Kinloch Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Kinloch 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	$2.59M	Buy	+29,193	New	+$2.68M	1.06%	51
2025 Q2	–	Sell	-11,945	Closed	-$1.08M	–	81
2025 Q1	$1.08M	Buy	+11,945	New	+$1.08M	0.52%	53
2024 Q4	–	Sell	-12,235	Closed	-$1.19M	–	82
2024 Q3	$1.19M	Buy	+12,235	New	+$1.13M	0.58%	54
2024 Q1	–	Sell	-12,752	Closed	-$1.13M	–	79
2023 Q4	$1.13M	Buy	+12,752	New	+$1.01M	0.72%	50
2022 Q2	–	Sell	-11,350	Closed	-$1.23M	–	72
2022 Q1	$1.23M	Buy	11,350 +915	+9%	+$96.8K	0.74%	47
2021 Q4	$1.21M	Sell	10,435 -2,380	-19%	-$260K	0.75%	46
2021 Q3	$1.3M	Sell	12,815 -2,197	-15%	-$233K	0.92%	45
2021 Q2	$1.53M	Buy	+15,012	New	+$1.49M	1.1%	49
2021 Q1	–	Sell	-1,095	Closed	-$93K	–	203
2020 Q4	$93K	Buy	+1,095	New	+$90.8K	0.08%	73

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Kinloch Capital's VNQ Position: Q1 2026 in Review

Kinloch Capital opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 29,193 shares worth $2.59M. The stake represents 1.06% of the portfolio and ranks #51 among its holdings. This is a return to the name: Kinloch Capital previously reported a position in VNQ as recently as Q1 2025.

Kinloch Capital first reported a position in VNQ in Q4 2020 and has held it in 9 quarters since. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Kinloch Capital held 29,193 shares of Vanguard Real Estate ETF worth $2.59M as of Q1 2026.
Vanguard Real Estate ETF was a new Kinloch Capital position in Q1 2026.
Vanguard Real Estate ETF made up 1.06% of Kinloch Capital's portfolio in Q1 2026, its #51 holding.
Kinloch Capital first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 9 quarters since.
1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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