Kings Point Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Kings Point Capital 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
2022 Q1	$132K	Sell	1,220 -3,184	-72%	-$337K	0.01%	238
2021 Q4	$511K	Buy	4,404 +3,184	+261%	+$348K	0.04%	145
2021 Q3	$124K	Hold	1,220	–	–	0.01%	251
2021 Q2	$124K	Hold	1,220	–	–	0.01%	250
2021 Q1	$112K	Sell	1,220 -85	-7%	-$7.47K	0.01%	253
2020 Q4	$111K	Buy	1,305 +85	+7%	+$7.05K	0.01%	232
2020 Q3	$96K	Hold	1,220	–	–	0.01%	238
2020 Q2	$96K	Hold	1,220	–	–	0.01%	220
2020 Q1	$85K	Sell	1,220 -433	-26%	-$38K	0.02%	226
2019 Q4	$153K	Buy	1,653 +269	+19%	+$24.9K	0.02%	202
2019 Q3	$129K	Buy	+1,384	New	+$126K	0.02%	200
2018 Q1	–	Sell	-202	Closed	-$17K	–	384
2017 Q4	$17K	Buy	+202	New	+$16.9K	﹤0.01%	330
2015 Q4	–	Sell	-171	Closed	-$13K	–	383
2015 Q3	$13K	Hold	171	–	–	﹤0.01%	347
2015 Q2	$13K	Hold	171	–	–	﹤0.01%	336
2015 Q1	$14K	Buy	171 +46	+37%	+$3.91K	﹤0.01%	334
2014 Q4	$10K	Buy	+125	New	+$9.81K	﹤0.01%	343

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kings Point Capital Management's VNQ Position: Q1 2022 in Review

Kings Point Capital Management reduced its Vanguard Real Estate ETF (VNQ) stake by 72% in Q1 2022, selling an estimated $337K and leaving 1,220 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #238.

Kings Point Capital Management first reported a position in VNQ in Q4 2014 and has held it in 16 quarters since. The position peaked at $511K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Kings Point Capital Management held 1,220 shares of Vanguard Real Estate ETF worth $132K as of Q1 2022.
Kings Point Capital Management sold 3,184 Vanguard Real Estate ETF shares in Q1 2022, an estimated $337K.
Vanguard Real Estate ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #238 holding.
Kings Point Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 16 quarters since.
Kings Point Capital Management's Vanguard Real Estate ETF position peaked at $511K in Q4 2021.
1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.