Corient Private Wealth
VNQ icon

Corient Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Corient Private Wealth’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 		$88.8M Sell
1,008,565
-1,215,096
-55% -$111M 0.13% 154
2025
Q4 		$199M Buy
2,223,661
+1,208,472
+119% +$109M 0.13% 154
2025
Q3 		$92.8M Sell
1,015,189
-95,125
-9% -$8.63M 0.15% 148
2025
Q2 		$98.9M Sell
1,110,314
-15,450
-1% -$1.36M 0.13% 158
2025
Q1 		$102M Sell
1,125,764
-13,895
-1% -$1.26M 0.17% 133
2024
Q4 		$101M Buy
1,139,659
+152,565
+15% +$14.4M 0.17% 134
2024
Q3 		$43.7M Buy
987,094
+8,076
+0.8% +$744K 0.07% 261
2024
Q2 		$82M Buy
979,018
+10,337
+1% +$854K 0.14% 154
2024
Q1 		$83.8M Sell
968,681
-370,608
-28% -$31.7M 0.15% 154
2023
Q4 		$118M Sell
1,339,289
-189,056
-12% -$15M 0.22% 105
2023
Q3 		$116M Sell
1,528,345
-9,920
-0.6% -$818K 0.27% 90
2023
Q2 		$129M Buy
1,538,265
+20,387
+1% +$1.67M 0.3% 78
2023
Q1 		$126M Buy
1,517,878
+71,362
+5% +$6.13M 0.34% 70
2022
Q4 		$119M Buy
+1,446,516
New +$120M 0.43% 59

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

Corient Private Wealth's VNQ Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 55% in Q1 2026, selling an estimated $111M and leaving 1,008,565 shares worth $88.8M. The position accounts for 0.13% of the portfolio, ranked #154.

Corient Private Wealth first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $199M in Q4 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Corient Private Wealth held 1,008,565 shares of Vanguard Real Estate ETF worth $88.8M as of Q1 2026.
  • Corient Private Wealth sold 1,215,096 Vanguard Real Estate ETF shares in Q1 2026, an estimated $111M.
  • Vanguard Real Estate ETF made up 0.13% of Corient Private Wealth's portfolio in Q1 2026, its #154 holding.
  • Corient Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Vanguard Real Estate ETF position peaked at $199M in Q4 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.