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Concurrent Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Concurrent Investment Advisors’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
Q2 		$4.73M Buy
49,089
+5,786
+13% +$553K 0.04% 447
2026
Q1 		$3.84M Buy
43,303
+23,183
+115% +$2.13M 0.04% 418
2025
Q4 		$1.78M Buy
20,120
+4,231
+27% +$380K 0.02% 612
2025
Q3 		$1.45M Buy
15,889
+449
+3% +$40.7K 0.02% 548
2025
Q2 		$1.38M Buy
15,440
+2,890
+23% +$255K 0.03% 519
2025
Q1 		$1.14M Buy
12,550
+355
+3% +$32.2K 0.03% 510
2024
Q4 		$1.09M Buy
12,195
+228
+2% +$21.5K 0.03% 469
2024
Q3 		$1.17M Buy
11,967
+1,956
+20% +$180K 0.03% 427
2024
Q2 		$839K Buy
10,011
+297
+3% +$24.5K 0.03% 474
2024
Q1 		$840K Sell
9,714
-184
-2% -$15.7K 0.03% 411
2023
Q4 		$875K Buy
+9,898
New +$784K 0.04% 356

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Concurrent Investment Advisors's VNQ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 13% in Q2 2026, buying an estimated $553K and bringing the position to 49,089 shares worth $4.73M. The position accounts for 0.04% of the portfolio, ranked #447.

Concurrent Investment Advisors first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Concurrent Investment Advisors held 49,089 shares of Vanguard Real Estate ETF worth $4.73M as of Q2 2026.
  • Concurrent Investment Advisors bought 5,786 Vanguard Real Estate ETF shares in Q2 2026, an estimated $553K.
  • Vanguard Real Estate ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #447 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.