LMKC
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L.M. Kohn & Company’s Vanguard Real Estate ETF VNQ Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$682K Sell
7,457
-6,086
-45% -$552K 0.82% 38
2025
Q2 		$1.21M Buy
13,543
+1,290
+11% +$114K 0.33% 57
2025
Q1 		$1.11M Buy
12,253
+2,590
+27% +$235K 0.29% 63
2024
Q4 		$861K Sell
9,663
-1,456
-13% -$138K 0.22% 89
2024
Q3 		$1.08M Buy
11,119
+863
+8% +$79.5K 0.27% 75
2024
Q2 		$859K Sell
10,256
-1,028
-9% -$84.9K 0.23% 89
2024
Q1 		$976K Buy
11,284
+310
+3% +$26.5K 0.27% 79
2023
Q4 		$970K Buy
10,974
+388
+4% +$30.8K 0.31% 68
2023
Q3 		$801K Buy
10,586
+439
+4% +$36.2K 0.29% 75
2023
Q2 		$848K Sell
10,147
-246
-2% -$20.2K 0.32% 76
2023
Q1 		$863K Buy
10,393
+19
+0.2% +$1.63K 0.36% 62
2022
Q4 		$856K Sell
10,374
-204
-2% -$16.9K 0.4% 65
2022
Q3 		$849K Buy
10,578
+223
+2% +$20.9K 0.42% 58
2022
Q2 		$944K Sell
10,355
-61
-0.6% -$6.08K 0.44% 58
2022
Q1 		$1.13M Buy
+10,416
New +$1.1M 0.44% 54

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

L.M. Kohn & Company's VNQ Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Vanguard Real Estate ETF (VNQ) stake by 45% in Q3 2025, selling an estimated $552K and leaving 7,457 shares worth $682K. The position accounts for 0.82% of the portfolio, ranked #38.

L.M. Kohn & Company first reported a position in VNQ in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q2 2025. 1,677 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • L.M. Kohn & Company held 7,457 shares of Vanguard Real Estate ETF worth $682K as of Q3 2025.
  • L.M. Kohn & Company sold 6,086 Vanguard Real Estate ETF shares in Q3 2025, an estimated $552K.
  • Vanguard Real Estate ETF made up 0.82% of L.M. Kohn & Company's portfolio in Q3 2025, its #38 holding.
  • L.M. Kohn & Company first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Vanguard Real Estate ETF position peaked at $1.21M in Q2 2025.
  • 1,677 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.