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Forward Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Forward 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
2018
Q2 		– Sell
-10,000
Closed -$755K – 188
2018
Q1 		$755K Buy
+10,000
New +$765K 0.11% 113
2016
Q4 		– Sell
-52,358
Closed -$4.54M – 240
2016
Q3 		$4.54M Buy
52,358
+2,982
+6% +$266K 0.34% 48
2016
Q2 		$4.38M Buy
+49,376
New +$4.15M 0.37% 43

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Forward Management's VNQ Position: Q2 2018 in Review

Forward Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2018, closing a stake of 10,000 shares — an estimated $755K sold.

Forward Management first reported a position in VNQ in Q2 2016 and held it in 3 quarters. The position peaked at $4.54M in Q3 2016. 1,025 funds tracked by Wall St. Rank hold VNQ as of Q2 2018.

  • Forward Management reported no remaining Vanguard Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Forward Management sold 10,000 Vanguard Real Estate ETF shares in Q2 2018, an estimated $755K.
  • Forward Management first reported a position in Vanguard Real Estate ETF in Q2 2016 and held it in 3 quarters.
  • Forward Management's Vanguard Real Estate ETF position peaked at $4.54M in Q3 2016.
  • 1,025 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2018.

Based on Forward Management's 13F filing for Q2 2018, filed 1 Aug 2018.