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Curi RMB Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Curi RMB Capital’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 		$560K Buy
6,309
+660
+12% +$60.5K 0.01% 571
2025
Q4 		$500K Buy
5,649
+545
+11% +$49K 0.01% 612
2025
Q3 		$467K Sell
5,104
-402
-7% -$36.5K 0.01% 526
2025
Q2 		$490K Buy
5,506
+2,205
+67% +$194K 0.01% 518
2025
Q1 		$299K Buy
+3,301
New +$300K 0.01% 434
2019
Q4 		– Sell
-19,593
Closed -$1.83M – 745
2019
Q3 		$1.83M Buy
+19,593
New +$1.78M 0.05% 309
2018
Q3 		– Sell
-2,474
Closed -$202K – 963
2018
Q2 		$202K Sell
2,474
-3,855
-61% -$299K ﹤0.01% 828
2018
Q1 		$478K Buy
+6,329
New +$484K 0.01% 632
2017
Q2 		– Sell
-2,697
Closed -$223K – 787
2017
Q1 		$223K Sell
2,697
-881
-25% -$73.1K 0.01% 493
2016
Q4 		$295K Buy
+3,578
New +$291K 0.02% 370
2016
Q3 		– Sell
-8,309
Closed -$737K – 512
2016
Q2 		$737K Buy
+8,309
New +$698K 0.04% 266
2015
Q2 		– Sell
-3,191
Closed -$269K – 533
2015
Q1 		$269K Sell
3,191
-1,549
-33% -$132K 0.02% 418
2014
Q4 		$384K Sell
4,740
-8,948
-65% -$702K 0.02% 361
2014
Q3 		$984K Buy
+13,688
New +$1.03M 0.06% 290

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

Curi RMB Capital's VNQ Position: Q1 2026 in Review

Curi RMB Capital increased its Vanguard Real Estate ETF (VNQ) stake by 12% in Q1 2026, buying an estimated $60.5K and bringing the position to 6,309 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #571.

Curi RMB Capital first reported a position in VNQ in Q3 2014 and has held it in 14 quarters since. The position peaked at $1.83M in Q3 2019. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Curi RMB Capital held 6,309 shares of Vanguard Real Estate ETF worth $560K as of Q1 2026.
  • Curi RMB Capital bought 660 Vanguard Real Estate ETF shares in Q1 2026, an estimated $60.5K.
  • Vanguard Real Estate ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #571 holding.
  • Curi RMB Capital first reported a position in Vanguard Real Estate ETF in Q3 2014 and has held it in 14 quarters since.
  • Curi RMB Capital's Vanguard Real Estate ETF position peaked at $1.83M in Q3 2019.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.