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Lokken Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Lokken Investment Group’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 		$223K Sell
2,442
-73
-3% -$6.62K 0.08% 139
2025
Q2 		$224K Sell
2,515
-535
-18% -$47.2K 0.09% 123
2025
Q1 		$276K Buy
3,050
+481
+19% +$43.7K 0.12% 106
2024
Q4 		$229K Sell
2,569
-12
-0.5% -$1.13K 0.1% 122
2024
Q3 		$251K Sell
2,581
-3
-0.1% -$276 0.1% 128
2024
Q2 		$216K Sell
2,584
-240
-8% -$19.8K 0.1% 135
2024
Q1 		$244K Sell
2,824
-1,529
-35% -$131K 0.12% 120
2023
Q4 		$385K Buy
4,353
+21
+0.5% +$1.66K 0.22% 90
2023
Q3 		$328K Sell
4,332
-103
-2% -$8.49K 0.21% 93
2023
Q2 		$371K Sell
4,435
-421
-9% -$34.5K 0.24% 89
2023
Q1 		$403K Buy
4,856
+653
+16% +$56.1K 0.31% 81
2022
Q4 		$347K Buy
4,203
+921
+28% +$76.4K 0.27% 82
2022
Q3 		$263K Buy
3,282
+107
+3% +$10K 0.23% 94
2022
Q2 		$289K Buy
3,175
+47
+2% +$4.68K 0.23% 91
2022
Q1 		$325K Buy
3,128
+153
+5% +$16.2K 0.26% 96
2021
Q4 		$345K Buy
2,975
+29
+1% +$3.17K 0.25% 90
2021
Q3 		$300K Buy
2,946
+86
+3% +$9.12K 0.24% 87
2021
Q2 		$291K Sell
2,860
-108
-4% -$10.7K 0.24% 88
2021
Q1 		$273K Buy
2,968
+1
+0% +$88 0.24% 90
2020
Q4 		$252K Buy
+2,967
New +$246K 0.23% 83

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lokken Investment Group's VNQ Position: Q3 2025 in Review

Lokken Investment Group reduced its Vanguard Real Estate ETF (VNQ) stake by 2.9% in Q3 2025, selling an estimated $6.62K and leaving 2,442 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #139.

Lokken Investment Group first reported a position in VNQ in Q4 2020 and has held it in 20 quarters since. The position peaked at $403K in Q1 2023. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Lokken Investment Group held 2,442 shares of Vanguard Real Estate ETF worth $223K as of Q3 2025.
  • Lokken Investment Group sold 73 Vanguard Real Estate ETF shares in Q3 2025, an estimated $6.62K.
  • Vanguard Real Estate ETF made up 0.08% of Lokken Investment Group's portfolio in Q3 2025, its #139 holding.
  • Lokken Investment Group first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Vanguard Real Estate ETF position peaked at $403K in Q1 2023.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.