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Evercore Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Evercore Wealth Management’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 		$474K Hold
5,344
– – 0.01% 290
2025
Q4 		$473K Sell
5,344
-89
-2% -$8K 0.01% 294
2025
Q3 		$497K Buy
5,433
+89
+2% +$8.07K 0.01% 294
2025
Q2 		$476K Sell
5,344
-2,200
-29% -$194K 0.01% 286
2025
Q1 		$683K Sell
7,544
-282
-4% -$25.6K 0.01% 249
2024
Q4 		$697K Hold
7,826
– – 0.01% 246
2024
Q3 		$762K Sell
7,826
-2,497
-24% -$230K 0.01% 243
2024
Q2 		$865K Sell
10,323
-2,943
-22% -$243K 0.01% 225
2024
Q1 		$1.15M Sell
13,266
-2,085
-14% -$178K 0.02% 208
2023
Q4 		$1.36M Sell
15,351
-3,751
-20% -$297K 0.02% 194
2023
Q3 		$1.45M Buy
19,102
+11,723
+159% +$967K 0.03% 182
2023
Q2 		$617K Sell
7,379
-738
-9% -$60.5K 0.01% 251
2023
Q1 		$674K Sell
8,117
-1,980
-20% -$170K 0.01% 243
2022
Q4 		$833K Sell
10,097
-2,127
-17% -$176K 0.02% 226
2022
Q3 		$980K Buy
12,224
+747
+7% +$69.8K 0.02% 204
2022
Q2 		$1.04M Sell
11,477
-25
-0.2% -$2.49K 0.02% 205
2022
Q1 		$1.25M Sell
11,502
-200
-2% -$21.2K 0.02% 203
2021
Q4 		$1.36M Sell
11,702
-930
-7% -$102K 0.02% 199
2021
Q3 		$1.29M Sell
12,632
-311
-2% -$33K 0.02% 200
2021
Q2 		$1.32M Buy
12,943
+1,475
+13% +$146K 0.02% 199
2021
Q1 		$1.05M Sell
11,468
-1,488
-11% -$131K 0.02% 217
2020
Q4 		$1.1M Buy
12,956
+2,393
+23% +$198K 0.02% 203
2020
Q3 		$834K Sell
10,563
-1,196
-10% -$96K 0.02% 216
2020
Q2 		$923K Sell
11,759
-5,525
-32% -$419K 0.02% 193
2020
Q1 		$1.21M Sell
17,284
-1,259
-7% -$111K 0.04% 167
2019
Q4 		$1.72M Buy
18,543
+1,875
+11% +$174K 0.05% 167
2019
Q3 		$1.55M Buy
16,668
+2,191
+15% +$199K 0.05% 168
2019
Q2 		$1.26M Buy
14,477
+491
+4% +$43K 0.04% 182
2019
Q1 		$1.22M Buy
13,986
+655
+5% +$54.1K 0.04% 180
2018
Q4 		$993K Buy
13,331
+1,034
+8% +$81.5K 0.04% 174
2018
Q3 		$992K Sell
12,297
-79
-0.6% -$6.51K 0.03% 197
2018
Q2 		$1.01M Buy
12,376
+4,480
+57% +$347K 0.03% 199
2018
Q1 		$596K Sell
7,896
-10,452
-57% -$800K 0.02% 224
2017
Q4 		$1.52M Sell
18,348
-1,029
-5% -$86.2K 0.06% 157
2017
Q3 		$1.61M Sell
19,377
-760
-4% -$63.5K 0.06% 152
2017
Q2 		$1.68M Buy
20,137
+73
+0.4% +$6.09K 0.06% 148
2017
Q1 		$1.66M Sell
20,064
-1,859
-8% -$154K 0.06% 148
2016
Q4 		$1.81M Buy
21,923
+2,600
+13% +$212K 0.08% 137
2016
Q3 		$1.68M Sell
19,323
-7,700
-28% -$687K 0.07% 147
2016
Q2 		$2.4M Buy
27,023
+17,895
+196% +$1.5M 0.11% 116
2016
Q1 		$765K Sell
9,128
-168
-2% -$13.1K 0.03% 200
2015
Q4 		$741K Buy
9,296
+423
+5% +$33.5K 0.03% 210
2015
Q3 		$671K Sell
8,873
-4,043
-31% -$311K 0.03% 219
2015
Q2 		$966K Buy
12,916
+1,805
+16% +$144K 0.04% 201
2015
Q1 		$935K Buy
+11,111
New +$944K 0.04% 192
2014
Q4 		– Sell
-2,051
Closed -$147K – 989
2014
Q3 		$147K Buy
2,051
+795
+63% +$60K 0.01% 451
2014
Q2 		$93K Hold
1,256
– – ﹤0.01% 522
2014
Q1 		$88K Hold
1,256
– – ﹤0.01% 509
2013
Q4 		$80K Sell
1,256
-675
-35% -$45.1K ﹤0.01% 494
2013
Q3 		$128K Sell
1,931
-52
-3% -$3.53K 0.01% 452
2013
Q2 		$135K Buy
+1,983
New +$144K 0.01% 446

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

Evercore Wealth Management's VNQ Position: Q1 2026 in Review

Evercore Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 5,344 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #290.

Evercore Wealth Management first reported a position in VNQ in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.4M in Q2 2016. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Evercore Wealth Management held 5,344 shares of Vanguard Real Estate ETF worth $474K as of Q1 2026.
  • Evercore Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Real Estate ETF made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #290 holding.
  • Evercore Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 51 quarters since.
  • Evercore Wealth Management's Vanguard Real Estate ETF position peaked at $2.4M in Q2 2016.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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