Kovitz Investment Group Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-11,543
| Closed | -$1.06M | – | 1296 |
|
|
2025
Q3 | $1.06M | Buy |
11,543
+1,912
| +20% | +$173K | ﹤0.01% | 835 |
|
|
2025
Q2 | $858K | Buy |
9,631
+1,724
| +22% | +$152K | ﹤0.01% | 835 |
|
|
2025
Q1 | $716K | Sell |
7,907
-88,158
| -92% | -$8M | ﹤0.01% | 823 |
|
|
2024
Q4 | $8.57M | Buy |
96,065
+79,754
| +489% | +$7.54M | 0.04% | 296 |
|
|
2024
Q3 | $1.39M | Buy |
16,311
+6,675
| +69% | +$615K | 0.01% | 553 |
|
|
2024
Q2 | $807K | Buy |
9,636
+19
| +0.2% | +$1.57K | 0.01% | 582 |
|
|
2024
Q1 | $832K | Buy |
+9,617
| New | +$822K | 0.01% | 436 |
|
|
2022
Q4 | – | Sell |
-5,317
| Closed | -$426K | – | 402 |
|
|
2022
Q3 | $426K | Sell |
5,317
-127
| -2% | -$11.9K | 0.01% | 331 |
|
|
2022
Q2 | $496K | Sell |
5,444
-660
| -11% | -$65.8K | 0.01% | 340 |
|
|
2022
Q1 | $661K | Buy |
6,104
+1,553
| +34% | +$164K | 0.01% | 322 |
|
|
2021
Q4 | $387K | Buy |
4,551
+1,056
| +30% | +$115K | 0.01% | 354 |
|
|
2021
Q3 | $356K | Sell |
3,495
-1,313
| -27% | -$139K | 0.01% | 375 |
|
|
2021
Q2 | $489K | Buy |
4,808
+224
| +5% | +$22.2K | 0.01% | 362 |
|
|
2021
Q1 | $421K | Buy |
4,584
+34
| +0.7% | +$2.99K | 0.01% | 351 |
|
|
2020
Q4 | $387K | Sell |
4,550
-1,238
| -21% | -$103K | 0.01% | 355 |
|
|
2020
Q3 | $457K | Buy |
5,788
+2,631
| +83% | +$211K | 0.01% | 333 |
|
|
2020
Q2 | $248K | Buy |
+3,157
| New | +$239K | 0.01% | 352 |
|
|
2020
Q1 | – | Sell |
-4,404
| Closed | -$409K | – | 402 |
|
|
2019
Q4 | $409K | Buy |
4,404
+17
| +0.4% | +$1.57K | 0.01% | 331 |
|
|
2019
Q3 | $409K | Sell |
4,387
-260
| -6% | -$23.6K | 0.01% | 327 |
|
|
2019
Q2 | $406K | Buy |
4,647
+77
| +2% | +$6.74K | 0.01% | 317 |
|
|
2019
Q1 | $397K | Sell |
4,570
-2,323
| -34% | -$192K | 0.01% | 322 |
|
|
2018
Q4 | $514K | Sell |
6,893
-37
| -0.5% | -$2.92K | 0.02% | 228 |
|
|
2018
Q3 | $559K | Hold |
6,930
| – | – | 0.03% | 109 |
|
|
2018
Q2 | $564K | Sell |
6,930
-920
| -12% | -$71.3K | 0.03% | 111 |
|
|
2018
Q1 | $592K | Sell |
7,850
-3,729
| -32% | -$285K | 0.03% | 105 |
|
|
2017
Q4 | $961K | Buy |
11,579
+2,949
| +34% | +$247K | 0.04% | 95 |
|
|
2017
Q3 | $717K | Sell |
8,630
-540
| -6% | -$45.1K | 0.04% | 102 |
|
|
2017
Q2 | $763K | Sell |
9,170
-15
| -0.2% | -$1.25K | 0.04% | 100 |
|
|
2017
Q1 | $759K | Sell |
9,185
-58
| -0.6% | -$4.81K | 0.04% | 83 |
|
|
2016
Q4 | $763K | Sell |
9,243
-270
| -3% | -$22K | 0.04% | 77 |
|
|
2016
Q3 | $825K | Hold |
9,513
| – | – | 0.05% | 85 |
|
|
2016
Q2 | $844K | Sell |
9,513
-127
| -1% | -$10.7K | 0.06% | 83 |
|
|
2016
Q1 | $808K | Buy |
+9,640
| New | +$750K | 0.05% | 89 |
|
Other funds holding VNQ
Kovitz Investment Group Partners's VNQ Position: Q4 2025 in Review
Kovitz Investment Group Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 11,543 shares — an estimated $1.06M sold.
Kovitz Investment Group Partners first reported a position in VNQ in Q1 2016 and held it in 33 quarters. The position peaked at $8.57M in Q4 2024. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.
- Kovitz Investment Group Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
- Kovitz Investment Group Partners sold 11,543 Vanguard Real Estate ETF shares in Q4 2025, an estimated $1.06M.
- Kovitz Investment Group Partners first reported a position in Vanguard Real Estate ETF in Q1 2016 and held it in 33 quarters.
- Kovitz Investment Group Partners's Vanguard Real Estate ETF position peaked at $8.57M in Q4 2024.
- 1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.
Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.