$3.66M Buy
44,103
+3,316
+8% +$285K 6.41% 4
2022
Q4 		$3.36M Buy
40,787
+1,852
+5% +$154K 6.52% 4
2022
Q3 		$3.12M Buy
38,935
+6,772
+21% +$633K 6.58% 4
2022
Q2 		$2.93M Buy
32,163
+1,756
+6% +$175K 6.48% 3
2022
Q1 		$3.29M Sell
30,407
-29
-0.1% -$3.07K 6.45% 3
2021
Q4 		$3.53M Sell
30,436
-1,914
-6% -$209K 5.41% 6
2021
Q3 		$3.29M Buy
32,350
+8,666
+37% +$919K 5.33% 7
2021
Q2 		$2.18M Hold
23,684
– – 3.63% 8
2021
Q1 		$2.18M Sell
23,684
-1,335
-5% -$117K 3.93% 9
2020
Q4 		$2.13M Buy
25,019
+578
+2% +$47.9K 3.84% 9
2020
Q3 		$1.93M Buy
24,441
+1,775
+8% +$142K 3.91% 9
2020
Q2 		$1.78M Buy
22,666
+671
+3% +$50.9K 3.82% 9
2020
Q1 		$1.54M Buy
21,995
+1,823
+9% +$160K 3.74% 9
2019
Q4 		$1.87M Buy
20,172
+1,874
+10% +$174K 3.87% 9
2019
Q3 		$1.71M Sell
18,298
-7,153
-28% -$649K 3.66% 9
2019
Q2 		$2.22M Sell
25,451
-8,022
-24% -$702K 3.64% 10
2019
Q1 		$2.91M Sell
33,473
-1,268
-4% -$105K 4.54% 8
2018
Q4 		$2.59M Sell
34,741
-1,613
-4% -$127K 4.19% 8
2018
Q3 		$2.93M Buy
36,354
+33,876
+1,367% +$2.79M 4.24% 7
2018
Q2 		$187K Hold
2,478
– – 0.12% 35
2018
Q1 		$187K Sell
2,478
-2,425
-49% -$186K 0.12% 35
2017
Q4 		$407K Buy
4,903
+176
+4% +$14.7K 0.27% 27
2017
Q3 		$393K Buy
4,727
+199
+4% +$16.6K 0.27% 26
2017
Q2 		$377K Buy
4,528
+21
+0.5% +$1.75K 0.29% 24
2017
Q1 		$372K Sell
4,507
-529
-11% -$43.9K 0.27% 21
2016
Q4 		$416K Sell
5,036
-300
-6% -$24.4K 0.32% 21
2016
Q3 		$463K Buy
5,336
+4,881
+1,073% +$435K 0.37% 20
2016
Q2 		$40K Buy
+455
New +$38.2K 0.04% 27

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

Clear Investment Research's VNQ Position: Q1 2026 in Review

Clear Investment Research reduced its Vanguard Real Estate ETF (VNQ) stake by 2% in Q1 2026, selling an estimated $9.9K and leaving 5,401 shares worth $479K. The position accounts for 0.75% of the portfolio, ranked #32.

Clear Investment Research first reported a position in VNQ in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.19M in Q1 2024. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Clear Investment Research held 5,401 shares of Vanguard Real Estate ETF worth $479K as of Q1 2026.
  • Clear Investment Research sold 108 Vanguard Real Estate ETF shares in Q1 2026, an estimated $9.9K.
  • Vanguard Real Estate ETF made up 0.75% of Clear Investment Research's portfolio in Q1 2026, its #32 holding.
  • Clear Investment Research first reported a position in Vanguard Real Estate ETF in Q2 2016 and has held it in 40 quarters since.
  • Clear Investment Research's Vanguard Real Estate ETF position peaked at $4.19M in Q1 2024.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.